Quick Jobber Tutorials - Creating Invoices

Jobber invoicing has 4 different entry points — and only one of them keeps your records clean. Creating a standalone invoice unattached to a job works in a pinch, but the cleanest method runs from a closed job through Generate Invoice. Ray's workflow uses "action required" status so employees complete visits without closing jobs, letting the owner review internal notes and photos before invoicing. Discounts can be applied as a flat dollar amount or percentage directly inside the invoice before sending via email or text. ──────────────────────────────────────── 🔥 𝐄𝐒𝐒𝐄𝐍𝐓𝐈𝐀𝐋 𝐁𝐔𝐒𝐈𝐍𝐄𝐒𝐒 𝐓𝐎𝐎𝐋𝐒 & 𝐒𝐎𝐅𝐓𝐖𝐀𝐑𝐄 🔥 𝗝𝗼𝗯𝗯𝗲𝗿 Without Jobber I could never have built my business. A foundational CRM is not an optional extra if you’re serious about building a real business that your clients can respect, and in my opinion Jobber is the only rational option. https://go.getjobber.com/bulletproofhandyman The foundational CRM that still runs my entire handyman business. 𝗤𝘂𝗼 (App Based Business Phone) https://get.quo.com/olqbjk Virtual business phone to add as an app to your personal phone. 𝗡𝗘𝗫𝗧 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 (ERGO NEXT) https://go.bulletproofhandyman.com/NEXT Insurance built specifically for home service pros. My business is also insured with ERGO NEXT Insurance 𝗡𝗼𝗿𝘁𝗵𝘄𝗲𝘀𝘁 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿𝗲𝗱 𝗔𝗴𝗲𝗻𝘁 https://go.bulletproofhandyman.com/northwest Fast, reliable LLC formation and registered agent service, and the same company I used to form my Bulletproof Handyman LLC and Emily’s Tattoo Business LLC. 𝗕𝗹𝘂𝗲𝗩𝗶𝗻𝗲 𝗖𝗵𝗲𝗰𝗸𝗶𝗻𝗴 https://go.bulletproofhandyman.com/BlueVine Get your simple, no-nonsense online business checking in minutes with nothing more than an EIN right now. 𝗚𝘂𝘀𝘁𝗼 𝗣𝗮𝘆𝗿𝗼𝗹𝗹 https://go.bulletproofhandyman.com/gusto So easy, a handyman can do it! A modern payroll solution that’s easy to run. 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 https://go.bulletproofhandyman.com/QuickBooks The bookkeeping platform I recommend if you don’t have a bookkeeper or CPA already handling expense tracking for you. 𝗪𝗜𝗫 – Website Builder https://go.bulletproofhandyman.com/WIX AI-driven EASY and affordable website builder for service pros. 𝗟𝗶𝘃𝗲𝗦𝘄𝗶𝘁𝗰𝗵 https://go.bulletproofhandyman.com/liveswitch Win the “Race To The Face” with this AI + Video tool that connects you with clients instantly and analyzes the video for whatever you want to do with it. 𝗟𝗼𝗴𝗼𝗠𝗲 https://go.bulletproofhandyman.com/LogoMe AI-powered branding kits for service businesses. 𝗦𝗺𝗮𝘀𝗵𝗶𝗻𝗴𝗟𝗼𝗴𝗼 https://go.bulletproofhandyman.com/branding The tool used to design the Bulletproof Handyman logo. 