Product Updates

Aug. 11, 2022

Selections Update

You are now able to create and manage selections cost groups within the catalog and budget.

Enable “Allow Selections” on Cost Groups within the Catalog and enter the minimum and/or maximum number of selections. If desired, specific selections can be pre-selected. Adding these Selection Cost Groups to a budget will now provide minimum and maximum ranges for the Extended Cost, Extended Price, and Profit. Use the new “Selections” budget view to see and update selection settings. When creating a Document, all Selection Cost Groups will automatically be setup the same as in the budget.

Aug. 01, 2022

Daily Logs

You can record daily logs on jobs. Each daily log captures the job, date, weather data, free-form notes, and file/photo uploads.

Jul. 28, 2022

QBO Tax Code Selector

You can now set specific QBO tax codes on invoices, bills and customer orders. You can also select a default QBO tax code for every location.

Jul. 22, 2022

Create a Document from Selected Budget Items

You can now create a new document directly from selected items on the budget. Simply select desired groups and items and click "New Document with Selected" in the mass actions drawer.

Jul. 21, 2022

Inline Edit Custom Fields

You can now quickly update custom field values by hovering over a custom field and clicking the pen icon.

Jul. 19, 2022

Downloadable Gantt PDF

Download a PDF of the Gantt view for jobs, accounts, and the top-level organization Gantt charts. Initiate the download by clicking the file download icon above the progress bar on any Gantt chart view.

Jul. 01, 2022

New In-App Help Desk

We just released the New JobTread In-App Help Desk! You can now access the help desk directly within JobTread and take advantage of new resources without leaving the app!

A few highlights:

Help Drawer that gives you answers exactly when you need them! If you get stuck while using JobTread, simply click the question mark icon in the top right and the help desk will open the article you need without leaving the page.

Getting Started Guide lets you choose the best pace for your onboarding and implementation.

Help Articles offer detailed, step-by-step instructions for using each JobTread feature. When in doubt, check out an article to find your answers.

Video Library provides on-demand video training that you can watch while getting started or whenever you need a refresher.

Upcoming Events list shows future webinars, JobTread Live events, in-person events, and more for our users to connect with us.

What's New lists all the development updates, big and small. A notification dot will appear on the question mark icon at the top, right of the app when a new development update was released.

Schedule a Call or Training with your Customer Success Manager.

Jun. 24, 2022

Schedule Critical Path

Create and display a critical path on the job schedule Gantt view, highlighting the key tasks that are foundational to your job's progress. Choose to display the critical path by clicking the critical path icon above the progress bar on the Gantt chart view.

Jun. 23, 2022

Shareable Job & Document Portal Links

Admins can copy and share Job and Document portal links with external users. This update allows admins to share the link with your customer or vendor via text message or in your own email or any other means of messaging.

A few notes:

Portal links will only be available for external users who have not chosen to set their own login password.

To share a job or document link with an internal user or external user who has set their password, you can just share the job or doc URL from the address bar in your browser.

Portal Links are specific to each external user, so be sure you only share it with the intended recipient.

We don't recommend you click to view these links because it will log you in as that user and set their “last active” date and time.

We made these links only available to admins to make sure an internal user with restricted permissions can not access the link and view more information than their permissions allow.

Jun. 15, 2022