JobTread Connect Schedule

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12 - 7 PM

Check-In

Beat the rush and check in early! Stop by the registration desk, pick up your badge, and get ready for an incredible experience at JobTread Connect.
5:30 - 8 PM

Remodelers Advantage Meetup

Join Remodelers Advantage for a warm evening of connection in Dallas as we kick off JobTread Connect! Don't miss this chance to network and get to know our community before the main event.
6 - 8 PM

Remodelers on the Rise Meetup

Join us for an evening of food, drink, and great conversation with Kyle and the Remodelers On The Rise team! It’s a fantastic opportunity to network, connect, and share ideas with fellow remodelers in the community.
7 - 9 AM

Check-In, Networking, Breakfast

Start your day off right with a warm welcome, breakfast, and a chance to meet fellow attendees. Connect with like-minded professionals as you prepare for a full day of learning and inspiration.
9 - 10 AM

Opening Session Kick Off

Let's get ready to rumble!!! Join us for the opening session as we set the stage for three days of learning, networking, and growth.
10 - 10:30 AM
Keynote

Unleashing Your True Potential

Randy Stanbury, Founder & Lead Coach 4 Level Coach
Unlock your true potential and push beyond your comfort zone in this transformative session. Often, we confine ourselves with limiting beliefs based on past experiences, but your past does not define your future. You are capable of far more than you realize, and this session will guide you in breaking free from the mindset that holds you back. We'll explore strategies to identify and surpass your potential using tools like the Dickens Process, uncovering what needs to change in your mindset and actions to achieve 10x success. This isn't just about improvement—it's about transformation. By aligning your vision with your potential, you'll learn to operate at a higher level, creating lasting change in both your professional and personal life.
11 AM - 5:30 PM

Automation Lab Open

Welcome to the Automation Lab, a relaxed space where you can drop in to explore the JobTread integrations with Zapier and our open API. Connect with fellow users and developers in this collaborative environment to brainstorm ideas, troubleshoot challenges, and build custom automations that fit your workflow—no appointment necessary!
11 AM - 12 PM

Education Sessions

Beginner
Sales
NARI CEU
Winning More Jobs with Professional Proposals that Impress Your Clients
Pierre Perry, Owner, Iconic Custom Home Builders
Discover how to use JobTread to craft fast, professional proposals that captivate clients and enhance your sales process. This session will explore techniques for creating polished proposals, utilizing the customer portal for transparency, and leveraging JobTread's features to streamline estimating and bidding. As an owner and experienced user, I'll provide insights on overcoming obstacles and improving your proposal efficiency.
Intermediate
Estimating
NARI CEU
Fast and Accurate Estimates: Using Templates for Pools, Remodeling, and Roofing
Kira Lee, Vice President of Operations, TriStar Quality Roofing, TriStar Repair & Construction, and Mako Pools
Learn how to create fast and efficient estimates across various industries using JobTread's catalog and budget templates. This live demonstration will cover strategies and best practices for building effective budget templates and estimating jobs in pool building, remodeling, and roofing. Discover how a well-crafted catalog can save time and improve accuracy for all your estimating needs.
Advanced
Business
NARI CEU
Secrets to Doubling Your Business in 2 Years
Zach Heinold, Owner, Heinold Homes and Renovations
Discover essential strategies that helped our company skyrocket from $5M to nearly $10M in just two years! This session will dive into the powerful impact of three key pillars—Values, People, and Tools—that drove explosive growth. Learn how faith shaped our company's journey, how aligning the homeowners, employees, and trade partners unlocked new levels of success, and how tools like JobTread streamlined operations for rapid scaling. Plus, get insider tips on unique marketing strategies and customer engagement tactics that keep clients coming back, long after projects are complete.
Financial
Bookkeeping
NARI CEU
Mastering the JobTread & QuickBooks Online Integration
Penny Lane Crull, QBO+JobTread Integration Expert, Penny Lane U
In this session, learn all about how QuickBooks and JobTread communicate! I'll cover best practices for job-costing, data entry and the role of cost items, cost codes and products and services. You'll come away with a deeper understanding of how to properly set up your integration for success and troubleshoot issues that arise.
Roundtables
Marketing
NARI CEU
Digital Marketing and Website Strategies
Join fellow JobTread users to discuss effective strategies for leveraging social media and website presence to enhance your brand. Share insights on content creation, engagement tactics, and how to effectively showcase JobTread online to attract new customers.
12 - 1:30 PM

Lunch & Roundtables

Enjoy a delicious lunch while diving into engaging conversations with other contractors. Grab a seat at an industry-specific roundtable to share best practices and learn from your peers.
1:30 - 2:30 PM

