Field Service starter

Expense claim

Claim expenses for approval: items grouped as billable or not with subtotals, receipts as pictures, a declaration and approval.

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2 pages, as Docable made them from sample records with the HelioGrid sample brand. The company, people and figures are made up.

  1. Page 1 of the expense claim starter, made with the HelioGrid sample brand.
    Page 1
  2. Page 2 of the expense claim.
    Page 2

An expense claim on an Expense Report: the claimant, cost centre (asked) and dates covered, the total with billable and non-billable amounts, each item with its date, job and customer grouped as billable or not with subtotals, pictures of the receipts attached to the claim (or a reminder when there are none), a declaration, and e-signature fields and tick boxes for approval.

Needs Time Sheets in the org.

Start from it.

New template › Start from a quick start › Expense claim. The draft opens with the fields in place.

Signed on site.

Previewed, signed and submitted in the Field Service app, even offline.

PDFWord

PDF and Word.

One template makes both.

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