01
Snap and upload supply receipts instantly
- Open Expenses in the dashboard or Field App and click "Add Expense / Scan Receipt".
- Take a photo of paper register slips from Home Depot, Lowe’s, Ferguson, or local supply houses.
- Upload PDF invoices or e-receipts directly from your mobile device or desktop.
02
AI OCR line-item parsing and job mapping
- Automatic Field Extraction: AI OCR extracts merchant name, date, subtotal, tax, and individual material line items.
- Job Assignment: Select the active Job ID to assign expenses directly to that project’s cost ledger.
- Category Classification: Classify items as Materials, Equipment Rental, Disposal/Dump, or Subcontractor Expense.
03
Compare estimated vs. actual job margins
Every logged expense instantly updates the job’s real-time financial scorecard, comparing actual spent materials and labor burden against quoted prices so you catch cost overruns before final invoicing.
Completion check
Confirm before moving on
Use these checks to make sure the dashboard and the real-world workflow agree.
- Receipt images upload cleanly and OCR extracts line items and sales tax.
- Expenses are assigned to the correct job and cost category.
- Real-time job gross margin accurately reflects total logged direct expenses.
Troubleshooting
When the workflow doesn’t look right
Receipt OCR failed on a crumpled or faded receipt.
Ensure good lighting against a dark background, or manually edit the extracted amount and vendor fields before saving.
Expense was assigned to the wrong customer job.
Open the expense record in Expenses, click Edit, and select the correct Job ID from the dropdown.
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