How it works

Done for you.
Live in 24 to 48 hours.

You spend about 40 minutes total: one call, one form, one quick crew training. We build and connect everything in between.

Getting set up

From first call to first receipt.

Demo call
20 minutes on Zoom. We snap a real receipt and you watch it land on a job sheet, live. We talk through how your crew buys materials today.
Day 0 · 20 min
Intake form
Which chat app you use, where your numbers live, your job list and cost codes, and who's allowed to send receipts.
Day 0 · 10 min
We connect it
We set up the bot in your chat app, build or connect your job sheets and folders, and test it on a sample job. You approve access through each app's own sign-in screen.
24 to 48 hours
Crew walkthrough
A 10-minute run-through with you and your crew, all at once: snap, pick the job, done. Most get it on the first receipt.
10 min
Use it for 7 days
Not happy for any reason within 7 days of going live? You get every dollar back, no questions asked.
Guarantee

Every day after that

Snap
Take a photo of the receipt at the counter or in the truck, and send it in the chat.
3 seconds
Pick the job
The bot reads the receipt, shows the vendor and total, and lists your current jobs. Tap one.
2 seconds
Done
The photo is filed in that job's folder and a new row appears on that job's sheet. No signal on site? The photo sends when the phone finds signal again.
Automatic

What lands on the sheet

These are the standard columns. We match yours if your sheet is laid out differently.

Column	What goes in it
Date	The date printed on the receipt
Vendor	Who you bought from
Subtotal	Before tax
GST	Federal GST, kept separate so your bookkeeper can claim it
PST	BC PST, kept separate
Total	What you paid
Photo	A link to the receipt photo in the job's folder
Sent by	Which crew member sent it