Invoicing for mobile mechanics
The customer is standing next to you and the job is finished. That is the moment the invoice should exist. Not that evening, from a photograph of a parts receipt and a memory of how long the alternator took.
The customer is standing next to you and the job is finished. That is the moment the invoice should exist. Not that evening, from a photograph of a parts receipt and a memory of how long the alternator took.
These go in your price book once, with your own prices against them. After that a line is one tap: the item, the description, the unit and the price fill themselves, and the totals resolve underneath.
| Line | Unit |
|---|---|
| Mechanical labour | hrs |
| Call-out and diagnosis | each |
| Parts | job |
| Oil and filter service | each |
| Brake pads and discs, per axle | axle |
| Recovery and transport | each |
Prices are yours. Invoice Koi ships a handful of round placeholder lines to start from and never fills your book with figures you did not set.
Photograph it at the counter. Merchant, amount, tax and category come off the paper, and the picture stays with the job.
A PDF out through email or any messaging app while the customer is still standing there, with your logo and your terms on it.
Track time against the customer and turn it into a line, so the three hours the alternator took is the three hours you bill.
Yes, and with no signal. Everything is on the phone, and the PDF goes out through your own mail or messaging app when you have a bar again.
Keep a "Parts" line priced at zero and set the figure per job, or scan the factor receipt and put the real number on it.
No. Invoice Koi does not take payments. You record what the customer paid and how, and the balance, the status and every report follow from that.
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