Lack of Integration With Other Business Tools Managing this manually can be both labor intensive and error prone. It requires a lot of discipline and organization to keep track of miscellaneous PDF files, ensure they’re organized and stored properly, and ensure they can be accessed by stakeholders throughout the organization when needed. That is a lot of manual effort and an inefficient use of staff time. In the field service industry, for example, the same customer and job information has often been entered and re-entered manually into estimates, work orders, CRMs, and other apps prior to being entered into an invoice. While our online invoice generator is a step up from filling out a blank invoice template in Google Docs or Google Sheets, there are crucial operational and workflow challenges that these templates can’t solve. Key Limitations of Using Invoice Templates Track ongoing maintenance agreements: With invoices generated by ServiceTitan’s Invoice Generator Tool, techs can view a digital record of customers’ invoice history, and your company can know when to send recurring invoices for ongoing maintenance services. Store customer data: Keep customers' service history, contact info, and preferred payment on file, so your office staff has customer data at their fingertips. With this tool, you can create an unlimited number of invoices, and save and deliver them digitally. Save money and reduce waste: Not only is a digital invoice more eco-friendly than the paper alternative, you can also save on paper and printing costs, which quickly add up for any business. Need to update a price, add a discount, or alter a line item in real time? No problem.Ĭustomization: No two customers are the same, and ServiceTitan’s invoice template provides the flexibility to tailor the invoice to the customer, regardless of whether it's a residential or commercial job.Īdd a professional touch: A professional-looking invoice, including your logo prominently displayed, stands out from a handwritten invoice and adds a touch of authenticity to put your customers at ease. ServiceTitan’s online Invoice Generator Tool offers tangible benefits to streamline your invoicing needs, including:Īccurate billing: Using invoicing software instead of creating paper invoices minimizes technician errors, typos, pricing mishaps, lost paperwork, and other common mistakes.Ĭreate an invoice in real time: ServiceTitan’s invoice generator lets technicians create, modify, and deliver invoices in the field. With an automated invoicing tool, you can focus on growing your business, instead of wasting time creating, tracking down, and maintaining paper invoices. Itemized list of line items (hourly rates, unit prices, services performed, etc.)Īdditional notes (related to services and materials, payment terms, etc.)īenefits of Using Our Free Invoice Template Generator How to Make Your Own Professional Invoice with ServiceTitan's Free Invoice-Generator ToolĬompared to most of the free invoice templates you’ll find online, which need to be filled out in Microsoft Word, Excel, or a PDF editor such as Adobe Acrobat, ServiceTitan’s free invoice generator allows you to easily create a custom invoice directly through the web.Īs a result, it provides a level of convenience that typical PDF invoice templates do not, and is particularly useful for service businesses that commonly need to generate invoices from the field.īoth large and small businesses can use the tool above to create professional invoices, including all of the necessary fields:īilling and contact information (business name or company name, client name, addresses, phone numbers, etc.)
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