Everything You Need to Know About Handyman Invoices: Tips and a Free Template
Use this free downloadable template designed for handyman business owners to keep your invoicing clean, succinct, and standardized.
Every profitable business relies on steady cash flow, and a smooth invoicing process is the foundation for this. This is no different for your handyman or home services business. If you’re still relying on pen, paper, and a filing cabinet to organize your invoicing and your cash flow, then you’re making things more difficult than need be. Using a template at the very least, or handyman invoice software can demonstrably speed up your invoicing and cash flow.
Handing your clients a hand-written invoice can be confusing and appear unprofessional in their eyes. It could lead to inaccurate payments, late payments, or worse, no payment at all.
Use a template to keep things clean, succinct, and standardized. This free downloadable invoice template is specifically designed for handyman business owners. Use it every time you need to bill your clients.
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This template includes blank fields for your:
- Company name
- Company contact information and address
- Invoice number
- Client’s name, contact information, and address
- Invoice title
- Invoice line items, quantity of units used, price per unit, and total price
- Invoice total before tax and discounts
- Tax amount
- Optional special discounts
- Final invoice total
- Additional notes for the client
What is a handyman invoice template?
A handyman invoice template is a standardized form that you can use to bill your clients after you complete a job or visit. It’s one standard page that provides blank fields for the services your company provides, your client’s information, how much is due, and when the payment is due, and how your customer should pay.
An invoice creates an account receivable, which is needed for accounting and tax purposes. You should either file your completed invoices away, or use invoice software to keep track of them on your computer.
A standardized template will help keep you organized and will be useful if you ever get audited or have to deal with legal issues. Proper invoices are an absolute must if you want to keep your business bookkeeping in order and, of course, get paid.
The best part about creating a template is that you can customize them to include the most relevant information that’s important for your business.
Handyman invoice best practices
1. Make sure your invoice is similar, if not identical, to your quote
Invoices are critical to your businesses’ cash flow health, but quotes are critical to your invoicing efficiency. Without an accurate and clear quote, you’ll spend more time than necessary drafting an invoice. Plus, if you hand your client an invoice that’s wildly different than the initial estimate, they won’t be happy.
Make sure that your quote and invoice follow the same format. You can easily use a modified invoice template for your client-facing quotes and estimates. Or, if you use invoice software like Jobber, you’ll be able to easily turn your quote into an invoice without duplicating documents. That in itself will save you loads of time.
2. Make sure you bill for labor and materials
Labor and materials can be included as line items in your invoice. You have a few options, such as offering your client a flat rate for the job, or an hourly rate. You can choose to include material costs in the invoice line terms. Note that if you bill your clients using a flat rate, materials are usually excluded from the invoice.
3. Be specific
Instead of a general description such as “installation,” write down exactly what you installed, where you installed it, and what parts were purchased and used. Although tedious, this helps your team remain on the same page so that you’re not losing time and money in case you need to return to the client’s home weeks down the line.
Your best bet to keep this process simple is to use a handyman invoice software like Jobber so you can load custom line items into a template and track expenses. This way, each invoice is done within just a few clicks and tracked on your computer and mobile device.
On average I used to have $10-$20K in outstanding invoices. I'm doing 5x the volume now and average $2000 or less outstanding with Jobber. That number drops to $1000 after 30 days. With text message implementation I see the outstanding balance dropping even more.
4. Specifically outline payment terms and options
The last thing you want is your clients to miss an invoice payment. You need to make payment deadlines with penalties clear to help avoid this situation.
Include what methods of payment you accept; for example, ePayments, cash, cheque, or credit card. Explain how the client can pay you; for example, where can they go to pay online, who their cheque should be made out to, the late fee or penalty disclaimers, money-back guarantees, or service warranty disclaimers when appropriate.
Being clear and concise helps you look more professional, remove confusion, and reduce back and forth between you and your client
5. Include a thank you note
Invoices can be a bit boring and seem demanding, but they don’t have to be. A little thank you goes a long way. It’s a great way to end the invoice off positively and encourage your clients to refer you to friends and family, or call you again in the future. If you can include some charm in your payment process, then you’ll be able to easily ask your client for a review, too.
6. Use invoice software to make invoicing easier
The right software will offer an invoicing app that you can use in the field. This will empower you to create custom line items, convert quotes to invoices, automatically send invoices to your clients when you mark a job as ‘complete’ in your work calendar, and integrate payment options right into your invoices. Plus, all of this will be stored on your computer, which makes it easy to search for invoice history in your client records.
Automating this workflow can help you stay on the ball and avoiding payments and invoices from slipping through the cracks. you’re able to focus on important tasks that are necessary to grow your business.