Help Center

Short, practical guides to Obra — from putting the app on your phone to keeping every project's numbers straight.

Not sure what a money word means? Jump to the glossary

Get the app

Install Obra on your Android phone

Add Obra to your home screen from Chrome so the ledger and the receipt camera are one tap away — no app store needed.

Install Obra on your iPhone or iPad

Use Safari's Share menu to add Obra to your home screen and open it like any other app on your iPhone or iPad.

Capturing receipts

Get receipts into Obra

Snap a photo in the form, send it by WhatsApp or forward it by email — every receipt arrives scanned and ready to confirm.

Team expenses and review

How your crew captures expenses on site, and how reviewers check and approve them into the project ledger.

Money

Transactions and your ledger

Record income and expenses per project, attach receipts, capture sales tax, then filter and export everything to CSV.

Reading your dashboard

What cash collected, recorded cost and the per-project numbers mean, and how the weekly email snapshot keeps you posted.

The Today feed

Up to three actions picked from your real project data — what each one means, how Obra chose it, and how it clears itself.

Forecasts & closing

A project's money, set up right

Contract value, expected revenue and a cost budget — the three numbers that make every other figure on the project meaningful.

Forecast a job's final cost

Review what's still left to spend and Obra keeps an honest expected result — never below what you've recorded, and clear about what's missing.

Close a project's books

When the last receipt is in, close the job to lock its final result — and see exactly what has to be true before you can.

Projects & clients

Projects and change orders

Set up a project with its contract value and currency, then log change orders without losing the original number.

Clients

Keep client details next to their projects, and stay in control of what clients can and cannot see.

Your account

Your team, organization and billing

Invite teammates and assign roles, understand per-seat billing, and export your organization's data anytime.

Connect your AI assistant

Use Obra from Claude, ChatGPT or your coding agent: ask about a project's money, send in receipts, record transactions — with permissions you set and can revoke any time.

Reference

Financial terms, plainly

Every money word Obra uses — cash collected, recorded cost, expected margin and the rest — defined on one page you can link to.

Can't find what you need?

Write to us and a real person will get back to you.

support@tryobra.com

New to job costing itself? Our guides teach the basics — no app required. Read the guides Or run your own numbers with the free calculators. Open the free tools