AI is here! Anything you can do in JobTread can now be supported through AI.

Workflow Automation Software

Automate the Way You Work

JobTread Workflows let you eliminate repetitive manual tasks so your team stays focused on the work that matters, not the busywork that slows you down.
Request a Demo
Play Video
G2 High Performer for [object Object]
Deloitte Deloitte 2025 Technology Fast 500™ for [object Object]
International Builders’ Show Best of IBS Business Solution Software for [object Object]
G2 Fastest Implementation for [object Object]
Capterra Best Value for [object Object]
GetApp Category Leaders for [object Object]
G2 Easiest To Do Business With Small-Business for [object Object]
Software Advice Front Runners for [object Object]
Capterra Short List for [object Object]
G2 Momentum Leader for [object Object]
Tech Titans FastTech for [object Object]
Software Advice Best Customer Support for [object Object]
G2 Users Most Likely To Recommend for [object Object]
G2 Best Estimated ROI Small-Business for [object Object]
Software Advice Most Recommended for [object Object]

How a Workflow Is Built

Every workflow is built from three simple components.

JobTread Workflow TriggerJobTread Workflow Trigger

Trigger

The event that starts the workflow. Every workflow has exactly one.

JobTread Workflow FilterJobTread Workflow Filter

Filter

The event that starts the workflow. Every workflow has exactly one.

JobTread Workflow ActionJobTread Workflow Action

Action

The event that starts the workflow. Every workflow has exactly one.

Put Your Business on Autopilot

JobTread Workflows give you the flexibility to automate your process, your way. From simple reminders to complex multi-step automations, define the process once and let JobTread handle the repetitive work automatically.

zoom-in
Automate Repetitive Tasks

Automate Repetitive Tasks

Stop doing the same thing on every job. Define the process once and let JobTread run it automatically when conditions are met.
  • Trigger from job, stage, or field changes
  • Stop workflows when conditions aren't met
  • Branch into multiple paths from one trigger
  • Run unlimited actions within a workflow
Request a Demo
zoom-in
Keep Every Job on Track

Keep Every Job on Track

Make sure the right work happens at the right time without chasing your team and with no manual nudges required.
  • Apply schedule templates when a job is sold
  • Trigger an action when work is completed
  • Prevent missed deadlines with automated reminders
  • Notify team members the moment something changes
Request a Demo
zoom-in
Follow Up with Customers Automatically

Follow Up with Customers Automatically

Stay in front of every customer without manual reminders or missed follow-ups.
  • Nudge customers on estimates and unpaid invoices
  • Personalize every message with live data from your records
  • Send warranty check-ins and satisfaction surveys
  • Escalate internally when a customer hasn't responded
Request a Demo
zoom-in
Connect With the Tools You Already Use

Connect With the Tools You Already Use

Workflows tie JobTread to the rest of your tech stack, making it easy to share information and keep everything in sync.
  • Connect to thousands of third-party applications
  • Automatically share data between systems
  • Keep your systems in sync and eliminate double entry
Request a Demo
Have some questions? Talk with us!
Get More Info

See More Workflows in Action

Every contractor has a unique process. JobTread Workflows help you automate it. From sales and estimating to project management and accounting, workflows can automate nearly every part of your business.

JobTread Estimate Approval Reminder

Estimate Approval Reminder

When an estimate is sent, wait 48 hours and automatically remind the customer to review and sign if they haven’t already.
JobTread Build Out Job Schedule

Build Out Job Schedule

When a job is sold, automatically apply the correct schedule template based on job type and notify the assigned project manager.
JobTread Customer Selection Reminder

Customer Selection Reminder

As a selection deadline approaches, automatically remind clients, notify the PM, and create tasks for outstanding items.
JobTread Subcontractor PO Follow-Up

Subcontractor PO Follow-Up

When a purchase order is sent, wait two business days, check for acknowledgment, and automatically follow up with the vendor.
JobTread Insurance Expiration Reminder

Insurance Expiration Reminder

When an insurance certificate is nearing expiration, automatically notify the responsible team member and request updated documentation.
JobTread Project Completion Wrap-Up

Project Completion Wrap-Up

When a job is marked complete, send a survey, request a review, create a final billing task, and post a completion summary.

Seamlessly Connect Your Existing Tools and Vendors With JobTread

JobTread integrates with the industry’s top tools and vendors to streamline your entire workflow.

JobTread AI ConnectorQuickbooks OnlineThe Home DepotSRS DistributionQXOHeritage Pool Supply GroupPoolCorpEagleviewNiceJobCompanyCamGustoStripeZapier
High Level
See more integrations »

The best software and best service for one simple price!

We believe in building great software and delivering the highest level of customer service. At the end of the day, we're not successful if you are not successful. Sign up today and take the first step toward improving your business.

Play Video
Risk-free, 30 day money-back guarantee for monthly subscription
All features included
Unlimited jobs, documents, and files
Unlimited customer and vendor portal users
Data imports and pre-built job templates
Calculate Your Price
How many internal users will you have?
Monthly Plan
Cost shown per month, billed monthly.
Sign Up
Annual Plan
Save
Cost shown per month, billed annually at
Sign Up

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

Rated 5 Stars on Capterra for Ease of Use, Customer Service, and Value for Price!
Play Video
Play Video
Play Video
Play Video
Play Video
Play Video
Rated 5 Stars

Let's elevate your company to new levels of success.

See how JobTread will get you organized, save you time, and increase your profits.

Sign Up Today Best construction management software

The JobTread Platform