JobTread Connect Education Session

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Wednesday
Jan 13, 2027
11 AM - 12 PM

Education Sessions

Estimating
AI
How to Buld an Estimate
Brandon Richardson, Customer Training Specialist, JobTread
Learn the basics of building a budget in JobTread, from creating line items by hand to using our AI Budget Builder. This session gives you a clear, simple path to creating job-winning estimates faster and with more confidence.
Main Stage
Sales
The Perception Gap: Why Good Work Loses Bids
Benjamin Camping, Owner, SDG Electric
Customers don't buy the best work - they buy the work they perceive is best, and most contractors lose bids not because their craftsmanship falls short, but because that quality is invisible to a customer who can't judge what's behind the walls. This session breaks down the specific, mostly free levers that close the perception gap, including a live demonstration, so you can charge more without cutting a single corner.
Project Management
Signed Up, Now What? JobTread for Specialty Contractors
Brian Weerstra, President, Premier Property Resources LLC
"How much will this cost?" is the question every contractor dreads because early on, you honestly don't know - this session shows how to turn that uncertainty into a selling point by teaching clients the process instead of chasing a number. You'll leave with a repeatable pre-con workflow in JobTread, using structured estimates, selections, and a client-facing portal to shift the conversation from 'what's it cost?' to 'how much do I want to spend?"
Leadership
Build Something People Want to Be Part Of - How a Clear Vision Attracts A-Players, Ideal Clients, and Lasting Growth
Joshua McMahon, President, McMahon Custom Homes
Great companies don’t just recruit great people; they create something great people want to be part of. In this practical, high-energy session, Joshua McMahon will show you how to clarify your company’s vision, use it to attract and retain the right team members and clients, and align your people and systems around your destination. You’ll leave with a practical framework for turning your vision into a daily leadership tool that helps you make better hiring decisions, create stronger client relationships, and build a company positioned for lasting growth.
Financial
QuickBooks Online Integration
Penny Lane Crull, CFO, Penny Lane U
Learn how JobTread and QuickBooks Online work together, from setting up QuickBooks the right way to understanding exactly what syncs between the two. You’ll leave with a clear picture of how your data flows so your books stay accurate and your team spends less time fixing errors.
AI
Business
AI Show and Tell: Reporting & Insights
During this AI Show and Tell, you'll watch JobTread’s built-in AI turn simple questions into powerful reports and real insights about your business. Then we’ll show you how to use those reports to build dashboards that keep your most important numbers front and center.
Roundtables
What Did You Come to Connect to Fix?
Description coming soon.
1:30 - 2:30 PM

Education Sessions

Financial
Training
Know Your Numbers: Job Costing in JobTread
Rachel Booth, Customer Training Specialist, JobTread
Understand how to track job costs, manage bills, create invoices, and monitor profitability. Learn how JobTread connects your project activity to real-time financial performance.
Estimating
Cost Group Clarity - Making Sense of Cost Group Structure
Scott Worley, Owner, Landsmith, LLC
Cost group clarity can make it or break it for most contractors in JobTread. We'll show how we reverse engineered our proposals to create a flexible cost group structure that brings clarity to estimating and presenting and how our approach can work for you.
Project Management
Building Better: Using JobTread to Run a Growing Business
Cody Holloway, Founder/CEO, 1845 Barndominiums
Running a growing construction business requires much more than knowing how to build. In this session, Cody Holloway will share how his team uses JobTread to bring structure, efficiency, and accountability to the entire project lifecycle. Attendees will get an inside look at how 1845 uses JobTread to manage projects from the initial estimate through completion, including estimating, project management, communication, change orders, scheduling, and keeping teams and customers aligned throughout the build. Cody will also share lessons learned from implementing JobTread in a specialized steel building business, including what has worked, what they have changed along the way, and how better systems have helped the company scale. The goal is to give attendees practical ideas they can take back to their own businesses, regardless of the type of construction they specialize in. Attendees will leave with actionable strategies for creating more consistent workflows, improving communication, preventing things from falling through the cracks, and using JobTread to build a more organized and scalable business.
Implementation
Where to Start: A Phased Framework for Implementing JobTread
Lindsay Reynolds, Owner, FTD Homes
JobTread implementation doesn't feel overwhelming because the system is complicated - it's overwhelming because you could build almost anything, and it's hard to know what to build first. This session gives you a clear framework for prioritizing pain points, avoiding overbuilding, getting team buy-in, and rolling out JobTread in phases so it becomes a tool your team actually uses instead of another piece of software.
Business
From $300 to Inc. 5000 Company: How Renovating KC Built Every Department Around JobTread
Steven Ross, President + Owner, Renovating KC Design + Remodel
Jessica Berry, Director of Design, Renovating KC Design + Remodel
Renovating KC started in 2021 with $300 and grew into the #2 fastest-growing design + remodel firm in the country, ranked #139 overall on the Inc. 5000. Today, our 35+ team members run around 100 projects a year, and JobTread is the backbone of all of it. Steven Ross (Owner + President) and Jessica Berry (Director of Design) will show you how we did it, including the parts that didn't go according to plan. This isn't a polished success story. It's the real one: the wins, the expensive mistakes, and the "never again" moments that shaped how we run the company today. You'll see actual JobTread setups that connect our sales, design, construction, and client communication. You'll learn how we built accountability across a growing team, and you'll hear what we'd do differently if we were starting over. If you're trying to scale without losing quality, your margins, or your sanity, grab a seat. You'll laugh, you'll learn, and you'll leave with ideas you can put to work in your own JobTread account the Monday you get home.
Business
Built on Purpose: Five Decisions that Reshaped a Custom Pool Company
Liliana Escudero, President, J Designs Pool & Spa
Every construction business is shaped by a handful of pivotal decisions. This session breaks down five that transformed a custom pool construction company, from repricing everything to building boutique instead of chasing volume. You'll walk away with the business thinking behind each choice and practical ideas to stop making decisions by default and start building your own business intentionally.
Roundtables
Estimating
Rate My Estimate: Pricing, Presentation, and What Wins the Job
Description coming soon.
3 - 4 PM

