Dec. 05, 2023
Copy Files to Cost Items and Groups
Say goodbye to the hassle of downloading and uploading files by using the new Copy Files option on cost items and cost groups. Search through JobTread and seamlessly copy existing files from various sources, including customer or vendor accounts, jobs, documents, daily logs, tasks, and more, directly to your desired cost item or cost group. This feature further simplifies your workflow, saving you time and ensuring all your essential files are conveniently organized in one place.

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