Shepherd streamlines how technicians record and manage expenses related to service orders, ensuring every cost is captured accurately and flows seamlessly into NetSuite. When adding a new expense, technicians enter essential details such as category, quantity, rate, and a supporting photo. Optional fields, like memos and billable status, add context and determine whether the expense appears in the related sales order within NetSuite.

Can expenses be edited or approved after submission? Yes, they can. Once submitted, expenses can still be edited or expanded upon, allowing technicians to correct details or add additional costs. This can be something as simple as having to buy an O-ring out of their own pocket to complete a job. Any updates are reflected instantly within NetSuite, following its native costing and expense configurations.

If configured, supervisors can review and approve submitted expenses before they are finalized. Billable items automatically appear on the associated sales order, ready for invoicing, while non-billable expenses remain for internal tracking.

By connecting field activity directly to NetSuite records, Shepherd eliminates duplicate entry, ensures transparency, and gives both technicians and managers a clear, accurate view of project-related spending.