• Pro-level proposals: Build your own proposal or import electrical or mechanical estimates with cost types and project phase breakdowns.

• Total job cost visibility: Tag expenses to jobs, phases and cost types, and see committed vs. actual costs, so you always know where you stand.

• Simple billing: Easily generate invoices and get paid faster. Automatically calculate your taxes based on the project zip code and services provided.

• Painless reporting: Instantly create financial reports for your bookkeeper, CPA or bank and get a real-time view of your company’s financial position.

• Built for AI: Trimble Financials Go was built to use Trimble's AI Platform.

Trimble Financials Go is a mobile optimized website compatible with:

Browsers:

• Google Chrome

• Microsoft Edge

• Apple Safari

Operating Systems:

• Windows 10 and later

• macOS Monterey and later

Devices:

• iOS (iPhone, iPad) using Safari and Chrome

• Android devices using Chrome

Annual subscription with auto-renewal: $1,188 USD/year

• Unlimited jobs, vendors, customers, expenses and invoices.

• Mobile, tablet and desktop browser versions.

• 24/5 technical support via email and the Trimble Support Portal.

• Help documentation in the Trimble portal and AI help agent.

• Purchase: Select your plan and complete the checkout process.

• Activate: Once your order is confirmed, log in to the Trimble Admin Console using your Trimble ID (TID).

• Assign licenses: Use the console to assign licenses to yourself and/or your team members.

• Launch: Follow the setup link in your confirmation email to access Trimble Financials.

• Complete your profile: Log into Trimble Financials to add your company details, including company name and type, EIN/SSN, address, phone and contact email.

• Configure Avalara for taxes: You'll only need your address again— all future tax setup will be based on job location.

• Run your jobs: Start creating proposals, projects, customers and vendors.