View who is currently signed into JobTread with the active and inactive indicator dot next to user's photo on the job and document access lists. User activity indicators are also shown on the Members tab in your JobTread Settings. If the user is inactive, simply hover over their photo to view the date and/or time of their last login.

You now have the ability to select files that already exist in JobTread and attach them in documents, customers, vendors, or jobs. Wherever you see the option to upload files, you'll now see the option to Copy an Existing File. This update also lets you add files to document templates, so any time you create a new document from your templates, the file will automatically be included. Even better, when cloning documents, such as bid requests, the files that are attached to the original document will also be cloned in your new document!

We just made Cost Types Time Trackable so you can now restrict the Items that show up when users Clock In! Select which Cost Types are available for time tracking and disable the Cost Types that should not have time tracked to them. We enabled all Cost Types by default, so be sure to update your Cost Types by going to Settings -> Job Costing &-gt; Cost Types.

We just released the first set of report charts that can be found on the Reports Dashboard. Our long-term goal is to give you the ability to generate your own report visualizations. However, in the meantime, we will continue adding additional charts and graphs that will benefit everyone.

You now have the ability to include a custom message when sending documents. Save a default email message in the document template settings for each type of document. Before sending each document, you have the option to customize the message.

The File Management update gives you endless options to organize, store, and sort files. More easily manage files using the Files tab within each job, customer, or vendor. Alternatively, you can manage files across the entire system using the Files tool in the Main Navigation. The update includes a file directory, quick view and edit drawer, file list view, mass actions (tagging, downloading, and archiving), dynamic folder nesting, and enhanced search features.

Based on feedback, we’ve added the following information to the job dashboard: Key Financial Data, Action Items, Job Status, and Location Custom Fields. We also now have a three-column view for when you’re using JobTread on a desktop or wide-screen computer so all your information is organized and easily accessible.

We just delivered another top customer request! Preview as a User is now live and will let you Preview JobTread as any other internal or external user. You can do this from Member Settings or directly from a Job or Document. Look for the small eye icon next to their name. This will allow you to preview what they see in JobTread. If you are previewing an external user, you will preview their customer or vendor portal.

Report aggregations are now visible in standard and custom table views to display the Sum, Average, Min, Max, and Count for currency, percentage, and number columns. Check out the update now by visiting the Job, Customer, or Vendor Dashboard!

Centralize job communications and loop key players into conversations with the new Targeted Messaging feature! Use the "@" symbol to mention specific users, @vendors, @customers, or any other user roles while writing a comment and those directly associated with the job, document, or task will be able to reply to the conversation thread in their portal. Better yet, they will receive an email notification when they are invited to a conversation.