Customize and assign color-coded task types to easily identify tasks by trades, departments, priorities, or any other type! Assigned colors will be visible across all schedule views, providing a visual cue for quick reference and improved clarity. Additionally, a new schedule heat map feature provides a visual representation of team members' daily task load relative to their typical workload. View the organization-wide Gantt chart and group by assignee for this high-level overview of task distribution. Lastly, users can now export each type of schedule view as a PDF document, making it effortless to share and distribute schedules with stakeholders.

Include attachments when pushing/pulling documents between JobTread and QuickBooks Online! Files attached to invoices, bills, refunds, and credits in JobTread will now be attached to QuickBooks documents when the document is pushed and when a new file is uploaded at a later time. Attachments created in QuickBooks will now appear in JobTread when the document is pulled. Head to your integration settings to enable this feature today!

Record customer or vendor credits and refunds in JobTread! Any invoice or bill with a negative total now displays options to add the amount as a Credit or Refund in the job budget. Also, use the 2-way sync to record, apply, and track credits and refunds between JobTread and QuickBooks Online! Begin by enabling the “Sync Credits” option in the QuickBooks Online integration settings.

Managing dependencies and lag time between tasks just got easier! View, add, and remove task dependencies within the task drawer while viewing your task on a job schedule, customer or vendor account, or the organization task tool. Specify whether to anchor the dependency to the beginning or end of the dependant task and even lock the dependency to preserve the lag time between the tasks when adjusting your schedule. This update also gives you the ability to clone a task with its details and checklists!

Upsell your jobs even easier by showing differences on selection items! When creating a selection group, there is now an option to show the selection amount price/cost differences for each option. This update also allows you to pre-select a “base” option for an item that is included in your base budget package and then display the delta for upgrade selection items.

View clock in/out distance from the job site on time entries. The distance is displayed beneath the map with a location pin icon that will be orange if the clock in/out is located over 1 mile from the job site and blue if within 1 mile from the job site.

Create your documents with more ease and clarity! The new document update provides additional options and cost item information before a document is created so you can ensure the right items and details are included. Organize your cost items by cost groups, codes, types, item names, and even allowance groups, so they are listed in the best format for each document. While this update benefits all document types, it is especially helpful when specifying cost item amounts for customer invoices and vendor bills!

When creating a cost allowance item, you can now indicate whether you would like the profit margin to be fixed or to collect profit on overages. Toggle the option to "Collect Fee on Overage" to add profit when your customer goes over the allowance amount. The profit will be displayed as a Fee on the selection document. Leave this option off to collect profit solely based on the allowance amount, but not on overages.

Leverage the new payments dashboard in the Documents tool to keep track of all your customer and vendor payments in one place! Associated payments are also shown in a vendor, customer, or job. Each dashboard lists all incoming and outgoing payments, gives you the chance to record payments, and offers custom views to organize and review them. Payments include those that are manually recorded on a bill or invoice and those that are added through the Evo, Stripe, or QuickBooks Online integrations.

See a preview of how your cost groups and items will appear on each document template before creating a document! This allows you to re-organize items, add groups, and change group visibility while building your budget so they appear exactly as expected on documents. Simply click on the Preview button while creating a cost group in your catalog or the Preview Document icon in a job budget to see a preview of the line items on each document template.