Product Updates
Oct. 27, 2022
Partial Payments
Collect partial payments on Invoices and Bills! Hit "Record Payment" on the document actions to open up the payments menu. You can then enter payment details, record multiple payments, and view payment history.
Oct. 26, 2022
Hide Non-working Days
More accurately reflect your business's working schedule and holidays by selecting which days you work in your company settings. This schedule will be reflected on your Gantt, month, week, and day view for improved clarity to subs, employees, and customers.
Oct. 18, 2022
View Your Schedule by Week or Day
Stay on top of your day-to-day tasks by viewing your schedule by week or day! Quickly add tasks by hovering over the day and/or start time for the task and clicking the + icon. Take advantage of the day and week views in the job schedule tab and view your schedule across all jobs within the Tasks tool.
Oct. 06, 2022
Web Forms
Close the gap in your sales process with all-new customizable Web Forms which allow you to embed a JobTread form directly on your website to capture lead and vendor contacts! Collect essential information by selecting custom form fields, adding text descriptions, and enabling file, photo, and video uploads. Once the form is submitted, the new lead or vendor profile is created in your JobTread account, complete with all the custom field information and uploaded files.
Sep. 27, 2022
Gantt Chart Redesign
The Gantt chart table has been completely redesigned to provide access to crucial information at a glance without the need for opening up the side panel. Important fields like start date, duration, and progress, can now be modified directly from the Gantt chart task list.
Sep. 27, 2022
Task Mass Updates
You can now select multiple tasks and edit their fields or remove them entirely via the new mass update drawer on the tasks.
Sep. 26, 2022
Adding Budget Templates to Your Catalog
Create faster, more accurate estimates in minutes by adding comprehensive budget templates to your catalog! Use the cost groups tool to build budget templates which include multiple cost groups, selections, and upgrade options. Then simply drop them into future jobs and update the quantities and costs to customize the budget per your job specifications.
Sep. 13, 2022
New Slack Settings
We've added three new event types to the Slack integration settings: daily log created, clock in and clock out. In addition, you can now limit which jobs you receive notifications for.
Sep. 01, 2022
JobTread Marketplace
Admins can explore the new JobTread Marketplace, which offers additional products and services you can use to improve your business. Explore additional resources available to JobTread users by opening Settings from your main navigation and select the Marketplace tab.
Aug. 25, 2022
New Comment Permission
You can now restrict comment visibility for internal users on customers, vendors and jobs in the roles settings.
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