Connect Prep Series
Job Budget Overview
5 min
From your initial estimates to tracking actual profits, this is where the magic happens. Customize the Budget to track your entire job financial lifecycle.
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Job Dashboard
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Create an Estimate & Send a Proposal
Additonal Videos
4 min
Welcome & Basic Settings
1 min
Add JobTread to Your Mobile Device
4 min
Custom Fields
7 min
Custom Data Views: Live Reports & Kanban Views
11 min
CRM - Managing Your Customers
6 min
Job Dashboard
10 min
Cost Catalog
The JobTread Platform
Sales & Estimating
Construction CRM
Estimating
Contracts & eSignatures
Cost Catalog
Bid Requests
Formula Takeoff
Lead Management
Project Management
Mobile App
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
CompanyCam
EagleView
Gusto
Zapier
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