Who it's for: the owner, the project manager and their deputy, and the site manager — the roles that see costs.
What you'll do: record a cost (an invoice, a receipt or a payment) in a project. On site you save it straight away as a draft; back at the office you fill in the details.
Before you start
- The Costs module is available from the Start plan.
- It helps to have a photo of the document. You add it in the Files and photos field.
- You can't add a cost to a project in the archive or in the bin, because the project is read-only.
Steps
Quick — from the project dashboard
- On the project dashboard, click Quick actions → Add cost.
- Enter the Amount and currency, choose the Cost category, and add a photo or a note — a voice note works too. One of the three is enough to save a draft: amount, note or file.
- Click Save.
Full details — in the Costs module
In the form, click Full details → or go to Costs → Add. There you fill in the document number, the supplier, the category and the link to the schedule.
Offline
The form works without a connection. After Save you'll see: “Cost saved on this device — it will be sent automatically when you are back online. Do not add it again.” The cost is sent once your phone has signal and the app is open.
What happens next
- You'll see a message that the cost was saved as a draft to complete in the Costs module.
- The cost appears on the Costs list, in Recent costs on the dashboard and in Company costs, which the accountant sees.
- A draft counts towards the project's total costs and the budget comparison straight away.
Troubleshooting
- There's no “Add cost” button. The project is in the archive or in the bin (you'll see a “read-only” bar), or your role doesn't see costs.
- A cost added offline hasn't appeared yet. Open the app where you have signal and wait a moment. Don't add the cost again.
- The form says the cost is also charged to another job. The cost is split between several projects.