Invoice example · HVAC service

HVAC Invoice Template for Repair and Service

A 3-page HVAC service invoice: equipment and work order, repair labor and parts, refrigerant charge, maintenance visit, readings, recommendations and terms.

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At a glance

This invoice in numbers

About this example

This example is the invoice an HVAC contractor in Honolulu, Hawaii, sends a dental office after a repair and a scheduled maintenance visit: one of three split systems had stopped cooling, and the technician found a failed capacitor and a refrigerant leak at a service valve, then serviced all three units under the maintenance agreement.

Facilities and office managers approve an HVAC invoice when they can see what was wrong and what was done, so this one identifies the unit by model and serial number and ties the invoice to the work order. The repair is billed as a service call, technician and apprentice hours, and each part, with the refrigerant charged by the pound and weighed in to the nameplate charge. The maintenance visit, filters and drain service follow under the agreement. Hawaii's general excise tax applies to the labor and parts alike. A table of readings shows the unit before and after the repair, the recommendations are priced, and the invoice ends with payment details and terms on warranty, refrigerant handling and late payment.

Who it is for

HVAC contractors, refrigeration technicians and mechanical service companies that invoice repairs and maintenance visits to their customers.

Inside and how to use it

What this example contains, and how to make it yours

What's inside

  • Site, equipment model and serial, work order and terms
  • Service call, technician and apprentice hours
  • Parts and refrigerant by the pound
  • The maintenance visit under the agreement
  • Before-and-after readings and priced recommendations
  • Payment details and terms on warranty and refrigerant

How to adapt it

  • Identify the unit by model and serial number on every invoice
  • Record readings before and after the repair
  • Charge refrigerant by weight and say it was weighed in
  • Price the next repairs you recommend

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