Mobile trades bookkeeping app checklist

Use this before choosing a bookkeeping app for a mobile trades or home service business.

Best fit: the app should connect jobs, invoices, payments, receipts, mileage, and client records before month end.

Job records

Customer, address, and job notes are attached to the appointment or job.
Work completed can become the invoice description.
Return visits and follow ups are easy to mark.

Invoices and payments

Invoices have clear numbers, dates, descriptions, totals, and payment terms.
Paid, unpaid, part paid, and overdue jobs are easy to separate.
Payment method is recorded against the customer and job.

Receipts and mileage

Supplier receipts can be captured from the phone on the day.
Mileage can be logged from the visit or route, not rebuilt later.
Materials, parking, and travel costs can be reviewed by job or week.

Tax and handoff

Records can be exported or shared with an accountant.
MTD readiness is clear where it applies.
The app supports review habits, not only end of year cleanup.