FieldForm · No-Cool Call Kit · SKU-07
HVAC invoice$24 kitFort Worth
HVAC invoice template for the truck
Fillable HVAC invoice with Excel live math for parts, labor, and tax. The $24 No-Cool Call Kit also includes the work order, cooling PM checklist, refrigerant cylinder log, and diagnostic field log. Instant download. US Letter. Templates only.
See the full No-Cool Call Kit page
HVAC invoice + the rest of the $24 kit
$24.00
Instant download · same files on Etsy
Lead with the HVAC invoice: Excel does live math on parts × unit, labor, tax, and total. Blank PDF for the clipboard. The same $24 No-Cool Call Kit zip also packs the work order, cooling PM checklist, refrigerant add/recover cylinder log, and diagnostic field log.
- Excel HVAC invoice — parts × unit, labor, tax, total
- PDF HVAC invoice — blank clipboard print
- PDF HVAC work order (SKU-02)
- PDF Cooling PM checklist (SKU-01)
- PDF + Excel Refrigerant add / recover cylinder log (SKU-04)
- PDF Diagnostic field log (SKU-05)
- PDF FieldForm-SKU07-No-Cool-Kit-Cover.pdf
Invoice tax rate is a cell you type. FieldForm does not set labor rates, parts prices, tax, or payment terms. Observed readings only — no target pressures, no charging calculator.
Invoice vs work order
The invoice carries the totals. The work order carries authorization. Print both when the customer pays on site.
- Work order (SKU-02). Customer’s complaint, work performed, parts, labor hours, and signature / authorization. Do this before or while you invoice.
- HVAC invoice. Parts × unit, labor, tax rate you type, and grand total. Excel does the math; PDF is the blank clipboard print.
- Cooling PM (SKU-01). When the visit is a seasonal tune-up, not only a no-cool diagnosis.
- Diagnostic log (SKU-05). Pressures, temps, amps, voltage as found — included in the $24 kit.
- Refrigerant log (SKU-04). Only if you add or recover. One sheet per cylinder — also in the $24 kit.
Template only. Not legal advice. Not an EPA or code-compliance program. Do not present these as manufacturer startup forms or AHJ-approved documents.