Get a head-start by adding job schedules and to-do lists to your catalog templates in just a few clicks. Choose from a growing library of pre-built templates organized by industry, trade, and project type. Each template includes structured task groups, dependencies, and helpful descriptions to guide your team and keep projects on track. Save time, streamline your workflows, and make sure every step gets completed.

Maintain control of your takeoff data while improving collaboration with new “view only” access for job plans. This feature allows you to securely share plans, parameters, and measurements with internal team members, vendors, or customers who need visibility—but not editing rights. It"s the perfect way to streamline communication, reduce back-and-forth, and ensure everyone stays aligned without compromising your data.

Speed up your scheduling workflow. Previously, you had to manually lock lag time on each dependency—now, with the new Locked Dependency setting, you can make all new dependencies default to "preserve lag time." This ensures your buffers stay intact automatically as you build your schedule. You can toggle this setting off any time to create standard, unlocked dependencies instead.

Custom Dashboards give JobTread Administrators the power to fully customize the home screen experience for every role on the team. Build multiple dashboards using drag-and-drop tiles to highlight the metrics that matter most—action items, activity feeds, charts, graphs, and filtered data views. Easily assign dashboards by role, set user defaults, and surface real-time insights from Jobs, Payments, Tasks, Customers, and more. Use formulas, filters, and goal thresholds to bring clarity to key performance data, and enable Full Screen + Sync mode for live displays in the office. Whether you're tracking job progress, financials, or team productivity, Custom Dashboards put your most important data front and center.

Easily keep your cost catalog, budget, and documents in sync with the ability to push and pull cost item details across each area. Whether you're updating a catalog item and want those changes reflected in your job budget, or adjusting your budget based on selections or vendor bids, this feature gives you full control. Quickly review differences between item versions, choose which fields to update, and apply changes individually or in bulk. It's a smarter, more flexible way to manage your data across your project lifecycle.

Easily input measurements manually when plans aren't available or when you'd prefer not to measure directly on them. Totals will automatically sum to the associated parameter, and you can still use these values in formulas across your budget to calculate quantities, costs, and pricing. JobTread also retains any previously drawn measurements, giving you the flexibility to revert back at any time.

Select the Payment Account for bills and expenses when pushing Vendor Bill documents to QuickBooks Online. In addition to marking the document as a bill or expense, setting it as billable, and choosing a QBO Class, you can now specify the Payment Account directly. Set a default Payment Account in your integration settings and override it for individual bills or expenses as needed.

Use mass actions to easily manage multiple plan sheets, making on-screen takeoff more efficient! Instead of editing each plan sheet individually, simply select the sheets you want to update and choose from a variety of mass actions. You can set a consistent scale across multiple sheets, change plan names, and even number them sequentially, helping you keep your takeoff organized and consistent. Additionally, mass actions make it easy to rotate plan sheets to the correct orientation or delete several sheets at once when they are no longer needed. Save time and effort by managing your plans all at once.