What should you provide to the customer upon completion of HVAC services?

Providing a clear and legible written invoice upon completion of HVAC services is essential for several reasons. It serves as an official record of the work completed and the charges associated with that work. This documentation not only ensures transparency between the service provider and the customer, but it also provides the customer with a detailed account of what services were provided, including parts used and labor performed.

An invoice can also be important for warranty purposes, allowing the customer to have proof of service in case they need to refer back to it in the future, whether for warranty claims or maintenance records. Additionally, a written invoice can serve as a valuable tool for the customer in budget planning and tracking expenses related to HVAC upkeep.

Other materials like estimates for future work, follow-up service schedules, or verbal reports may also be useful, but they do not fulfill the immediate need for a record of the service completed. An invoice is formal and serves a critical purpose in the professional HVAC service process.