Codeblue proforma invoice create 2026

1. Click ‘Get Form’ to open the codeblue proforma invoice in the editor.
2. Begin by filling out the 'Ship To' and 'Bill To' sections. Enter the recipient's name, address, city, state, and zip code as required. Ensure all fields marked in red are completed accurately.
3. In the 'Equipment Service Report' section, indicate whether an estimate is required and check off any relevant inspections such as Electrical Safety or Visual Inspection.
4. Provide details about the equipment including Manufacturer Name, Model, Serial Number, and Equipment Number. This information is crucial for accurate service documentation.
5. Fill in the 'Customer Charge' section with quantities and descriptions of parts and labor. Specify rates for regular and overtime hours where applicable.
6. Complete any additional expenses under 'Travel Expenses' if necessary, detailing mileage and other costs incurred during service.
7. Finally, ensure that both customer and technician signatures are obtained to confirm acceptance of services rendered.

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