What do you invoices say? | TruckMount Forums #1 Carpet Cleaning Forums

What do you invoices say?

Discussion in 'Business & Management' started by NYCraig, Dec 4, 2017.

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  1. NYCraig

    NYCraig New Member

    Dec 4, 2016
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    I use housecallpro for invoices/estimates but this question can be for anyone. I've wanted to upgrade my job descriptions for awhile and am curious what every puts in both fields, the 'service' section and 'description' section.

    For 'service', as an example "Tile and Grout Cleaning..." do you put job details here? such as sq ft and what material will be cleaned?

    In 'description', do you use this area to describe in detail your cleaning process? Or is this where you put job specific details?

    This is what I used on a recent ceramic T&G estimate I sent: 'Our 4 Step Cleaning Process - 1. Pre-clean area 2. Alkaline cleaning agent application (includes use of acid rinse if necessary) 3. Agitation through the use of low speed rotary machine and brushes 4. Rinse using high PSI extractor with pH neutral rinsing agent'. Curious what you guys think.

    Thanks!
     
  2. Todd the Cleaner

    Todd the Cleaner Todd Cottino
    Staff Member Administrator Moderator Premium VIP

    Sep 4, 2011
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    Don’t put down your step by step process, honestly the customer doesn’t care plus using words like “acid” tend to scare customers. All the customer cares about is:

    1. Professional service
    2. A job well done
    3. How much $$$

    Just list what the service is (carpet cleaning, tile cleaning, etc...), a description of the work to be done, and the price.

    1F4C0A44-BA65-4285-BA79-35BE32AD4CC3.jpeg
     
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  3. NYCraig

    NYCraig New Member

    Dec 4, 2016
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    Ok thank you very much Todd! Wasn't sure if this was a less is more type situation.

    Was about to send that estimate out, changing it now!

    Last question, do you do anything different when invoicing for residential vs commercial?
     
  4. Todd the Cleaner

    Todd the Cleaner Todd Cottino
    Staff Member Administrator Moderator Premium VIP

    Sep 4, 2011
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    As far as the estimate or invoice, no. A lot of times you end up waiting for payment on commercial. Be sure to discus how you are being paid.
     
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  5. keep it clean

    Premium VIP

    Dec 3, 2012
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    Dont put down square footage on their invoice. Just lump it together. For yourself and own record yes write it down on your portion. So next time around you know the size of area but they cant pick your price apart by trying to cut out areas. Saves you from a possible argument.
     
  6. PistolPete

    PistolPete Well-Known Member

    Sep 28, 2014
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    I don't use the same software, but I only put the description of service, IE: Tile & Grout Cleaning, in Notes I add the areas, then the total price.
    I never include area size or price per sq ft.
    This is because I don't want the customer to shop me on price by knowing what the area is, or what my price per sq ft is.
    Usually I'm way higher than the competition. (y)
     
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  7. mike$

    mike$ Active Member

    May 29, 2014
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    I have:

    Cleaning technicians use special equipment tools and techniques to clean a variety of tile.
     
  8. missionjim

    missionjim New Member

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    As others said above, keep it simple. If they have questions, answer them in as much detail as they request but most homeowners don't really care about the process, just that they get the result they wanted, it was safe, and that if there is a problem, you're there to fix it.
     

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