JobTread Connect Schedule

Gain a foundational understanding of JobTread and the essential steps to start using the system. We'll walk through CRM tools, Custom Fields, Custom Views, Document Templates, and the overall JobTread Hierarchy.

Have you ever wondered “what went wrong” when your actual profit margin fell short of your target? It’s time to identify the exact sources of the problem. Through accurate and timely job costing, you will be more in control of your finances for each job and find ways to stop your slipping profit.

Don’t sweat payments. Leave that for the jobsite. Digital payments is the next frontier in the construction business. Giving your customers the power of choice when it comes to invoice payments equals faster receivables and less hassle! Learn how JobTread and EVO Payments have partnered to make digital payments work for you can and your growing business.

One size does not fit all when building your catalog, yet some simple strategies could make a huge difference. Learn how to set up your cost catalog and budget templates so they can simplify your estimating process.

Did you know that Acorn Finance can help you attract more customers, without being limited to their cash-on-hand or credit score? Acorn Finance’s resident experts are here to show you how to sell more with less effort so you can get more return for everything you’re already putting in, and score more and bigger projects more easily. Meet Rick Wilson, a 20+ year industry pro, former contractor and financing expert, and Adrian Oesterreicht, Acorn’s VP of Contractor Channels, who has headed up contractor channel growth for a major digital financing company and brings a depth of experience from running his own general contracting, property management and real estate brokerage businesses.

Remember... software is a tool, not a standalone solution. While software doesn’t simply “fix your problems,” it can serve as a tool to support your streamlined processes. Learn how to map your processes and identify gaps, widen bottle necks, and eliminate double entry to ensure your investment in technology pays off.

We don’t always need to cut our profit to win the job! Learn how to leverage JobTread to estimate effectively, price jobs to reach target profits, and increase your sales through upgrades and selections.

Hear from JobTread users who have made the switch from other software programs including Buildertrend, CoConstruct, Jobber, Joist, and more. Learn tips, tricks, and best practices to ease your transition and set yourself up for success.

Bringing on technology to manage your jobs is exciting. But the data that allows you to manage your projects doesn't get into the software by magic or telepathy. Gain insights from those who have mastered efficiency so someone other than the business owner, contractor, or PM can help you “feed the machine.” Learn simple changes you can make to delegate more of your work.

Happy customers bring more customers! Set up your sales and CRM pipeline to provide a great customer experience. Learn how to create interactive documents, provide excellent customer service, streamline communication, and go the extra mile.

Subcontractor management can make or break the success of your business. Effective subcontractor management is paramount to success and a strong, positive relationship with your subcontractors will benefit all involved. Afterall, they are partners in achieving your goals and satisfying your customers.

JobTread is keenly focused on helping you create a connected ecosystem for all the other software that is important for your business. We understand that JobTread may not be able to meet all the unique needs of each business, so we‘ve made it easy to integrate with your existing technology! Learn about our native integrations, integrating through Zapier, and integration requests.

Build on your knowledge from the Accounting 101 Crash Course to take your bookkeeping to new heights. Explore concepts related to assets, liabilities, and overall cash flows.

Accelerate your sales success with a simple, repeatable process that saves time, earns customer trust & separates you from the competition. Whether you're a born salesperson or someone who views sales as a necessary evil, this proven process will transform your client relationships, increase close rates and boost profits.

Turn your skeptics into advocates! Team buy-in is essential to successful software implementation. Explore why team members resist change, learn how to navigate resistance, and discover methods for getting your team on board with JobTread.