Create a mileage claim
Generate a reimbursement claim for an employee and period, pulling in their completed work-order trips.
- Go to Mileage and select New Claim.
- Choose the Employee (if you are filing for yourself, this is set to you automatically) and the Period Start and Period End.
- Select Preview Trips to see the eligible work-order trips for that employee and period.
- Review the trips and total, then select Generate Claim.
If there are no work-order trips
You can still create the claim and add mileage by hand. Select Create Claim & Add Trips Manually, then add trips on the claim page.
What counts as an eligible trip
A trip is pulled in when it is a completed work order with recorded mileage, dated within the period, and not already on another claim. If a completed job has no service address, or the technician has no home address, it cannot be measured and is listed as excluded — add the missing address and it will appear.