Define recipients when adding messages on activity feeds, documents, tasks, daily logs, files, and more! Whether it's internal team members or external customers and vendors, invite them to each conversation by selecting their role or individual names. This ensures that only those invited can view and message in the thread, fostering efficient and targeted communication. Organization administrators still maintain oversight with access to all message threads. Start using targeted messaging today to make sure your messages are in the right hands!

Manage your job costing settings by archiving or deleting outdated units of measurement, cost types, and cost codes. Archiving removes these options from dropdown lists when creating and editing cost items, decluttering your interface and improving usability. If any unit, type, or code is still in use, JobTread will prompt you to replace it with an alternative before deletion, ensuring a seamless transition and preventing any disruptions. Additionally, nest your cost codes into parents to further organize your code list.

You can now select multiple files at once when viewing your files in a grid or gallery view, adding confidence to your selection. Whether you're managing your files, applying file tags, or downloading files in bulk, this new capability makes it easier to stay organized. Simply click the new “Select Files” option, click on the files you need, and then use a mass action of your choice!

The new global tax setting gives you have full control over your organization's sales tax preferences, ensuring seamless consistency across your accounts, cost items, jobs, and documents. Choose from three flexible options tailored to your needs: opt for location-based tax which is based on the jobsite address, select "I don't collect sales tax" to disable sales tax across the system, or set a specific universal tax rate for simplicity. Choose your global tax setting today by visiting the General tab in your JobTread Settings.

Seamlessly update budget items directly from your documents! Gone are the days of manually adjusting cost items - now you can apply changes with just a few clicks. Whether you need to update individual items or make bulk adjustments, click view/edit item details on the document, select your items, then click the new “Review and update cost items in budget” button. Plus, tailor your updates to fit your needs by selecting which details to modify, from names and descriptions to quantities and costs. Leverage this new update to easily transfer submitted bid costs, make quick updates before sending a proposal, and more!

Our new feature allows you to seamlessly capture email replies into JobTread so emails never slip through the cracks! Now, when an internal or external user replies directly to an email notification sent through JobTread, their text reply and any file attachments will automatically be posted in the related messaging thread in JobTread. This streamlines your communication, ensuring that all correspondence and relevant files are organized and visible within JobTread.

The selections tab gives customers a centralized place to make their selections within allowances, providing a streamlined experience. They can now easily view the total allowance amount for the job, the total amount selected within the allowances, and the remaining allowance amount, providing clarity as your customers track their budget. Additionally, they can see any overages or selections made above the allowance amount, ensuring better control and understanding of their project costs. This feature empowers your customers to make informed decisions while simplifying the selection process, ultimately enhancing their experience.

Streamline communication and file sharing within JobTread by adding files to messages. Now, when composing a message, you have the option to seamlessly upload files or link existing files directly to the message. The best part? You have full control over your files. They are initially attached to the message for convenience, then you can choose to copy them into the files section of the relevant job, account, document, task, and so on. This flexibility allows you to add file tags, descriptions, and share them with others, making collaboration more efficient and organized than ever before.

Assign default custom data views for users, both internal and external, based on their roles. Simply choose defaults from your shared organization views to ensure users access role-relevant information across various JobTread features. Default custom views can be selected for several JobTread features including Customers, Vendors, Account Locations, Jobs, Job Budgets, Documents, Tasks, and the Job Schedule. Additionally, choose default tasks and job schedule views for your customer and vendor roles, enabling your customers and vendors to effectively manage their tasks with the help of new task and schedule filters. This update empowers you to tailor data views, improve efficiency, and facilitate better communication with your users.