Awkward moments
Invoice from the truck or job site
Create the invoice in the cab or on the doorstep and send it before the next job overwrites the details.
The cab is a better office than your memory
By the third job of the day the first job’s materials are fuzzy. The truck is where you still have the notes on the passenger seat and the customer’s text open. Create the invoice before you pull away. If the signal is poor, type the line into your notes and send the moment you have a bar. Do not promise yourself you will “do all the invoices at 6”. Six o’clock is when the lines start to merge.
Sent from the van. Rear slope repair and tiles, due in 14 days: https://invoicetxt.com/i/your-link
Invoice before the engine starts
The next address will wipe the last one from your head.
Keep the note on the seat as the source
Read the prices from the note, not from memory, when the job was complicated.
One customer per invoice
Do not build a second invoice in the same draft and overwrite the first link.
Mark paid if they paid in cash at the door
Otherwise the evening admin includes a chase you do not need.
What to put on this invoice
- The job note from that address
- The customer’s text thread
- A due date you can say out loud
- One invoice, then the next job
Questions about this job
Is it safe to do this while driving?
No. Park. An invoice is not worth a junction.
What if the site has no signal?
Draft the words, send at the end of the road. Do not invent the total later from memory if the note is in the truck.
Should the customer see that I am in the van?
They do not see your screen. They see a clear message. You can say you are sending it before you leave.
The next job is the enemy of this invoice. Send this one first.
Related guides
Create an invoice after the customer leaves
If they left before you finished the paperwork, text the invoice the same day. Do not wait until they have forgotten the walkthrough.
Open guide →Get paid same day with a text invoice
Same-day payment needs a due date of today, a total in the text, and a customer who agreed to pay on completion. The text does not create that agreement.
Open guide →Avoid late payments with SMS invoices
Late payment shrinks when the due date is visible in the SMS and the reminder stays in that same thread.
Open guide →