IN PROGRESS...a feature we are actively improving.
Track and manage expenses for jobs and technicians.
Technicians can add expenses with photos of receipts to jobs using the MobileApp. Select if expenses are billable or not and at the end of the week create a report for expenses payable to technicians.
To get started enable expenses in settings, see below for more details
Add expenses in the field (Technicians)
On the job page scroll down to Hours and Products. Click on the right arrow to show this section. Click on the green Add expense button to add an expense item
Click on the More link to add the cost for the expense
Add expenses in the office (Schedulers)
Check and Invoice expenses on a job
Create weekly report for technicians
Setup
Enable expenses
Open settings - misc and scroll down to Inventory. Check Show expenses
and click
Add items (Optional)
If you have similar expenses that you use frequently you can add them to inventory for technicians to select from, alternatively Technicians can create items as needed, these are not saved to inventory.
To add items to expenses open Inventory - Expenses Add expense
Fill out the details for the expense and click save
If you have many types of expenses the can be categorised the same way as other inventory items. to add a category click on Settings and select Edit categories
