JobTread Connect Schedule

JobTread Connect Schedule
Day 1
Wednesday, January 17, 2024
11am - 1pm
Check-In & Networking
Let us know you're here! Check in for JobTread Connect in the lobby of the Westin hotel. Network with JobTread partners and peers across the industry while enjoying morning coffee.
1 - 2:15pm
Opening Session Kick Off
Let's get ready to rumble!!! The JobTread team welcomes you to the annual JobTread Connect User Conference.
Presented By:
Eric Fortenberry, Founder & CEO, JobTread
2:15 - 3pm
Keynote: Value-Based Living - Design a Life of Purposeful Priorities
One of the hardest things to do in life is make sure each role you play is getting enough of you! Spouse, parent, leader, friend, volunteer, brother or sister, etc. life is about knowing what is the right amount of effort in each role that is more than “enough”! Join Mike Claudio, CEO of WinRate Consulting, as he guides you through a process to identify what you truly value and then how to build out your daily priorities to support those values.
Presented By:
Mike Claudio, Owner, WinRate Consulting
3:30 - 4:15pm
Education Sessions
Master the Pipeline: Defining Your Lead to Job Workflow
Discover the art of defining your sales pipeline to streamline your CRM. Learn how to leverage custom data views to stay on top of customer relationships by tracking new leads, sold projects, and active customers.
Presented by:
Rilee Fisher, Director of Business Development, JobTread
Transitioning to JobTread from Other Systems
Hear from JobTread users who have made the switch from other software programs including Buildertrend, CoConstruct, Jobber, Joist, and more. Learn tips, tricks, and best practices to ease your transition and set yourself up for succes.
Presented By:
Michael Villarreal, Customer Success Manager, JobTread
Using Data to Drive Decisions: Custom Views & Live Reports
JobTread offers you a gold mine of data, it's time to figure out what to do with it! Learn how to create and fully utilize custom data views, empowering you to extract valuable insights and make data-driven decisions that are essential for achieving success.
Presented By:
Stephanie Blair, Customer Success Manager, JobTread
How to Dominate Your Market Online in 2024
In this session you will learn the latest industry trends and strategies that are moving the needle forward today in digital marketing. Also understand how to interpret and leverage data to make better ROI-driven marketing decisions.
Presented By:
Adam McChesney, VP of Growth, Hite Digital
4:30 - 5:15pm
Education Sessions
Managing Communications with your Customers, Vendors, and Team
Let's get everyone on the same page! Explore all the JobTread communication tools that help you achieve the perfect balance of transparency. Create a communication plan that ensures consistency and clarity for customer, vendor, and team engagement.
Presented By:
Anna Hunter, Director of Learning & Development, JobTread
Estimating & Pricing Strategies: Win More Deals and Maximize Your Profits
We don’t always need to cut our profit to win the job! Learn how to navigate the complexities of estimating, price jobs to reach target profits, and increase your sales through upgrades and selections. Let's find the best way to reach profitability and ensure client satisfaction.
Presented by:
Rilee Fisher, Director of Business Development, JobTread
Click to Contract: Mastering Lead Conversion on Your Remodeling Website
The old model of websites and website design for remodelers is broken. Custom websites are untested and unproven. They often look stunning but are clunky, lack SEO, and worst of all…they don’t generate any leads or projects for your business. In this session, Spencer Powell, CEO at Builder Funnel, will guide you through a masterclass in what matters (and what doesn’t) with your website today. And more importantly, he’ll walk you through his agency’s proven framework that has generated more than $150M in sales for his remodeling and custom home clients.
Presented By:
Spencer Powell, CEO, Builder Funnel
The Art of Turning your Happy Customers into Fanatical Advocates
In a downturned economy, discover how leveraging online reviews and customer advocacy can drive remarkable results and sustainable growth. Explore the profound influence of online reviews, strategies to nurture brand advocates, and cost-effective techniques to expand your marketing reach while hearing real-world success stories from similar businesses. Don't miss this opportunity to thrive by harnessing the power of online reviews and satisfied customers.
Presented By:
Oscar Wimshurst, Owner, NiceJob
5:30 - 6:30pm
Industry Roundtable Discussions
Join fellow contractors in your field to build your network and discuss trends, challenges, best practices, and pathways to success. Further explore how JobTread can support your unique industry needs!
  • Remodelers
  • Home Builders
  • Outdoor Living (Decking, Fencing, Landscape, and Pool Builders)
  • Specialty Contractors
7 - 9pm
Welcome Party @ JobTread Headquarters
Kick off the conference at the JobTread office, attached to the conference hotel. Grab a drink, engage in convos, and check out the where the magic happens behind the software!
Day 2
Thursday, January 18, 2024
7 - 8:15am
Grab & Go Breakfast
Swing by the JobTread Office Lobby to grab breakfast tacos if you'd like a quick bite before the conference begins!
7:30 - 8:30am
Networking
Network with JobTread partners and peers across the industry while enjoying morning coffee.
8:30 - 9:00am
