Revenue is easy to see in a service business. Costs hide in fuel slips, small purchases and cash advances. Recording them the same day, with a category, makes the margin visible.
Record and categorise
- Categories and types that you define.
- Receipts attached to the record.
- A status for approval, so a manager signs off.
See where it goes
Expenses can be viewed by month, category and branch. Together with collections they show whether a busy month was also a profitable one.
An expense, end to end
- Record it the day it happens.
- Attach the bill.
- A manager approves.
- Review monthly by category.
Illustrative example: fuel for a technician team
A pest control business with twelve bikes records fuel under one category. The monthly view shows a rise in the east branch, which turns out to be longer routes, and the coordinator regroups visits by area.
Who it is for
Owners, accountants and branch managers.