JobTread Connect Schedule

One size does not fit all when building your catalog, yet some simple strategies could make a huge difference. Learn best practices for setting up your cost catalog and budget templates so they can simplify your estimating process.

Remember... software is a tool, not a standalone solution. While software doesn’t simply “fix your problems,” it can serve as a tool to support your streamlined processes. Learn how to map your processes and identify gaps, widen bottle necks, and eliminate double entry to ensure your investment in technology pays off.

Learn the psychology of trust and the power of client testimonials in digital marketing. Discover effective strategies for collecting and showcasing impactful testimonials, including video feedback. Integrate testimonials into marketing campaigns to enhance credibility and attract potential clients.

Join Mike Claudio, CEO of WinRate Consulting, as he walks you through the process he and his teams use to create impactful goals. Not only will you learn how to create goals that truly matter, but he’ll also cover the techniques they use to hold each other accountable to seeing them through to completion.

Take your customer relationships to new heights and leave a lasting impression. Enhance every customer interaction from refining your branding elements, to customizing your customer portals, optimizing default email messages, and streamlining invoicing and payment processing. This session will empower you to create an exceptional customer experience that sets you apart from the competition.

Unlock increased revenue potential for your business and put your customer in the driver's seat! Learn the secrets to offering compelling selections and allowances, ensuring you can confidently upsell and maximize project profitability. Join us to gain a competitive edge and provide your customers with a premium experience while boosting your bottom line.

Don’t sweat payments. Leave that for the jobsite. Digital payments is the next frontier in the construction business. Giving your customers the power of choice when it comes to invoice payments equals faster receivables and less hassle! Learn how JobTread and EVO Payments have partnered to make digital payments work for you can and your growing business.

Explore the impact of demographic habits on technology adoption in our industry, particularly the delayed transition to catering to millennials. Discover how low historical technology adoption rates and delayed millennial entry into the housing market have contributed to this shift.

Vendor management can make or break the success of your business. Afterall, they are partners in achieving your goals and satisfying your customers. Learn effective strategies for subcontractor and supplier management, ensuring smoother project execution and enhanced efficiency.

In this interactive workshop, contractors will collaborate and develop custom formulas to achieve precise calculations of quantities, costs, and prices within job budgets. Team up with others in your industry to streamline your take-off process and elevate your estimating capabilities.

Who doesn't want to close more deals?!? Learn how to streamline your sales process and create win-win scenarios for you and your customers. Jeff will share proven tactics for building value at every stage of the sales funnel so you can close more of your 'sweet spot' projects and wow your customers.

Learn to control your cash so your cash doesn't control you. This practical session will focus on helping you calculate your Financial Burn rate so you can understand clearly how much cash your business consumes to run its daily operations. Once the burn rate is calculated, we will dig into how you can use this number to better estimate on projects, and how you can utilize the Job Tread program to keep your cash flow on track.

Get ready to dive deep into the world of employee management to increase workforce productivity and efficiency! Uncover valuable insights and game-changing tips to stay organized, increase communication within your team, and give team members access to information that is essential for their roles.

JobTread is keenly focused on helping you create a connected ecosystem for all the other software that is important for your business. We understand that JobTread may not be able to meet all the unique needs of each business, so we‘ve made it easy to integrate with your existing technology! Learn how to leverage the Zapier integration to bridge your essential software platforms.

If you’re like many contractors, when it comes to the financial stuff, you find yourself making decisions from more of an intuitive position than actual numbers and reports. You may feel uneasy or even deeply concerned about this, but try as you might, nobody can seem to provide you with information that makes sense. While maybe you will never relate to your financial reports at the same level as an accountant, you absolutely can and should be able to get sound reports that you can use to confidently make key decisions. In this presentation, we will journey through the pages of your financial statements, translating their complex numbers into actionable insights. With a clear grasp of your financial story, you’ll be empowered to make brilliant decisions that drive greater profitability.

Sales, Technology, Engineering, & Marketing, oh and, of course, Finance. With the advent of AI and the rising tide of the Silver Tsunami, find out what it takes to scale the modern contractor to be ready for their exit.

Take control of your construction projects like never before. Let's delve into the intricacies of job costing, profit reports, and the value of the profit columns in your budget. Learn essential strategies to course correct effectively, manage change orders, vendor orders, bills, and utilize the work in progress (WIP) report to ensure your projects stay on track and profitable. This is your chance to level up and secure your project's success!

Discover the secrets to seamlessly connecting JobTread and QuickBooks Online. Learn best practices for setup, explore common workflows, and uncover the myriad benefits the integration offers. Whether you're wondering when to use each system or seeking to optimize your financial management, this session is your ticket to harnessing the full potential of JobTread and QuickBooks Online.

The #1 marketing challenge for custom builders and remodelers, in fact any builder, is generating high-quality leads. Custom builders and remodelers have the unique challenge of attracting leads without model homes and neighborhoods where they control the land. Because of this their websites need to deliver a much higher percentage of leads than a production or semi-custom builder. Let's break down the specific website content that is needed to attract high-quality leads (and the type of content that causes leads to look elsewhere), how to create permission-based relationships using dynamic Lead Magnets and using marketing segmentation to convert more leads into phone calls.

Inspiring the contractor community to think outside of the box and learn a new way of doing business. With Jobtread and modern tools you can run your contractor business successfully from 3,000 miles away like I have been able to do and I can show you how.