Hvac invoicing12/7/2022 ![]() ![]() I can’t say enough about the service and help that I have received. I think ServicePal has a very easy learning curve and is visually comfortable. I’ve set mine up for Standard, 10% off, 20% off which is super flexible and covers everything needed for a customer. I really liked the good, better, best pricing platform. #HVAC INVOICING SOFTWARE#The reason and part of my analysis is: What’s going to be easier for my employees? what’s going to be easier for me running the business? how is my pricing structure going to work within the software I want to use? What functions of a software do I really need and will really be used? What kind of support will I have? I am getting ready to open an HVAC business and have looked at nearly all the other service softwares (actually downloaded and operated) I kept finding myself going back to ServicePal over and over. We are always just an email, chat or phone call away.įirst, I want to say thanks to Andrew at ServicePal for being very helpful. When I found ServicePal on the App Store, I was immediately impressed by how simple the program works." In an attempt to "go green" and simplify an ancient dispatching system, I've spent thousands of dollars trying to "go paperless" only to have a programs that are too complicated or fail to deliver as promised. "I am the owner of The Pipe Doctor Plumbing, Heating & Air Conditioning, service company on Long Island, NY. Our technicians track their time sheets in the App, which allows the office staff to monitor them throughout the week and have a quick reference point." We have repair forms that allow the technician to add images, which our customers love. The app allows you to make custom forms online that can be edited within seconds. We started using the app just over a year ago and it has helped streamline our business and stand out from our competitors. "Service Pal is a great app for our HVAC business. I always have a response to my questions via phone or email within hours." As a HVAC owner I was able to customize invoices, proposal forms and contracts to meet my needs. Import customers from QuickBooks Desktop and QuickBooks Online. Add forms specific to your manufacturer (Carrier, Bryant, Lennox, Goodman, York, Trane etc.) Equipment inspection (AC), Equipment inspection (Boiler), Equipment inspection (Water Heater), Equipment inspection (Furnace) Dispatch jobs while in the field and collaborate with your team. Customize invoices using drag/drop Form Designer (PC/Laptop required) Custom invoice formats (capture signatures, photos and other information specific to your business) Record payment and email/print receipts Offer discounts, coupons and specials to customers Print invoices and inspection documents on AirPrint printers in your truck or office Email estimates and invoices on the spot Turns your iPad into an electronic clipboard Send reminders to homeowners the day before appointments.Gain more Google reviews, with automated text messages.Swipe debit/credit cards today at 2.75% flat rate (requires merchant account.Save time and money by going paperless with your business.Gain a competitive edge by customizing your forms with coupons and customer specials.Drop in your logo, and book revenue today! READY TO GO invoices, work orders and maintenance agreement templates.Automatically schedule jobs based on service agreements. Track equipment and keep track of service agreements. Manage your jobs, schedule, dispatch, invoice, estimate and record payments from anywhere. ServicePal for HVAC is the #1 app for HVAC technicians. HVAC and Plumbing inspections forms included. More custom invoice formats, than any other app. #HVAC INVOICING PROFESSIONAL#The #1 HVAC app for service contractors on the go!Ĭreate professional estimates, invoices and work orders while on the job. ![]()
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