Jobs in JobTread can be automatically created as Projects in QuickBooks Online. This allows you to take advantage of QBO's Projects center, consolidating all transactions for a job in one place and unlocking expanded project reporting.

With this integration, you can keep your project accounting centralized in QBO while continuing to manage everything else in JobTread.

Quickly identify vendors with outdated or soon-to-expire paperwork. Any vendor date custom field that includes “exp” in the field name will automatically trigger compliance checks.

Stay ahead of compliance issues and keep your vendor documentation up to date.

Automatically organize files imported from QuickBooks Online and CompanyCam by assigning default folders and tags.

After saving your settings, all future files pulled from QBO or CompanyCam will follow your defaults.

Connect your Home Depot Pro Xtra account to unlock real-time, member-specific pricing in JobTread.

Pull items into your catalog or job budgets to reflect your exact Pro Xtra savings. All users in your organization will benefit from the integrated pricing, no extra steps needed!

Stay organized and reduce clutter by setting a default folder for your CompanyCam files. All incoming files will automatically be routed to the connected job and folder of your choice. If the folder doesn't already exist, we'll create it for you on the fly. To set this up, follow these simple instructions:

Customize the text above signature boxes on your documents, allowing you to tailor the signing language exactly how you want for each document or document type.

This makes the use of Documents more flexible, especially in situations where you don't have costs on the document.

Gain more flexibility in how you charge for labor by using billable rates instead of burdened hourly rates when invoicing time. This update lets you pull rates directly from your budget. Perfect for jobs with multiple labor rates!

This feature makes it easier to invoice accurately for jobs with different rates, keeping your billing consistent with your budget.

Change the time interval showing in your job and organizational Gantt schedule. These changes will also reflect in PDFs!

Enhance your schedule viewing quickly and easily.

Schedule repeating work with ease by setting tasks and to-dos to automatically recur on a custom timeline.

Recurring tasks and to-dos help you stay consistent and never miss a beat. They are perfect for inspections, payroll, follow-ups, and more!

Gain more control over when your schedules are shared with external users. By default, job schedules are automatically published and visible as you create them. Turn off the auto-publish schedule setting to keep schedules private while building them, then publish when ready - triggering assignee notifications and setting the baseline all at once.

Perfect for teams who want to finalize their plans before releasing them to customers & vendors.