Getting Started
Trimble Financials Go offers self-serve configuration guides to help you set up and start using your system quickly.
Set up Trimble Financials Go
The first time you access Trimble Financials Go, go through the onboarding setup steps.
Important: All onboarding
steps must be completed before using Trimble Financials Go.
Set up a Job
When creating a new job, 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, track spending by entering expenses.
Pay Invoices
After entering invoice expenses, pay them when they're due.
Invoice Your Customer
After entering your expenses, determine how much you are owed and invoice your customer.
Understand the Profitability of Your Job
Throughout each step of the job cycle, stay informed about the profitability of your project by checking the financial insights on your job and by generating reports with real-time data.
