Things to Include on an Electrician Invoice (Includes Free Electrician Invoice Template)By My Service Depot on Tuesday, January 26, 2021
Build an electrician invoice template that will perfectly satisfy your customers' needs, as well as your own.
You have to provide an invoice to every customer you service, so it makes sense to take some time to generate a good one. Depending on the kind of software you use, you may have the ability to create and format invoices to your exact specifications. Finding the perfect template to suit both the needs of your customers and your own business can make a world of difference. To help with this, we’ve compiled a list of items you will want to make sure you include. We’ve also included a sample invoice template at the end of this article that you can use on your own, or with our award-winning Smart Service electrician scheduling software.
Self-explanatory, but still needed, the company logo will be one of the first things your customer sees. You will want to use an image of good quality, either centered or left-alighted on the form. If you do not possess a high quality image of your logo, get in touch with a graphic designer to create one.
Another good idea? Make sure you have “INVOICE” across the top of the document. This way you leave nothing to chance. Anyone who glances at the document will immediately discern its purpose.
Right next to your logo, you will want to make sure you have all your basic company information listed. This generally benefits your customers, allowing them to contact you if they have any issues or even if they want to call back for another service in the future. Not providing contact information could raise a red flag for customers, especially those who you may do bigger jobs for.
To go along with general company information, you will also want to display all your customer’s basic information. This is generally just a good practice, but can come in handy if a customer needs to update their information. If they see something outdated, they can let you know.
Relevant Dates, Invoice Numbers, and Other Fields
After the customer’s general information, you’ll now start getting into the information relevant to the job that was done on the day or dates in question. Generally, this includes the date the job was done, along with a unique invoice number for the job. You can also include who worked on the job, what times they may have logged for the job, or any other relevant fields.
Service Items Breakdown
Customers will always want to see a breakdown of the items you charge them for. No one wants to get an invoice with no actual work described on it. Display each item or service name, then a description of this item, followed by the rate, quantity, and finally the total price for the line.
Subtotals, Tax, and Final Total
Following the above service items breakdown, include a pre-tax subtotal of all of the items combined. After that, provide the tax amount calculated on a separate line, followed by the final total. The final total should always look a little different/more important. You want this to stand out so that a customer immediately knows what they have to pay. Often, this will be the very first thing a customer will look for.
Notes and Images
This section can serve many purposes. A notes field will enable your techs to include anything specific to the job outside of the immediate invoice items, and include a place to record additional information, such as recommendations for the customer. An images section, if you can include it, can help match the line items to the reality of the work performed. If you service specific equipment or areas, taking before and after pictures can help convey the work done.
Terms and Conditions, and Signatures
Every invoice should include terms, conditions, and signatures. You most likely have your own standard terms and conditions already, and this is where you will want to put them. Your customer should have a chance to review this section before moving onto the last one: the signature.
Generally, your customer will sign the same section that includes the terms and conditions, since this functions as the customer stating they have read over the invoice and agree to pay the amount listed above. This will effectively serve as a record of contract for both you and your customer.
Electrician Invoice Template
To help illustrate how to put all these ideas together, we’ve gone ahead and included a sample invoice for you to check out, modify, and use. This may not include everything you need for your particular business, but it represents a good starting point for creating your own personal, perfect invoice.
Feeling overwhelmed? If you’d rather spend less time on paperwork and more time on actual work, consider investing in the electrician scheduling software Smart Service. Smart Service will help automate all your administrative processes, and the above invoice integrates fully with the software to automatically pull in customer, company, and job information every time you use it. If you want to see how it all works, request a demo today.