How Do I Automatically Log My Expenses in Jobber?

Keeping up with material costs can be a pain. Receipts get left in the truck, supplier invoices pile up in your inbox, and by the time you’re checking job costs, you’re trying to remember what went where.

Jobber now gives you two ways to get those expenses in without typing everything out yourself. It pulls in the details, helps get costs onto the right job, and keeps your job costing up to date. (If you use Jobber Bookkeeping, those expenses flow into your books too!)

1. Snap a pic of the receipt

Your guys grab materials at the store, take a photo of the receipt in the Jobber app, done. Jobber reads it and creates an expense entry complete with all the details filled in for you.

• • You or an admin give it a quick look and attach it to the job. Your most recent active jobs show up first, so it's quick to find the right one.
  • It tracks who made the purchase, so dealing with reimbursement is easy.
    
    

📖 Learn more about Receipt Capture

2. Add supplier invoices to Jobber

You can get supplier invoices into Jobber in two ways:

• • Upload or drag and drop them into Jobber: great for bulk uploads. If a PDF contains multiple invoices, Jobber separates them for you.
  • Send them by email by forwarding them yourself, setting up auto-forwarding, or giving suppliers and subcontractors your unique Jobber email address

Once the invoice is in Jobber, it reads the details and creates the expense for you. If it finds a matching job number, it links the cost to that job automatically. If not, you can quickly match it during review.

💡Pro tip: When you send a purchase order to a supplier, use the Jobber job number as the PO number. That PO number can carry through to the invoice, helping Jobber match the expense to the right job automatically.

📤 Upload invoices

✉️ Set up email forwarding 

📖 Learn more about Supplier Invoice Scanning

Receipt Capture and Supplier Invoice Scanning are available on the Plus plan

🎥 Watch it in the Jobber Now announcement

How are you keeping track of material costs right now? Curious what's working for you folks!