HVAC Work/Service Form with Square Mobile Payment Option

Form Template

This is a mobile app HVAC service invoice that can easily be tailored or customized for your HVAC service business.

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Now featuring the Square mobile payment service, this app tracks all necessary items for a HVAC service form. Basic job information is tracked along with product serial numbers, customer information, customer's equipment, parts used, description of work, final check before the job is complete, recommendations, call information, and all charges and costs. The charges and costs screen handles all calculations while displaying parts and labor subtotals and final customer charges - including all sales tax. Best of all? This app has been equipped to accept credit card payments on the spot via the Square mobile payment service! No more invoicing - get paid immediately! Use the Dispatch feature to assign jobs to mobile technicians.

IMPORTANT NOTICE: To set up an existing or new Square account for this form, please follow the directions found on this link.

Want to learn more about HVAC customer service? Find out the steps to creating strong customer relationships.

Features
  • Mobile Payments
  • Signature Capture
  • Calculations
  • Submission Editing
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Platforms
  • iPhone
  • iPad
  • Android
  • Windows
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Integrations
  • Quickbooks
  • Salesforce
  • Google Docs
  • Dropbox
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*The Capterra SoftwareAdvice ​and GetApp logos are a service mark of Gartner, Inc. and/or its affiliates and is used herein with permission.*

Don't take our word for it...

“I’m not a tech guy and I was able to pick this thing up in probably an hour, and actually start to build apps. I’ve done them over lunch when I’ve gotten frustrated with a process that didn’t exist in our company. So for non tech people who’ve got a problem, the support here is awesome and I’d recommend it to anybody, not just in our industry.”

Dave Kramer, PennLine Service

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