An HVAC service ticket template creates a written record of the services completed by an HVAC technician during a call. A service ticket serves as documentation of repairs, the resolution of specific issues, and any recommendations for additional work. Itemized costs for work performed are also listed. Service tickets are assigned a number to track service calls to improve the customer experience.
General fields for an HVAC service ticket include:
Company name and logo
Service ticket number
Customer information (name, address, phone number, email address)
Description of work performed
Equipment details (manufacturer, model number, serial number)
Checklist (compressor, refrigerant, fan and motor, evaporator coil, condenser coil, air filters, duct, thermostat, electrical components, heating assembly)
Materials (quantity, unit price, amount)
Labor (hours, rate, amount)
Total amount and method of payment
Date and customer signature
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