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HVAC invoicing

Keep A/C service and billing connected.

Quote maintenance and installations with reusable services, then track each invoice and the money received.

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  • Customer contact details
  • Account status
Illustrative scene of an HVAC technician servicing an air-conditioning unit.

Clear service. Clear billing.

01

The service contacts

Keep A/C customers easy to reach.

Find the client’s name, email, and phone before confirming the equipment and visit details directly. Account statuses keep billing follow-up in view.

  • Customer contact details
  • Account status
FacturaOS client list with names, emails, phones, and account-status filters.FacturaOS client list with names, emails, phones, and account-status filters.
02

The invoice list

Review invoices after the service visit.

Compare customer invoices, dates, totals, and paid amounts. Puerto Rico HVAC license formats stay on Pro and PyME.

  • Customer and invoice
  • Totals and paid amounts
FacturaOS invoice list with customers, amounts, dates, and statuses.FacturaOS invoice list with customers, amounts, dates, and statuses.

Keep it clear

A useful view of the work.

01Estimate

Equipment and scope

02Invoice

Labor and parts

03Payments

Deposits and balances

For this kind of work

Explore the tools.

Reusable invoice templates, services, and inventoryRoute planning software for service teamsInvoice software with multiple templates

Before you get started

Plans, payments, and country-specific details.

Can I quote HVAC labor and parts separately?

Yes. Add services for diagnostic or repair labor and products for parts or equipment, with quantities and descriptions appropriate to the job. Save common items for reuse and review the estimate's scope and total with the customer before proceeding.

Can an installation deposit reduce the remaining invoice balance?

Yes. After receiving the deposit, record its amount, date, and payment method against the invoice. A partial payment leaves the remaining balance open. Manual payment records rely on your confirmation of money received and do not verify an external bank or payment-app transfer.

Does FacturaOS support Puerto Rico HVAC license details?

Eligible Pro and PyME accounts can use the Puerto Rico refrigeration and A/C technician invoice format when the matching professional credential is active. This format displays credential context; confirm licensing and invoice requirements with the relevant authority or your accountant. Its availability does not establish support for other countries' licensing rules.

What should an HVAC business in the U.S. or Puerto Rico confirm during setup?

Check that your operating country is currently enabled. Each business uses one operating country at a time, and FacturaOS supports English and Spanish. Local tax settings, professional formats, and connected payment options depend on the selected market, plan, and configuration. Creating an estimate or invoice does not automatically charge a customer.

Built for related work

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Practical next steps

Set up your business and follow up on invoices

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HVAC invoicing

Bring your next job into focus.

Bring the next customer, invoice, and payment record together.

Start with FacturaOS