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Connect Prep Series
Custom Data Views: Live Reports & Kanban Views
6 min
Organize your Job, Customer, and Vendor data in a way that helps you manage your processes from lead capture to project completion.
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Custom Fields
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CRM - Managing Your Customers
Additonal Videos
4 min
Welcome & Basic Settings
1 min
Add JobTread to Your Mobile Device
2 min
Home Screen Walkthrough
4 min
Custom Fields
6 min
Custom Data Views: Live Reports & Kanban Views
11 min
CRM - Managing Your Customers
6 min
Job Dashboard
5 min
Job Budget Overview
11 min
Create an Estimate & Send a Proposal
15 min
Selections, Options, and Upgrades
10 min
Cost Catalog
21 min
Job Costing & Expense Tracking
7 min
Create & Send an Invoice
19 min
Build a Job Schedule
6 min
Organization-Wide Tasks
5 min
File Management
The JobTread Platform
Sales & Estimating
Construction CRM
Estimating
Contracts & eSignatures
Cost Catalog
Bid Requests
Formula Takeoff
Lead Management
Project Management
Change Orders
Tasks & Scheduling
Daily Logs
Time Tracking
Files, Photos, & Videos
Sub & Vendor Portals
Job Finances
Budgeting
Job Costing
POs & Work Orders
Sub & Vendor Billing
Customer Invoices
Reporting
Customer Experience
Customer Portals
Selections & Allowances
Communication & Messaging
Homeowner Financing
Collect Online Payments
Warranties
Integrations
QuickBooks Online
QuickBooks Desktop
Gusto
CompanyCam
Zapier
See All Integrations