Easily customize and share specific budget views with your customers and vendors, offering them transparency like never before. Select which budget columns and custom fields to include in a custom budget view, then grant access through the customer and vendor roles in your JobTread Settings. A new tab will appear on their portal, where they can view the budget with read-only access. If any documents back up the numbers, they can expand the cells to review the document list. This feature is perfect for Cost-Plus builders aiming to provide a fully transparent, open-book experience for their clients!

You can now record purchase tax when logging expenses, giving you greater control over your financials. You have the option to track purchase tax on bid requests, vendor orders, and vendor bills and expenses. For US-based contractors, you can record Non-Recoverable taxes, which are treated as job costs and distributed across taxable items in your job budget. Contractors in countries with VAT, GST, or HST can also log Recoverable taxes, which can be credited back and are not treated as job costs. By default, purchase tax recording is turned off, but you can easily enable it by editing your document templates. Here's to comprehensive tax management tailored to your business needs!

Structure your files seamlessly with folders! This exciting feature roll out allows you to organize your files into unique or pre-fabricated, default folders that can better help you organize your job and organizational files! Create folders on the fly on a job by job basis or set default folders that will pre-populate whenever a job is created, the world is your oyster when it comes to folders!

Leverage a variety of job budget and schedule templates tailored to your industry! Browse through our template library, review detailed previews, and download your chosen templates with ease. Once downloaded, you can seamlessly import them into a job budget or task template, giving you a head-start on your projects with enhanced accuracy and efficiency. Explore our industry-specific templates in the help desk today!

Effortlessly add annotations to your PDF files to highlight key information, add comments, and draw attention to crucial details. Use a variety of tools including free draw, shapes, arrows, text boxes, polylines, and time stamps. Further customize your annotations with different colors, fill options, and transparency levels to suit your needs. Perfect for reviewing plans, contracts, and reports, this feature enhances collaboration and streamlines communication across your team. Keep everyone on the same page and improve project accuracy with the PDF Markup & Annotate tool in JobTread today!

You can now perform quick calculations directly within number inputs. It's like having a calculator on hand at all times! Need to enter the square footage quantity of a 17x19 room? Simply type 17 * 19 and let JobTread do that math for you! All of the standard formula operators and functions (round, floor, ceil, etc) are supported. From creating a job budget to populating custom fields, apply formulas wherever number fields are present. Enjoy this new way to crunch numbers within JobTread today!

Enhance time tracking accountability by requiring the selection of a job and a cost item or code when employees clock in. This new setting will minimize time-tracking errors by ensuring that time entries are accurately tied to the correct projects and tasks. Turn on the requirement in your JobTread General Settings to drive greater efficiency and accuracy across your projects.

Choose how you would like to track and project job costs, whether you prefer a more detailed approach using cost items or more broadly by cost code. This allows you to build detailed estimates using cost items and easily view your budget by cost code once the job is underway. Employees can select a cost code for each time entry when logging time and bills can be reconciled to cost codes to simplify the billing process. When tracking by cost code, all projections will be aggregated at the code level in the job budget as well as the Work in Progress (WIP) report.