Adding expenses, such as fuel, wages, or supplies, helps track job-related costs accurately. Follow these steps to add an expense to a job in Movermate CRM.
Steps to Add an Expense
Go to the Job Summary
Navigate to the “Jobs” section in the left-hand menu.
Select the specific job for which you want to add an expense.
2. Open the Finances Tab
In the Job Summary, click on the “Finances” tab.
Scroll down to the Expenses section.
3. Add an Expense
Click the “Add Expenses” button.
A Create Expenses form will appear.
4. Fill in the Expense Details
Expense Type:
Select the appropriate expense category (e.g., Fuel, Salary & Wages, Supplies).
Amount:
Enter the amount for the expense.
Description:
Add a brief description for the expense (e.g., Fuel for Truck #12).
5. Save the Expense
Click the “Save and Close” button to add the expense to the job.