Side Wrench App

Invoicing & Export

Turn a finished job into a professional PDF invoice in seconds — photos and documents included — then track payments and export tax-ready data.

Generating an Invoice

  1. Open the work order and tap Generate Invoice
  2. The Attach to Invoice screen appears — pick any repair photos or vehicle documents to include in the PDF (or tap Skip for a clean invoice)
  3. Preview the PDF, then share or save

What’s on the Invoice

  • Header — your company name, logo, address, and phone; invoice number and date
  • Customer & vehicle — contact info, year/make/model, VIN, mileage
  • Itemized repairs — each repair’s description, labor hours and cost, parts with prices, and subtotal
  • Summary — labor total, parts total, tax, grand total, payments received, and balance due
  • Attachments — any photos and documents you selected, appended to the PDF

The invoice number is the work order number, so your paperwork and the app always line up.

Generated PDF invoice
A generated invoice — itemized repairs, parts, payment history, and balance due.

Your Branding

Set your company name, address, phone, and logo once in Settings → Company Information — it appears on every invoice.

Sharing an Invoice

After generating, tap Share and send it anywhere: Mail, Messages, AirDrop, Save to Files, or any app that accepts PDFs (Dropbox, Google Drive, and so on).

Recording Payments

  1. Open the work order and scroll to Payments
  2. Tap Add Payment — amount, date, and method (Cash, Check, Credit/Debit Card, or Other)
  3. Save — the balance due updates automatically

Partial payments are fine: add as many payments as it takes; the remaining balance is always current.

Work order Financials tab
The Financials tab tracks cost, profit, payments, and the outstanding balance.

Nice touch: if you set a work order’s status to Payment Received while it still shows a balance, Side Wrench offers to record the payment right then — so “marked paid” and “actually recorded” never drift apart.

Tax & Business Export (Premium)

Export your financials to CSV for your accountant or tax software:

  1. Go to Settings → Data Management → Tax & Business Export
  2. Pick a date range: Current Year, Last Year, Current Quarter, Last Quarter, Last 30 Days, Last 90 Days, or a Custom Range
  3. Tap Export and share or save the CSV

What’s in the Export

One row per repair — date, work order, customer, vehicle, repair description, labor hours/rate/income, parts cost, markup and revenue, discounts and fees, total revenue, payments, balance due, and profit margin — followed by a summary section with your totals for the period, organized for Schedule C filing.

The file opens in Excel, Numbers, Google Sheets, or any spreadsheet app.

Backups: Export & Import All Data (Premium)

In the same Data Management section, Export All Data saves your complete database as a JSON file, and Import Data restores it — a portable backup that’s entirely in your hands.

Tips

  1. Set up company info before your first invoice — a logo makes it look like you
  2. Attach the photos — an invoice with before/after shots rarely gets argued with
  3. Email right away — faster invoicing means faster payment
  4. Export quarterly — don’t leave tax prep for April