The small-job playbook / 01
Turn a door repair into a clear invoice, keep the materials cost with the job, and give your customer a link to pay. Follow the real Trades Chaser screens, one step at a time.
Free: 3 customers and 5 invoices a month. Expense tracking: Base, with a 14-day trial and no card. AI receipt scanning: Enhanced.
Actual software, sample records. Recorded in an isolated demo account and presented with Three.js. Tutorial emails stay in a test inbox; the sample payment link cannot charge anyone.
Do it on your next job
Add your customer, the amount before tax, due date and your existing payment link. Save the invoice, then add labor, materials and call-out line items if you want a breakdown.
Before saving: check the customer’s email and the numbers. Saving attempts to email the invoice automatically. After editing, use “Resend invoice email” to send the updated version.
Open new invoice →Open Expenses. Enter the receipt’s date, vendor, description and amount, then choose the invoice in “Attach to invoice.” Save it so the cost follows the job.
Our $29.40 example uses manual entry on Base. Enhanced can extract details from a receipt photo; review its suggestions before saving. Log labor and overhead too before treating the job-cost figure as profit.
Open expenses →The invoice email opens a customer-facing invoice without a customer login. Your payment link gives them a way to pay without reading card details over the phone.
Use your own working provider link. Native card checkout requires completed Stripe setup and eligibility. External payment links may need you to record the payment manually; sending an email does not mean the invoice is paid.
Open your invoices →Borrow the structure
Two labor hours, materials and a service call. Use the public example as a checklist, then replace the sample details with your own.
Open printable example →Illustrative prices only. Set tax and terms for your own business.
Three short clips you can save and come back to.
Make the next step count
Create your account, choose a plan, and add a real customer when you’re ready. Check the invoice and email address before sending.
Create your first invoice →