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Expense Tracking & Mileage

Capture every cost the moment it happens

3 hrs

Saved per week on expense admin

100%

Receipt capture rate on mobile

$2,400

Average annual tax savings found

Never lose track of a job-related expense again. Log costs and mileage on-site from your phone, snap receipt photos, and watch totals roll up into tax-ready reports — all linked directly to the job, customer, and invoice.

Benefits

Why Teams Love This Feature

Per-Job Expense Logging

Assign every expense directly to a job so you always know your true cost-to-serve and real profit margin.

Mileage Tracking

Log trip mileage manually or let GPS auto-calculate distance between job sites. Rates update automatically for tax season.

Receipt Capture

Snap a photo of any receipt from your mobile device. OCR extracts vendor, amount, and date — no manual entry required.

Tax-Ready Reports

Export expense summaries by date range, category, or job — formatted and ready for your accountant or tax filing.

Capabilities

Powerful Features Built for Service Management

Expense Entry

Capture expenses quickly from desktop or mobile with minimal friction.

  • Log amount, category, vendor, date, and notes in seconds

  • Link expenses to specific jobs, customers, or general overhead

  • Support for multiple payment methods (cash, card, reimbursement)

  • Bulk entry mode for logging multiple expenses at once

Feature Screenshot

Mileage Logging

Track travel distance for accurate reimbursement and tax deductions.

  • Manual entry with start/end addresses or odometer readings

  • GPS-based distance calculation between job sites

  • Configurable per-mile/km reimbursement rates by year

Feature Screenshot

Receipt Management

Go paperless with digital receipt storage and automatic data extraction.

  • Camera capture from mobile app with auto-crop and enhancement

  • OCR extracts vendor name, total amount, tax, and date

  • Attach multiple receipts per expense entry

  • Searchable receipt archive with full-text search

Feature Screenshot

Reporting & Export

Generate tax-ready reports and sync with your accounting software.

  • Filter expenses by date range, category, job, or team member

  • Summary and detailed report views with charts

  • One-click CSV/PDF export for accountants

  • Automatic sync with QuickBooks and Xero expense accounts

Feature Screenshot
FAQ

Frequently Asked Questions

Can field staff log expenses from their phones?

Yes. The mobile PWA includes a dedicated expense entry screen with camera access for receipt capture. Expenses sync instantly when online or queue offline for later upload.

Does mileage tracking use GPS automatically?

You can choose manual entry or GPS-assisted calculation. When GPS is enabled, the app calculates the driving distance between the staff member's start location and the job site address.

How are expenses linked to invoices?

Expenses assigned to a job can be pulled into the job's invoice as line items or cost references. You control whether expense details are visible to the customer or kept internal.

Which plans include expense tracking?

Expense tracking is available on all paid plans. Receipt OCR and mileage GPS features require the Growth plan or higher.

Ready to Try Expense Tracking & Mileage?

All features included. No credit card required. 30-day free trial.*