A garage door goes wrong in a way the customer cannot see. They know it will not lift; you know it is a broken torsion spring, and that the cables should go at the same time because they are the same age. The invoice has to make that case, which means the parts have to be visible on it rather than folded into a repair charge.
These go in your price book once, with your own prices against them. After that a line is one tap: the item, the description, the unit and the price fill themselves, and the totals resolve underneath.
| Line | Unit |
|---|---|
| Service call and assessment | each |
| Technician labor | hrs |
| Torsion spring, supplied and installed | each |
| Cables and drums, pair | pair |
| Opener and motor unit | each |
| Tune-up and adjustment | each |
| Door removal and haul-away | each |
Prices are yours. Invoice Koi ships a handful of round placeholder lines to start from and never fills your book with figures you did not set.
The customer signs the finished document on the phone with a finger, and the signature prints on the PDF they keep. It is agreed while you are both standing in front of the door.
Group the spring and the cables under parts and the fitting under labor, each with its own subtotal, so the price reads as two decisions rather than one number to argue with.
An estimate for a new operator can sit alongside the repair that got them through the week. When they say yes in a month, it converts to an invoice with the lines and the terms carried across.
Yes. They are two documents for the same client. The estimate waits until it is accepted and converts then; the repair invoice goes out today.
Keep both in the price book as their own lines with their own prices, and pick the one you fitted. Nothing has to be retyped on the driveway.
No. A signature is optional. Without one the document is still a complete invoice with your business details, the lines and the total on it.
For electricians
For plumbers
For HVAC contractors
For general contractors
For carpenters
For roofers
For painters
For landscapers
For cleaning businesses
For handymen
For tile installers
For flooring installers
For drywall contractors
For mobile mechanics
For pest control technicians
For appliance repair technicians
For locksmiths
For pool service technicians
For pressure washing contractors
For window cleaners
For carpet cleaners
For tree services
For fence contractors
For irrigation and sprinkler contractors
For junk removal companies
For designers
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