Help / Project money

Project money

Budgets, expenses, time, purchase orders and change orders on each job.

01

Budget and costs

Budget a project and track its costs

Build a budget from a template or the signed proposal, then see actual and committed cost and the margin.

3 min read
Log expenses and bill them to the client

Log what a job cost with its receipt, approve your team's expenses, pay people back and rebill costs.

2 min read
Vendors and purchase orders

Keep your rental houses and suppliers in one list, and raise numbered purchase orders against projects.

2 min read
02

Time and changes

Track time and mileage on projects

Log hours with a timer or by hand, set cost and billable rates, and invoice unbilled time.

2 min read
Add scope with a change order

When a client asks for more mid-project, send a change order they e-sign. Signing raises its invoice.

2 min read

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