Education Sessions

Estimating
Training
Simple Selections: From Options to Allowances
Casey Taylor, Customer Training Specialist, JobTread
Learn the basics of setting up selections in JobTread, including how to use allowances to keep clients on budget. You’ll see how to give clients clear, simple choices while protecting your margins and keeping every decision organized in one place.
Estimating
Catalog Clarity: Structuring Your Way to Faster, More Accurate Estimates
James Baron, Owner / Founder, Honey Do Contractors Group / HD Signature Remodeling
Learn the system we use to structure cost items, cost groups, and budget templates so estimators can build complex estimates and budgets quickly and accurately. You'll see how that structure carries through to cleaner bid requests, purchase orders, and reliable job costing.
Sales
Stop Treating Every Lead the Same
Blair Roedel, Owner, BEC Innovations, LLC
Most remodelers and contractors treat every lead the same - the same follow-up, the same sales process, the same attention, whether the prospect is ready to sign or just window shopping. This session shows how to stop wasting effort where it doesn't pay off and build a lead qualification system that focuses your team's time on the prospects most likely to become clients.
Project Management
Design First: Better Projects, Fewer Change Orders
Adam Jackson, President, Agile Cabinetry
Paige Foster, Chief Sales Officer, HomeCraft Cabinet Company
Most expensive change orders don't begin on the jobsite - they begin during planning, when appliances, vanities, and finishes get decided without the vendors and specialists who actually know what conflicts they'll create. This session shows how bringing design professionals and vendor partners in early, paired with JobTread's Plans and Selections, catches problems while they're still lines on a blueprint - leaving you with practical strategies to reduce change orders, strengthen vendor relationships, and elevate the client experience from day one.
Implementation
AI
From Owner to Orchestrator: Building an AI Operating Layer on Top of JobTread
Nicholas Svaikauskas, President, Calgary Custom Concepts
AI is supposed to make business easier, so why are you working more hours than ever? See how Calgary Custom Concepts increased throughput, revenue, and profit without adding administrative or management headcount. You’ll get a live walkthrough of the AI agent that helps run the company across JobTread, estimating, sales, accounting, customer communication, team resources, and daily operations. Leave with creative, actionable ideas for building your own agent, choosing high-value work to delegate, improving execution, and training your team to use AI without creating chaos.
Leadership
Built for More: A Four-Pillar Framework for Scaling Your Business
Michael James, Owner/Founder, Michael James Remodeling
Were you built for a six-figure business, or something bigger? Michael James was stuck at six figures for 20 years until he lost everything. Then he rode a bicycle 3,500 miles solo across America and came home to rebuild his remodeling company into a business doing $3 million and beyond. In this session, he shares what he learned on the road and the blueprint he used to break through. This isn't a list of quick hacks, but a proven roadmap for overcoming what is really holding your business back.
Financial
Cash, Accrual & WIP Accounting Explained
Aaron McGinnis, Build Director | Principal | Founder, Contractors Team
Get a clear, plain-English breakdown of cash, accrual, and WIP accounting, and how each method affects the way you see your business. We’ll show how JobTread supports each approach so you can track job profitability accurately and make smarter financial decisions.
Roundtables
Curveballs: Price Swings, Delays, and Change Orders
Description coming soon.
4:15 - 4:45 PM

