Quickly export your job parameter list to a CSV file. This file includes all stored job parameter data and measurements from your takeoff, making it easy to share details with suppliers for material ordering and other needs.

Manage your work with Kanban (or "board") views, a visual way of organizing tasks and to-dos into columns. Each column represents a stage, type, or owner, and you can drag and drop items across columns to quickly update them.

Kanban views make it simple to see what"s happening, update tasks in real time, and keep your team aligned.

The "To Be Billed" column shows exactly what's left to pay each vendor on a job. It subtracts bills paid from your committed vendor orders and displays the remaining amounts by vendor.

Use this insight to instantly see outstanding vendor balances, and better manage cash flow.

Add text tiles to your custom dashboards to post announcements, reminders, and other key information for your team. Text tiles use the same text formatting tools as other areas in JobTread, so you can include headers, alerts, tables, and more. Check out all your text formatting options here: Text Formatting Guide

Add calculated columns to your budgets for deeper insights, such as commission amounts, cost per square foot, or % cost to complete. Formula columns can reference cost item details, job parameters, and even job custom fields. These calculations are designed for reporting only and will not be used in other calculations, giving you flexible and powerful visibility into your job costs.

Track retainage for both customer invoices and vendor bills! Retainage allows you to hold back a percentage of the payment until a milestone is met or the job is complete, giving you more financial control over your projects.

Retainage amounts are tracked in the budget using a dedicated cost item, and are reported on in your Income Report and Cost by Vendor report.

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Quickly identify vendors with outdated or soon-to-expire paperwork.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!