Approved Uses
Fuel
- Gas pumps only
- No in-store purchases (snacks, drinks, etc.)
Vehicle Maintenance (Work Vehicle Only)
- Oil changes
- Repairs / Tires
- State inspection
Job-Related Supplies
- HVAC Suppliers with no GES Account
- Trane/ACES
- D. A. Warden
- Mechanical Reps
- Miscellaneous suppliers only when required to complete a job
Big Box Stores
- Lowe’s
- Home Depot
Important:
All Lowe’s and Home Depot purchases must be placed under the company Pro account using the company phone number.
Downtown / Jobsite Parking
- Parking directly related to performing a job
- Use approved parking apps when available
- Card may be added to the app on your phone for this purpose
Receipt & Documentation Requirements
- Every purchase requires a receipt
- Receipts must be uploaded same day in the Workiz app
- No receipt = policy violation
Job-Specific Purchases
- Any purchase made for a specific job must be:
- Assigned to the correct Job # inside Workiz
If a purchase is not tied to a job number, it must still have a receipt and explanation.
Prohibited Uses
The company card may not be used for:
- Personal purchases of any kind
- Convenience store items
- Food, drinks, or snacks
- Personal vehicles
- Purchases for friends, family, or coworkers
- Any merchant not listed above without approval
Accountability
- All card activity is monitored
- Improper use may result in:
- Card suspension
- Payroll deduction (where legally permitted)
- Disciplinary action up to and including termination
- Always upload receipts
- Always assign job-related purchases to the correct job number
- Treat company money like it’s your own