Sponsor Sessions

Integration
AI
Beginner
Build Your AI Agent Live: Walk In With a Problem, Walk Out With an Agent
Elliott Wittstruck, Head of Product, DATAx
This is a hands-on workshop, not a lecture. Bring your laptop and one back-office task you are tired of doing, like chasing invoices, reviewing daily logs, or drafting estimates. Together we'll build an AI agent specific to your business and your JobTread data, test it, and get it live in your DATAx account, ready for you to start using.
Marketing
Beginner
Why Your Marketing Isn’t Working (And How to Fix It)
Spencer Powell, CEO, Builder Funnel
Marketing problems rarely happen in just one place. A weak website, poor follow-up, inconsistent nurturing, or disconnected sales process can all create leaks in your growth engine. In this session, Spencer Powell introduces the Remodeler Growth Framework and shows how to identify the biggest gaps across the entire revenue funnel.
Implementation
AI
Intermediate
Rinse & Repeat: Run Your JobTread Day With AI Skills
Nick Peret, Founder & CEO, Better Boss
You've got processes written down; your team runs them from memory; somewhere in between, the same mistakes keep happening. Nick Peret shows how contractors are turning their JobTread processes into AI skills — instructions Claude follows exactly, every time — and runs one live on a real org. Walk out with the exact steps to turn your own processes into AI skills, plus 70 copy-paste JobTread prompts you can run Monday morning.
Business
Intermediate
Who Not How: Building the Team That Gives You Freedom
Cathy Raver, Team Connector, Zephyr Connects
You've built a profitable company with solid processes, but if it still can't run without you, you don't own a business so much as a demanding job. This session shows you which seats to fill so you can step back, whether that means more freedom or a future sale, and how to fill those seats by defining clear outcomes and culture fit before you post the job. You'll learn how to spot the seat your company needs filled next and hand off responsibility without losing the culture you've built.
Business
Intermediate
Where's the Cash? Find the Leaks Killing Your Margins
Randy Stanbury, Founder, 4 Level Coach
Many builders are busier than ever but still face tight margins and inconsistent cash flow. The issue isn’t effort, it’s hidden breakdowns across estimating, sales, operations, and financial management that quietly drain profit. Learn how to uncover these hidden leaks, improve margins, and take back control so you can grow your business with more profit and less chaos.
Intermediate
Business
Your Software Is Only as Good as the Person Running It
James Russell, Founder & CEO, BuildersVA
Plenty of builders pay for great tools and use a fraction of them because nobody has time to keep them current. James covers why your systems need an owner who isn't you, what that role looks like day to day, and how to tell if it's working.
5 - 5:30 PM

Sponsor Sessions

Intermediate
Business
Beyond AI: How Contractors Stand Out When Everyone Has the Same Tools
Tom Houghton, Founder, Builders' Board
AI is making contractors faster, smarter, and more efficient, but when everyone has access to the same tools, technology alone is no longer the differentiator. This session will explore how contractors can stand out through customer experience, communication, judgment, brand, and the human elements AI cannot replicate. You’ll leave with a clearer framework for using AI as an advantage without letting your business start to look and sound like everyone else.
Intermediate
Sales
Predictable Sales: The Lead-to-Contract Playbook for Design-Build Firms
Mike Claudio, CEO, WinRate Consulting
Stop guessing where your next project will come from. Learn how to build a repeatable sales and design process that moves qualified leads toward signed contracts, eliminates costly bottlenecks, and gives you greater confidence in your revenue pipeline. Walk away with practical strategies to improve conversions, strengthen your sales process, and create more predictable growth.
Beginner
Marketing
Marketers Grade Their Own Homework: The 4 Numbers That Tell You If Your Marketing Is Actually Working
Adam McChesney, Founder, Builders of Authority
Your marketing agency picks what success means, chooses the numbers that measure it, builds the report, and presents it. It's the only vendor in your business that grades its own work... and every one of them "passes". This session hands the scorecard back to you: four numbers from your own CRM, a ten-minute method for reading any report, and everything you need to know on how to be successful with marketing.
Intermediate
Implementation
Your Software Isn’t the Problem: 5 Systems Every Contractor Needs to Scale
Kenneth Combs, Founder & CEO, Builders Breakthrough Advisors
Most contractors don't need another app, more leads, or another employee. They need consistent systems that keep their businesses running smoothly. Software alone won't fix broken processes, but the right systems can turn JobTread into the operational foundation for a growing company. Discover five essential systems every contractor needs to improve consistency, accountability, and scalability.
Thursday
Jan 14, 2027
9:30 - 10:30 AM

