Invoices

Send branded, professional invoices in 30 seconds. From the truck. Before you leave the driveway.

Where to Find It

The START tab — where you create new invoices, quotes, and jobs.

Creating an Invoice

1. Tap + New Invoice
2. Pick a customer (or add a new one)
3. Add line items — description, quantity, unit price. Tax calculates automatically using your default rate.
4. Override tax if needed (per-invoice)
5. Tap Save

Invoices auto-number using your prefix and the next sequential number.

Creating an Invoice from a Job

If the work is already in your system:

1. Open the job
2. Tap Generate Invoice

The invoice pre-fills with the customer, line items, and notes from the job. Review, adjust, send.

Sending an Invoice

Tap Send. Choose:

• Email — sends a PDF attachment
• SMS — sends a link (mobile only)
• Share Link — copy a link

Auto-Save

Invoices save as you type. If you're interrupted, your draft is there when you reopen the app. No lost work.

Editing & Voiding

• Edit — open the invoice, tap Edit, change what you need, save
• Void — open the invoice, tap Void. The invoice stays in your records but is marked Void.

Tips

• Use clear line item descriptions — "HVAC service call: capacitor replacement, 2 hours labor, 1 capacitor" beats "service"
• Attach photos to invoices for proof of work — see Photo Documentation