How to manage tech expenses

When a tech is doing a job and, for example, needs to buy some supplies, Kickserv offers a feature to keep a record of all the expenses the technician had.

Let's say the tech is doing a drain clog and they discovered a new pipe is needed because the old one is broken. They go to Home Depot and buy the pipe and some special glue.

The total is $30 - $20 for the pipe and $10 for the glue -

So, the next step is adding the items on the job record in the Expenses section and clicking on "+". This section offers multiple options:

• Add the vendor from which the item was purchased.

• Write a description of the item/purchase

• Date

• PO Number

• Receipt Number

• Payment type (Account or Cash out of pocket)

• Amount

• Attachments (add a photo from your phone library or take one)

• Add a charge for this expense

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