Education Sessions

Project Management
Training
Souping Up Your Documents
Marybeth Spinuzzi, Customer Training Specialist, JobTread
Learn how to take your JobTread proposals from basic to standout using the design tools, layouts, and features already at your fingertips. You’ll leave with practical tips for creating polished, professional proposals that win more jobs and save you time on every estimate.
Estimating
Selections Without the Chaos: How to Deliver Smoother, More Profitable Projects with JobTread
Anna Hunter, Director of Learning & Development, JobTread
Todd Dawalt, Founder & Host, Construction Leading Edge
Managing construction projects is getting more complex. Customers have more options, more selections to make, and higher expectations for clarity and communication. When selections, allowances, and decisions carry into construction, they can lead to cost surprises, delays, rework, and frustration.
Communications
Bridging the Gap: Using JobTread with Spanish-speaking Crews
Manuel De Lara, Owner, Live Oak Studio LLC
Hilario Garza, Customer Success Manager, JobTread
In this practical session, you’ll get a clear blueprint for improving how you manage selections and allowances so projects keep moving, budgets and schedules stay protected, and customers have a better experience.
Implementation
Ancient Process, Modern System: A JobTread Turnaround
Jason Rall, President, Williamson Boat Docks
After buying a 60-year-old marine construction business built on nothing but paper and guesswork, this session is a real-time case study in dragging a legacy operation into the modern world with JobTread. You'll see exactly how a company that had never used a real system got 20+ employees - from the office to the field - running on one, fast, without losing a step in execution.
Business
Fire Yourself: How to Run 3 Divisions Without Running Every Job
Brady Bankston, Owner, Popularis Construction
You didn't start a business to run every job - but most contractors end up buried in every estimate, schedule, and fire because the operation only exists in their head. This session is about building SOPs that work for you: lean enough that people actually follow them and clear enough that a new hire can run the process without asking you, which is what makes space for one company to run three divisions - Commercial, Residential, and Small projects. Using a proven five-step method, we'll build one complete SOP live, showing you how to cut bloated processes down to what actually matters so your business can run without you in the room.
AI
Estimating
AI Show and Tell: Estimating
See JobTread’s AI Budget Builder take a scope of work and a set of plans and turn them into a thorough, polished estimate in minutes. We’ll walk through it live so you can see how much time it saves and how easy it is to go from plans to a proposal you’re proud to send.
Roundtables
What's in Your Tech Stack?
Description coming soon.
11 AM - 12 PM

Education Sessions

Training
Estimating
Using On-Screen Take Off For Estimating
Rachel Booth, Customer Training Specialist, JobTread
Learn how to use JobTread’s on-screen takeoff to pull accurate measurements straight from your plans and directly into your budget. You’ll see how to cut out manual math, reduce errors, and build estimates faster than ever.
Estimating
Blow It Up: Rebuilding Your JobTread Catalog Without Losing Your Mind (or Your Data)
Emma Locarnini, Office Manager, Arizona Building Contractors
By attending, you will learn to recognize the warning signs of a catalog that has outgrown its structure - understanding why organic growth almost guarantees this by year two or three - and be able to decide whether your catalog needs a full rebuild or just a cleanup using clear gut-check criteria rather than guessing. You will understand how to rebuild on a real standard by applying naming conventions that make search, reporting, and onboarding actually work, while learning how to manage the transition seamlessly without losing historical data or disrupting active jobs. Finally, new and newer users will walk away with a clear blueprint to build their catalog right the first time and avoid the most common early mistakes.
Project Management
Next Level Communication Through JobTread
Justin Merrick, Owner/CEO, Merrick Construction & Design
This session covers how using JobTread effectively has transformed communication across customers, subcontractors, and internal teams. On the customer side, it shows how running daily logs, design agreements, ballpark budgets, proposals, and invoices through one platform keeps anything from being missed or lost in a fast-paced industry. For subcontractors, it explores how bid requests and JobTread’s messaging keep critical details centralized, so nothing gets buried in emails or texts and affects the job. Finally, for internal operations, it walks through how assigning to-dos, documenting contact, and using daily logs keep the team organized and accountable, with every completed task tracked and done well.
Project Management
Three Roles, One JobTread: A Real Project, Start to Finish
Kelley Turner, Owner, Staycation Fiberglass Pools
Jeffrey Turner, Owner, Staycation Fiberglass Pools
Adrian Marquis, Sales Manager, Staycation Fiberglass Pools
Michael Villarreal, Customer Success Team Lead, JobTread
Follow one real customer project from the first lead to final warranty completion in this candid, interactive session told from three unique perspectives: the owner, operations director, and sales manager. Through a moderated Q&A format, you'll see how JobTread supports each of their roles differently across the entire customer journey.
Implementation
AI
An Augmented-AI Approach To JobTread
Bradford Currin, Owner, WNC Built
Jared Lucus, Owner, 828 Pros
AI is changing how contractors estimate, manage projects, and communicate - but it shouldn't replace the judgment that makes you good at your job. We'll show how an augmented approach keeps you at the center of the process, using AI to handle the heavy lifting while you stay in control of the decisions that matter.
Roundtables
Getting Your Team to Actually Use JobTread
Description coming soon.
1:30 - 2:30 PM

