From first job to weekly report

1. Create the job

1. Tap New job.
2. Add the customer and job details you need.
3. Enter the contract value and cost budget used for your job view.

2. Add a receipt

1. Tap Add receipt on a supported physical iPhone.
2. Capture the receipt clearly.
3. Choose Purchase or Refund.
4. Review every detected field before saving.

3. Review and split line items

1. Correct item names, quantities, unit prices, subtotal, tax, discounts, or total when needed.
2. Assign each item to its job.
3. Choose the appropriate available category.
4. Save only after the allocations match the receipt.

4. Record extra work

1. Open the job and add the extra-work details.
2. Review the scope and amount.
3. Generate the bilingual confirmation PDF when you need a customer-facing record.

5. Check cost pressure

Use the job view to compare recorded costs with the budget, progress, and margin shown by the app. These figures depend on the accuracy and completeness of your entries.

6. Export the weekly report

Open Weekly report, review the recorded activity, generate the bilingual PDF, and use the iOS share sheet to send or save it.

7. Protect and back up records

Enable Face ID for sensitive screens. Export a password-encrypted backup from Privacy & Data and keep the file and password somewhere you control.