Templates Guides
Garage Door Invoice Template: Free PDF Download
Garage Door
In this post, we share a free garage door invoice template. Below, we’ll provide a link to download and use the template in your garage door business.
However, traditional workflows for using PDF invoices (whether in print or digital form) come with a variety of challenges.
For example, if you’re using paper invoices:
Service techs and installers need to keep printed copies on hand.
Handwriting is often messy, difficult to read, and comes off as unprofessional.
You can’t quickly and easily email invoices to homeowners or commercial customers.
Papers are easy to lose and inconvenient to share among staff, business owners, etc.
Papers need to be brought back to the office to be scanned or re-entered into Microsoft Excel, Google Sheets, Google Docs, QuickBooks, etc.
Alternatively, if you’re using PDF invoices in a digital format:
Service techs and installers generally won’t be able to conveniently create these onsite.
They still can’t quickly send digital invoices to customers who have come to expect this.
Business owners or office staff need to play a game of telephone to get the relevant information to draft the invoice, which introduces room for errors.
These are just a few of the challenges that garage door contractors are increasingly solving with software. So, in addition to sharing the template below, we’ll also walk through how our garage door contractor software, ServiceTitan, solves these invoicing-related challenges and more.
Table of Contents
How ServiceTitan streamlines invoicing for garage door contractors
Other ways that ServiceTitan helps garage door contractors run and grow their business
Schedule a call to learn more about how ServiceTitan can help streamline operations and grow your garage door business.
How to Download and Use Our Garage Door Invoice Template
The free invoice form we’ve created includes standardized fields that garage door companies need to bill for their services, including:
Client’s name (or business name) and address
Invoice number and date
Payment terms and due date
Scope of work (summary of garage door services to be performed)
Line items (code, description, qty, price, total)
Subtotal, applicable taxes, and total amount due
Additional terms, including payment methods, late fees, warranty information, etc.
To use this carbonless template for installations or garage door repair invoices, click here to download a copy.
Simply follow the directions inside to customize it with your company name and contact information (phone number, email, etc.). Then, each time you create an invoice, you can create a copy to customize the invoice for that particular garage door job and preserve your template.
With that said, this template will not solve the challenges we mentioned above related to relying on PDF invoices. So, in the next section, we’ll discuss how ServiceTitan’s invoicing software features streamline invoicing for garage door contractors, as well as provide a suite of other tools that can help you improve efficiency and profitability in your business.
How ServiceTitan Streamlines Invoicing for Garage Door Contractors
One of the great advantages of using a business management and CRM software such as ServiceTitan is that invoices are automatically populated and generated based on the garage door estimate or work order that’s already been sold or set into motion during a job.
So, when it comes time to send an invoice, there are a couple of simple ways the invoice can be accessed and sent to the customer.
First, a technician can pull up and send the invoice via our mobile app right from the job site. They can choose to email the invoice to the customer with a link to pay the bill online or close out with the customer via cash, check, or credit card payment.
Alternatively, business owners or office staff can send invoices via our desktop application.
This is the beauty of a cloud-based platform — all of the information that’s captured during a job (customer information, estimates, work orders, etc.) is centralized in one place and accessible from the office, field, or wherever you are.
In addition, once a job has been completed and paid for, it is immediately reflected in your financial data for the day. There’s no lag time between payment and when that revenue is reflected in your accounting data, offering real-time financials to give business owners an up-to-the-moment picture of the health of their business.
Now, while these features go a long way to streamline invoicing and accounting processes for garage door businesses, the true value of adopting a platform like ServiceTitan lies in the many other features we offer. Below, we’ll highlight some of the features that garage door businesses also benefit from.
Workflows That Help Garage Door Contractors Run and Grow Their Businesses
Call Booking and Customer Pages: Tools to Streamline Customer Relationship Management
ServiceTitan functions as a complete customer relationship management system for garage door businesses to optimize customer service and track customer records.
Before a customer service representative picks up the phone, they can see the customer’s name and number in real-time — regardless of whether the customer has previously called. This allows CSRs to make a good first impression by greeting every customer and prospect by name.
ServiceTitan also displays details about the potential customer’s property, such as the age and size of their home or commercial facility (e.g. office, school, government building, etc.), providing insight into potential sales and customer service opportunities.
If the caller is an existing customer, CSRs can see their customer page, which displays their complete service history, including:
Customer details (such as their name, service location, billing information, and other relevant customer data)
History of scheduled appointments and jobs
Estimates, outstanding work orders, and invoices
Maintenance agreement status
And more
In addition, customer calls are automatically recorded so that any team member (e.g. customer service reps, dispatchers, sales team, field technicians, etc.) can reference those initial conversations for detailed context and information they need to provide the best possible customer service.