Education Sessions

Beginner
Communications
NARI CEU
Making JobTread your Hub to Keep Everyone on the Same Page
Josh Awend, President, American Drapery Systems, Inc
Discover how to use JobTread to enhance communication and centralize information across your team. This session will highlight practical solutions, such as job cloning, automated scheduling updates, and integrating links from other platforms, to centralize information and improve efficiency. Learn how JobTread has transformed our operations from disorganized paper files to a cohesive platform, benefiting specialty contractors like us who outsource labor and train partners to enhance job tracking and marketing.
Intermediate
Business
NARI CEU
Vital Skills For Women Stepping Into Leadership In Construction
Laurel Winkel, SheBuilds LLC, CEO
Myka Nolten, Operations Manager, SheBuilds LLC
A common issue for women in the construction field is feeling a sense of "imposter syndrome" when stepping into leadership roles. The key to overcoming this issue is developing confidence in ourselves and our leadership skills. But turning this mindset around can be easier said than done. We will have a discussion about the key skills that will help develop the necessary communication styles, knowledge base and culture that will help women thrive in the construction industry. There will be key takeaways that women can apply to their positions to help them step into their roles with confidence and shake off inferiority thinking.
Advanced
Workflows
NARI CEU
Unlocking JobTread's Full Potential: A Beginner's Guide to Automation and Integrations
Elliott Wittstruck, Owner, Built With Love
Dominic Eidson, Owner, Eidson Builders
In this session, we'll define the “what” and “how” as we dive into the fundamentals of customizing, automating, and optimizing your JobTread workflows and customer experiences using Zapier and the API. Together, we'll analyze real-world examples, explore the thought processes behind them, and unveil the mechanics that make it all possible. By the end, you'll walk away with fresh ideas to elevate your workflow and the practical know-how to bring them to life.
Financial
Profitability
NARI CEU
Cost codes, Job costing, Account Charting, and Methods of Accounting: Best Practices for Useful Implementation
Aaron McGinnis, Owner, Contractors Team
What does a well-heeled cost code setup look like, and how do you implement and iteratively improve it over time? What are best practices for job costing and project estimation? How does your method of accounting impact the overall view of job profitability? How should job expenses ultimately reflect on a profit and loss statement? Come dive into the deep and often murky waters of job costing and viewing real profitability.
Roundtables
Business
NARI CEU
Labor Management: Employees vs. Subcontractors
Engage in a candid conversation about the pros and cons of managing subcontractors versus employees in your construction business. Participants will share their experiences and strategies for effective labor management, ensuring optimal productivity and teamwork on-site.
3 - 4 PM

Industry Panel Sessions

Stage B
Panel
Home Builders
Bob Turner, Performance Coach, Summit Coaching & Consulting
Join our Home Building panel to hear from experienced contractors discussing how JobTread can streamline your workflows and enhance project management in residential construction. Learn best practices for optimizing processes from estimation to completion.
Stage F
Panel
Pool Builders
Eric Fortenberry, Founder & CEO, JobTread
Dive into the Pool Building panel, where industry experts will explore how to leverage JobTread for effective project tracking and client communication. Gain insights into innovative techniques and workflow optimization specific to pool construction.
Stage G
Panel
Outdoor Living Contractors
Rilee Fisher, Director of Business Development, JobTread
Explore the Outdoor Living Contractors panel to discover how to enhance outdoor spaces, including deck building, through effective project management with JobTread. Panelists will share insights on landscaping and streamlining processes to boost efficiency and client satisfaction.
Stage C
Panel
Specialty Contractors
Tom Houghton, Founder, Builder's Board
Engage with our Specialty Contractors panel as experts discuss how JobTread can help manage unique workflows within niche markets. Learn strategies for improving efficiency and communication, ensuring successful project execution.
Roundtable Room
Panel
Commercial Contractors
Michael Villarreal, Customer Success Manager, JobTread
The Commercial Contractors panel will provide insights into leveraging JobTread for managing small to large-scale projects. Learn how to optimize processes, manage client expectations, and navigate complex regulations in commercial construction.
Main Stage
Panel
Remodelers
Kyle Hunt, Owner, Remodelers On The Rise
Join the Remodeling panel for a discussion on utilizing JobTread to enhance your renovation workflows. Panelists will share their expertise on managing client expectations and delivering exceptional results through efficient project management.
Stage D
Panel
Accounting & Bookkeepers
Penny Lane Crull, QBO+JobTread Integration Expert, Penny Lane U
Tune into the Accounting & Bookkeeping panel to hear from financial professionals specializing in the construction industry. Discover how to use JobTread for effective financial management, budgeting, and optimizing profitability in your projects.
4 - 5:30 PM

Networking Happy Hour

Wind down the day with drinks, appetizers, and casual networking in the Expo Hall. Meet JobTread partners and make valuable connections with peers and industry leaders.
4:15 - 4:45 PM

