Connect Prep Series

Selections, Options, and Upgrades

15 min
Learn how to offer pre-defined selections, add-on options, or even write-in selections to collect client descriptions, photos, files, links, and quantities.
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Create an Estimate & Send a Proposal
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Cost Catalog
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