Automated Job Costing Updated June 16, 2026 19:16

Overview

Automated job costing helps you track what you spend on each job without manual data entry. Upload supplier invoices directly from the Expenses page and Jobber extracts the details — you review everything before any expense is created.

When you upload a supplier invoice, Jobber reads the file and creates a draft expense. It pulls the amount, date, and supplier details, then matches the invoice to the right job using the purchase order (PO) number. You approve or discard each draft before anything is added to a job.

Note: To upload supplier invoices, you need to be an account owner or admin. Team members with field worker access cannot upload invoices.

Supplier invoice uploads work on the web version of Jobber. This is not available in the mobile app.

Upload a supplier invoice

Follow these steps to upload a supplier invoice and create a draft expense:

1. Select Expenses from the side navigation menu.
2. Select New expense.
3. In the upload drawer, drag and drop your files or use the file picker to select them. You can upload up to 25 files at a time.
4. Select Upload.

Jobber begins processing your files. The drawer closes and a confirmation appears. Switch to the Uploads tab to monitor progress.

Jobber extracts information from PDF files automatically, including supplier name, invoice number, amounts, and the purchase order (PO) number it uses to match the invoice to a job. If you upload a file that is not a PDF, Jobber attaches it as a receipt — you will need to enter the expense details manually.

Review and approve draft expenses

After Jobber processes your files, the results appear in the Uploads tab as expandable batches.

To review and approve a draft expense:

1. Navigate to Expenses, then select the Uploads tab.
2. Find the batch you want to review and select it to expand it.
3. Review the extracted details for each document — including the date, description, amount, and matched job.
4. Select Approve to create the expense, or Discard to remove it without creating an expense.

Approved expenses move to the Expenses tab and appear alongside your other expenses. Discarded documents are removed from the Uploads tab.

If files are still processing, you will see placeholder rows while Jobber scans them. Processing typically takes a few minutes. A banner at the top of the tab lets you know how many files are still in progress.

How the uploads tab works

The Uploads tab on the Expenses page shows all supplier invoice batches that need your review.

The tab shows a red badge when documents are waiting for you to review. Each batch corresponds to one uploaded file. Select a batch to expand it and see the individual documents extracted from that file.

When all documents are reviewed and approved or discarded, the Uploads tab shows a confirmation that you are caught up.

Understand expense and upload statuses

The Uploads tab shows the current status of each document Jobber scanned from your uploaded files.

The statuses include:

• Processing: Jobber is scanning the document. The expense details are not yet available.
• Ready: Jobber finished scanning. The document is waiting for your review.
• Approved: You approved the document. The expense appears in the Expenses tab.
• Discarded: You discarded the document. No expense was created.

If a batch fails to process, the Uploads tab shows an error message for that batch. You can see the error details in the batch row.

Filter and sort your expenses

The Expenses tab includes filters and sorting options to help you find specific expenses quickly.

Filter expenses

You can filter the list using any of the following:

• Date: expenses within a specific date range
• Created: filter by the date the expense record was created in Jobber
• Entered by: show expenses entered by a specific team member
• Status: filter by expense status, such as approved or draft

To apply a filter, select the filter pill at the top of the Expenses tab, choose your criteria, and select Apply. To remove a filter, select the pill again and select Clear.

You can also use the Search bar to find expenses by keyword, such as a supplier name or invoice number.

Sort expenses

Select a column header to sort the expense list by that column. The following columns support sorting:

• Date: the date on the expense
• Date created: the date the expense was added to Jobber

Select the same column header again to reverse the sort order.

Manually create an expense

If you want to add an expense without uploading a file, you can still create expenses manually. Select New expense, then choose Create expense manually from the upload drawer.

Learn more about Expenses