The problemThe field service expense problem, specifically
A service business can price jobs well and still lose margin between the invoice and the books. A tech makes a parts run and the receipt never leaves the van. Two techs share a card and neither remembers the Thursday charge. The office invoices the customer before anyone logs the $63 in materials, so the job looks more profitable than it was. And on the fifth of the month, someone spends a full day reconstructing what happened from a card statement and memory.
Dispatch software solved scheduling. Accounting software solved the ledger.
The gap between them, the money your techs spend in the field, is what Clyr closes.
Receipt captured at the counter, by textEvery charge attached to a person and a jobTrue job cost visible before you invoiceMonth-end is a review, not a reconstructionHow Clyr handles field spendingSix changes your techs will barely notice
A text, not a form
The moment a tech’s card swipes, Clyr texts them. One photo reply and the receipt is captured, matched to the transaction, and coded. Techs who get receipts by email forward them; helpers and subs submit through a no-login link. Clyr sends the follow-up reminders so your office does not.
Receipt capture and coding →
Coded to the job you dispatched
With Jobber connected, jobs and clients sync into Clyr in real time and job-coded expenses sync back. Service Fusion works the same way, syncing jobs, customers, and team members both directions. Materials land on the work order they belong to before the invoice goes out.
Service Fusion integration →
Job costing while the job is open
Labor is only half the margin story. Clyr shows spend against each job as it happens, so you catch the install that is eating parts before you quote the next one the same way.
Job costing and profitability →
Billable costs, marked up correctly
Flag materials as billable and apply your markup policy so pass-through costs make it onto the customer invoice consistently.
Billable expenses and markup →Vendor bills and reimbursements in the same flow
Supplier invoices route through approvals and get paid by ACH, check, or card. Tech mileage and out-of-pocket purchases run through reimbursement requests instead of sticky notes.
Reimbursements and mileage →No card migration
Clyr connects to your existing Amex, Visa, and Mastercard accounts. Keep the fleet cards and the rewards program you already have.
Card expense management →One parts runOne parts run, start to finish
A tech swipes the truck card for $63 at the supply counter between two calls.
Clyr texts him; he replies with a photo at the next red light. Done on his end.
Clyr matches the receipt to the transaction and codes it to the job synced from Jobber.
The office sees the job’s true cost before invoicing, and the materials line, with markup, makes it onto the customer’s bill.
The coded transaction syncs to QuickBooks with the receipt attached.
The tech never opened an app. The bookkeeper never opened the shoebox.
Built for your tradeEvery trade spends differently, so every trade gets a page
Clyr has dedicated pages for the industries it serves most.
HVAC companies
Parts runs, install vs. service margins, and supply house spending.
Expense management for HVAC →Plumbing companies
Emergency calls and phase-coded new-construction work.
Expense management for plumbing →Landscaping companies
Crew spending across routes, nurseries, and fuel.
Expense management for landscaping →Cleaning, electrical, and other field trades run the same playbook: if your team spends from a vehicle, Clyr fits.
ControlApprovals that do not slow the trucks down
Not every purchase should sail through. Clyr’s approval rules let you set thresholds that match how a service company actually runs: routine parts under a limit post automatically, equipment purchases route to the owner, and anything odd gets a human look before it hits the books.
Techs see their own spend
Roles and permissions keep techs seeing only their own spending while the office sees everything.
Thresholds that match reality
Routine parts post automatically; equipment routes to the owner; exceptions get a human.
The Danny argument, settled
The compliance leaderboard shows who submits receipts and who sits on them, with data instead of nagging.
Roles and permissions, approval workflows, and the compliance leaderboard are all part of the same system.
IntegrationsConnects to the software you dispatch and account in
Jobber and Service Fusion have dedicated two-way integrations: jobs, clients, and team members sync in, and job-coded expenses sync back. QuickBooks handles the accounting side, and Connecteam covers field workforce management.
FAQFrequently asked questions
Which field service platforms does Clyr integrate with?
Jobber and Service Fusion have dedicated two-way integrations: jobs, clients, and team members sync in, and job-coded expenses sync back. QuickBooks handles the accounting side, and Connecteam covers field workforce management.
Can techs submit receipts from the road?
Yes, that is the core design. They reply to a text with a photo, forward an email receipt, or use a no-login link. Automated reminders chase anything missing.
Does Clyr track profitability per job?
Yes. Card spend, vendor bills, and reimbursements all land on their jobs in real time, so you see cost against each job while it is open, not at month end.
Do we have to switch cards or banks?
No. Clyr works with your existing cards across Amex, Visa, and Mastercard, and connects to 16,000+ financial institutions.
How do reimbursements work for techs using personal money?
Techs submit the expense with a receipt, it routes through your approval flow, and it is tracked to the job like any other cost. Mileage is handled in the same system.
How fast can a service company get running?
Admin setup takes about 15 minutes. Techs get a text with instructions and can submit receipts the same day, without downloading anything.
Get a demoTwenty minutes, one parts run
Twenty minutes, one demo, your own workflow: we will trace a parts run from card swipe to QuickBooks and you can decide if the shoebox retires.