Keynote: Sales Done Differently: How to Stand Out in a Sea of Industry Sameness
What’s your modus operandi when the phone rings? Order Taker? Chest Beater? Going-Rate Follower? Do you do what you do in a sales call only because it’s the way you’ve always done it? What if there was a better way…a way to do sales differently? I assure you there is; and your clients deserve it.
Presented By:
Aaron Harshaw, Owner of Harshaw Home Renovators, Coach & Member Champion of The Contractor Fight
9:00 - 9:45am
Awards Ceremony
Join us as we shoutout to our amazing JobTread Pros who have rocked the construction world and give them the recognition they truly deserve! We can't wait to celebrate the remarkable achievements of our dedicated JobTread software users. See awards »
Presented By:
Eric Fortenberry, Founder & CEO, JobTread
10:00 - 10:45am
Education Sessions
Best Practices for Building Your Cost Catalog & Budget Templates
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.
Presented by:
Alex Morales, Chief Operations Officer, JobTread
Defining Workflows to Streamline JobTread Implementation
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.
Presented By:
Anna Hunter, Director of Learning & Development, JobTread
Harnessing the Power of Client Testimonials with Video: Building Trust and Amplifying Your Brand
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.
Presented By:
Logan Shinholser, Owner, Contractor Growth Network
Building a Winning Team through Goal Setting & Accountability to Maximize Profits
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.
Presented By:
Mike Claudio, Owner, WinRate Consulting
11:00 - 11:45am
Education Sessions
Elevate Your Customer's JobTread Experience
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.
Presented by:
Taylor Crosby, Director of Marketing, JobTread
Sell Higher Priced Jobs with Selections, Allowances, and Upgrades
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.
Presented By:
Anna Hunter, Director of Learning & Development, JobTread
Leveraging Online Payments To Improve Your AR and Cash Flow
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.
Presented By:
Chad Lane, Senior Director Integrated Partners, EVO Payments
Danny McBride, Senior Business Development Executive, EVO Payments
How to prep your business for sales success with a new generation of buyers
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.
Presented By:
A. J. Ballantine, Founder & CEO, Rendr
12:00 - 1:00pm
Lunch
Connect with other contractors in your industry while enjoying a delicious buffet spread in the lobby of the Westin hotel.
1:00 - 2:00pm
Keynote: The Business Playbook - How to Build a Great Company from the Ground Up
Drawing from Eric’s journey of constructing three successful businesses, he’ll share the invaluable insights and key decisions that made all the difference. Equip yourself with proven strategies that have shaped his success and can pave the way for yours.
Presented By:
Eric Fortenberry, Founder & CEO, JobTread
2:00 - 2:30pm
Builder Stories
Join Eric Fortenberry as he highlights key JobTread users who have transformed their businesses and found the secrets to success. Through Builder Stories, you'll gain a deep understanding of the best practices, challenges, and innovations shaping the construction landscape.
Presented By:
Eric Fortenberry, Founder & CEO, JobTread
2:45 - 3:30pm
Education Sessions
Managing Your Subcontractors and Suppliers with Ease
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.
Presented By:
Michael Villarreal, Customer Success Manager, JobTread
Dan Zidell, Customer Success Manager, JobTread
Formulas Think Tank: Collaborate to Create
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.
Presented By:
Anna Hunter, Director of Learning & Development, JobTread
90% Close Rate: Sales Strategies to Get You There
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.
Presented By:
Jeff Wraley, Founder & CEO, Groundwork
Calculate Your Burn Rate
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.
Presented By:
Madeline Stout, Founder, ProfitPanda CFO
3:45 - 4:30pm
Education Sessions
Managing Your Employees: Time Tracking, Project Management, and Beyond
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.
Presented By:
Stephanie Blair, Customer Success Manager, JobTread
Leveraging Zapier to Integrate JobTread with Other Systems
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.
Presented By:
Eric Fortenberry, Founder & CEO, JobTread
Travis Lee, Director of Customer Success, JobTread
Decoding Financial Statements for Contractors
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.
Presented By:
Penny Crull, Coach & CFO, Penny Lane U
Scale for Sale
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.
Presented By:
Thomas G. Morris II, Owner at Vailant Inc, Executive in Residence for AI at BrandStar, Vailant
4:30 - 5:30pm
Networking Happy Hour
Network with JobTread partners and peers across the industry while enjoying afternoon snacks, beer, and wine on the house!
6 - 10pm
Shuttles
Catch a ride to the exciting "Big Night Out" event with our convenient shuttle buses. We've got your transportation needs covered, so you can relax and enjoy networking and making memories!
6:30 - 10pm
Big Night Out
Lace up your bowling shoes and chalk your pool cues as we enjoy drinks, pizza, appetizers, and friendly competition with JobTread users, staff, and partners! You won’t want to miss this big night out at Bowlero Dallas on Thursday night. The event will be a night to remember!
Day 3
