Mobile forms for field service
Send field expense reports and receipt photos from the job
Enter the job, date, expense category, amount, and notes on a phone, photograph the receipt, then send the expense report to the office for review and processing.
Build the expense report while the receipt is still in hand
A technician can finish a job beside a bucket truck, open the expense form, and enter the cost before the receipt disappears into a pocket or service vehicle. Photograph a fuel receipt, parking slip, toll, or other bill with the same phone.
The report goes to the office with the job number, expense category, amount, notes, and receipt photo already together. No one has to match a loose receipt to a handwritten report later.
Record the job, amount, category, and notes
Build the form around the details accounting and field managers use. A practical record can include the employee, customer or job, date, expense category, amount, payment method, and a short note about the purchase.
- Employee and job
- Connect the expense to the worker, customer, project, or job number.
- Date
- Record when the field purchase or charge happened.
- Expense category
- Choose fuel, parking, toll, lodging, materials, or another configured type.
- Amount
- Enter the cost shown on the receipt or bill.
- Payment method
- Record the configured card, cash, account, or reimbursement detail.
- Receipt photo
- Keep an image of the supporting receipt or bill with the report.
Photograph receipts and bills on the phone
The technician can use the phone camera to photograph the receipt or bill and attach it to the configured report. Take the picture while the paper is flat, well lit, and fully inside the frame so the office has a useful copy.
The photo supports the entered amount and category. It does not replace your company's rules for approvals, original receipts, card use, or reimbursable expenses.
Send the report to the office for review and processing
After the technician submits the form, authorized office staff can open the report in the web dashboard. They can check the job, cost, category, notes, and receipt image, then process it or return it through the configured workflow when something needs correction.
- 01Open reportStart the expense form on a supported phone or tablet.
- 02Enter expenseAdd the job, date, category, amount, and note.
- 03Photograph receiptAttach a clear image of the supporting paper or bill.
- 04SubmitSend the completed report when a connection is available.
- 05Office reviewCheck the details and receipt against company rules.
- 06Process or returnContinue the configured approval step or request a correction.
Review expenses by worker, date, or category
Authorized staff can review individual and grouped expense records using the fields available in the setup. Filters or reports can help show costs by time, employee, job, customer, or expense category.
The exact approval process, filter choices, export, and report format depend on the configured account and workflow.
Questions from the job
Frequently asked questions
What should a field expense report include?
A practical report can include the employee, job or customer, date, expense category, amount, payment method, notes, and an image of the receipt or bill.
Can a technician attach a receipt photo to an expense report?
Yes. A technician can photograph a receipt or bill with a supported phone and attach the image to the configured expense report before submitting it.
How can the office review field expenses?
Authorized staff can review submitted expense reports in the web dashboard and work with available filters or reports by time, employee, job, or expense category.
Talk through the work
Talk with AHG about mobile expense reports
Tell us what your crew needs to capture. We will help map the current process and the next practical step.