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Product Updates

Apr. 17, 2026

Convert Budget Templates to Selection Templates

Turn your existing Budget Templates with selections into Selection Templates in just a few clicks. This allows you to reuse your previous work and start using the new selections experience without rebuilding anything.
How it Works
  • Navigate to Catalog and open a Budget Template that includes selections
  • Click Export and choose Convert to Selection Template
  • Enter a name and assign areas
  • Click Create
  • Once converted, head to a job’s Selections tab and import your new template.
    Apr. 15, 2026

    Home Depot Quote Builder

    Home Depot is a home improvement retailer that provides tools, building materials, appliances, and services to contractors across North America. Use the JobTread + Home Depot integration to browse live Home Depot catalog items, add materials directly to your budgets, and create Home Depot quotes without leaving JobTread, helping you keep pricing accurate and streamline your estimating and purchasing workflow.
    How it Works
  • Locate the Integrations tab within Settings to connect your Home Depot Pro account.
  • Open a Job Budget and use the Global Catalog to browse Home Depot products.
  • Add items to your budget and use a mass action to refresh pricing as needed.
  • Create a Home Depot Vendor Order to add the quote to your Pro Xtra account for checkout.
  • Apr. 13, 2026

    JobTread AI Connector

    Connect AI tools, like Claude, directly to your JobTread account to unlock faster workflows, smarter insights, and more efficient operations. By linking your JobTread data through the MCP Server, AI can create budgets, calculate takeoffs, and build schedules using real project information.
    Go beyond setup with AI that can also analyze budgets, summarize job activity, draft client communications, and support better decision-making across your business. This connection keeps you in control, allowing you to leverage AI as a powerful assistant while maintaining oversight of your data, processes, and outputs.
    Apr. 07, 2026

    Selection Option Groups

    Build smarter selections by grouping multiple cost items into a single option, allowing you to account for varying material and labor costs while presenting a clean, simple choice to your customer.
    Get Started
  • Navigate to the Job Selections tab.
  • Click New Selection and add an option using New Option Group.
  • Enter option details, then add your cost items.
  • Click Done and release the selection to your customer.
  • Each option group appears as a single, polished choice to your customer, while internally tracking all underlying cost items in your budget for accurate job costing and reporting.
    Mar. 26, 2026

    Quantity Formula Builder

    Easily calculate cost item quantities using plan measurements and parameters. Use the formula builder to add waste factors and rounding options.
    Get Started
  • Add a parameter: measure from Plans or manually enter in the Parameter list.
  • Hover over the cost item quantity cell and click the ruler icon.
  • Choose a parameter or measurement, then apply waste and rounding options.
  • Click Create Formula and review the calculated quantity in your budget.
  • Mar. 23, 2026

    Dashboard Export & Import

    Share your best dashboards across organizations by exporting and importing dashboard templates. Quickly replicate proven reporting setups while keeping your own data intact.
    Export
  • Navigate to your dashboard and click the gear icon
  • Click Export to download the dashboard as a JSON file
  • Import
  • Select the Plus icon to create a new dashboard
  • Choose From File and upload your JSON file
  • Map any custom fields to your own fields when prompted
  • Mar. 18, 2026

    Supplier Cost Adjustment for Tax & Overhead

    Quickly apply a percentage to cost items when adding them from the Global Catalog or the Web Clipper to account for taxes and overhead. This ensures your supplier items reflect real purchase costs without manual calculations.
    Get Started
  • Navigate to Settings and locate the Supplier Cost Adjustment field.
  • Set the Cost Adjustment percentage.
  • When adding items from the global catalog or web clipper, toggle on the option to apply the Cost Adjustment.
  • The adjustment will automatically increase the cost based on your preset percentage, helping you estimate more accurately and consistently.
    Mar. 16, 2026

    AI Autofill for Web Clipper

    Add cost items from supplier websites faster with AI-powered autofill. Automatically pull in item details, images, and specifications directly from the page you’re viewing.
    Get Started
  • Navigate to an item on a supplier website
  • Open the Web Clipper bookmark
  • Click Autofill to pull in item details, photos, and PDFs
  • Review and click Create Item to add it to your catalog, budget, or selections
  • Feb. 24, 2026

    PoolCorp Integration: Browse & Order Materials

    PoolCorp supplies pool, spa, and outdoor living products across the United States. Use the JobTread + PoolCorp integration to browse live PoolCorp catalog items, add materials directly to your budgets, and place orders without leaving JobTread, helping you keep pricing accurate and streamline your estimating and purchasing workflow.
    Get Started
  • Navigate to the Integrations tab within Settings to connect your PoolCorp account.
  • Open a Job Budget and use the Global Catalog to browse PoolCorp products.
  • Add items to your budget and use a mass action to refresh pricing as needed.
  • Create and submit a PoolCorp Vendor Order for delivery or pickup.
  • Feb. 13, 2026

    New & Improved Selections with Job Areas

    A redesigned selections experience that helps you move faster, present choices more clearly, and deliver a better client experience with organized Job Areas.
    Key Highlights
  • Photo-centered, designer-friendly interface
  • Faster selection creation with fewer steps
  • Easier customer review and approval experience
  • Job Areas to organize rooms and locations within a job
  • Send selections to customers in bulk
  • New selection templates in the catalog
  • Existing JobTread customers will continue to have access to the previous selections interface as a Legacy option, while new customers will start with the new selections experience.

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