Jun. 13, 2022
File Selector
You now have the ability to select files that already exist in JobTread and attach them in documents, customers, vendors, or jobs. Wherever you see the option to upload files, you'll now see the option to Copy an Existing File. This update also lets you add files to document templates, so any time you create a new document from your templates, the file will automatically be included. Even better, when cloning documents, such as bid requests, the files that are attached to the original document will also be cloned in your new document!

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- Customer Portals
 - Selections & Allowances
 - Communication & Messaging
 - Homeowner Financing
 - Collect Online Payments
 - Warranties
 
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