What lands on every document
Every estimate and invoice you send carries the things that make a customer take you seriously: your business name and logo, your address, and your license or permit number where you have one. Under that sits the itemized labor and materials, the job details, and the photos of the work.
Behind the document is the record. Every approval is logged with the customer’s name, the time, and the amount, and it stays attached to the job. So you’re not just sending professional-looking paperwork — you’re building a documented history of what you quoted, what they agreed to, and what you did.
What you can use it for
Look like a real business
A branded invoice with your name, logo, and license number reads like a company, not a side gig. Customers pay it faster and refer you more.
Put your license & permit number where it belongs
The number the customer wants to see prints right on the estimate and invoice — no separate paperwork, no “can you send me that.”
Keep a record on every job
Itemized work, photos, and a logged authorization stay on the job, so months later you can show exactly what was quoted, approved, and done.
Settle questions with proof
When a customer or a third party asks what happened on a job, you have the documented trail — not a foggy memory and a lost text thread.
How the paper trail comes together
- 1
Set up your business details once
Add your business name, logo, address, and license or permit number in settings. From then on they print on everything automatically.
- 2
Build the estimate with photos
Add the itemized work and snap photos of the job. Both land on the branded estimate the customer sees.
- 3
The customer approves — and it’s logged
They sign and tap Approve, and SideWRK records the name, time, and amount on the job.
- 4
It becomes a numbered invoice
When the work is done, the estimate turns into a numbered invoice carrying the same branding and details.
- 5
The record stays with the job
Everything — the document, the photos, the authorization — stays attached, giving you a documented history you can pull up anytime.
Why the paper trail is the point
Being good at the work isn’t enough if the paperwork makes you look like an amateur. A clean, branded document with your license number on it changes how a customer sees you before you’ve turned a wrench — and it’s the difference between getting the job and getting ghosted.
It’s also protection. A documented trail of what was quoted, approved, and done is your best answer to a dispute, a chargeback, or a “that’s not what we agreed to.” SideWRK gives you the tools to document your work thoroughly — it doesn’t determine or guarantee compliance with any law or licensing rule, and it isn’t legal advice. Meeting the requirements that apply to your work is your call.
Permits & inspections
Log the permit number and the inspection status right on the job, and bill the permit fee as its own line the customer can see — never buried in your labor. You end up with a clean, documented record of every permit you pulled and every sign-off you passed, attached to the job it belongs to.
On jobs that need one, SideWRK keeps the permit number and the inspection status right on the job, next to the work and the photos. So when a customer, an inspector, or you six months later needs to know what was pulled and whether it passed, it’s there — not on a slip of paper in the truck.
The permit fee is money you fronted, so it gets billed like it. Add it as its own line the customer sees, separate from your labor — a clean pass-through that shows exactly what the permit cost. No eating the fee, no hiding it inside your rate.
Log the permit number on the job
Keep the permit number attached to the job it belongs to, so it’s on the estimate, the invoice, and the record — not lost in a text thread.
Track the inspection through to sign-off
Note whether the inspection is scheduled, passed, or needs a re-check, so you always know where a job stands with the AHJ.
Bill the permit fee as its own line
Pass the permit cost through as a separate line the customer sees, so you’re reimbursed for what you fronted and nothing looks padded.
Keep a documented permit history
Every permit and sign-off stays on the job, giving you a record to show if a customer, a buyer, or an inspector ever asks.
Paper trail — common questions
Does my license or permit number print on invoices?
Yes. Once you add it in settings, your license or permit number prints on every estimate and invoice automatically, alongside your business name, logo, and address.
Are the photos and approval kept with the job?
They are. The itemized work, the photos, and the logged approval all stay attached to the job, so you have a documented record you can pull up later.
Does this make me compliant with my state’s rules?
No. SideWRK gives you strong documentation and record-keeping tools, but it doesn’t determine or guarantee compliance with any law, permit, or licensing requirement — that responsibility is yours.
Can I customize what shows on the documents?
Your business name, logo, address, and license or permit number come from your settings and print on every document, next to the job details and photos you add.
Can I bill the permit fee separately?
Yes. Add the permit fee as its own line on the estimate, separate from your labor, so it’s a clean pass-through the customer sees and you’re reimbursed for what you fronted.
Does SideWRK pull the permit for me?
No. SideWRK is a documentation and record-keeping tool — it keeps the permit number and inspection status on the job, but pulling the permit and meeting your local requirements is up to you.
Where does the permit number show?
It stays on the job and prints on the estimate and invoice alongside your business details and license number, so it’s easy to reference and hand off.
Can I track whether the inspection passed?
Yes. Mark the inspection as scheduled, passed, or needing a re-check and keep it updated, so you always know where the job stands.