| Description | Qty | Rate ($) | Amount |
|---|
Choose from over 300 jobs
Search knows more than one name for most of these, so type what you call the job. Picking a job adds it as a line item worded exactly as you tapped it. The rate is left blank on purpose — this tool never guesses your prices, though a job you have billed before shows what you charged last time as a hint you can ignore. Anything this list has never heard of, type it and press Add.
What you need before the work begins — a figure or a percent. It prints on the estimate; nothing is owed yet.
Sales tax — is this taxable, and what’s the rate here?
Two questions, in this order: is this job taxable at all, and if it is, at what rate. Both depend on where the work is.
Is it taxable at all?
- Improving real property — a new install, a remodel, an addition — usually makes you the end user of the materials. You already paid sales tax at the supply house, and you don't add tax to your customer's invoice.
- Repairs and maintenance are taxable far more often, and several states treat residential and commercial work differently.
When a customer says they're exempt
Churches, schools, charities and municipal work are often genuinely exempt, and a general contractor buying your work to resell to their client is usually a resale rather than an exemption. In both cases they'll have a certificate, and a copy of it is what protects you — it's the piece of paper that puts the tax on them rather than on you if anyone ever asks. Most customers hand it over without blinking; it's routine paperwork on their end, not a favour you're asking for.
There is no federal sales tax — nothing on this document is federal. Your federal tax is income and self-employment tax, settled with the IRS, not collected from your customer.
State rates as published January 2026; local rates change often. This is general information, not tax advice — your state's revenue department or your bookkeeper has the last word.
Sending opens your phone's share sheet, so you can text or email it from the contact you already have — the amount due, how to pay and your payment link ride along in the message.Sending hands over the finished document — through your browser's share options where it offers them, otherwise saved as a file with an email draft ready for it. Either way the amount due, how to pay and your payment link ride along in the message. Save to Photos hands over the same document as an image — tap “Save Image” in the sheet to keep it.
Documents saved on this device (0)
Saved automatically when you print. Your documents are stored only in this browser and are never uploaded. Clearing browser data erases them.
Pro
No limit on the invoices and estimates you send, customer autofill, and the jobs you do most pinned to the top — $8.99/month, cancel in two clicks. The documents you make still stay on this device.
See Pro pricingCommon questions
Can I make an invoice on my phone without an account?
No app, and no account for your first two documents — build them, print them, send them, nothing to sign up for. An estimate counts the same as an invoice. Once you've used those two, unlimited documents are $8.99/month and that's when you'd create an account. Your invoice contents never leave your device either way.
How do I send the invoice to my customer?
Tap “Send as PDF” and your phone's own share sheet opens with the finished invoice attached — pick Messages, Mail, WhatsApp, whatever you use, and the customer is already in your contacts, so there's nothing to type. “Send via SMS” sends it as a picture instead, which previews right inside the message thread. Either way the amount due, your payment instructions and your payment link travel in the message, and the file is built on your phone — it never passes through us.
How do my customers pay me?
Put your payment link or handle in “Get paid online” and every invoice gets a scan-to-pay code: your customer points their phone camera at it and their payment app opens, already pointed at you. Three ways in, because customers read invoices in different places — scan the code off a printed copy, tap the code itself in the PDF (a phone can't photograph its own screen, so on a phone the tap is the one that works), or tap the link in the message you sent. The money moves directly between your customer and your own payment account — we are not a payment processor, we never touch it, and we never see whether you were paid.
What do I put on a pool service invoice?
Your company name and license number, the customer's name and service address, itemized work (for example: Weekly service — chemicals & cleaning included), tax if it applies, any deposit already received, and your warranty terms. Beyond that, pool service invoices carry a few things the generic list misses: the chemical readings before and after, what you added and how much, and any equipment work — the readings are the service. A pool invoice without them is indistinguishable from one where nobody opened the gate. Note the pump run time you found, the filter pressure, and any condition that explains the water, because those three make the numbers mean something.
What causes callbacks on pool service jobs, and how do I head one off?
The route dispute is almost always the same one. The water goes green on Thursday, the customer says you were there Tuesday, and the argument is over whether you did anything. A clean-looking invoice does not answer that. The numbers do.
Write the free chlorine, pH, total alkalinity, cyanuric acid and salt you read when you walked in, what you added and how much of it, and the readings you left behind. Then write what you found that explains the drift. The timer was set for four hours. The cell was scaled and putting out almost nothing. Stabilizer was high enough that the chlorine could not work. There was heavy rain and a weekend of swimmers.
Green water a week after balanced readings is water that was not circulating, and unless the runtime and the cell condition are written down, that stays your word against theirs. The other callback is staining and surface damage, which arrives after a chemical event and gets blamed on the last person who added anything. Note the surface condition and the water chemistry you inherited, especially on a green-to-clean or a pool you have just taken over.
What pool service work gets done and never gets billed?
Chemicals past the ordinary week are the first thing that goes unbilled. A weekly line written as chemicals included covers a normal week, not the case of tabs, the jug of acid, the shock after a storm, or the bags of salt carried down a side yard.
Trips are the second thing. The cover pump-out after a hard rain, the return because the gate was padlocked or the dog was out, the second visit to open the valves once the water truck left. Filter cleans get swallowed by the weekly line when they are their own job, with the tank apart, cartridges soaking overnight and the DE recharged after.
So does the twenty minutes at the pad chasing a pump that will not prime, because you were standing there anyway. Leaf hauls, the drowned animal, the vacuum to waste and the refill behind it all belong on their own lines. So do openings and closings that turn into repairs, and the phone time with a homeowner who wants to understand why their water is doing what it is doing — which is worth having and worth counting.
What should I record on a pool service job?
Photograph the equipment pad before you touch it, the plumbing as you found it, and get the data plates on the pump, filter, heater and salt cell. Model and serial numbers are what the parts counter wants, and next spring they are what tells you whether that cell is three years old or seven.
Shoot the pressure gauge before and after a filter clean. Shoot the failed part beside its replacement with the failure showing, the burnt capacitor, the cracked volute, the plates scaled white. Freeze damage needs the split housing photographed and dated, because the insurer asking a year later wants to know what broke and when.
On a green-to-clean, take the water on arrival and again at every stage, since nobody remembers afterward how bad it was. On commercial water, keep the daily log and photograph the main drain cover markings. An inspector asks for both. And keep your own reading history per pool across the season — a trend is what tells you a cell is dying or a leak is starting, and a single visit's numbers never will.
What tax rate should I charge on a pool service invoice?
Start with a different question: is the job taxable at all? In most states, work that improves real property — a new install, a remodel, an addition — makes you the end user of the materials. You paid sales tax at the supply house and you don't add tax to the customer's invoice. Repairs and maintenance are taxable far more often, and some states treat residential and commercial work differently. If tax does apply, the rate is the one at the job's service address: only a handful of states are a single statewide rate, and everywhere else counties and cities add on top of the state share. Tap “Sales tax — is this taxable, and what’s the rate here?” under the tax field, pick your state, and we'll show you the state rate and link you straight to your revenue department's own guidance. And there's no federal sales tax — your federal tax is income and self-employment tax, which you settle with the IRS, not something you collect from a customer. When no tax applies, leave the rate at 0.