JobTread Connect Education Session

Your customers, vendors, and jobs are the foundation of everything you do in JobTread. This session introduces the core tools for managing relationships and tracking work, including the CRM for customers, vendor directory, and the extensive jobs that tie it all together. You’ll also learn how to customize your setup with custom fields and custom views, giving you the flexibility to track exactly what matters most to your business. Perfect for anyone new to JobTread or looking to strengthen their foundational knowledge.

Getting JobTread set up strategically from the start can save countless hours and headaches down the road. This session shares lessons learned after two years of use, including how to structure your catalog, build smart formulas, and design custom fields and views that actually serve your workflows. Walk away with practical insights to refine pipelines for customers, jobs, and vendors, and a roadmap to set up JobTread for long-term success.

Running a business with your spouse brings a unique mix of challenges, reward—and opportunities. As the seasoned leaders of a growing luxury design-build firm, Sean and Kimberly Canada know firsthand the balancing act of managing marriage, family, team dynamics, and client expectations—without dropping the ball. In this session, they’ll share the lessons learned over years of leading together: how they divide roles with clarity, navigate conflict with respect, and keep their company culture strong through intentional leadership. You’ll also get a look at how they use Systems and Jobtread to support their operations behind the scenes—keeping communication clean, projects on track, their team aligned, and clients happy. This isn’t about perfection—it’s about building a company that runs on trust, values, and long-term vision. Whether you're leading with your spouse or just looking to lead more collaboratively, this session offers practical insights for building a culture—and a business—that lasts.

Accurate takeoffs are the foundation of profitable projects. In this session, learn how to streamline your takeoff process in JobTread to move from blueprints to precise estimates with confidence. We’ll cover strategies for organizing your takeoffs, reducing errors, and connecting them directly to your job budgets. Discover how a more efficient takeoff process saves time, improves accuracy, and drives better margins on every job.

Discover how to get the most out of your JobTread and QuickBooks Online integration by setting it up for accurate job costing and smooth data flow. This session will cover best practices for cost items, cost codes, products and services, and data entry to ensure your numbers are always reliable. Learn practical tips for troubleshooting and gain confidence in using the integration to keep your financials and projects in sync.

Save time and eliminate repetitive tasks with JobTread’s Workflow Automations. In this introductory session, you’ll learn how to set up trigger-based actions that run automatically across your projects, customers, and documents. We’ll cover the basics of building workflows, using filters to refine conditions, and starting with built-in templates. Whether you’re looking to streamline sales, production, or closeout, you’ll walk away ready to put automations to work in your business.

Discuss best practices for managing employees, subs, and admin staff. Share strategies for productivity tracking, onboarding, training, legal compliance, and accountability. Gain insights into reducing turnover, fostering collaboration, and scaling operations efficiently.

Learn how to create detailed, professional estimates in JobTread and turn them into proposals that win jobs. This session walks through building estimates step by step, applying markups and margins, and customizing proposal documents for your clients. You’ll leave knowing how to confidently price your work and present it in a way that builds trust.

In a competitive industry, it’s easy to overlook the opportunities that come from working with others, even those often seen as competitors. This session explores how strategic partnerships with trades, suppliers, clients, and employees can strengthen outcomes and unlock new growth. Learn how shared goals, mutual benefit, and tools like JobTread can transform fragmented relationships into powerful collaborations that give your business an edge.

Office managers are the glue that keeps construction projects running - connecting field teams, clients, and operations while driving efficiency and profitability. This session shares proven strategies to streamline communication, track sales pipelines, and manage bids, purchase orders, and compliance deadlines with JobTread. Attendees will walk away with practical tactics to transform the office manager role from paperwork processor to profit-driving hub of the business.

The right data doesn’t just measure your performance, it empowers you to ask better questions and make smarter business decisions. In this session, learn how detailed tracking, data analysis, and intentional interventions can improve efficiency. Discover the deliberate changes that helped increase profit margins from 25% to 35% without changing the budget, and how you can use data to do the same in your own company.

Every successful construction business starts with understanding the numbers behind the work. In this session, learn which financial metrics matter most, how to track them consistently, and how to build a reliable system for measuring success. Walk away with clarity on how to set up your financial foundation so you can make smarter, more confident business decisions.

