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Quickly identify vendors with outdated or soon-to-expire paperwork.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

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:

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.

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

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!

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

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

Enhance your schedule viewing quickly and easily.