Create and manage Jobs

Steps

1. Open Jobs

On web, open Jobs (sometimes labeled under maintenance). On mobile, use the Jobs tab.

2. Add a Job

Create a job with:

• Property (required)
• Optional unit
• Description (for example “Kitchen remodel — Unit A”)
• Dates opened / start as applicable

3. Link receipts

When adding a receipt, select the Job. That groups costs for the Jobs Summary and exports.

Tips

• Use clear project names your CPA will understand.
• On web, switch between card and spreadsheet views when scanning many jobs.