Industry Panel Sessions

Break out by industry and hear from a panel of contractors who know your field inside and out. They’ll share their experiences, challenges, and strategies for success.
Home Builders
Join our Home Building panel to hear from experienced contractors discussing how JobTread can streamline your workflows and enhance project management in residential construction. Learn best practices for optimizing processes from estimation to completion.
Pool Builders
Dive into the Pool Building panel, where industry experts will explore how to leverage JobTread for effective project tracking and client communication. Gain insights into innovative techniques and workflow optimization specific to pool construction.
Outdoor Living Contractors
Explore the Outdoor Living Contractors panel to discover how to enhance outdoor spaces, including deck building, through effective project management with JobTread. Panelists will share insights on landscaping and streamlining processes to boost efficiency and client satisfaction.
Specialty Contractors
Engage with our Specialty Contractors panel as experts discuss how JobTread can help manage unique workflows within niche markets. Learn strategies for improving efficiency and communication, ensuring successful project execution.
Commercial Contractors
The Commercial Contractors panel will provide insights into leveraging JobTread for managing small to large-scale projects. Learn how to optimize processes, manage client expectations, and navigate complex regulations in commercial construction.
Remodelers
Join the Remodeling panel for a discussion on utilizing JobTread to enhance your renovation workflows. Panelists will share their expertise on managing client expectations and delivering exceptional results through efficient project management.
Accounting & Bookkeepers
Tune into the Accounting & Bookkeeping panel to hear from financial professionals specializing in the construction industry. Discover how to use JobTread for effective financial management, budgeting, and optimizing profitability in your projects.
Roofing & Exteriors
Join our Roofing & Exteriors panel to hear from contractors who have mastered project management for roofing, siding, and exterior renovations using JobTread. Learn how to streamline estimating, scheduling, and vendor coordination while improving accuracy, communication, and profit margins across every project.
3 - 4 PM

Education Sessions

Training
Automation
Workflows
How to Build Workflow Automations
Casey Taylor, Customer Training Specialist, JobTread
Learn how to build workflow automations in JobTread using triggers, actions, and filters to handle repetitive tasks for you. You’ll leave with practical automations you can set up right away to save time, reduce mistakes, and keep your business running smoothly.
Estimating
No Surprises: Tracking Allowances in JobTread So the Final Invoice Isn't a Fight
Josh Farrand, Owner, 8 Inch Nails Construction
Nothing kills client trust faster than a surprise on the final invoice, and allowances are usually where that surprise comes from. Built from the experience of running a one-man remodeling shop, this session shares a system that produces clarity without relying on memory to produce it. It walks through how to set up allowances in JobTread: flagging them so vendor cost shows on the proposal instead of hiding inside markup, reconciling receipts against them while the job runs, and surfacing an overage when the client makes the selection, not three months later. It also covers lessons learned along the way, including the time a transparency feature quietly hid a priced line from a client. Attendees will leave with a setup they can copy.
Sales
Sell the Process, Not the Price
Bob Perez, Owner, Stephen Thomas Construction
'How much will this cost?' is the question every contractor dreads because early on, you honestly don't know — this session shows how to turn that uncertainty into a selling point by teaching clients the process instead of chasing a number. You'll leave with a repeatable pre-con workflow in JobTread, using structured estimates, selections, and a client-facing portal to shift the conversation from 'what's it cost?' to 'how much do I want to spend?'
Estimating
AI
Plans In, Proposal Out: Templates + AI in JobTread
Ian Price, President, Forest St. Builders
A complete plan set arrives. What if the bid requests, executive summary, and ballpark estimate were nearly done before you opened it? Ian Price walks through the system Forest St. Builders built inside JobTread: trade-specific bid request and purchase order templates that get accurate, complete bids back the first time; a branded proposal header and footer that tells your company's story on every page; and two custom AI skills — one that reads a plan set and writes a client-ready executive summary, another that produces a ballpark estimate, header image, and draft client message inside your JobTread proposal template. You'll leave with a framework for standardizing your own templates and a realistic picture of where AI actually saves hours in estimating.
Project Management
Enhancing the Buyer's Journey with Efficiency and Automation
Mike McCormick, Director of Employee Education and Resource Manager, River Pools Franchising, LLC
Documentation and communication are usually the first casualties of a busy contractor's workload - this session shows how a few manual actions can trigger a multitude of automated events for customers and team members alike, from a client's first portal login through proposals, permitting, and even final gift-giving. Useful for field and admin users alike, you'll leave with a practical framework for automating your customer pipeline so nothing falls through the cracks, no matter how busy the business gets.
Marketing
From Followers to Funded: How to Turn Social Media Into Real Revenue
Felipe Freig, CEO, Versa Homes
Most builders post a finished project, collect a few likes, and wonder why it never turns into real work — this session breaks down the exact system used to grow past 100,000 followers and turn that audience into booked projects and real revenue. You'll learn how to build a brand buyers trust before they call, create content that attracts your ideal client, and follow a simple, repeatable posting rhythm that moves followers from scrolling to signing a contract.
Roundtables
Women in Construction
Description coming soon.
4:15 - 4:45 PM

