Page 50 - Red Book Rev 7.2_Neat

Service Training Notes

• Pre-Charged / Quoted work

If you are raising a service invoice for a call out which is pre-charged or quoted you need to raise your
order with the same in and out price initially. The final costings can only be done when the job sheet is
received from the engineer.

It is always advised to put details on the invoice of exactly what’s included (DO NOT LEAVE YOURSELF

EXPOSED- LIST WHATS INCLUDED). I have listed below a couple of examples for you:

Installation – Invoice for installation of caterwash glasswasher to suitable existing services within 1
meter. Please note any parts required or additional labour will be charged at our standard rates as per
our terms and conditions

Servicing appliances – Invoice for servicing Falcon Dominator cooker, This includes an inspection of the
appliance and ensuring that it is running to potential. Any parts required or additional labour will be
charged on a separate invoice upon receipt of the service report from the engineer. If it is discovered by
the engineer that the unit requires replacement parts these will be quoted prior to any work

commencing.

When the Job sheets are in from the engineer you can calculate the costs of the job and raise a new
invoice with an in & out price. To ensure it does not look outstanding on the account you must make
sure that you raise a credit against the initial invoice if it was prior paid or charged with the same in &
out price!!

• NOTES TO PUT ON SERVICE INVOICING

You can copy and paste the sentences to make it easier rather than trying to remember

• Add to Our Engineer invoices

PLEASE NOTE- PAYMENT OF THIS INVOICE IS DUE WITHIN 7 DAYS FROM DATE OF INVOICE

PAYMENT CAN BE MADE DIRECT TO OUR BANK ACCOUNT

CATERKWIK LTD SORT: 01-00-61 ACC: 13003593 ALTERNITAVELY PLEASE CALL ME TO MAKE A CARD
PAYMENT

• Add to supplier non warranty calls

PLEASE NOTE – PAYMENT OF THIS INVOICE WILL BE TAKEN WITHIN 7 DAYS FROM DATE OF THE
INVOICE FROM THE CARD DETAILS PROVIDED AT THE TIME OF LOGGING THE CALL. THIS IS DUE TO THE
CALL OUT BEING A NON- WARRANTY/CHARGEABLE CALL

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Red Book Revision 7 12 November 2019
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