Reviewing and adding Expenses in Jobber

Objective: This Standard Operating Procedure (SOP) outlines the responsibilities and procedures for an  assistant in   Budd’s Plumbing to track down a key performance indicator that tracks our overall conversion of the marketing spend we are spending within Budd’s Plumbing .  

Listed below are instructions on how to review and add expenses in Jobber. Follow the instructions as listed

Opening Expenses in Jobber 

  1. From jobber home page click on Expense on left  toolbar

      2. Review Expense List

       3. Click on expense for adjustments needs 

                 a. Linked Job Expenses - Title of expense will match Job# 

                         i. Link expense to job 

                                  1. Click on down arrow under job column

                                  2. Search for job by Job number provided in item name

                               3. Click on correct Job to link

                      ii. Change Item name to order number from picture provided 

                      iii. Review all information is correct. 

                      iv. Hit Green save button at bottom of page.

                b. Gas Expense - Title of expense will read Gas

                      i. Confirm Mileage is listed in Details. This is the mileage shown on the vehicle odometer at the time of fueling.

                    ii. Confirm picture is attached to expense

                  iii. Confirm amount on receipt matches total on expense

                 iv. Review all information and click on green save

       c. Other Expense - Expense made other than Fuel and items not linked to a particular job. some text

             i. Review expense 

            ii. Confirm total matches total on receipt 

            iii. Click on Save at bottom of screen

Note: This SOP can be customized based on the specific requirements and guidelines of Budd’s Plumbing. Regularly review and update the SOP to ensure it remains accurate and aligned with the company's evolving needs. Make notes below in Red that would make this SOP more efficient. Before changing the SOP above, Ben and Mike need to sign off on it.