ANSWERS

Field cost answers

Clear answers to the money questions that come up between the store, the truck, and the jobsite.

How do I know what a job has actually cost so far?

Create the job with its contract value and cost budget, then attach purchases, refunds, and approved extra work as they happen. CostNota compares the information you record to show tracked cost, remaining budget, work complete, and margin.

Can one receipt belong to several jobs?

Yes. Review the detected line items and assign each item to the correct job and cost category before saving.

How should I record a returned item?

Choose Refund during receipt review. Confirm the amount and job assignment so the return reduces the correct job's tracked cost.

Can I separate materials, tools, and fuel?

Yes. Each reviewed item can be assigned to a cost category. The detected category is a suggestion and remains editable.

How do I document extra work?

Create an extra-work record, review the amount and scope, then generate the bilingual customer confirmation PDF when a shareable record is needed.

What can I send at the end of the week?

Generate the bilingual weekly report PDF to summarize recorded job activity and progress. Review the report before sharing it.

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