Sponsor Sessions

Intermediate
Business
Finally Systemized: Stop Running Your Business From Your Head
Steve Rozenberg, Founder, Black Box Business Solutions
Most contractors aren't short on work, they're short on headspace, because every answer, decision and open loop still lives in the owner's head. Steve Rozenberg and Casey Bernard break down the System Stack (System, Process, SOP, Checklist), and show how to find the one bottleneck worth fixing first, and how to use AI to turn what you already know into documented systems without writing them from scratch. Every attendee leaves with a free AI Prompt Book to start building their first system the same day.
Intermediate
Business
Vision, Team, & KPIs: The Path to a Less Owner-Reliant Business
Kyle Hunt, Owner, Remodelers On The Rise
You've got the foundational pieces in place. You know your numbers, you've started building a team, and you've delegated some things off your plate. In this session, Kyle Hunt walks through what comes next: casting a clear vision for where your business is going, aligning simple KPIs to that vision, and building the team you need to achieve it. You'll leave with a framework for scaling that doesn't depend on you being in every decision!
Beginner
Financial
The Money Side of the Job Site
Matthew Smith, CEO and Co-Founder, Truss Payments
You’ve mastered the build. Matthew Smith, Founder and CEO of Truss, talks about the other half of the business: invoices, payments, cash flow, and everything that happens between the bid and the bank deposit. He’ll share what he’s seen from contractors who’ve figured it out, and what you can take back to your own operation.
Intermediate
Marketing
Build a Pricing Calculator on Your Website That Generates Leads
Seth Van Daele, Chief Marketing Officer, Home Builder Marketers
Breaking down, step by step, how to build a job cost estimator tool on your website that generates you leads, builds trust and turns shoppers into buyers.
Intermediate
Implementation
Who Owns It? The Missing Layer Between JobTread, AI, and a Business That Runs Without You
Zac Liquori, Founder & CEO, ConstructAid
Most contractors don’t have a software problem, they have an ownership problem. Learn how Process, System, Owner, Cadence, and Accountability work together to keep work moving without everything landing back on the owner. Walk away with a simple framework to identify what should be fixed, automated, delegated, or eliminated.
5 - 5:30 PM

Sponsor Sessions

Intermediate
Marketing
From New Lead to Job Complete: Building a Sales & Communication System That Doesn’t Drop the Ball
Kyle Reed, Founder, Stannect
In this session, we’ll break down what a well-designed sales and communication process should look like from the moment a new lead enters your business through the point that the project is completed. We’ll cover how to structure your sales pipeline, when and how to follow up, what communication should be automated versus personal, and how your CRM and JobTread can work together so information moves seamlessly from marketing and sales into estimating, production, and project management. The goal isn’t to add more software or more tasks. It’s to build a repeatable system that keeps leads from slipping through the cracks, gives your team clear next steps, and creates a consistent customer experience from first contact to finished project.
Intermediate
Business
Successful. Miserable. Trapped. How to Build a Business Worth Having
Tom Reber, Founder, The Contractor Fight
Most contractors who hit $500K, $1M, or more don't feel free. They feel trapped: the business looks successful from the outside, but every decision, problem, and sale still runs through them. Drawing from his new book, Successful. Miserable. Trapped., Tom Reber breaks down why growth alone doesn't fix that, and walks through the specific shifts owners make to take command of the business they built instead of being owned by it. You'll leave knowing where your business is weakest and what to fix first to build a business worth having.
Intermediate
Implementation
Technology for Sustainable Growth
Kim Chan, CEO, Premier Consulting Group
Philip Chung, COO, Premier Consulting Group
Sustainable growth is more than technology. We focus on people, process, and technology to answer where Jobtread should fit in your technology landscape.
Beginner
Materials Are Only Half the Job: The QXO Advantage
Joe Bagazinski, Partnerships Manager, QXO
Many distributors can sell the same materials. The QXO advantage is how its people, locations, delivery capabilities and technology work together to keep projects moving. See how JobTread connects contractors directly to QXO products, pricing and ordering.
Advanced
Marketing
Stop Getting Skipped: How AI Search is Reshaping the Building Industry
Rick Storlie, Chief Lead Converter, Builder Lead Converter
When homeowners ask Google or ChatGPT to recommend a builder, is your company showing up? Discover how AI-powered search is changing the way customers find and evaluate contractors. Learn practical strategies to improve your online visibility, strengthen your digital presence, and position your business to earn more recommendations in an increasingly AI-driven search landscape.
Friday
Jan 15, 2027
9:30 - 10:30 AM

