How to set up a simple job numbering system
A job number tied to every quote, photo and invoice saves hours of searching later.
- Pick a format and keep it. For example year plus a running number. Simple beats clever.
- Use the same number everywhere. Put it on the quote, invoice, job photos and supplier receipts.
- Give every call a record first. Create the record when the call comes in, before the job is booked.
- Do not reuse numbers. Even cancelled jobs keep their number so your history stays honest.
- Tell the crew. Make sure everyone uses the number when they send photos or notes.
Common questions
Should the number show on the invoice?
Yes. It helps customers and your bookkeeper match payments to jobs.
See also the contractor guides and free tools.
General information, not legal or financial advice. Verify with your attorney or accountant.
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