May. 18, 2022
Preview as User
We just delivered another top customer request! Preview as a User is now live and will let you Preview JobTread as any other internal or external user. You can do this from Member Settings or directly from a Job or Document. Look for the small eye icon next to their name. This will allow you to preview what they see in JobTread. If you are previewing an external user, you will preview their customer or vendor portal.

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All-in-One Construction Management Software
- Construction CRM
- Estimating
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- Contracts & eSignatures
- Cost Catalog
- Bid Requests
- Lead Management
- Mobile App
- Tasks & Scheduling
- Daily Logs
- Time Tracking
- Files, Photos, & Videos
- Sub & Vendor Portals
- Specifications
- Budgeting
- Change Orders
- Job Costing
- POs & Work Orders
- Sub & Vendor Billing
- Customer Invoices
- Reporting & Dashboards
- Customer Portals
- Selections & Allowances
- Communication & Messaging
- Homeowner Financing
- Collect Online Payments
- Warranties
- Customer Portals
- Selections & Allowances
- Communication & Messaging
- Homeowner Financing
- Collect Online Payments
- Warranties
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