Education Sessions

Training
Project Management
Advanced Scheduling
Brandon Richardson, Customer Training Specialist, JobTread
Take your scheduling to the next level by exploring the advanced features in JobTread’s schedule tool. You’ll learn practical techniques to plan jobs more precisely, keep your team and trades on track, and adjust quickly when things change.
Estimating
Measure Once, Price Instantly: Formula-Driven Roofing Estimates in JobTread
Brandon Byrd, Commercial VP, Quality Exteriors
Most roofing estimates get measured one way on Monday and a different way on Thursday - and the pricing behind them is a guess at how old it is. This session builds the fix in JobTread: standardized measurement templates for steep-slope shingle and low-slope commercial alike, so every takeoff captures the same fields every time, and a cost catalog organized by material type and coverage rate so material and labor calculate themselves straight from the takeoff quantities using JobTread's formula engine. You'll leave with a repeatable takeoff-to-cost workflow, a catalog structure that stays easy to update as prices move, and the specific traps to avoid - double-counted cost groups and stale pricing that quietly eat margin. New to JobTread or already estimating in it, you'll have concrete steps to cut hours off every estimate.
Workflows
Lead to Warranty: Map Your Company in JobTread
Megan Peyton, Founder & Principal Consultant, LuxeCraft Consulting
Map your entire operation from lead intake through warranty, name who owns every handoff, and match each phase to the JobTread feature that should carry it, including where workflows can lend a hand. You’ll leave with a first-draft map of your own company, so you know exactly what to build, in what order, and who’s responsible for it.
Marketing
Post This Job, Win That Job
Mike Coffey, Owner, Coffey Custom Builds, Inc.
If you think social media is for influencers, not contractors, this session is built to change your mind - we'll break down how filming everyday jobs on your phone, between tasks, can build a real pipeline of signed work. You'll leave with a simple capture-and-post system, the metrics that actually predict jobs (hint: not likes), and exactly what to film tomorrow to start turning content into contracts.
Business
Confidence by Design: Turning Uncertainty Into Your Competitive Edge
Candice Rania, President/Director of Pre-Construction, Homestead Builders Group
Morgan Thomas, VP/Director of Build, Homestead Builders Group
Homeowners aren't just buying craftsmanship, they're buying confidence. Inconsistent communication and reactive management often undermine it before the first nail goes in. This session shows how HBG built an operating system around a single promise, Deliver Certainty, sharing the real tools, templates, dashboards, and JobTread workflows that turn complex projects into a predictable, trust-building client experience.
AI
Project Management
AI Show and Tell: Project Management
See how JobTread's AI project management tools help you stay on top of every job, from tracking progress to surfacing what needs your attention next. We'll show them in action live so you can see how they save time, reduce follow-ups, and keep projects moving forward.
Roundtables
The Client I Should Have Walked Away From
Description coming soon.
10:45 - 11:15 AM

Sponsor Sessions

AI
Estimating
Would You Quote This? Three Design Decisions That Change Your AI Estimate
Will Pritikin, Founder, Aforma Design Studio
One ADU, two JobTread AI budget drafts: would you quote A, B, or neither? We’ll compare drafts built from a typical scope and a detailed design handoff against the builder’s signed estimate, then reveal how site scope, window-and-door choices, and unresolved selections affect the numbers. Leave with a one-page checklist to send your designer and a practical way to distinguish confirmed scope, allowances, and assumptions before quoting.
Leadership
Project Management
Modern Team Building: The New Way to Build a Winning Team
Paul Sanneman, Founder & CEO, Contractor Staffing Source
Hiring has changed, and contractors need a modern approach to finding the right people. In this session, we’ll explore how technology and AI are reshaping recruiting and walk through a proven 10-step system for attracting, evaluating, hiring, and onboarding great employees. You’ll learn practical ways to build stronger teams while avoiding the costly mistakes that can come from relying on résumés and gut instinct alone.
Leadership
Project Management
Designing your Internal Team and Work Delegation
Lariena Armstrong, Client Relations, Virtual Construction Controllers
Are you wearing too many hats trying to cover all the internal jobs functions yourself? Learn how others create their teams and set themselves up for success in delegating their work. Get real examples of organizational team charts, team positions and job descriptions to help create stability for your operations and back office. Envision and create your internal organizational team and the minimum position required to effectively delegate your work.
Intermediate
Business
The Builders' AI Agent Org Chart: How to Design, Deploy, and Improve Your Digital Workforce
Russ Stephens, Co-Founder, Association of Professional Builders (APB)
- Why adding AI tools one at a time rarely adds up to a better business, and what to do instead - Which seats in your business should be filled by people and which by AI agents, and how to map that on your own org chart - The three kinds of agents every setup needs: the ones that do the work, the ones that check it, and the ones that fix what the checks find - How to set up a simple daily feedback loop, so your agents get better each day without you having to test them yourself - Where to start: choosing the first role in your business to hand over
Intermediate
Business
Your Sub Said WHAT?! Why Every Contractor Needs a Written Subcontract
Karalynn Cromeens, Owner, The Cromeens Law Firm
Great subcontractor relationships are important, but trust alone won’t protect your business when a project goes sideways. In this session, Karalynn Cromeens breaks down why written subcontracts are essential, what every agreement should include, and how the right contract can help you avoid costly misunderstandings, protect your profits, and keep your projects moving.
Intermediate
Business
GRASP Success in 2027!
Doug Howard, President, Growth Team Strategies
Experience this fun, informative, energetic and actionable presentation about how to use the GRASP (growth readiness and strategic planning) model, best practices and tools to make sure your business has a clear 5-year plan and success in 2027. Building on the 10 strategies from the JobTread Business Playbook, Doug Howard will show how the GRASP model, related tools and JobTread can work together to make sure business owners know their number, leverage their competitive advantage, engage their team all in the interest of creating a growing, more profitable and more valuable company.
11:30 AM - 12 PM

