When it comes to making sure you stay on top of your incoming field service jobs, there will come a time when you have to recruit tradesmen and skilled workers.…
A pest control invoice template can help your business keep track of transactions between both you and your customer so you both have a record of the work performed and cost. That way, when conflicts arise like lay payments, legal issues, and tax audits, you have clear documentation.
Beyond that, invoices also can help grow your business. Invoices can be used to analyze how your business is performing by highlighting which services are most popular and profitable. And invoices are prime real estate for marketing to your customer after you’ve left with requests for reviews, coupon offers, and referral award opportunities.
An invoice is essentially a bill that summarizes the work your customer received and its cost broken down by service, materials, cost, tax, and any deductions like discounts. Pest control invoices typically break down their invoice into services performed with labor and materials included in the service at a flat rate. However, even if you’re selling a service in a package deal, it can be helpful to include a list of what chemicals were used treating your customer’s house so you have a clear record.
Are you overwhelmed with paperwork? Below, we’ve provided a document with several pest control invoice templates free that are pre-formatted and can be opened inside spreadsheet programs like Google Sheets or Excel.
Because templates are pre-formatted, you don’t have to create a new layout every time you need to invoice a customer. You can simply tweak the template and get paid faster – all while looking professional doing it.
Pest control service agreement terms and conditions act as a legally binding contract that define the scope of your services and fault should issues arise. These agreements can be at the bottom of your invoice or attached as a separate page.
This can include
You can find a great example of a pest control contract here.
It’s also a good idea to make sure you and your client both sign the agreement as proof they acknowledge the contract’s terms. Field Service software like FieldPulse can make it easy to get contracts signed. You can take signatures directly from your phone or through email and save dozens of contracts to your account and attach them as needed depending on the type of work you’re performing.
When filling out your pest control invoice template you should include:
An invoice number on the service agreement is a one-of-a-kind number used to identify the invoice and is used for payment tracking.
Included should be the date services were performed and/or date the invoice was presented.
The easier it is for your customers to pay, the quicker they’ll pay. Always include your payment terms and conditions as well as how they can pay, whether it’s online, in person, or by mail. Make your payment options include. Do you take cash, checks, debit or credit cards, or mobile payments through an app like FieldPulse?
Your business contact information needs to be on the invoice so customers can easily contact you in case issues arise as well as recommend you to their friends. This information should include your business name, email address, telephone number, website, and address as well as their technician’s name.
When it’s time to collect payments, it helps to have the customers’ information readily accessible. At the top of your invoice, include the address, telephone number, email address, and customer name – or if they’re a business, the business’ name and primary contact.
In the middle of your invoice, you should include a list of what the customer was charged with descriptions as well as the unit price, tax rate, quantity, and total cost. While most pest control businesses only break down their invoices by services performed, some may also include labo (hours worked) and materials (products used).
Invoices can also be a good opportunity to get referrals, reviews, and encourage users to come to you again with future concerns.
On an invoice, include a link to:
Pest control businesses can also benefit from including a mention of their:
Regulated info is information you’re legally required to include like your licensing number as well as any tax information.
Some pest control providers like to make a brief note or forethought on the invoice – like explaining the condition they found the property in or any issues that arouse and suggestions for future prevention.
After a while, even filling out a template can seem like a hassle. Luckily, pest control management software can help streamline a lot of your day to day. For example, FieldPulse allows you to save a list of all your services inside your app so you can quickly select them and drag them into invoices. Automatically calculate totals and pull customer information by scheduled job or their customer profile instead of manually typing customers’ names out over and over. Then, when it comes time to collect signatures and payments it can all be done on the spot and through email for ultimate ease.
And best of all? You can sync all your invoices to QuickBooks automatically and quickly view tax information to prevent being audited. No more tedious manual entry.