AI is already changing how contractors run their businesses. The ones who embrace it now will stay ahead while others scramble to catch up. In this session, you’ll see how AI pairs with JobTread to sharpen decisions, speed up estimating, and improve project outcomes. We’ll cover two angles: how owners can use AI for smarter business decisions, and how teams — from designers to project managers — can use it day-to-day to boost efficiency. You’ll leave with clear, practical ways to put AI to work for your business.

Celebrate the impact of women in construction and strategies for empowering female leaders. Share experiences navigating challenges, earning respect on the jobsite, and mentoring others. Explore insights on leadership, resilience, and inclusion - and provide actionable advice for the next generation of women in the industry.

Stay in control of your projects with JobTread’s scheduling and task tools. This session explores how to build schedules, assign tasks, and set dependencies so everyone knows what’s happening and when. See how to keep your team aligned, adapt to changes, and use schedules as a roadmap for successful project delivery.

Running multiple crews and hundreds of projects each year requires more than just good intentions, it demands clear workflows and consistent communication. This session shows how to leverage JobTread’s tools to streamline processes, clarify scope, and keep both clients and field crews aligned, while ensuring every change order is flagged, charged, and paid. Learn how to build repeatable systems that increase transparency, empower your teams, and give customers the confidence they made the right choice.

Success starts with knowing exactly who you are, what you offer, and which clients truly need it. This session will help you define your ideal market, align your brand with how clients see you, and focus your energy only on the opportunities that drive the greatest return. Walk away with practical strategies to position your business as the go-to choice in your market and build lasting competitive advantage.

Learn how to leverage JobTread parameters to turn on-site pricing into a faster, more confident process for both contractors and homeowners. Real-time estimating streamlines decision-making, reduces friction, and strengthens client relationships by making scope and costs clear from the start. This session highlights proven strategies to build repeatable workflows that deliver accurate estimates in the field and proposals that win.

Learn how to use WIP reporting to get a clear picture of your jobs, spot overruns early, and protect your profit margins. We’ll share the process we use with our CFO clients - including how we leverage WIP backlog to project revenue and cash flow - and show how JobTread’s live WIP Report makes it easier than ever to track job progress and make confident decisions in real time.

Automations and integrations can transform how you use JobTread, helping you streamline workflows, save time, and increase efficiency. This session explores best practices for structuring workflows, then dives into real examples across the JobTread Marketplace, integration partners, and Zapier to spark ideas you can implement right away. Walk away with practical strategies, creative examples, and a clear blueprint for building automations that deliver measurable results.

Join peers to share tips on accurate estimates and pricing strategies that protect margins. Discuss handling fluctuating material costs, markup decisions, and client communication. Learn how to avoid profit fade and leverage technology to streamline estimating while maximizing profitability.

Information coming soon!

Information coming soon!

Your cost catalog and budget templates form the backbone of accurate estimating and job management. In this session, discover how to organize your catalog, set up cost codes, and build reusable budget templates. Learn best practices that save time, improve consistency, and ensure every project starts on the right financial footing.

Explore ways to use JobTread’s Schedule and To-Dos tools to create a clear, step-by-step process that guides projects from the first lead through final walkthrough. See how To-Dos keep preconstruction tasks like design and client selections on track, while the Schedule drives construction timelines, trade coordination, and client communication. Walk away with practical strategies to streamline workflows, boost accountability, and keep details from slipping through the cracks.

Paper-based workflows slow projects down, but JobTread gives your field team the tools to stay connected and efficient in real time. This session highlights how to master the mobile app to manage daily logs, photos, change orders, punch lists, and digital signatures so crews can easily adopt it in the field. Learn how to create systems that seamlessly connect the field to the office, reduce errors, and keep projects moving with greater accountability and confidence.

See how a design-build contractor pairs a designer and estimator to guide clients through every step of the sales process - from the first meeting to signed contract. This session walks through a proven 10 step workflow that includes joint site visits with trades, capturing pre-contract selections in JobTread, and developing clear contracts and specifications. Learn how this collaborative approach builds trust with customers, sets clear expectations, and results in stronger project outcomes.

Getting paid on time is critical, and JobTread makes it easier. In this session, explore how to set up clear payment schedules, manage retainage, and keep your billing organized. We’ll cover real-world strategies to reduce payment delays, keep clients aligned, and ensure cash is flowing consistently throughout each job.

