Modern invoicing for contractors

Contractor Invoicing SoftwareBuilt to keep cash flow moving

Send polished invoices, accept payments, and stay on top of every balance without digging through paper folders. Pair invoicing with contractor estimating software to convert an estimate, then review the invoice before sending.

Illustrative invoice — fictional customer, work and tax rate; not a live payment form.

ACME Heating & Cooling

Invoice #1247

Date: Mar 4, 2025
Due: Mar 18, 2025
Bill To:
Jordan Smith
123 Main Street
Fictional invoice line items
DescriptionQtyRateAmount
Heat pump installation1$3,450.00$3,450.00
Labor (8 hours)8$120.00$960.00
Subtotal:$4,410.00
Tax (8%):$352.80
Total:$4,762.80
Example payment link

Available online payment methods depend on your connected Stripe account.

Credit card required • Invoices in the core workflow • Cancel anytime

See the Invoice List in the Web App

An existing product screenshot with demonstration records: document type, due date, amount, balance and status appear together.

ThePocketBoss invoice list with demonstration estimates, sent invoices, paid balances and due dates
Demo records, not customer results. Review payment details before following up; sidebar tools and available actions depend on your plan and permissions.

Clear up the common invoicing roadblocks

Invoices stuck in paperwork piles
Create and send from your phone or desktop
Customers forget about outstanding balances
Enable overdue email reminders for eligible invoices
No simple way to take digital payments
Review online payments and record cash or check payments
Teams lose track of job details
Keep the invoice with its customer and agreed work details
Paper trails slow down month-end updates
Review estimate, invoice and payment records together

Invoicing works best when it connects to the rest of your workflow. Use contractor job management software to track work orders, and contractor scheduling software to keep your calendar organized alongside your billing.

The practical tools to get paid

Professional templates

Brand your invoices with company details, payment terms, and itemized work.

Share the invoice

Email an invoice or share its payment link. In-app texting requires Essentials or above and eligible messaging setup and usage.

Track payment methods

Review online payment status and record cash or check payments received. A pending payment is not a settled payment.

Optional overdue emails

Enable overdue-invoice emails at 3, 7 and 14 days past due, subject to eligibility checks and daily limits. Reminders do not guarantee payment.

Keep your invoicing workflow connected

Create once, reuse everywhere

Reuse common line items and descriptions, then check quantities, tax and the agreed work before sending.

Clear status for every customer

See who is current, who needs a reminder, and who has upcoming payments at a glance.

Connect estimates to invoices

Convert approved estimates into invoices without retyping scope, pricing, or customer info.

Export-ready records

Pull invoice history into CSV or PDF when your bookkeeper or accountant needs an update.

What smarter invoicing looks like day to day

Invoice from the driveway

Send the invoice before you leave the job site, with a payment link the customer can tap from their phone. No office trip, no pile of paperwork.

Choose overdue email follow-up

Enable overdue-invoice emails for eligible unpaid invoices with a customer email address. The rules check the due date, unpaid balance and previous reminders, with age and daily limits. Review payment records before following up.

Everything lines up

Keep estimates, invoices and payment records together, with access controlled by account permissions. Receipt and expense-record tools require Essentials or above.

A customer on scheduling and invoicing

“We needed a software that streamlined scheduling and invoicing. I was spending so many hours manually billing, and Blake helped me set up a system that works for us.”

Heather Marie — excerpt from a Facebook recommendation. Read the original recommendation. More customer feedback.

Match the tools to your plan

Tools for Estimates, Follow-Ups, and Field Work

E-Signatures on Estimates

Customers can add a drawn signature when approving an estimate in the portal. Standard estimates and the customer portal are available on Solo and above.

QuickBooks Online Sync

On Essentials and above, connect QuickBooks Online to sync invoices and their payments. Enable automatic sync or run a manual sync, then review the sync status.

Optional Review Requests

Choose review requests after paid invoices or completed appointments. Delivery follows your enabled triggers, channels, contact details, and cooldown settings.

Invoice & Estimate Follow-Ups

Enable email reminders for eligible overdue invoices and unanswered estimates. The reminders use the document status and your follow-up settings.

Job Checklists & Reports

Attach a checklist to an appointment, record completed items, and send its report by email. Available on Solo and above; sending the report is a separate action.

Crew Time & Dispatch

Manage employees, dispatch, and crew time on Essentials and above. Solo includes the separate job timer for one-person work.

Text messaging requires Essentials or above and follows plan allowances and usage charges. Compare current plan inclusions.

See every feature →

Keep money moving and records clean

Consolidate invoicing, payments, and follow-up into one straightforward workflow, from $19.99/month. Compare job price, costs and overhead with the contractor profit calculator.

Invoices and customer records in the core workflow
Estimates, invoices and CRM are included in every plan. Online processing and optional services have separate fees; see plans and fees.
Start Your Free Trial

Credit card required • Cancel anytime • Plan and usage limits apply