Feature — Expense Tracking

Stop losing money on unbillable field expenses

Techs snap a receipt photo on their phone, attach it to the job, mark it billable — and it rolls into the invoice automatically. No lost receipts, no missing reimbursements.

Receipt photo capturePer-job billingQuickBooks export

The Problem

Field expenses disappear in pockets and gloveboxes

  • ✕Techs pay for supplies out of pocket — receipts go through the wash
  • ✕Office can't bill the customer for job-site materials without documentation
  • ✕End-of-month expense reconciliation takes hours and still misses items
  • ✕No way to see which jobs are costing more in materials than estimated

The Solution

Snap, attach, bill — in under 30 seconds

  • Tech photos a receipt on their phone from inside the job's work order
  • Tags it as billable or reimbursable, adds a description
  • Expense appears on the customer invoice automatically
  • Office sees per-job materials cost alongside labor in one report

What's included in Expense Tracking

Mobile receipt photo capture — works on any phone camera
Attach expense to any work order or job
Billable flag — automatically adds to customer invoice
Reimbursable flag — appears in payroll export for employee reimbursement
Category tags (materials, tools, fuel, permits, subcontractors)
Per-job materials cost report vs. estimate
Bulk export for accounting — QuickBooks and CSV formats
Manager approval workflow for large expenses
Mileage tracking (IRS rate auto-applied)
Included on Professional and Business plans

Know what every job truly costs

Labor + materials + expenses on a single job cost report. Price your next job based on what jobs like it actually cost — not a gut estimate.

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