Document collection for contractor and trades clients

Contractors keep receipts in trucks and invoices in text threads. DocNag lets them upload each item from a phone, no account, and reminds them until the job costs are covered.

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A starting checklist

• Bank and credit card statements
• Receipts for materials by job
• Subcontractor invoices and W-9s
• Equipment purchase and rental invoices
• Vehicle mileage or fuel records
• Payroll reports
• Customer invoices and payments received
• Insurance and licence statements

Job costing only works if receipts are tied to jobs, and that paperwork is the part clients forget. Edit the list to fit each client, or build one without signing up in the checklist builder.

How it works

1. Send the client one private link.
2. They upload each item from a phone, with no account or password.
3. DocNag reminds them about what is missing and tells you when files arrive.

Free for 3 active requests, no card. $19/month for 25, $39/month for 100. About DocNag · Pricing

Other niches

E-commerce bookkeepers · Bookkeepers for farms and ranches · Bookkeepers for rideshare and gig clients · Remote and virtual bookkeepers · Bookkeepers who also run payroll · Bookkeepers for landlords and rental property owners · Bookkeepers for nonprofits · Bookkeepers for real estate agents and brokerages · Bookkeepers for trucking and owner-operator clients · Bookkeepers for salons and beauty businesses · Bookkeepers doing catch-up and cleanup work · Bookkeepers for restaurants and cafes · Bookkeepers for medical and dental practices · Bookkeepers for law firms · Bookkeepers for content creators and influencers · Bookkeepers for short-term rental hosts · Tax preparers · Enrolled agents and irs resolution practices · Business tax return preparers · Tax preparers handling extensions and late filers