Capturing receipts & expenses.

~70-second walkthrough · 8 scenes

1. 01

   Why this matters

   A receipt that ends up in the truck console costs you twice. First, the materials you fronted for the client — if you can't find it at invoicing time, you eat the cost. Second, the overhead — fuel, tools, your meals on the road — that's only deductible if you can prove you spent it. Handle It! exists so neither one slips.

2. 02

   Three ways in

   Tap the receipt button and pick the path that's fastest in the moment: snap a fresh photo with the Camera, grab one from your photo Library, or upload a File (great for the PDF a supplier just emailed you). Same form, same outcome — the receipt gets filed.

3. 03

   Fill in the details — three taps

   The amount field auto-focuses the second the photo lands, with the keyboard ready to type. Type the total, type the vendor, tap one of six category chips: Fuel, Supplies, Tools, Meals, Parking, Other. That's the whole form.

   TipThe six categories aren't random — they match the buckets most small-business tax filings use.
4. 04

   Attach to the right job

   If you're already inside a project when you capture, the receipt attaches automatically. If you're between jobs, pick from a short list of your active projects. The receipt then rolls into that project's expenses and shows up on the feed.

5. 05

   Mid-job? Stash for later

   Skip the form entirely if you don't have time. Receipts you don't finish stay on the project's activity feed with a flag for what's missing (amount, category, project). Knock through them on a coffee break — usually 5 receipts in under two minutes.

   TipNothing gets lost. Every unfinished receipt stays connected to its project until you handle it.
6. 06

   Onto the invoice — automatically

   Every receipt attached to a project becomes a line item on that project's invoice. Format: "Home Depot (Supplies) · $124.83." No double entry, no copying numbers — the receipts you captured all month show up itemized when you bill.

7. 07

   A clean monthly picture

   Open the expenses report at the end of any month and you'll see a stacked bar of where the money went — fuel, supplies, tools, meals, parking, other — with the receipts and projects behind each number. Tax-ready. Client-billable. Done.