HVAC Service Order Template (Free Download) - Housecall Pro

HVAC service order template

An HVAC service order details the services a customer wants an HVAC contractor to provide within their home or business facilities. The detailed information serves as clear instructions when the HVAC technicians complete the services. These forms are prepared by the HVAC contractor and can be used for invoicing purposes, too. Using HVAC service software for invoicing may be used in place of this template.

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HVAC service order example

An HVAC service order includes:

  1. Company Information: name, address, phone number, hours of operation
  2. Reference Information
  3. Bill to Information: company name, contact person, billing address, telephone number
  4. Service Location: address, phone number, contact instructions, service date, authorization information
  5. Description of Services
  6. Materials List
  7. Cost Breakdown

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