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.

Easily duplicate existing parameters to capture multiple measurements from a single takeoff. After measuring an area in the Plans tab, use the 3-dot menu to copy the parameter, rename it, and even switch the parameter type (e.g., from Area to Linear) to calculate different measurement types like baseboards or siding trim. This is especially useful when referencing job information in budget formulas or when multiple values are needed from the same visual markup.

Easily rotate images and PDFs while in markup mode, including JPEG, PNG, and PDF files. Any markups applied will rotate along with the file, ensuring alignment stays intact. Simply enter markup mode, click the rotate button at the top, and adjust in 90-degree increments. Once saved, the rotation is preserved for future viewing. Want to rotate a plan sheet for on screen takeoff? No problem! Just click the Rotate button on the bottom of the plan!

With this update, you can now choose whether web form submissions create a new customer only or both a new customer and a job in JobTread. By default, new leads will be added as customers, allowing you to qualify them before creating a job. However, if you enable the Create New Job option, a job will be automatically created along with the customer, making it easier to track all lead information at the job level. This added flexibility streamlines your workflow and ensures you capture the right details upfront.

Use mass actions to quickly update custom fields on multiple cost items simultaneously. Now, when looking at your budget or specifications, you can easily select the cost items you want to update, choose the custom field, and assign a new value to it—all in one go. This update enables you to quickly make bulk changes, ensuring that your budget and specifications are always accurate and up-to-date with minimal effort.