Hello everyone,
I have been inconsistent with adding expenses to each job. How are other jobber users adding expenses to each job to see your profitability per job? Are you having your techs keep track of parts/fittings used on a separate form and then adding that to the job after the job has been completed? Trying to find an easy way to keep track of this and get it entered into jobber.
Thanks
Ernie
A Job form might help too: The first option is a number field where they enter the number of the item used, just copy the item name from the pricebook, so it can be copied over to the invoice. And the second is a drop-down with qty. Just create an item for each sellable item you have on your truck. Also, I think Ply, which integrates with Jobber, can help do a lot of this, but it costs.
Here are a few images of using the expenses. This wont add it to the job though. Maybe then the office or whoever bills it out can transfer it over.
Hey Ernie, I have been using a different credit/ debit card for supply purchases only. This means anything for the costumers only. I have a company account for everything else like tools, gas, maintenance. This makes it super easy for me to find what I spent money on and where the money is being spent. It's nice to be able to just print out each account for the year and hand it to your tax guy also. I use store apps as well to track what I bought and if I need to return something it's easy to look up.
Hope this helps.
thanks
I have my techs write the Job no on the top of their receipts for any supplies purchased. Then at the end of every day, the expenses are written in the lines of the job to be captured. Before receipts are scanned into QuickBooks, we verify that this has been completed on the job. If we do need to capture something that we did not just purchase, it is not on a receipt, like extra caulking, then it is added at the tech's discretion. I also write on the top of the receipt if it was SM (Supplies and Materials), GS (Goods Sold), Small Tools (TOOLS), or FUEL. So if it is marked GS, it should have a job number. IF anything is missing, it goes back to the tech.
Thanks for that process. I don't have one in place so its not getting done consistently. so, my techs are just using supplies and materials from the van. They don't go out and purchase (its rare that they do) its mostly SM for installations. So, basically, aside from starting and stopping the job timers, they need to keep track of how many elbows. crimps, pipe, etc they're using, and hand that in so it can be added to that particular job