Friday, January 19, 2024
7 - 8:15am
Grab & Go Breakfast
Swing by the JobTread Office Lobby to grab breakfast tacos if you'd like a quick bite before the conference begins!
8:30 - 9:30am
Keynote: Is The Business Running You Or Are You Running The Business?
If you're not careful, you can have your head down working hard for years only to look up and realize that things are mixed up. The business is controlling your life, you haven't been thoughtful about what YOUR successful life looks like, and you start to lose hope that you can have a business that runs smoothly and allows you to live your life to the fullest.
Presented By:
Kyle Hunt, Owner, Remodelers On The Rise
9:45 - 10:30am
Education Sessions
Job Costing: How to Track Profits and Course Correct Before It's Too Late
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!
Presented By:
Michael Villarreal, Customer Success Manager, JobTread
Mastering the JobTread & QuickBooks Online Integration
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.
Presented By:
Eric Fortenberry, Founder & CEO, JobTread
Penny Crull, Coach & CFO, Penny Lane U
19 Seconds or Less: How to Attract, Capture & Convert High-Quality Digital Leads
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.
Presented By:
Rick Storlie, Director of Contractor Succes, Builder Lead Converter
How to Manage Your Business from 3,000 Miles Away
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.
Presented By:
Jordan Webb, Owner, Freedom Brothers
10:45 - 11:30am
Education Sessions
Making the Most of Schedule Templates and Custom Schedule Views
Unleash the power of schedule templates and custom schedule views! Learn how to customize your schedules, ensuring efficient project management and resource allocation. Gain better insights into your projects, optimize your team's productivity, and ensure every step of your construction journey is successful.
Presented By:
Michael Villarreal, Customer Success Manager, JobTread
Proven Strategies to Get Your Team Using JobTread
Turn your skeptics into advocates! Team buy-in is essential to successful software implementation. Learn practical strategies for making JobTread a "one-stop-shop" for your employees, learn how to navigate resistance, and discover methods for getting your team to use JobTread on a daily basis.
Presented By:
Anna Hunter, Director of Learning & Development, JobTread
Building your Back Office Team & Delegation Processes
Learn how to create processes that enable delegation and setting up your company to work in a team environment for Job costing and tracking back office workflows.
Presented By:
Fran Armstrong, CEO, Virtual Construction Controller
Larianna Armstrong, Client Relations, Virtual Construction Controller
Upsell Jobs and Increase Revenue with an All-in-One Financing Platform
Acorn Finance has brought together the best of both direct and indirect lending into its all-in-one platform integrated into your JobTread proposals. See how you can use Acorn Finance's tools to help you upsell your jobs, and close more deals.
Presented By:
Adrian Oesterreich, VP of Contractor Channel, Acorn Finance
Rick Wilson, Director of Contractor Success, Acorn Finance
Judy Thompson , VP, Strategic Partnerships, Acorn Finance
11:45am - 12:45pm
Lunch
Connect with other contractors in your industry while enjoying a delicious buffet spread in the lobby of the Westin hotel.
12:45 - 1:30pm
Reaching Success: Customer Spotlights
Some say success is in the eye of the beholder... what does success look like for you? Hear how four JobTread Pros define success and leverage JobTread to maximize their business potential.
Presented By:
Anna Hunter, Director of Learning & Development, JobTread
1:30 - 2pm
Building Your 2024 Game Plan
It's time to set clear and actionable goals so you can make the most of your post-conference journey. Translate conference insights into tangible next steps, ensuring that you carry forward the valuable insights you've gained to drive personal and professional growth.
Presented By:
Anna Hunter, Director of Learning & Development, JobTread
2 - 3pm
JobTread Product Development Keynote
Where have we been? Where are we now? What's next? Join us in our excitement as we announce product developments and our future production roadmap!
Presented By:
Eric Fortenberry, Founder & CEO, JobTread
3:00 - 4:00pm
Networking Happy Hour
Network with JobTread partners and peers across the industry while enjoying afternoon snacks, beer, and wine on the house!
Interested in presenting at the JobTread Connect User Conference? Contact connect@jobtread.com to begin the conversation.

Conference Pricing

Register today to lock in your rate!

Our conference registration is $499. Registrations after December 15, 2023 will be $599 per person. Click 'Register today' or register for the event in the Marketplace tab in your JobTread Settings.

See how other companies are using JobTread to succeed
Build connections across your industry
Learn from other business owners
* Registration may close early if capacity is met.
$499
per person
Conference Pass

Includes all conference sessions, catered lunch, refreshments, and social events.

Register Today

Frequently Asked Questions

Still Have Questions?

Contact your customer success manager or call us at (972) 388-1001. We'd be happy to answer all of your questions.
The JobTread customer success managers are great teachers. They know the system inside and out, and when I ask questions, they know the answer.
- Valerie Thomas, D&J Development

The JobTread Platform