How to get supplier bills onto the right job
Give your suppliers your robot bills email. Each bill is read for you and lands on the job it was for.
No more shoebox of wholesaler invoices. Send supplier bills to your own robot address, and robot reads each one, finds the job by its job number or PO, and asks one question: charge any of it as extras, or is it all in the price?
Find your bills email
- 1Go to Work → Supplier bills.
- 2Your address is at the top under Your bills email. Tap Copy.
- 3Give it to your suppliers as the address for your invoices, or forward bills to it yourself.
Got a paper bill or a PDF on your phone? Tap ＋ Upload on the Supplier bills page instead.
Put the job number on your orders
When you order, put the job number in the order reference. For a project, use the project’s PO number. That’s how robot knows where the bill belongs.
robot reads the supplier, the invoice number, every line with its cost, and the reference. It looks for your project PO numbers and job numbers in the reference first, then the email subject, then the email itself.
No job number on the bill? It sits under To add marked “No job — tap to pick”. Open it and choose the job from the list.
File the bill: included or extras?
When a bill lands on a job you get a notification, and the job card shows “A supplier bill came in”. Tap it (or open the bill from Supplier bills). You’ll be asked Charge any items as extras?
- No — All included. The materials were already in your price. Nothing is added to the customer’s bill. The cost is counted against the job (or its project) so your profit stays honest.
- Yes — Pick extras. Tick the items you’re charging the customer for. They’re added to the job as lines at your marked-up price. Anything left unticked still counts as a cost.
Tap See items to check the lines first, or Original invoice to open the supplier’s PDF.
Set your markup
The extras show on the job card and come across when you invoice the job. A summary of what was charged shows on the job card, above your notes.
- 1After tapping Yes, pick a Markup for the whole bill: 0%, 10%, 15%, 20%, 25% or 30%, or type your own under Other.
- 2Tick the extras. Tap Tick all if it’s everything.
- 3Need a different price on one item? Change its % or type the exact price. Reset puts it back.
- 4Tap Charge … extras to add them to the job.
Keep the inbox tidy
To add shows bills waiting on you. Added shows bills already filed. Bills that aren’t for a job can be removed with Dismiss. Tap Close to leave one for later.