Customer Portal Help Desk

Make Selections

If your contractor would like you to make selections, you’ll see a Selections tab in your portal.

  1. Locate the Selections tab in your portal.
  2. Expand each Selection Document to review your selection options.
  3. Select pre-defined selections simply by clicking the boxes for the items you would like.
  4. Complete write-in selections by entering the selection details in each field and uploading files, photos, or videos for each item. Submit your write-in selections for review before signing.
  5. Add a message in the Comment section to communicate with the contractor while uploading supporting files, photos, and videos.
  6. Electronically sign and approve each selection document

Are you contractor?

You’re currently using JobTread as a customer, but you could be using it to manage your entire business—from leads and estimates to jobs and payments.

The JobTread Platform