📣 𝐂𝐎𝐌𝐌𝐔𝐍𝐈𝐓𝐘 📣 𝗗𝗶𝘀𝗰𝗼𝗿𝗱 — 𝗧𝗵𝗲 𝗕𝘂𝗹𝗹𝗲𝘁𝗽𝗿𝗼𝗼𝗳 𝗛𝗮𝗻𝗱𝘆𝗺𝗮𝗻 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝘆 https://go.bulletproofhandyman.com/discord Join the conversation with other handymen building real businesses. Ask questions, share wins, and get answers fast. 📫 𝐀𝐍𝐍𝐎𝐔𝐍𝐂𝐄𝐌𝐄𝐍𝐓𝐒 📫 FREE 𝗠𝗮𝘀𝘁𝗲𝗿 𝗖𝗹𝗮𝘀𝘀 – How To Start A Bulletproof Handyman Business https://www.bulletproofhandyman.com/accelerator My full start-to-finish handyman business master class is now live. 𝗙𝗼𝘂𝗻𝗱𝗲𝗿𝘀 & 𝗙𝗮𝘁𝗵𝗲𝗿𝘀 https://foundersandfathers.com A national men’s fraternal organization is now officially launched. 𝗙𝗼𝘂𝗻𝗱𝗲𝗿𝘀 & 𝗙𝗮𝘁𝗵𝗲𝗿𝘀 𝗺𝗼𝗯𝗶𝗹𝗲 𝗮𝗽𝗽 https://foundersandfathers.com/downloads/founders-and-fathers.apk 🏕️ 𝐔𝐏𝐂𝐎𝐌𝐈𝐍𝐆 𝐅𝐑𝐄𝐄 𝐄𝐕𝐄𝐍𝐓𝐒 🏕️ 𝗝𝗼𝗯𝗯𝗲𝗿 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄 𝗪𝗲𝗯𝗶𝗻𝗮𝗿 – Saturday, March 28th 2026 https://www.bulletproofhandyman.com/events A free training webinar demonstrating how I handle my work flow all the way from request through to invoice. 𝗧𝗲𝘅𝗮𝘀 𝗕𝘂𝗻𝗸𝗵𝗼𝘂𝘀𝗲 𝗪𝗲𝗲𝗸𝗲𝗻𝗱, 𝗧𝗵𝘂𝗿𝘀𝗱𝗮𝘆 𝗔𝗽𝗿𝗶𝗹 𝟭𝟲𝘁𝗵 - 𝗦𝘂𝗻𝗱𝗮𝘆 𝗔𝗽𝗿𝗶𝗹 𝟭𝟵𝘁𝗵 Free Multi-Day In-Person Home Services Convention https://www.bulletproofhandyman.com/events 🧰 𝐅𝐑𝐄𝐄 𝐁𝐔𝐋𝐋𝐄𝐓𝐏𝐑𝐎𝐎𝐅 𝐓𝐎𝐎𝐋𝐒 & 𝐑𝐄𝐒𝐎𝐔𝐑𝐂𝐄𝐒 🧰 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗘𝘀𝘁𝗶𝗺𝗮𝘁𝗼𝗿 - 𝗙𝗿𝗲𝗲 𝗔𝗜 𝗣𝗼𝘄𝗲𝗿𝗲𝗱 𝗘𝘀𝘁𝗶𝗺𝗮𝘁𝗲𝘀 https://www.bulletproofhandyman.com/tools/estimator Upload a video of your project and let AI handle the rest. 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗗𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝘀 𝗟𝗶𝗯𝗿𝗮𝗿𝘆 https://www.bulletproofhandyman.com/documents Free templates, checklists, job lists, marketing packets, and more. 𝗢𝘃𝗲𝗿𝗵𝗲𝗮𝗱 / 𝗛𝗼𝘂𝗿𝗹𝘆 𝗥𝗮𝘁𝗲 𝗖𝗮𝗹𝗰𝘂𝗹𝗮𝘁𝗼𝗿 https://www.bulletproofhandyman.com/tools Calculate your exact overhead and hourly rate. 𝗦𝘁𝗮𝗿𝘁𝘂𝗽 𝗕𝘂𝗱𝗴𝗲𝘁 𝗕𝘂𝗶𝗹𝗱𝗲𝗿 https://www.bulletproofhandyman.com/tools/startup-budget Guided App For Your Startup Budget Including All Tools 𝗥𝗮𝘁𝗲 𝗕𝗼𝗼𝗸 𝗕𝘂𝗶𝗹𝗱𝗲𝗿 - 𝗚𝘂𝗶𝗱𝗲𝗱 𝗥𝗮𝘁𝗲 𝗦𝗲𝘁𝘁𝗶𝗻𝗴 𝗔𝗽𝗽 https://www.bulletproofhandyman.com/tools/rate-book Set your rates, descriptions, and disclaimers to export to Jobber to save hours on building estimates. No more guessing on pricing. 𝗝𝗼𝗯𝗯𝗲𝗿 𝗔𝗜 𝗥𝗲𝗰𝗲𝗽𝘁𝗶𝗼𝗻𝗶𝘀𝘁 𝗧𝗿𝗮𝗶𝗻𝗲𝗿 https://www.bulletproofh ──────────────────────────────────────── 0:00 4 Ways to Create an Invoice in Jobber 1:26 How to Create a Jobber Invoice Without a Job Attached 2:48 How to Create an Invoice From a Specific Job 3:45 How to Invoice a Closed Job in Jobber 4:14 Action Required vs. Requires Invoicing in Jobber 5:39 Reviewing Internal Notes and Photos Before Closing a Job 6:30 How to Fill Out and Send a Jobber Invoice 9:52 How to CC Multiple Contacts on a Jobber Invoice Email