Log job costs and bills against a project, attach receipts, track what's paid, and feed real numbers into job profitability.
Last updated 2026-07-07
Open a project's Financials tab and click Add Expense. Expenses split into Job Expenses (materials, labor, and subs that belong to the job's cost) and Other Expenses (overhead-style costs). Add the amount, a vendor, an optional cost code, and the bill or receipt number.
Attach a receipt or bill (image or PDF) to any expense so the backup travels with the record. Click the document icon to preview it later.
Each expense can be marked unpaid or paid, with a payment method and paid date — so you always know what you still owe your suppliers and subs. Refunds and credits go in as credit memos, which net against your totals.
Job expenses roll up into your actual project cost, which drives the Budget vs. Actual and profitability numbers. Bill what's billable back to the customer through an invoice.
Project Budgets & Job Costing
Track internal project budgets, approve them, and see Budget vs Actual on the Profitability report.
Invoicing & Payments
Create invoices, bill progressively, track payments, accept online card + ACH payments, and manage outstanding balances.
Vendor Management
Add vendors and subs, organize them by trade, give them a portal, message them, and track master service agreements.