All Product Updates
Jan. 21, 2026

Group by Custom Fields on Documents

Control how cost items are organized on documents by grouping them by your custom fields.
How it works:
  • Create a new document.
  • In the document creation pop-up, click the group header to open the grouping menu.
  • Select a grouping option. This includes any text or picklist cost item custom fields.
  • Create the document to see items grouped automatically.
    • This makes it easy to present documents organized by vendor, category, status, or any custom setup your team uses.
    How to grow your construction business

    Free Construction Business eBook

    10 Strategies for Construction Business Owners Aiming to Grow and Endure

    Home Builders
    Remodelers
    Pool Builders
    And More!

    Get Your Free Guide
    JobTread Construction Estimating Software

    All-in-One Construction Management Software

    Get Started

    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 Best construction management software

    The JobTread Platform