Step 5: Save and Send the Receipt Review the “Printable Report” tab to see the finished, professional receipt. To send it to your client, go to “File” > “Download” and select “PDF (.pdf)”. A PDF is a secure, non-editable format that you can easily attach to an email.
The Importance of a Paper Trail for Your Business
For a handyman, a professional receipt is more than just a piece of paper. It’s a tool that helps you build a better, more organized business.
Creates a Professional Image A clean, detailed receipt makes your business look legitimate and trustworthy. It shows clients that you are an organized professional, not just a casual helper. This small detail can be the reason a customer calls you back for their next project.
Provides a Paper Trail for All Jobs Many handyman jobs are paid in cash. Without a receipt, these transactions can be difficult to track. A receipt creates an essential paper trail for every dollar you earn, which is crucial for accurate bookkeeping and makes tax season much less stressful.
Builds Customer Trust and Prevents Disputes A receipt provides clients with peace of mind. It’s a confirmation that you have received their payment and that the job is considered complete and settled. If there’s ever a question about payment, a receipt is the official record that can resolve the issue instantly.
From a Simple Receipt to Full Job Management with Housecall Pro
A receipt template is a great tool for handling payments. But as a handyman, you’re juggling much more than just receipts. You’re managing schedules, communicating with clients, and traveling between jobs. Housecall Pro’s software is designed to run your entire business from your phone.
Efficiently Schedule and Dispatch Your Jobs Stop relying on a messy paper calendar. Housecall Pro’s simple drag-and-drop calendar makes it easy to schedule jobs and optimize your route. You can see your whole day, week, or month at a glance, so you never double-book or miss an appointment.
Send On-the-Way Texts to Customers Let customers know you’re on your way with automated text messages. This simple, professional touch keeps your clients happy, reduces no-shows, and means you spend less time answering “where are you?” phone calls.