For residential builders and remodelers. A crew replies to a text with the receipt. Clyr codes that card spend to the job, and coded job costs sync two-way with Buildertrend.
Existing cards, receipt by text, then job costs that sync two-way with Buildertrend.
The short answer
Clyr texts the crew when the company card is swiped. They reply with a photo. Clyr matches it to the charge and codes the spend to the job. Coded job costs sync two-way with Buildertrend.
| Workflow | Buildertrend Cost Inbox | Clyr |
|---|---|---|
| Buildertrend receipts | Desktop upload, email to the account address, or a mobile scan. | The crew replies to a text with a photo of the receipt. |
| Job on the receipt | A desktop upload is not assigned to a job until someone selects the job and vendor. | Clyr codes the card spend to the job. |
| After review | A bill created from the receipt shows in Actual Costs on the Job Costing Budget. | Coded job costs sync two-way with Buildertrend. |
| Buildertrend credit card | A QuickBooks bill number can name the card and the date for a later bank-feed match. | The receipt is matched to the company card charge. |
Need the Buildertrend record type or the sync timing? Bring a sample month of card spend to the demo.
Cost Inbox
Clyr starts from the company card: a text, a match to the charge, and job coding. Cost Inbox is in Buildertrend. Crews upload, email, or scan a receipt there, and a bookkeeper can create a bill from it.
Receipts are uploaded, emailed, or scanned. Buildertrend's Cost Inbox overview is the source for the steps below.
The company card is the starting point. Crews send receipts by text.
The Cost Inbox help article covers upload, email, and a mobile scan. A QuickBooks bill number can name the card and the date so that bill can be matched to the bank feed later. Clyr matches the receipt to the company card charge.
Buildertrend's help article says Cost Inbox is moving to the Bills Inbox inside Bills. Cost Inbox is still available.
From the job site
Clyr uses the company Amex, Visa, or Mastercard. No new card program.
The cardholder gets the merchant and amount and can reply in the same thread.
Email, the Chrome extension, and no-login links cover everyone else.
Rules and prior coding suggest the job.
The coded job cost syncs two-way with Buildertrend. Approvals run in Clyr.
On the remodel
Illustrative remodel: Maple Street is fictional. One lumber purchase, kept with the job before the sync.
A lead carpenter buys lumber on the company Visa. The text collects the receipt.
Clyr matches the photo to the charge and codes it to the Maple Street job.
The office reviews the coding before it is treated as final.
Coded job costs sync two-way with Buildertrend.
Beyond the job
The swipe prompts a text. The crew replies with a photo. Clyr matches that photo to the card charge.
See receipt capture by text and the construction page.
Keep the company Amex, Visa, or Mastercard. Connect existing cards.
A personal card can be reimbursed. A personal charge on a company card can be flagged.
Clyr also syncs two ways with QuickBooks. That accounting sync is separate from the Buildertrend job cost.
See the QuickBooks integration.
Onboarding
Your admin brings the Buildertrend jobs the card charges should code to, and a recent month of card spend.
FAQ
Cost Inbox is in Buildertrend. Crews upload, email, or scan a receipt, and a bookkeeper can create a bill from it. Clyr texts for the receipt on the company card and codes that spend to the job.
Clyr texts the crew after a card swipe. They reply with a photo, and Clyr matches it to the charge. Cost Inbox takes a desktop upload, an email to the account address, or a scan in the mobile app.
The help article says a receipt is uploaded, emailed, or scanned, then reviewed. OCR fills dates and costs. A bill created from the receipt shows in Actual Costs on the Job Costing Budget.
A desktop upload is not. The help article says to select the job and vendor after upload. The mobile scan asks for a job before the receipt is saved.
The crew texts the receipt. Clyr matches it to the company card charge and codes the spend to the job. Coded job costs sync two-way with Buildertrend.
No. Clyr works with the Amex, Visa, and Mastercard cards the company already has. Coded job costs still sync two-way with Buildertrend.
The help article describes upload, email, and a mobile scan. Matching a bill from that receipt to a QuickBooks bank feed is a separate step.
Yes. The crew replies to Clyr's text with a photo. Email forwarding and a no-login link cover other people. Clyr matches the photo to the card charge.
Keep exploring
See it on your cards
Bring a month of card spend. Clyr will show the receipt and the job coding.