Discover how workflow automation and smart integrations can transform every area of your business, from marketing and sales to production, communication, finance, and reporting. This session shows how JobTread connects with tools like Zapier, QuickBooks Online, Adaptive Build, Go High Level, and Google Looker Studio to reduce manual work, eliminate errors, and visualize KPIs in real time. Learn practical strategies to streamline processes, improve efficiency, and unlock growth by making JobTread the hub of your entire tech stack.

Dive into best practices for identifying your ideal clients and building strong relationships from the first interaction. Discuss how to define your target profile, refine your marketing to attract the right audience, and communicate in ways that build trust. Learn how others set expectations, deliver difficult news, measure client satisfaction, and turn happy clients into long-term advocates for their business.

Selections keep your clients involved and projects on track. This session covers how to create and manage selections in JobTread, from pre-defined options to write-ins. Learn how to document client decisions, share updates with your team, and avoid confusion or delays with a clear selections workflow.

Growth doesn’t happen by chance... it comes from strategies that win more jobs and strengthen your brand. This session breaks down the sales and marketing techniques that fueled 3x revenue growth, with a special focus on how standout proposals set you apart from the competition. Learn how to use JobTread as the foundation for smarter sales, stronger marketing, and long-term growth planning.

Commercial jobs come with higher stakes, more moving parts, and tighter accountability than most residential projects. In this session, learn how to set up and manage commercial projects in JobTread with confidence. We’ll cover using CSI cost codes for budgeting, managing complex schedules with multiple stakeholders, and tracking compliance requirements like insurance and certifications. You’ll also see strategies for handling vendor contracts, retainage, change orders, and billing structures unique to commercial work. Whether you’re new to commercial projects or looking to refine your process, you’ll leave with practical ways to keep large-scale jobs organized and profitable.

Get an inside look at how contractors are building dashboards to track what matters most. In this interactive show & tell, JobTread users will share their go-to dashboards and walk you through the metrics, layouts, and tips that help them run their businesses more effectively. A Q&A will follow so you can take home fresh ideas for your own setup.

Cash flow issues—not lack of profit—are what sink most construction businesses. This session focuses on practical strategies to keep cash moving in and out of your business smoothly. Learn how to forecast cash flow, set up systems in JobTread to stay ahead of collections, and apply best practices that give you breathing room no matter the season or project load.

Discover how to harness the power of custom formulas to achieve precise calculations for quantities, costs, and prices in your job budgets. This session will cover the fundamentals of formula development, strategies for building effective formulas, and real-time demonstrations to streamline your take-off process. You’ll see how both simple and advanced formulas can enhance your estimating capabilities and improve accuracy in your job budgets.

Explore strategies for expanding your construction business into new service lines, market verticals, or higher-end projects. Share experiences with growing into luxury work, adding new offerings, or branching into specialized markets. Learn how peers evaluate opportunities, manage risks, train teams for elevated standards, and adapt systems to keep growth sustainable and profitable.

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.

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.

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.

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.

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.

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.

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.

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.

Track your costs in real time and see how they impact profitability. In this session, learn how to enter expenses, link bills to purchase orders, and allocate costs to jobs. Discover how JobTread’s job costing tools give you visibility into where money is being spent—and how much you’re really making on each project.

The remodeling industry often feels unpredictable, but there’s a rapidly growing market hiding in plain sight: aging-in-place home modifications. With the “Silver Tsunami” already underway, more seniors need safe, accessible living spaces that allow them to stay in the homes they love. This session will show you how to tap into this needs-based market to grow your business while making a meaningful impact on your clients’ lives.

Discover how Versa Homes scaled net profit from 7% to 17%, an increase of $2.3 million in just one year, by refining their fixed-price process with JobTread. This session will break down how to structure estimates for profit, align them with your P&L, and track margins in real time to stay ahead. Attendees will leave with a proven framework to move beyond cost-plus and embrace fixed-price models that deliver predictable, lasting profitability.

Discover how other contractors manage selections before, during, and after the build. This show & tell session showcases multiple approaches to selections workflows, giving you practical insights you can adapt to your own business to keep clients informed, reduce confusion, and keep projects on track.

Most contractors don’t fail because of poor workmanship, they fail because they don’t know their numbers. This session walks you through the Financial Playbook and Budget Template built specifically for construction pros who want more clarity, confidence, and control over their finances. Learn how to build an annual budget, forecast revenue and costs, and track the KPIs that matter most for long-term profitability and growth.

