Expense tracking by project
Thank you so much for the incredible app! It was exactly what I needed from a CRM.
I own a home warranty company and am using Insightly as my CRM / system of record to track which contracts are in-force vs which may have either cancelled or have non-payment. That's a manual process. That's fine and probably preferred.
However, I'm struggling to find a good way to track expenses by contract by repair type category (I.e. HVAC, appliances, plumbing, etc) it would be ideal to have this inside Insightly. I would need to see what amount has been spent in a year on certain types of repairs.
Can anyone help point me in the right direction to accomplish some type of repair tracking solution?
I'm greatful for any help.