Product Updates
Feb. 12, 2025
Quickly Finalize Allowances
Easily finalize allowances once your customer has made their selections. Choose individual allowances or finalize them all at once to zero out remaining balances and ensure accurate financial tracking. The Finalize Allowances option automatically adjusts allowance amounts and generates a change order to credit back any remaining balances. Streamline the process and keep your financials precise with just a few clicks.
Feb. 04, 2025
Group Data and Add Formulas on Custom Views
Group, calculate, and analyze your data more effectively on custom views! Grouping allows you to organize jobs, customers, vendors, documents, and more while also leveraging formula columns to calculate key metrics directly in your views. Easily break down data into meaningful categories—such as jobs by quarter and sales rep, documents by type and status, or customers by lead source—helping you uncover key insights at a glance. With custom formulas, you can add calculated columns, like commission totals or profitability percentages, to gain even deeper visibility into your performance. Apply multiple groupings, refine your views, and save your favorite configurations for quick access—all within your custom views!
Jan. 24, 2025
Custom Sign In Page
Create a custom JobTread sign in page branded with your organization's colors and logo to enhance user experience and maintain brand consistency. Customize your sign-in URL in JobTread Settings by adding your preferred text to the end. Link this branded sign-in page from your website to provide internal users, customers, and vendors with a streamlined sign-in process. Customers and vendors can continue accessing their accounts through email links, but those who create a password will benefit from an even smoother experience when logging in directly from your site.
Jan. 17, 2025
Takeoff with Plans & Measurements
Streamline your takeoff process with plans, measurements, and parameters. Simply upload your plans to a job, set the scale, and measure areas, volumes, lengths, counts, and more with precision. Stay organized with custom color-coded measurements, and combine multiple inputs into dynamic parameters that can be referenced within your job budget. Take it even further by leveraging formulas to calculate item quantities, costs, and pricing! Everything integrates effortlessly, empowering you to create detailed, accurate takeoffs with confidence and ease.
Jan. 15, 2025
RENDR & JobTread Integration
JobTread now integrates with RENDR, taking the hassle out of estimating and improving accuracy for every project. With this integration, you can create invites to capture RENDR spaces and connect RENDR spaces directly to your jobs and import detailed parameters—like square footage, perimeter, and backsplash area—into your budget with ease. By leveraging pre-built templates tied to RENDR's 15+ parameters, estimates are automatically generated, saving you significant time while ensuring precision. Once the parameters are imported, JobTread instantly applies them to your budget, building out detailed estimates in just a few clicks. This powerful integration streamlines the estimating process, reduces manual errors, and helps teams plan more efficiently, delivering consistent and reliable results for every job.
Jan. 14, 2025
Global Catalog and Template Library
Streamline your estimating process with the Global Catalog! Easily browse and pull items directly from supplier catalogs. Start by selecting a supplier, searching their catalog, and choosing the items you need—beginning with Home Depot products, with more suppliers coming soon. Once items are added to your job budget, use mass actions to instantly update pricing directly from suppliers. The Global Catalog also features a template library, allowing you to quickly import budget templates into your catalog or individual jobs. With the Global Catalog, adding multiple items to your JobTread catalog or budget is fast and effortless!
Jan. 09, 2025
Proposal Cover Pages
Enhance the professionalism of your proposals with customizable cover pages. Select from a pre-built template, add a cover photo, and include custom text for a polished presentation. For a more personalized touch, upload your own design by inserting PDF pages into the header, which will appear seamlessly before your JobTread document. You can also include additional PDF pages after the document to create a complete, cohesive proposal package.
Jan. 08, 2025
Job Specifications
Communicate essential project details with Job Specifications, a dynamic way to ensure everyone is on the same page. Begin by easily choosing which budget items you would like to display on your specs. Item names, descriptions, and files will automatically sync over. Highlight important details by selecting cost item custom fields to display as well. Share the job specs seamlessly through vendor or customer portals—or even externally using a QR code. Organize your specifications by filtering and grouping items, and customize the presentation with headers and footers. Any changes made to item names, descriptions, or custom fields in the budget automatically sync with the specifications, saving time and eliminating duplicate work.
Jan. 06, 2025
Connect JobTread with Plaid to sync credit card and bank transactions
Streamline job costing by using Plaid to safely and securely sync credit card and debit card transactions with JobTread. Plaid serves as a bridge between your Financial institutions and JobTread to transfer payment data from your bank account to JobTread payments so you can easily reconcile receipts and bills! This is a great option if you prefer not to track bank transactions in QuickBooks Online. Begin by visiting the Integrations tab in your JobTread settings!
Dec. 20, 2024
Use the Web Clipper to Update Existing Cost Items
Use the web clipper to update existing cost item details! When browsing supplier websites, select cost items from your catalog or job budgets to quickly update details such as the description, cost, and price. Also add photos and PDF files from website to existing cost items. It has never been easier to keep your custom catalog updated!
Let's elevate your company to new levels of success.
Let one of our experts show you how JobTread will get you organized, save your time, and increase your profits.
Schedule a Demo