Handyman invoicing software

Balance due
$514.76
Labor
$300
Materials, marked up
$168

Every figure on this page is computed from the inputs you enter, by the method stated below it. PunchListWorks publishes no market rates and quotes no survey: the defaults are a worked example to replace with your own.

Handyman invoicing software has to do one thing well: turn the visit into an invoice the customer pays without a phone call. Hours at the rate, the trip charge, materials marked up, any discount, sales tax on the materials, the deposit already taken off, and one balance due at the bottom. It also has to keep the invoice against the customer, because the callback in October is about the invoice from March. This guide is about what that software has to carry, and the free handyman invoice template on this site raises one with no account.

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The same lines as the quote, so the invoice matches it

Hours at the rate, the trip charge, materials marked up: the invoice should carry the quote's lines with the actual figures, because a customer comparing the two should see the same shape with the numbers that changed. Software that invoices from a blank form loses the comparison and invites the query.

Tax on the materials, the discount before it

Sales tax applies to the materials in most states and not the labor, so the invoice taxes the marked-up materials line and shows the base; a discount comes off the subtotal before the tax so the tax is on what was actually charged. The tool does it in that order.

The deposit comes off last, and the balance ends the page

An invoice that shows a total and mentions a deposit somewhere above gets paid in the wrong amount. The deposit is the last deduction and the balance due is the last line, because the last number on the page is the one the customer pays. The paid plan keeps the invoice against the customer and the job.

Will it do what you need for Handyman invoicing software?

Tell us what your business needs and we will tell you straight whether PunchListWorks Pro does it today, whether it is coming, or whether you are better off with something else. A person reads these and replies.

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Handyman invoicing software: common questions

What should a handyman invoice include?

Your business name and license number where your state issues one, the customer and the job address, the date, hours at your rate, the trip charge, materials marked up, any discount, sales tax on the materials, the deposit already paid and the balance due, with your payment terms under it. The template on this site carries every figure; the paid plan adds the name, logo and license.

Is there a free handyman invoice template?

Yes. The handyman invoice template on this site is free and needs no account: hours, rate, materials, markup, trip, discount, tax and deposit in, the balance due out, printed as it stands. PunchListWorks Pro adds your business name and logo, a PDF without our line, and saving it against the customer.

Do I charge sales tax on labor?

In most US states, no: services are not taxed and the tax falls on the materials. Some states do tax repair labor, and some tax it only on certain kinds of work. The template taxes only the marked-up materials, which fits the common case, but your state's rule decides.

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Keeping what you make

The paperwork is free forever. Pro turns it into your record: your name and logo on it, no watermark, every quote, work order and invoice filed against the customer and the job, your rate remembered, and a clean export when the accountant asks.

  • Download as PDF
  • No PunchListWorks watermark
  • Save every job and reopen it later
  • Your logo and license on it
  • Export every job in one go
  • Appointment reminders emailed to your customers
  • Connect your own Stripe account and get paid online
  • Connect your QuickBooks Online or Xero

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