A 1099 contractor invoice template and tracker for tradespeople — electricians, plumbers, landscapers, HVAC techs, and handymen — who finish a job, send a bill, and lose track of who actually paid in Taskade. Every invoice for every job lives in one list, so money stops slipping through the cracks between jobs.
What's Included
- Job-to-Invoice List: Each job carries its own invoice — sent, viewed, paid, or overdue — using connected projects from customer to job to invoice
- Status at a Glance: A Table view of every outstanding invoice with the USD Currency amount owed
- Money Agent: An AI agent that answers "who owes me money right now?" and "which jobs are still unbilled?" without opening a spreadsheet
- Auto-Reminders: Triggers chase overdue invoices at 7, 14, and 30 days so you never personally email "just following up"
- Paid Notifications: An automation marks a job paid and clears it from the overdue list the moment payment lands
How To Use
- Clone this template into your Taskade workspace
- Add your customers and the jobs you've completed
- Create an invoice on each job — it links back to the customer and the work automatically
- Turn on reminder triggers so overdue invoices chase themselves
- Open the tracker any morning and see exactly who owes you money — and chase nobody who already paid
Pair this with the 1099 Contractor Invoice to bill from scratch, or browse more finance apps in the Community Gallery.