Sponsor Sessions

Intermediate
Business
From Profit to Wealth: How Builders Unlock Their Business Potential
Paul Atherton, Co-Founder & CEO, Highspire
You’ve built a profitable company, but profit alone isn’t wealth, and most builders never make the leap from one to the other. Builders are uniquely positioned to create generational wealth, because the skills and assets they already have give them an edge most investors don’t have. In this session, you’ll learn the five levels every builder moves through on the way to building a self-managed company, and how to identify where your business sits today. Then we’ll answer the question few builders ask: what comes after a self-managed company? You’ll see why builders are uniquely positioned to create generational wealth, and how the skills you already use to build for clients can build lasting value for generations to come. You’ll leave knowing your current level, your next move, and the path from profit to wealth.
Your First VA: What to Hand Off, How to Train Them, and How to Stop Doing It All Yourself
Philip Sessions, Founder, Refined VA
Most contractors wait too long to get help, and then hand a VA a login with no plan. That is why it doesn't stick. In this session, Philip walks beginners through the tasks a virtual assistant can own first, how to set them up inside JobTread so the work stays consistent, and the common mistakes that cause contractors to take everything back. Every attendee will walk away with a 30-day VA onboarding template to make their first handoff simple.
Stop Posting. Start Recruiting: The 5 Pillars for Building a Construction Hiring Machine
Justin Landry, Founder, JL Talent Soutions
“Stop Posting. Start Recruiting” is a practical 30-minute session built around the five pillars of modern construction hiring: Position, Attract, Funnel, Assess, and Close. It shows contractors how to move beyond job boards and build a repeatable recruiting system that creates better candidates and better hiring decisions. Attendees will learn how to diagnose weak points in their hiring funnel, assess both skill and fit, and improve their chances of landing top talent.
1 - 2 PM

Education Sessions

Project Management
Building Forms in JobTread
Marybeth Spinuzzi, Customer Training Specialist, JobTread
Learn how to use JobTread’s form builder, including the AI Form Builder, to create forms that collect exactly what you need from customers, vendors, and your own team. You’ll leave ready to replace scattered emails and paperwork with simple, organized forms that save time and keep every detail in one place.
Estimating
AI
How Far Can JobTread Go? Building AI That Gets Smarter With Every Bid
Andy Holtz, Director of Operations, Hundred Mile House
Learn how to turn one of JobTread's most powerful features, budget parameters, into the engine of an AI-powered system - one that structures your cost codes, drives budget strategy, and turns every vendor bid into data that sharpens the next number, all without plugins or external software. This session breaks down the architecture, the phased estimating model, and the feedback loop that makes it possible, giving you a real blueprint for how far AI can take JobTread.
Leadership
The Creek Will Kill You: Seeing the Hidden Risks in Your Business
Sean Sandona, Vice President, Jackson Carter Design Build
Learn to spot the hidden risks and warning signs threatening your business before they become expensive mistakes. Through six hard-earned lessons from 30 years in construction and entrepreneurship - including bankruptcy, rapid growth, litigation, and rebuilding - this interactive session challenges attendees to examine their businesses while exploring how JobTread’s visibility, systems, and community can expose problems earlier and support better decisions. Leave seeing your business differently - and knowing what needs your attention next.
Business
Built to Sell, Not Just to Run
Jamie Landreman, Owner, Build With You Pools
Many contractors build a job, not a company - and when it’s time to exit, buyers won’t pay for a business that only exists in the owner’s head. This session shows how to use JobTread as your system of record, turning job costing, documentation, and day-to-day operations into the clean, audit-ready, transferable asset buyers actually scrutinize and pay for.
Roundtables
From Notes to Action: Your 90-Day Plan
Description coming soon.

The JobTread Platform