Know what a job actually cost, not just what it billed for
Expense Management captures receipts, ties spending to the job and technician it belongs to, and routes reimbursements through an approval step before they hit the books. Revenue without cost is only half the picture — this fills in the other half.
- Receipts photographed and attached in seconds from the field
- Every expense tags to a job, category and technician
- Approvals happen before spend reaches your books
Every dollar tagged before it disappears into 'misc'
Spending happens in the field and disappears into a shoebox
A tech buys a part at the supply house, pays for parking, or fronts a rental fee, and that receipt either gets lost or shows up weeks later with no context.
A receipt gets recorded the moment it's paper
A technician photographs a receipt from their phone, tags the job and category, and it's on the record before they're back in the truck. No spreadsheet, no envelope of paper at the end of the month.
- Photo capture attaches directly to the expense record
- Job, category and technician tagging happen at entry, not later
- Mileage and per diem entries work the same way
Spend gets reviewed before it hits the books
Set who approves what — a dispatcher for small field purchases, an owner for anything larger. Nothing posts to job costing or reimbursement until it clears that step.
- Approval routing by amount, category or submitter
- Reimbursements track separately from company-card spend
- Clean exports hand off to your accountant without cleanup
What you get out of the box
Live in an afternoon, not a quarter
Spend happens
A technician buys a part, pays for parking, or fronts a fee on the job.
Capture the receipt
A photo and a few tags — job, category, amount — record it on the spot.
Route for approval
The right person reviews and approves before it posts anywhere.
Costs land on the job
Job costing and reimbursement update automatically once approved.
Built for the people doing the work
Part of the same platform, not a bolt-on
Expense Management shares the same customers, jobs and money records as everything else in FieldOptimiz, so nothing needs syncing.
Included in your FieldOptimiz plan
Expense tracking, approvals and job costing are included in the platform. The plan you choose sets team size and limits, not access to the feature itself.
Quote, invoice and get paid.
Start freeEverything a field service business runs on.
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Choose AgencyStop guessing what a job actually cost
Capture spend where it happens and see real job profitability, not just revenue.