Each expense is added inside a project, so spend builds up on the job. See it per project, or across projects for a period in Reporting, Expenses.
In SiteSurvey every expense is added inside a project, so the cost is tied to the job from the moment the receipt is photographed. You do not have to sort receipts into jobs afterwards.
In the web portal, the project's Expenses view lists each expense with its receipt and a running total for the job. To see spend across all your projects, open Reporting and choose Expenses: pick a period, filter by project, customer or category, and read the totals by project or by category.
Reporting is on The Works plan. Both views export to CSV or Excel.
- 1
Add the expense in the project
On the phone, open the project, choose Add New, then Expense, and photograph the receipt.
- 2
Check it in the project
In the web portal, the project's Expenses view shows each receipt beside its lines and the project total.
- 3
Compare across jobs
Reporting, Expenses totals spend by project and by category for the period you choose.