Overview

You can create and edit expenses while out in the field, so your job costs stay current no matter where the work happens.

Expense tracking is available on select plans. View our current pricing plans.

To check what plan you’re on, click the Gear Icon then select Account and Billing. If you have any questions about your plan’s features or pricing, our support team is here to help!

Create an expense

You can quickly add an expense from the Jobber App using the quick create menu, in the bottom right.

Tap the Quick Create menu button, then select Expense.

  • If you’re on the Plus plan, this opens the camera, where you can capture a receipt with Jobber AI or enter the expense details yourself.
  • If you’re not on the Plus plan, this opens the expense form directly, where you can enter the details yourself and attach a receipt photo if you have one.

Capture a receipt with Jobber AI

Receipt Capture lets you snap a photo of a receipt in the field, and Jobber AI fills in the expense details for you.

Receipt Capture is available on the Plus Plan. View our current pricing plans. To check what plan you’re on, select the Gear Icon, then choose Account and Billing. If you have any questions about your plan’s features or pricing, our support team is here to help.

  1. Take a photo of the receipt, or select Upload from library to choose an existing photo instead. You can add up to 5 photos before you continue.
  2. Select Done to upload your photos.
  3. Jobber sends you to the Needs review tab under Search. Extracting the expense details can take a few seconds.
  4. Once ready, select the receipt to review the extracted details, including the supplier, invoice number, date, and total.
  5. Select the plus icon next to Link to job to link the expense to a job.
  6. Select Create Expense to save.

Enter expense details manually

Select Enter info on the camera screen to skip ahead and add the expense details yourself. Every expense item in Jobber can contain the following information:

  • Expense title: The name of the expense.
  • Description: A description of the expense. This field expands as you write.
  • Date: The date of the expense from the receipt.
  • Total: The amount of the expense. Enter a negative amount to record a credit or refund, for example, a refund for returned equipment or a credit.
  • Reimburse to: Select whether the expense is reimbursable and, if so, which team member to reimburse. If it isn’t reimbursable, leave the dropdown on Not reimbursable.
  • Accounting Code: Accounting codes help categorize and track your expenses. Set up accounting codes on jobber.com by selecting Settings, then Expense Tracking.
  • Linked job: If the expense corresponds to a job, you can link the job to track the expense in the Costs section of the job on jobber.com. Users who have the “view jobs” permission can select any job from this list.
  • Attach receipt: You can upload an image or documentation about the expense along with the rest of the expense details. Receipts are viewable from jobber.com. You can upload files from your device or take a photo with your device’s camera. Supported file types include:
    • .csv
    • .doc and .docx
    • .pdf
    • .txt
    • .ppt and .pptx
    • .mp4
    • audio files, including .aac, .mp3, and .wav

Once you’ve filled out the needed information, tap Save to record the expense. You’ll see a summary of the saved information.

View, edit, and search for expenses

Once you save an expense, you can view, edit, and search for it on jobber.com or in the Jobber App.

On jobber.com, view your most recent expenses from the Expenses tab in the side navigation. You can filter by reimbursement status and the team member who entered the expense. Click an expense to view its details; the pop-up is where you can edit it.

In the Jobber App, you can also view, edit, and search for expenses without leaving the app. To edit an expense in the app:

  1. Search for the expense using global search, or find it from the expense list.
  2. Tap the expense to open its details.
  3. Update any of the fields covered above.
  4. Tap Save.

To find an expense quickly in the app, use global search and enter any part of the expense title or supplier name. For example, searching “Home Depot” surfaces every expense linked to that supplier.

To export a report of all your expenses, select Reports, then select Expenses report on jobber.com.