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Expenses are items or services which incur a job cost that would not fall into the category of a labor task or job material such as "Permit Fees", "Dumpster Rental" or "Travel Charges".

Expenses can be added to an Estimate, RFQ, Work Order, Invoice or saved in your Preset Items so you can reuse them anytime without having to type them over and over again.

Expenses are entered using an "In Line Form". Entry of an expense is done exactly the same way regardless of what type of record the expense is being added to. For Example:

  • Add the price of an expense to an estimate when you want that expense to be visible to your customer when they are considering the price of the Job. Enter expenses manually or you can import expenses directly from your "Preset Items".
  • Add the cost of an expense to a work order to track the actual cost of completing that work order in a job. Work order information is used to produce "Job Cost" and "Job Profit" reports to help you track and improve company profit. Enter expenses manually or you can import expenses from your "Preset Items" or from an estimate previously created for this job.
  • Add the cost/price of an expense to an Invoice to collect payment from your customer for this expense. Invoice information is used to track customer payments and to produce "Job Cost" and "Job Profit" reports to help you track and improve company profit. Enter expenses manually or you can import expenses from your "Preset Items" or from an estimate or work order previously created for this job.

Step by Step

Expenses can be added to an estimate, RFQ, work order, invoice or to preset items. Entry of an expense is done exactly the same way regardless of where it is added.

  1. Click here to learn how to Adding New Expenses
  2. Click here to learn how to Editing Expenses

Quick Tips

Entering Tasks and Materials are almost identical to entering Expenses. If you know how to enter one entering the others is just as easy.