Resources

In this session, learn all about how QuickBooks and JobTread communicate! I’ll cover best practices for job-costing, data entry and the role of cost items, cost codes and products and services. You’ll come away with a deeper understanding of how to properly set up your integration for success and troubleshoot issues that arise.

This session will teach attendees how to create effective business processes that reduce stress, enhance work-life balance, minimize mistakes, and support business growth without significant changes in habits or impact on profitability, all using JobTread Software features. Attendees will explore various ways to leverage the ToDos feature to reduce errors, create accountability, and replicate successes. The session will also cover the use of scheduling to develop repeatable processes through templates and explain when to use ToDos versus schedules for different tasks. Additional features, such as Purchase Orders and Bid Requests, will be highlighted for their ability to reduce mistakes and prevent slippage in project management.

What does a well-heeled cost code setup look like, and how do you implement and iteratively improve it over time? What are best practices for job costing and project estimation? How does your method of accounting impact the overall view of job profitability? How should job expenses ultimately reflect on a profit and loss statement? Come dive into the deep and often murky waters of job costing and viewing real profitability.