Who this is for
Licensed plumbers, HVAC technicians, electricians, gas-line specialists, and other regulated trade pros. Works for one-off service calls, planned installations, and recurring maintenance contracts.
What sets a trade invoice apart
License number on every invoice. Required by state law in most jurisdictions for licensed trades. It also reassures the customer they hired a real licensed pro. Put it in the From field or Notes.
Service address (not billing address). The Bill To is who pays — often a landlord or property manager. The Ship To field doubles as the actual service address. Always fill both for multi-property clients.
Service call fee separate from labor. Many trades charge a non-refundable trip charge that's discrete from the hourly labor. State this up front; show it as its own line.
Permit number when applicable. For permitted work (gas, electrical, anything over a state threshold), reference the permit number. Closes future questions from the building department or the next owner.
Emergency / after-hours rates
Standard practice: hours outside normal (e.g., before 8am, after 6pm, weekends, holidays) billed at 1.5×. State this in the terms. When a customer calls at 11pm and the work is then disputed at the regular rate, having the surge clause on the invoice settles it.
Warranty language
The trade default is 1-year warranty on parts and workmanship. Manufacturer warranties on equipment (water heaters, condensers, etc.) extend longer but are administered by the manufacturer, not you. Make that distinction clear: 1-year warranty on parts and workmanship. Equipment manufacturer warranties per manufacturer.
How to use this template
- Open the plumbing/HVAC template.
- Fill the service address into the Ship To field.
- Replace placeholder labor/parts with actual work performed.
- Add your license number and any permit reference in Notes.
- Download as PDF and email or leave on-site.