Building your first template
Invoice templates control the default layout, line items, and terms for every invoice you send. You can have more than one — most businesses keep a standard template and a separate one for large commercial jobs.
Line items
Add the services you bill most often as saved line items, each with a default price and unit (per hour, per job, flat fee). Adding them once means techs just tap to add them in the field instead of typing prices from memory.
Tax handling
Each template can inherit your account’s default tax rate or use a custom one — useful if you do work across multiple tax jurisdictions.
Payment terms
Set the default due date (“Due on completion,” “Net 7,” “Net 30”) and whether a deposit is required before scheduling. This text appears directly on the invoice, so keep it unambiguous.
Branding
Templates pull your logo and accent color from your business profile automatically. You can override the footer text per template, which is useful for jobs that need extra terms (warranty language, permit numbers, and similar).
Once a template is saved, it becomes available as a dropdown option whenever a tech closes out a job in the field.