Table of Contents
Overview
Your team can clock in and out of jobs and track expenses from anywhere, so you can prep payroll faster.
Note
An updated version of the Jobber app will be rolled out to all users in November. If your apps are set to automatically update, you will get it once the updates are available to your account and your app has been updated to the latest version available at that time.
This article covers functionality that's available with the legacy Jobber App. This functionality will be changing with the updated Jobber App. To see what is coming, check out Expenses in the Jobber App (Updated Jobber App).
If you are interested in moving you and your team onto the updated app, start a chat and let our support team know!
Expenses can be quickly added from the Jobber App using the Quick Create Menu, in the bottom right.
Note: Before using expenses in the Jobber App, they need to be enabled from Jobber online by going to the Gear Icon > Settings > Expense Tracking. Click Turn On Expense Tracking.
Expenses are available on select plans. View our current pricing plans.
To check what plan you're on, navigate to the Gear Icon > Account and Billing. If you have any questions about your plan's features or pricing, our support team is here to help!
Creating an expense
Once in the expense creation screen you can add in the details like the name of the expense, a description, the date, and the total. You can also choose an accounting code from a dropdown however accounting codes will need to be set up in Settings > Expenses from the website.
If you check the Reimbursable box this will indicate to the admins that this expense needs to be paid back to the user who is recording it.
If this expense is for a specific job, you can associate the expense with the job. Tap Add Job to select a recent job from the list or use the search bar to pull up older jobs.
Note: The recent jobs that appear in the list are jobs with visits that you are assigned to where there are visits that fall during the week prior to today's date.
If you have a receipt that you want to associate with this expense, you can attach it. By tapping Attach Receipt, you will have the option to upload an image or file from your device or take a new photo.
Once all the needed information has been filled out you can tap Save to record the expense. You will be shown a summary of the saved information.
Where to view expenses
Once the expense is saved it can be viewed from Jobber Online from the Expenses tab on the side navigation.
Here's an example of an expense from the Expenses tab:
There is also a report for expenses, which can be found by going to Reports > Expenses report.