Track a job's costs, budget, and quote

Open a job from Invoicing › Jobs to see its running costs and add more.

Add an expense. In the Expenses section, click + Add expense. Fill in the vendor, date, and the subtotal, GST/HST, and PST. The total adds up automatically, and the job cost is the subtotal plus PST (GST/HST is a recoverable credit, not a cost). Save to log it against the job.

Drop a receipt instead. Drag a receipt image onto the Expenses section (or click Upload receipt). TALISK_HQ reads the vendor, date, and amounts off the photo and opens the same form pre-filled for you to check. Saving a scanned receipt also files it in your receipts so it is on the books, not just on the job.

Set a budget. The Budget card shows cost against your budget as a progress bar, turning amber then red as you approach and pass it. Click Set budget (or Edit) to enter the number. This is your internal cost budget for the job.

Set a quote. The Quote vs actual card compares the price you quoted the customer against what the job has actually cost, so you can see at a glance whether you are still under the quote. Click Set quote (or Edit) to enter the quoted amount.

When the work is ready to bill, use + Invoice from Job to roll the unbilled costs into an invoice.