Product Updates

Aug. 20, 2025

Default Folders and Tags for QBO & CompanyCam Files

Automatically organize files imported from QuickBooks Online and CompanyCam by assigning default folders and tags.

How it Works:

In your integration settings, select the job file folder where new files will be saved.

Choose a file tag to automatically apply to all imported files.

For clarity, consider using the source name (e.g., “QBO” or “CompanyCam”) as the folder or tag, or categorize by purpose (e.g., “Financials” or “Field”).

After saving your settings, all future files pulled from QBO or CompanyCam will follow your defaults.

Aug. 19, 2025

Home Depot Pro Xtra Integration

Connect your Home Depot Pro Xtra account to unlock real-time, member-specific pricing in JobTread.

Navigate to the Integrations tab within your Settings.

Locate the Home Depot tile and enter your Home Depot Pro Xtra account credentials.

Once connected, your Pro Xtra pricing will automatically apply to all Home Depot items in the Global Catalog.

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!

Aug. 15, 2025

Default File Folder for CompanyCam

Stay organized and reduce clutter by setting a default folder for your CompanyCam files. All incoming files will automatically be routed to the connected job and folder of your choice. If the folder doesn't already exist, we'll create it for you on the fly. To set this up, follow these simple instructions:

Navigate to your JobTread Settings.

Click on the Integrations tab and choose CompanyCam.

If you're connected, you'll see the option to set a default folder at the top of the page.

Aug. 15, 2025

Customize Signature Disclaimer

Customize the text above signature boxes on your documents, allowing you to tailor the signing language exactly how you want for each document or document type.

Within a document, click to edit the disclaimer text above the signature box.

Within a document template, customize the signature disclaimer with the Signature Disclaimer field.

This makes the use of Documents more flexible, especially in situations where you don't have costs on the document.

Aug. 14, 2025

Billable Rates for Cost Plus Invoicing

Gain more flexibility in how you charge for labor by using billable rates instead of burdened hourly rates when invoicing time. This update lets you pull rates directly from your budget. Perfect for jobs with multiple labor rates!

In your budget, add line items with the billable rate in the unit cost cell. The unit price will reflect the added markup for the customer price.

Approve the budget.

When invoicing, toggle Set time entries to unit cost & price under the Bills & Time section.

The system will apply your budget's unit cost and unit price instead of the employee's burdened rate.

Supports multiple line items, each with its own rate, markup, and recorded hours.

This feature makes it easier to invoice accurately for jobs with different rates, keeping your billing consistent with your budget.

Aug. 13, 2025

Gantt View Zoom Tool

Change the time interval showing in your job and organizational Gantt schedule. These changes will also reflect in PDFs!

In your job or organization schedule, choose Gantt from the display type.

Within the Gantt view, on the top-right of the schedule, there are now two magnifying glass icons.

Use these to zoom out to see a longer time interval on the schedule, or to zoom in to see a shorter time interval on the schedule.

Now when you export as a PDF, the zoomed in or zoomed out Gantt view you created will be shown in the PDF.

Enhance your schedule viewing quickly and easily.

Aug. 07, 2025

Recurring Tasks & To-Do's

Schedule repeating work with ease by setting tasks and to-dos to automatically recur on a custom timeline.

Create a task or to-do, then add a start or due date to unlock repeat settings.

Choose the frequency: weekly, monthly, or annually.

Customize recurrence by selecting days of the week, intervals, and end conditions.

Save your schedule or list to generate the full recurring series.

RSVP or edit recurring items, with the option to update one or all future items in the series.

Recurring tasks and to-dos help you stay consistent and never miss a beat. They are perfect for inspections, payroll, follow-ups, and more!

Jul. 22, 2025

Draft & Publish Job Schedules

Gain more control over when your schedules are shared with external users. By default, job schedules are automatically published and visible as you create them. Turn off the auto-publish schedule setting to keep schedules private while building them, then publish when ready - triggering assignee notifications and setting the baseline all at once.

Navigate to your JobTread Settings.

Locate the Scheduling section.

Toggle off Auto-Publish Job Schedule.

Build schedules privately, then click the Draft button when ready to share.

Perfect for teams who want to finalize their plans before releasing them to customers & vendors.

Jul. 14, 2025

RSVP to Schedule Tasks

Let your team, customers, and vendors confirm their availability before work begins. By giving assignees the option to accept or decline tasks, you can reduce miscommunication, avoid scheduling conflicts, and keep everyone aligned.

Centralized RSVP inbox to review and respond to new assignments

Visual RSVP indicators on schedules and task details

Option to notify assignees or update their status manually

Declined tasks are removed from calendars but remain visible in assignee lists

Use RSVPs to stay on the same page, make quicker scheduling decisions, and keep your team accountable.

Jul. 03, 2025