Sep. 22, 2025

Workflow Automations

Automate your processes with one of JobTread's most advanced tools: powerful workflows, built directly into the platform with no third-party apps required.

Workflows let you create trigger-based automations that run seamlessly across projects, customers, documents, and more. Add filters to control conditions, apply branching logic for different outcomes, and design processes that fit your exact business needs. From sales to production to closeout, workflows eliminate repetitive tasks and ensure consistency across your team.

Here are just a few examples:

Advance a job in your pipeline as soon as a proposal is signed.

Decline documents automatically when they expire.

Apply a pre-built to-do list when a new lead is added.

Preload schedule templates when a new job is created.

Remind employees to complete a daily log after clocking out.

With endless customization, workflows act like a virtual assistant working behind the scenes - 24/7.