New Built-in AI Tools for Budgets, Formulas, and Forms
Blog Post

JobTread Updates Make Roofing Jobs Even Faster From Estimate to Payment

By Erika Mosse

Published
Roofing contractor using JobTread to estimate, order materials, and get paid

JobTread rolled out a big batch of updates this year, and roofing and exterior contractors have plenty to be excited about. Here's a closer look at what each enhancement means for your business.

Turn GAF QuickMeasure Roof Reports Into Accurate Roofing Estimates

Roof measurements shouldn't mean retyping numbers from a PDF. With JobTread's new GAF QuickMeasure integration, roofers order reports right from the job, and the report and photos land in the job's files automatically.

From there, the measurements go to work in your estimate. QuickMeasure results flow directly into your budget and can automatically update formulas and parameters.

Measurements from EagleView and Hover work the same way, including EagleView's reports for siding, masonry, windows, and doors.

Price and Order Roofing Materials From SRS and QXO Without Leaving JobTread

An estimate is only as good as the material prices behind it. JobTread connects directly to SRS and QXO, so roofers can seamlessly build budgets with pricing from their local branch and pull in the material templates they already use.

Recent updates make it even easier to keep estimates current. With a single click, users can refresh budgets with the latest pricing. Once the job sells, the material order goes straight to either distributor. SRS orders can even be processed before the install date is set, with SRS holding the inventory until you schedule the job.

Build Custom Forms for Anything, From Warranty Requests to PTO

Build and implement virtually any form from right inside of JobTread. Your team can fill out forms or you can send them to homeowners, vendors, and trade partners to complete without leaving the platform.

Responses can also feed reports, workflows, and dashboard charts, so warranty calls and inspection results are easy to track.

Save Time on Every Roofing Job With JobTread's Built-In AI

In September 2026, JobTread launched a suite of AI tools built right into the software. There's no outside AI account, separate app, or extra subscription to manage.

The AI Budget Builder creates a complete set of line items for you to review. Or, you can point it at an existing budget, and it audits the numbers and suggests changes to protect your profit. Need a specific margin? Ask, and the budget updates.

Formulas get easier too. The AI tool shows you the available formula fields and walks you through the needed parameters.

Rounding out the set, the AI Form Builder allows users to describe any form they need, and the tool creates a draft ready for review.

JobTread's native AI means that your data stays protected. Anything you enter remains on JobTread's servers and is never used to train an outside AI model.

Connect JobTread to Your AI Account to Complete Tasks

Already using an AI assistant? JobTread's AI connector, released in April 2026, securely links tools like ChatGPT, Claude, and Gemini to your JobTread account. Once it's connected, you can ask questions and take actions in JobTread using plain language. Your AI can work with your projects, budgets, and job data to help with reporting, analysis, and everyday workflows.

You can connect your AI tool yourself or have a trusted third party set it up for you.

Add Customer Initials to Roofing Contracts With Free eSignatures

Every roofing contract has clauses that customers need to acknowledge. JobTread now lets you require initials next to each one.

Initials work alongside JobTread's legally binding eSignatures, which record the signer's IP address and a timestamp.

Best of all, JobTread doesn't charge extra for eSignatures. Signatures and initials are included in your subscription like every other feature.

Get Paid Faster With Online Roofing Invoice Payments Through Truss

Waiting on funds can slow down cash flow. With JobTread's new Truss integration, customer invoices can include a Pay Now button, so homeowners pay by ACH or credit card in a couple of clicks.

Truss has no monthly fees, minimums, or transaction size limits. ACH payments are free, and you decide whether to pass credit card fees on to customers. Payments settle in real time.

Truss also syncs with QuickBooks, which makes reconciliation easier for your office team.

Roofing Software FAQs

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About the Author
Erika Mosse
Erika Mosse
Research & Content Strategist, JobTread

I am a passionate advocate for small businesses, especially in the construction space. Prior to joining JobTread, I spent 20+ years heading up b-to-b media brands that serve remodelers, pool builders and home improvement professionals. My background allows me to leverage decades of content creation experience to help contractors become more profitable, transform their workplace cultures, and scale their businesses.

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