Dive into strategies for developing and maintaining cost catalogs and templates. Discuss standardization vs. flexibility, forecasting costs, using historical data, and managing vendor pricing. Share how to train teams and leverage formulas and integrations to save time and support profitable decisions.

Information coming soon!

Information coming soon!

Strong sales aren’t just about closing deals... they’re about closing the right deals that fuel sustainable growth. This session explores how to sharpen your sales process, build trust with clients, and position your proposals to stand out from the competition. Learn practical strategies to increase your win rate, boost profitability, and turn prospects into long-term partners.

Your digital presence is often the first impression a client has of your business... make it count. This session dives into how contractors can stand out online through smart marketing, engaging content, and a brand that builds trust. From social media to websites to reviews, discover strategies that help you win more of the right jobs.

Scaling a business takes more than just winning more jobs; it takes the right systems, mindset, and financial discipline. In this session, you’ll hear proven approaches to growing profitably without losing control. Learn how to effectively streamline operations, put the right processes in place, and take the leap from working in the business to leading it.

Get paid faster and keep cash flow steady with JobTread’s invoicing and payment schedule features. This session covers how to create invoices, manage retainage, and set up clear payment schedules for your clients. Learn how to keep billing simple, organized, and on time while reducing disputes and delays.

Too many small businesses believe they can’t stand out in a crowded market, but the truth is it doesn’t take massive size or resources to rise above the competition. This session shares real-world lessons on running a clean business, taking care of customers, and building authentic brand awareness that attracts clients and builds confidence. Learn simple, proven strategies you can apply right away to take your brand to the next level and become the company your market remembers.

See how other contractors set up their cost catalogs, avoid the most common pitfalls, and pick up strategies to make your catalog more accurate and efficient. This show & tell session features real-world examples from JobTread Pros who will share what works (and what doesn’t) so you can refine your own catalog.

Go beyond the basics and unlock the full power of JobTread documents. This advanced session will show you how to build custom views to track document activity and follow-ups, create dashboard tiles to monitor statuses at a glance, and apply documents in unique use cases across your business. You’ll also learn formatting best practices to ensure your proposals, contracts, and reports are professional, consistent, and effective. Perfect for anyone ready to take document management to the next level.

Tracking project costs is only the first step. What matters is connecting those numbers to your overall company financials. This session shows you how to use JobTread for detailed job costing, then tie it back to your overhead and profit goals. Learn how to identify where you’re winning, where you’re losing, and how to adjust to maximize profitability across your entire business.

Discuss guiding clients through selections and allowances while maintaining margins. Share strategies for organizing choices, tracking budgets, and communicating lead times. Learn how to integrate office, field, and vendor workflows, maintain real-time budget accuracy, and enhance the client experience.

Information coming soon!

Information coming soon!

Centralize your jobsite communication and documentation in one place. This session shows how to upload and organize files, keep detailed daily logs, and create specifications that clearly communicate project requirements. You’ll learn how to make information accessible to your team and vendors so nothing slips through the cracks.

When major storms hit near Asheville, NC, our company had to pivot quickly into restoration work, and JobTread made it possible. By leveraging the catalog and documentation tools, we streamlined estimating, improved communication, and kept projects moving even in the middle of chaos. This session shares how JobTread has transformed our operations over time, elevating efficiency, accountability, and profitability across the business.

Whether it’s your employees, trade partners, or clients, everyone has a role to play in JobTread. This talk breaks down a 3-tiered framework to help you get buy-in from your internal team, integrate external vendors, and bring clients into the process. Learn how to shift JobTread from “just another software” into the tool that keeps everyone on the same page, every step of the way.

Take scheduling in JobTread to the next level. This advanced session explores powerful tools like critical path and draft-to-publish settings, along with strategies for building and reusing schedule templates. Learn how to create custom schedule views to allocate resources, set and track baselines across multiple projects, and use job custom views to monitor progress. We’ll also show how dashboard tiles can give you instant visibility into schedule variances and project manager effectiveness—helping you keep every project on track with confidence.

Join peers to explore strategies for keeping projects on schedule, motivating teams, and reducing costly change orders. Discuss practical approaches to managing multiple crews, aligning office and field communication, and maintaining momentum when challenges arise.