Getting Started
Trimble Financials offers self-serve configuration guides to help you set up and start using your system quickly.
Set up Trimble Financials
The first time you access Trimble Financials, go through the onboarding setup steps.
Important: All onboarding steps must be
completed before using Trimble Financials.
Set up a Job
When creating a new job, you can set up customers, enter estimated costs, specify payment terms, and generate the contract proposal to send to the customer.
Track Costs and Expenses
Once your job is active, you can track spending by entering expenses.
Invoice Your Customer
After entering your expenses, you can determine how much you are owed and invoice your customer.
Understand the Profitability of Your Job
Throughout each step of the job cycle, you can stay informed about the profitability of your project by checking the financial insights on your job and by generating reports with real-time data.
