Mar. 03, 2025
Create Jobs from the Web Form
With this update, you can now choose whether web form submissions create a new customer only or both a new customer and a job in JobTread. By default, new leads will be added as customers, allowing you to qualify them before creating a job. However, if you enable the Create New Job option, a job will be automatically created along with the customer, making it easier to track all lead information at the job level. This added flexibility streamlines your workflow and ensures you capture the right details upfront.

Free Construction Business eBook
10 Strategies for Construction Business Owners Aiming to Grow and Endure
Home Builders
Remodelers
Pool Builders
And More!

All-in-One Construction Management Software
- Construction CRM
- Estimating
- Takeoff
- 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
Let's elevate your company to new levels of success.
See how JobTread will get you organized, save you time, and increase your profits.
Sign Up Today