The JobTread Connect App is your ultimate guide to the JobTread Connect user conference, ensuring you're prepared and informed every step of the way. Accessible through your JobTread account upon ticket purchase, the app streamlines your conference experience by gathering key details like dietary preferences and t-shirt sizes, providing a personalized schedule builder, and delivering important announcements and reminders. With features like the JobTread Connect Prep Series, interactive conference maps, and quick access to highlights like sponsor information and session details, the app empowers you to tailor your experience and make the most of your time in Dallas. Stay connected, organized, and ready for an unforgettable event!

Easily add cost items to your catalog or job budgets with the JobTread Web Clipper! This powerful tool lets you browse websites and capture item details, such as name, description, cost, and more, directly into JobTread. You can even attach photos or PDF files from the web listing to your cost items. Simply add the Web Clipper to your browser bookmarks, and you're ready to start building your catalog or budgets in just a few clicks. Whether you're adding items to your catalog or directly to a job budget, the Web Clipper makes it fast and easy to populate your catalog and job budgets!

Easily track and reconcile expenses with the Receipt Capture & Cost Inbox tools, designed to streamline cost management both in the field and in the office. Snap a photo of your receipt directly from your phone, tablet, or computer and link it to a job, select a vendor, and categorize the expense by cost item or code. This feature allows for splitting costs across multiple cost items or jobs and provides options to add descriptions, tax amounts, and backdates as needed. Expenses are stored as drafts in the Cost Inbox where you can review, edit, and mark receipts as paid, automatically updating job budgets and organizing expenses in real time. Grant access to this feature by adjusting the Expense Logging permission in the JobTread Role Settings.

Stay tuned for our upcoming Plaid Integration, which will make managing your finances even easier!

Organize budget items by custom fields for a more structured view of your project's financials. With a custom field set as a pick list or text field, items can be grouped and nested under labeled groups for easy reference. For example, grouping by a "Trade" field clusters related items—such as electrical, plumbing, and foundation costs—into clearly defined sections. Use this feature to organize your budget in various ways, like vendor, item category, room/area, order status, or item status, providing an organized and efficient approach to tracking budget details across every phase of your project.

Paying invoices is even easier for your clients with new payment updates! Now, customers paying an invoice on JobTread (via Stripe) don't need to create a password, removing a common barrier and simplifying their experience. However, they still have the option of creating a password if they would like to save their payment methods for future payment.

If they choose to save a payment method, it is securely stored and specific to each user, displaying only on documents linked to the same customer account they were saved under, ensuring seamless and secure payments every time!

JobTread now integrates directly with EagleView, allowing you to easily order and manage EagleView reports straight from the Job Dashboard. This powerful integration gives roofing and exterior contractors quick access to high-resolution aerial imagery and precise structure measurements—including roofs, walls, doors, and windows—boosting project planning and estimate accuracy. Reports are automatically pulled into the job, and users can quickly apply measurements to budget parameters and formulas. By streamlining the estimating process, this integration helps teams increase efficiency and make smarter decisions for every project.

Send preliminary documents, such as ballpark estimates or pre-contract selections, to customers without impacting the approved budget. By toggling the “Exclude from Budget” setting on Customer Order documents, you can easily can provide rough estimates or gather pre-contract choices while keeping budget items unapproved until a final contract is signed. This helps streamline the process by allowing customers to review and approve preliminary details, without prematurely locking in costs.

You can now add group headers to the Job, Customer, and Vendor Account to-do lists, helping you categorize and manage your to-do's more effectively. In addition, you can create and save custom views of your to-do lists, allowing you to apply filters based on date, type, assignee, and more. You can also toggle columns on or off to tailor your view and revisit these saved lists anytime, ensuring you always have the most relevant information at your fingertips.

Simplify team communication about schedule changes! While you're in the Schedule tab on job, customer, or vendor accounts, you can use two notification buttons for real-time updates. The bell icon activates notifications that will send a consolidated message of all changes to assigned team members after you save. The “notify assignees” button lets you instantly notify task assignees, giving you control over who gets updated. Notifications are sent via email or mobile push, depending on each assignee's preferences, making it easier than ever to keep everyone informed!

Take advantage of enhanced Document Text Formatting in JobTread, giving you more control over how your text appears on documents! Easily style your text using a simple toolbar while editing. Make your content stand out with bold, underline, italics, and headers, or customize it further with bullet points, numbered lists, hyperlinks, and even tables. You can align your text left, center, or right, and use the Alerts feature to highlight important information with color blocks and icons.

This new feature uses Markdown, a simple language for formatting text with easy-to-remember symbols, such as asterisks for bold or carets for italics. You can even use these markdown symbols to format content in several other text fields throughout JobTread. To view a full list of formatting options, and learn how to use the symbols, visit the Text Formatting article in the Help Desk!

Ready to try it out? Visit the Document Templates tab in your JobTread Settings to explore this exciting new feature today!