Half the year is planned maintenance and half of it is somebody with no cooling in August. The planned half should invoice itself and mostly does not; the unplanned half is written up late, from memory, after a long day on a roof.
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 |
|---|---|
| HVAC labor | hrs |
| Service visit, planned maintenance | each |
| Service call and diagnosis | each |
| Refrigerant | lb |
| Filters and belts | each |
| Unit supply and install | 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.
Put a site on a weekly, fortnightly or monthly visit and the jobs calendar carries the series. The invoice for each one starts from what you actually did.
A recurring invoice drafts itself on your cadence, quarterly or yearly, so a contract does not depend on anybody remembering the anniversary.
Income, tax and hours by period, as a CSV, a spreadsheet or a PDF. The reports answer "was that contract worth it" without a spreadsheet of your own.
A recurring invoice drafts on the cadence you set, weekly through to yearly. You look at it and send it; nothing is sent to a customer without you pressing send.
Yes. A price-book line carries its own unit, so refrigerant bills per pound, labor per hour and a unit install per each, on the same document.
Yes. Track hours against a client and turn them into a line on the invoice, rather than typing them in twice.
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