YOUR BUSINESS, ORGANIZED

Receipts & files

Keep receipts, insurance, business documents and job photos in one place. For receipts, let AI pull the details, review them, then connect the expense to an estimate or invoice.

Connecting to your account…

Where should these files go?

Choose a folder first. Then select your images or files to upload.

New folder

AI receipt reading starts turned off for business documents and photos. You can choose to use it for a receipt.

Connect an app estimate optional

Pull in an estimate already saved by your FieldSquire app. The estimate stays unchanged.

Delete folder?

This is recoverable. The folder and all its files move to Trash, not permanent deletion. Use Show Trash and Restore folder to bring everything back.

Review receipt

All amounts below use this currency. Changing it does not convert the amounts; check the original receipt.

Items on this receipt

Attach to an estimate or invoice optional

Keep the expense with the right job. Receipts can link only to documents in the same currency. This does not add a customer charge or change the document.

Read this receipt with AI?

Your original is kept unchanged. AI suggestions will not update an estimate, invoice or payment.