Reporting Purchases from the Field
Overview
Send your office a photo of a receipt when you buy materials for a job.
Things to know
Your office sets up the issue subject you'll use. Your company might name it differently.
Create the issue on the work ticket where you used the materials.
You can do this offline. The issue sends when you reconnect.
Steps
Tap Tickets in the bottom navigation bar.
Tap the work ticket for the purchase.
Tap Open Issues.
Tap +.
Tap Issue Subject.
Tap Purchase from the field.
Tap the back arrow.
Enter the vendor and what you bought.
Tap Upload Image.
Take a photo of the receipt.
Tap Add Issue.
Important: Create the issue from the work ticket the materials were used on. The office uses that ticket to cost the purchase.
Result
The issue appears in Open Issues, and your office gets an email with the receipt photo.
Related articles
Processing Receipts from the Field (for office staff)