Product Updates

Sep. 14, 2023

Formulas and Parameters

Say goodbye to manual calculations and hello to streamlined estimates. Harness the power of formulas to precisely calculate cost item quantities, costs, and prices while building job budgets. Formulas reference custom job parameters, cost group quantities, and cost item details to simplify take-off and give you confidence, knowing that every estimate is backed by accurate, data-driven projections. Take full advantage of the formulas feature with these highlights:
  • Add formulas to cost item quantities, unit costs, and unit prices
  • Create 3 types of custom job parameters that can be referenced in a formula: numerical, picklist, and formula
  • Automatically create numerical job parameters on the fly while writing a formula
  • Pull parent cost group quantities into cost item formulas
  • Reference other cost item details such as quantity, unit cost, unit price, or custom fields in a cost item formula
  • Start using the new feature by exploring formula examples and best practices within the Help Desk!
    Aug. 04, 2023

    Baseline Schedule, Files on Tasks, and More!

    We've made even more tweaks to tasks and schedules so you can stay on track!
  • Files on Tasks: Upload new files or copy existing files onto a task and add tags to share them with external users.
  • View Baseline Schedule: Once you are finished building your schedule, set it as your baseline so you have a reference when comparing your original and updated timelines.
  • Undo and Redo: The new undo and redo buttons allow you to revert or redo changes made to your tasks before you save changes.
  • Task Type Colors on Gantt Groups: When viewing the Gantt chart, each task group bar shows the task type colors.
  • Expand & Collapse Memory: JobTread will remember your most recent collapsed groups so you can pick up where you left off while logged in.
  • Jul. 26, 2023

    Cost-Plus Enhancements

    Manage cost-plus jobs more easily by choosing a price type when creating a new job. Cost-plus job budgets will show projected price, actual price, and profits with greater accuracy and transparency. When creating invoices, use the new status filter to view bills and time with more clarity and view all documents related to an invoice with the click of a button! Have jobs that need to be converted to a cost-plus price type? Simply click the "Edit Job" button on the job dashboard and make the switch!
    Jul. 18, 2023

    CompanyCam Integration

    Streamline your file organization with the native CompanyCam integration! Capture photos, files, and videos through CompanyCam, and automatically sync them to your job files in JobTread. File tags, edits, and markups made to the files in CompanyCam will also sync over. Navigate to the Integrations tab in your JobTread Settings to get started!
    Jul. 17, 2023

    Team Availability on Job Schedule

    View real-time availability of your team members and avoid accidentally double-booking! Use the new “View Availability” button while building your job schedule to view internal team member and vendor availability by week. Also, an availability icon will appear after selecting an assignee for a task, indicating whether the assignee has conflicting tasks on the same or adjacent days. View details for conflicting tasks simply by clicking on the icon next to their name.
    Jul. 14, 2023

    Export Job Budget to Catalog

    Save a job budget as a cost group in your catalog to use on future jobs! Either export the entire budget to a catalog cost group using the main export button or select specific cost items to export from the mass actions drawer. The export will pull existing, linked cost items from the catalog into the cost group or create new catalog cost items if they are not saved in the catalog yet.
    Jul. 14, 2023

    Uncategorized Cost Mapping Dashboard

    Leverage the new cost mapping dashboard to easily reconcile all uncategorized costs that are pulled from QuickBooks Online. Find the dashboard in JobTread Reports to search and map uncategorized costs to the correct cost items in your job budgets in one place!
    Jul. 06, 2023

    Task & Schedule Custom Views

    Customize and save your task and schedule views to stay on top of your jobs! Simply click the gear icon to apply filters and save each unique view to tailor your experience and then choose to share the view with your organization. These saved views work seamlessly across both the organization task tool and the job schedule, ensuring consistency and efficiency.
    Jun. 27, 2023

    Custom Activity Feed Filters

    Filter the activity feeds on your home screen, job dashboard, and customer or vendor accounts with custom filters to view the activity that is most relevant to your role! New multi-pick options also allow you to view multiple types of activity at once to keep the data you care about most front-and-center.
    Jun. 23, 2023

    Improved Budget Functionality

    The latest updates to the JobTread budget tool are designed to revolutionize the way you manage your finances. This update introduces a range of new features and improvements, empowering you with greater flexibility, efficiency, and control. Explore the exciting new features:
  • View custom fields in the budget: View and update cost item custom fields directly in your budget to track order status, preferred vendors, responsible parties, item follow-up, material condition, and more.
  • In-line edit custom fields: In-line edit and update custom fields directly on budget view.
  • New group and filter options: Filter cost items by cost type and custom fields and now you can group by allowance or simply view cost items as a flat list.
  • Search your budget: Use the new search tool to quickly find cost items and cost groups within your budget.
  • Undo and redo unsaved changes: The new undo and redo buttons allow you to revert or redo changes made to your budget before you save changes.
  • Better keyboard navigation: Seamlessly navigate through different rows and columns, input data, and interact with custom fields using keyboard shortcuts.
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