Product Updates

Oct. 07, 2025

Show Item Quantity on Specifications

Easily display item quantities on your job specifications to improve office-to-field communication and ensure everyone has the same clear instructions for the job. You can now choose which quantity type you’d like to show on your Specifications tab so your field teams and vendors always have the most accurate information.
Choose the option that best reflects your source of truth:
  • Estimated Quantity – Displays the amount from your budget estimate.
  • Approved Quantity – Displays the amount approved by the customer.
  • Committed Quantity – Displays the amount committed to vendors through Vendor Orders.
    • To enable this feature, navigate to your General Settings, and edit the Specifications Quantity to select your preferred quantity type.
    Oct. 07, 2025

    HighLevel Integration

    Sync JobTread with your HighLevel marketing CRM to automate communication and data sharing between systems. This advanced integration gives you the flexibility to connect your leads, customers, and project data in powerful new ways using triggers and actions within JobTread Workflows. Because of its complexity, we recommend working with your marketing partner or a developer familiar with HighLevel automations to configure and test your connection to ensure accurate, reliable data flow between platforms. Learn more about the HighLevel integration in the Help Desk!
    Sep. 25, 2025

    AI-Powered Help Desk Search

    Get answers faster by asking Google AI directly in the JobTread Help Desk search bar. AI scans all tutorials and industry guides to provide instant answers and recommends related videos to help you dive deeper.
    How to use it:
  • Navigate to the Help Desk from your JobTread account.
  • Type your question or keyword into the search bar.
  • Review AI-generated answers sourced from tutorials and industry guides.
  • Explore recommended videos for additional insights.
    • Sep. 22, 2025

    Workflow Automations

    Automate your processes with one of JobTread's most advanced tools: powerful workflows, built directly into the platform with no third-party apps required.
    Workflows let you create trigger-based automations that run seamlessly across projects, customers, documents, and more. Add filters to control conditions, apply branching logic for different outcomes, and design processes that fit your exact business needs. From sales to production to closeout, workflows eliminate repetitive tasks and ensure consistency across your team.
    Here are just a few examples:
  • Advance a job in your pipeline as soon as a proposal is signed.
  • Decline documents automatically when they expire.
  • Apply a pre-built to-do list when a new lead is added.
  • Preload schedule templates when a new job is created.
  • Remind employees to complete a daily log after clocking out.
    • With endless customization, workflows act like a virtual assistant working behind the scenes - 24/7.
    Sep. 12, 2025

    Export Parameters to CSV

    Quickly export your job parameter list to a CSV file. This file includes all stored job parameter data and measurements from your takeoff, making it easy to share details with suppliers for material ordering and other needs.
    How to use it:
  • Navigate to your Job Budget.
  • Open the job Parameters.
  • Select Export.
  • Share the file with suppliers or other stakeholders.
    • Sep. 11, 2025

    Task & To-Do Kanban Views

    Manage your work with Kanban (or "board") views, a visual way of organizing tasks and to-dos into columns. Each column represents a stage, type, or owner, and you can drag and drop items across columns to quickly update them.
    Group your tasks by:
  • Progress Status: Move tasks between Not Started, In Progress, and Complete to instantly update progress.
  • Task Type: Dragging between columns automatically changes the task type.
  • Assignee: Reassign tasks by dragging them into another person"s column.
  • Job: View tasks or to-dos grouped by job in a static layout.
    • Kanban views make it simple to see what"s happening, update tasks in real time, and keep your team aligned.
    Sep. 10, 2025

    To Be Billed Column on Job Reports

    The "To Be Billed" column shows exactly what's left to pay each vendor on a job. It subtracts bills paid from your committed vendor orders and displays the remaining amounts by vendor.
    Check it out:
  • Navigate to the Reports tab on a job.
  • Locate the Cost by Vendor report.
  • View the new “To Be Billed” column.
  • Review amounts listed by vendor to see outstanding balances.
    • Use this insight to instantly see outstanding vendor balances, and better manage cash flow.
    Sep. 05, 2025

    Dashboard Text Tiles

    Add text tiles to your custom dashboards to post announcements, reminders, and other key information for your team. Text tiles use the same text formatting tools as other areas in JobTread, so you can include headers, alerts, tables, and more. Check out all your text formatting options here: Text Formatting Guide
    Get started:
  • Navigate to your Home and edit your dashboard.
  • Select + Tile.
  • Choose Text and enter your content.
    • Sep. 05, 2025

    Custom Formula Columns on Budget

    Add calculated columns to your budgets for deeper insights, such as commission amounts, cost per square foot, or % cost to complete. Formula columns can reference cost item details, job parameters, and even job custom fields. These calculations are designed for reporting only and will not be used in other calculations, giving you flexible and powerful visibility into your job costs.
    Get started:
  • Click the Gear Icon above your budget.
  • Scroll to the bottom.
  • Select + Formula Column.
    • Sep. 03, 2025

    Retainage and Hold Backs

    Track retainage for both customer invoices and vendor bills! Retainage allows you to hold back a percentage of the payment until a milestone is met or the job is complete, giving you more financial control over your projects.
  • Navigate to Settings and toggle on Retainage in the General tab.
  • Set your default percentage, cost code, and cost type.
  • Adjust retainage per job or override settings on individual invoices or bills.
  • Use the Retainage Cost and Retainage Price columns in the budget to quickly see which items have retainage applied.
    • Retainage amounts are tracked in the budget using a dedicated cost item, and are reported on in your Income Report and Cost by Vendor report.
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