Log expenses and receipts

Log what you spend as you go: materials, fuel, equipment, subcontractors, permits. Snap the receipt so you have it at tax time, and tie the cost to a job to see what the job really made.

Add an expense on the web

1. Open Work → Expenses.
2. Click Add expense.
3. Enter the Amount and Date, and pick a Category: Materials, Fuel, Equipment, Subcontractor, Permits or Other.
4. Fill in Where (the store or supplier) and What for.
5. Pick a Job if it's for one.
6. Click Add a photo to attach the receipt.
7. Click Save.

Add an expense in the app

1. Tap More → Expenses, then +.
2. Enter the amount, vendor, category, date and job.
3. Tap Add receipt photo, then Take photo or Choose from library.
4. Tap Save.

See your expenses

• On the web, pick a date range to see the total and a total for each category. The paperclip opens a receipt.
• In the app, the list shows the last 30 days. Tap an expense to see its receipt.
• Click the pencil to edit an expense, or the trash icon to delete it.

Who sees what

Everyone can log expenses. Crew see only their own. Owners and office staff see the whole team's. See Roles and permissions.