JobTread Customer Portal Dashboard

Customer Portals

Deliver Exceptional Customer Service

Stand out from the competition by providing your customers with an online portal to access all job related documents, communications, invoices/bills, and other important information from one central location.

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Simplify Customer Communication

Struggling to keep up with all the haphazard communication between you and your customers? Your relationships with your customers can make or break your construction business. By organizing project information and making it accessible for everyone, you can keep your customers happy and engaged throughout the project while also dramatically reducing the costly mistakes that result from miscommunication.

JobTread Customer Portal - View Job Documents

View Job Documents

Your customers can see the status and change history for all project documents you share with them including estimates, change orders, and invoices.

JobTread Customer Portal - Share Files & Photos

Share Files & Photos

Share files and photos with your clients to keep everyone on the same page and well-informed throughout the entire process.

JobTread Customer Portal - Send Messages & Reply

Send Messages & Reply

Organize all your customer communication in one place. When customers comment and you reply, all participants will be notified.

JobTread Customer Portal - Share Schedules and Assign To Do

Share Schedules and Assign To-Do's

Show your customers the full schedule, the different phases, or just what you’ve assigned to them to keep them up-to-date throughout the course of the project.

JobTread Customer Portal - Customize Portal Features

Customize Portal Features

Tailor the portal experience by choosing information to display for each customer role. Assign roles to customers to grant them access to the job details most relevant to their needs.

Elevate Your Customer Experience

Selections & Allowances

Minimize the challenges of managing client selections to save time and reduce mistakes.

Digital Signatures

Convert proposals to agreed upon contracts with esignatures.

Collect Online Payments

Get paid faster by accepting online payments from any Invoice sent through the Customer Portal.
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Our previous software required subcontractors and customers to download apps and be tech-savvy to use it. JobTread relieves that burden because it doesn’t require customers and subcontractors to download anything. It is easy for them to use.
- Monick Gandhi, Dazzling Homes Corp

Our customers love JobTread! But don't just take our word for it.

Rated 5 Stars
Rated 5 Stars on Capterra for Ease of Use, Customer Service, and Value for Price!
Mark Redman
Lightpoint Designs
Rated 5 Stars
"Customers are returning our contracts and change orders much faster with JobTread."
Lightpoint Designs
Brian Wymer
JB Contracting
Rated 5 Stars
"I use the estimating and budgeting templates for my rebuild projects and it is easy to customize them for any future estimates. I also like that the customers can review and suggest changes to my estimates."
JB Contracting
Clayton Davis
Larossa LLC
Rated 5 Stars
"JobTread is a great option. It is very user-friendly and if you need help with anything, the staff are always willing to help out and make things easier on you."
Larossa LLC


What is a portal?
The “Portal” is an authenticated web page viewable by your customers or vendors when they click the link that is emailed to them after you send them Job Documents via JobTread.
How do customers access the portal?
The portal links are automatically generated and unique to each customer based on the email address you use to send their job documents. This makes it easy for them to simply click a button in the email without having to create a username and password.

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The JobTread Platform