Proven Implementation Process
We'll be your guide to success!
When your business decides to implement JobTread, our team works with you to build out your organization so that it best matches the vision and unique needs of your company. We will help you develop a strategy for success that is informed by your goals and based on best practices we've learned from working with other businesses similar to yours. We will provide encouragement, assistance, and continued guidance as you execute and get moving in JobTread. And even once you have successfully implemented JobTread the help doesn't stop there. We are always just a text message, phone call, or email away.
“JobTread customer success has been awesome. They really quickly answer my questions and value my feedback. It is nice to have a personal touch rather than it being a pain to get issues resolved like with other software.”
Dedicated Customer Success Specialist
Each customer has a dedicated specialist who works closely with your business to educate, support, implement, and train your team. They are your go-to resource for any questions or training needs. Save their contact information!
Onboarding Call
The implementation process begins with an onboarding call to meet your dedicated specialist and build a strategy to meet your goals for implementing JobTread. We will discuss the timeline you are working with as well as the data you currently have that you would like to import into the system.
Organization Setup
We have developed a proven process for getting your organization ready for you. When you first login to JobTread, you will be presented with a step by step setup guide that walks you through your initial setup. Don’t worry, we will be available to complete the setup process with you!
Here is a list of standard items we help with during the implementation process:
Most implementations take anywhere from 1 week to a month depending on the complexity of your setup. Please note that not all steps need to be completed for you to begin using JobTread.
Scheduled Trainings
We will schedule Zoom Trainings for you as we move through the implementation process. Your dedicated specialist will train you on the different pieces of JobTread and how you can mirror your existing processes into our system. These training sessions are also your chance to ask questions and provide feedback.
Ongoing Support
After your setup is complete, we will continue to help by providing any additional support or training you or anyone in your organization needs. Additionally, we have a number of resources available for you to take advantage of:
Help Desk
Access a host of articles and resources covering all aspects of JobTread. We take deep dives into every area of the platform so you can get your questions answered.
Video Library
Are you more of a visual learner? We have video tutorials and walk-throughs to guide you through the setup process and to help train you on each of the most used features in JobTread.
Membership to JobTread Pros Facebook Group
Connect with other contractors, share best practices, discuss business challenges, and learn tips & tricks that can help you be successful within the exclusive JobTread Facebook group. Our team will also post JobTread news and updates, questions for feedback, and other helpful resources.
Customer Engagement
We encourage constant growth and networking to maximize your success. You will be invited to several events throughout the year including our virtual Townhalls, annual JobTread Connect User Conference, community mixers, and occasional drive-in education sessions.
“JobTread customer success has been awesome. They really quickly answer my questions and value my feedback. It is nice to have a personal touch rather than it being a pain to get issues resolved like with other software.”
Premium Implementation Services
We offer a variety of premium implementation services for an additional fee. For each of these services, we charge based on an hourly rate, but we can also do flat fee pricing for larger projects. Please contact your Customer Success Manager for pricing.
Data Formatting and Imports
We offer a variety of premium implementation services for an additional fee. For each of these services, we charge based on an hourly rate, but we can also do flat fee pricing for larger projects. Please contact your Customer Success Manager for pricing.
Zapier Integration Support
We can assist you with setting up integrations with any other software/services that connect to Zapier. Most integrations require anywhere from 1 - 5 hours of time. You can view a list of companies that integrate with Zapier here.
Quickbooks Desktop Support
Quickbooks Desktop has so many unique setups and scenarios, making it more difficult to troubleshoot issues that arise. Should you need support, we will bring in a technical specialist to help resolve any issues.
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