Residential joinery work moves quickly. One day you are scribing skirting boards for a loft conversion, the next you are crafting a bespoke staircase. With multiple small jobs running at once, accurate invoicing often lags behind the tools and timber. A clear, professional invoice template ensures you get paid on time, protects your cash flow, and reinforces your reputation for organised workmanship.
• “I scribble hours on the back of a delivery note and forget half the extras.”
• “My invoices look different every month, so clients ask questions and delay payment.”
• “Pricing materials manually eats up my evenings.”
CountBricks built its free joinery invoice template to eliminate these frustrations while staying laser-focused on residential construction demands.
1. Voice-to-Invoice Automation
Record your site conversation on the CountBricks mobile app. Our AI converts spoken measurements, tasks, and material notes directly into an itemised invoice line-by-line.
2. Live Material Pricing
Tap “Sync Prices” and the template pulls real-time timber, hardware, and finishing costs from the same database that powers CountBricks.com/services estimating engine.
3. Residential-Ready Tax & Regulation Fields
UK domestic VAT rates, CIS deductions, and payment schedule options are pre-loaded so you never miss a compliance tick box.
4. Seamless Branding
Add your logo once. Every future invoice exports with consistent branding, PDF formatting, and sequential numbering straight from the template.
Header Section – Company details, client address, project reference, and unique invoice number auto-generated by CountBricks.
Scope & Task Table
• First Fix Carpentry
• Second Fix Joinery
• Bespoke Cabinet Installation
Each row includes hours, unit cost, markup, and automatic subtotal.
Material Breakdown
Live pricing of sheets, lengths, fixings, and finishes updates whenever you open the file.
Variations & Extras
Use the coloured “Add Variation” cells to flag items authorised on site but not in the original quote. The template recalculates totals instantly.
Payment Terms – Options for staged payments, final retention, and late-payment interest are selectable in a drop-down.
1. Open CountBricks on your phone after finishing a task.
2. Press the mic icon and dictate: “Finished fitting 18 linear metres of primed MDF skirting, two site hours.”
3. The AI logs the line item, pulls current MDF rate, applies your preset labour rate, and stores it in the project file.
4. When the week ends, tap “Generate Invoice”.
5. The free joinery invoice template opens populated with every captured item and price.
6. Review, add any photos as proof of completion, and hit “Send”. CountBricks emails a PDF to the client and updates your ledger.
• Speak tasks in natural language; the AI recognises “architrave”, “rebate”, and other trade terms.
• Use project references that match your CountBricks.com/portfolio entries to keep records tidy.
• Set default mark-ups by client type—developer, architect, or homeowner—to automate profit margins.
• Attach supplier invoices within the template so clients see transparency on materials.
• Use the built-in mileage field to capture travel costs often forgotten.
Because the invoice lives inside the same cloud workspace as your AI estimates and blueprint take-offs, you never re-enter data. A quantity pulled from a PDF plan in the morning can be invoiced that afternoon once the work is complete.
Workflow Example
• Upload architect PDF to CountBricks take-off tool.
• AI counts 47 linear metres of 32 × 175 carcassing timber for a cut roof.
• Labour and material rates flow into a client quote.
• On site, mark sections as complete in the mobile app.
• Press “Invoice Selected” and the template populates only finished sections, leaving ongoing tasks untouched.
• Missing VAT on labour for private domestic clients.
• Forgetting to apply CIS when billing a registered contractor.
• Charging outdated timber prices—live pricing eliminates guesswork.
• Overlooking small extras like door furniture installation—voice capture records them instantly.
Whether you run a single van or coordinate multiple joiners, this template saves hours each week and puts more money in your pocket. Visit CountBricks.com/services to download the free joinery invoice template, then start creating professional invoices the moment the last screw is driven home.
OakLeaf Carpentry specialises in high-end renovations across the Home Counties. Before adopting CountBricks, owner Liam Reed spent two evenings each week chasing receipts and building invoices in spreadsheets.
1. Liam uploaded his existing logo and company info into the free joinery invoice template.
2. He linked the template to his CountBricks project dashboard where AI estimates and blueprint take-offs already lived.
3. During site walks, Liam dictated progress—“Hang three oak doors, fit 6 m skirting”—directly into the CountBricks app.
4. At the end of the week he pressed “Generate Invoice”. The template populated with tasks, current oak door prices, and a pre-set 15 % markup.
5. Clients received branded PDFs with clear variation summaries, approving payments within 24 hours.
Results After One Month
• 70 % reduction in admin hours, freeing Liam for on-site supervision
• 12 % increase in captured billable extras thanks to voice logging
• Zero queries on pricing because live costs matched supplier invoices
• Start with one active project to test the workflow before rolling it out company-wide.
• Use the retention calendar built into the template to flag when final balances are due.
• Pair the template with CountBricks.com/consultation sessions for personalised setup advice.
Ready to join Liam and hundreds of other residential joiners streamlining cash flow? Download the CountBricks free joinery invoice template, integrate it with our AI estimating tools, and transform the way you bill every board, batten, and box.