ServiceTitan seamlessly links this workflow to scheduling and dispatching, work order management, estimates follow-ups, and more.
User-Friendly Mobile App: Empower Technicians with the Tools They Need to Succeed in the Field
ServiceTitan’s mobile app offers an intuitive user experience that techs love, beginning with the home screen dashboard where techs can quickly see the jobs they have scheduled for that day.
Each job card can be tapped to pull up a dedicated page with further details about that job.
Techs can also access the essential tools they need throughout the lifecycle of a job. Via the left sidebar, they can view and utilize:
Customer history: This is useful for businesses that have commercial maintenance agreements. For example, service techs can see previous estimates, recurring services, previous invoices, photos and videos from previous jobs, and more.
Job forms: Techs and installers can access job forms that require customer signatures as well as forms that foster accountability and better customer service (such as service and installation checklists).
Estimates: With seamless pricebook integration, techs can build accurate estimates and multi-option proposals on the fly, right from their mobile device. Or they can select and customize pre-built estimate and proposal templates built by the back-office team.
Invoices: Techs can easily generate service invoices and send them to customers in a variety of ways.
Closeout: Once they complete a job, techs can accept payments on the spot from customers via check or credit card.
Built-In Pricebook Management System: Integrate Pricing with Estimates and Surrounding Workflows
Given the complexity of garage door pricebooks, which can include thousands of parts to track and manage, maintaining them in a spreadsheet can be both time-consuming and error-prone.
To make pricebook upkeep easier, ServiceTitan’s native pricebook functionality allows companies to edit prices and specs on multiple pricebook items simultaneously.
Specifically, our built-in pricebook features allow for:
Individual pricebook item editing: The ability to edit any pricebook item or service as needed, any time, with just a few clicks.
Bulk editing: The ability to make edits and markups to groups of services, packages, equipment, and/or materials. With a few clicks, changes can even be applied across an entire pricebook.
Dynamic pricing automations: The ability to set up rules to auto-update pricing according to customized parameters, such as when certain overhead costs change (e.g. labor rates, materials, etc.).
Combined, this suite of features makes pricebook management far more streamlined and reduces the time your team needs to spend on manual spreadsheet updates.
Crucially, updates to your pricebook are instantly reflected in new quotes generated in ServiceTitan, whether created in the office or the field. This guarantees that all estimates and invoices are based on the latest parts and materials prices, which is essential for safeguarding your profit margins.
Inventory Management: Keep Track of Company-Wide Inventory
To meet the often-challenging inventory demands of the garage door industry, ServiceTitan inventory management helps contractors employ automation to track warehouse counts, ensure trucks are always stocked, and generate purchase orders automatically when materials are running low.
Appointed staff can access and leverage a suite of tools to optimize inventory and purchase order management, including:
Inventory Overview: See big-picture numbers, such as total inventory valuation and total number of items, or drill down into individual inventory items for further detail.
Replenishment: Easily track equipment and materials in your trucks and warehouse with automatic updates that reflect the number of items needed for replenishment in a given location.
Purchase Orders: Users can then create and send purchase orders to the appropriate vendors, and track those orders through fulfillment. Inventory data automatically updates to reflect all POs.
And more: This feature set also includes workflows for managing adjustments, returns, warranty parts tracking, and more.
In addition, with the introduction of our Inventory App, customers can use barcode scanning to automate these processes even more.
Gain More Visibility with Access to Real-Time Business Data
One of the big challenges for garage door contractors is getting timely and accurate financial data to track their cash flow and the overall health and performance of their business.
This is one area where ServiceTitan garage door software can deliver immense value. With ServiceTitan reporting, garage door contractors get a complete real-time view of their most important business KPIs, including:
Sales numbers
Revenue trends
Booking and conversion rates
And much more
They also have the ability to customize dashboards and create in-depth reports, allowing them to drill down into the sources of the numbers being reported in their financial data, as well as roll up multiple tenants into single reports, making ServiceTitan a particularly powerful platform for enterprise garage door businesses.
Get a ServiceTitan Demo to See These Features in Action
Using best-in-class garage door software such as ServiceTitan empowers contractors to improve efficiency and grow their revenue.
In addition to the features we’ve discussed throughout this post, our software offers additional features to facilitate other core business functions as well, including:
Want to see for yourself how ServiceTitan’s garage door software can streamline operations and grow your business? Schedule a call for a free product tour.