Sponsor Sessions

Business
NARI CEU
Automate COI Collection and Avoid Insurance Audit Surprises: JobTread + HoundDog
Rusty Brett, Co-Founder & CEO, HoundDog
Tired of collecting and verifying insurance documents? Have you ever received an additional premium audit because you missed a COI or two? Work smarter, not harder. Automate COI collections and easily capture MSAs, W9s or any other subcontractor documents you need with HoundDog.
Marketing
Craft Your Unique Selling Proposition: The Foundation of Standout Marketing and Sales
Logan Shinholser, Owner, Contractor Growth Network
Doing great work isn't enough if people don't see why they should choose you. In this talk, we'll help you craft your Unique Selling Proposition (USP) that highlights exactly what makes your business stand out to the right clients. With a clear USP in place, you'll have the foundation to create marketing and sales messaging that actually connects, bringing in the clients you want and keeping your pipeline full. Don't miss out on jobs you deserve—learn how to make your USP work for you.
Business
Best Practices For Hiring and Onboarding
Mike Claudio, Owner, WinRate Consulting
Learning how to hire and onboard a high performing team is the difference between scaling effectively and pulling your hair out trying to do everything yourself. We will cover a 4 step interview process and a full review of a 90 day onboarding strategy regardless of position so you can walk away with a great understanding of how to hire and onboard effectively!
Estimating
Business
Design and Build Processes that Scale
A.J. Ballentine, Founder and CEO, Rendr
Learn how A.J. redefined the sales architecture of his award-winning design-build firm and restructured company-wide processes to scale the business profitably. Discover practical insights into transforming sales, marketing, and production processes to achieve operational excellence.
5 - 5:30 PM

Sponsor Sessions

Marketing
ROI Unboxed: The Science Behind Evaluating and Investing in Marketing
Spencer Powell, CEO, Builder Funnel
Do you ever feel like marketing is a black hole? Where money goes to get burned. Not anymore. Tailored specifically for residential remodeling companies and custom home building businesses, this session will guide you through the process of evaluating your marketing efforts with precision. Learn how to identify the most profitable channels, understand the metrics that matter, and make data-driven decisions to fuel your business growth. Whether you're looking to evaluate your current strategies or find new opportunities, this webinar will provide you with the tools and insights to invest wisely in your marketing initiatives.
Business
How to Hire your Ideal Employees and Keep Them
Paul Sanneman, Founder and CEO, Contractor Staffing Source
The presentation covers strategies for hiring and retaining ideal employees. Key points include common myths about recruitment, the importance of building a great team, continuously recruiting, and hiring outside of the construction industry. It emphasizes the value of investing in employees, outsourcing recruitment when necessary, and following structured processes like detailed assessments and onboarding plans. The presentation also highlights the dangers of hiring fast and firing slow, advocating for careful vetting of candidates to ensure a good fit
6 - 10 PM

Shuttle Busses

Hop on one of our shuttle buses for a quick ride to the Welcome Party. Sit back, relax, and get ready for an evening of fun and networking!
6 - 9 PM

Welcome Party

Join us at Sidecar Social for the ultimate welcome party! Enjoy food, drinks, and great company as we celebrate the start of an exciting conference.
6:30 - 8 AM

Breakfast & Networking

Fuel up for the day with a delicious breakfast while continuing your conversations from day 1. It's the perfect opportunity to connect and exchange ideas before diving into the day's sessions.
8 - 8:30 AM

Day 2 Kick Off

Eric Fortenberry, Founder & CEO JobTread
Join us for energizing and informative session to kickstart your day! Recap yesterday's highlights and chart the course for an exciting day ahead.
8:30 - 9 AM

A Proven Competitive Advantage: Vision, Mission & Code of Values

Doug Dwyer, President and CSO DreamMaker Bath and Kitchen
Learn how to create a competitive advantage by developing a clear and authentic company vision, mission, and code of values that fosters a culture attracting people to your business. Doug Dwyer will share insights on how he and his team built DreamMaker Bath & Kitchen into a top-rated national kitchen and bathroom remodeling franchise. Drawing from his family's experience building an international franchise empire, including brands like Mr. Rooter Plumbing and Glass Doctor, Dwyer will explain how strong systems, training, and an authentic code of values built on time-tested principles were key to their success. This foundational structure, combined with a compelling vision and engaging mission, helped scale their organization from single locations to national and international reach, a model they continue to implement today.
9:30 AM - 1:30 PM

Automation Lab Open

Welcome to the Automation Lab, a relaxed space where you can drop in to explore the JobTread integrations with Zapier and our open API. Connect with fellow users and developers in this collaborative environment to brainstorm ideas, troubleshoot challenges, and build custom automations that fit your workflow—no appointment necessary!
9:30 - 10:30 AM

Education Sessions

Beginner
Vendors
NARI CEU
Master Your Vendor Management
Sam Stenard, Operations Manager, Junge Construction
Discover how to build lasting partnerships with your vendors, master your vendor management lifecycle, and enhance communication. Plus, see advanced integrations for tracking COIs, texting bid requests, and using custom fields to track what matters to you. With these strategies, you'll protect your business, reduce miscommunications, and lay the groundwork for scalability. Join us to foster a collaborative environment that benefits your in-house team and trade partners alike!
Intermediate
Sales
NARI CEU
How We Hit $1,200,000 In Our First Year
Dan Lee, CEO, Kane Remodeling
Ever wonder how a new company can make over a million dollars in just one year? In this session, we'll break down how Kane Remodeling achieved this milestone right out of the gate. We'll cover the key strategies that worked for us, from setting up a solid business plan to using modern marketing practices and building strong customer relationships. You'll get practical tips on optimizing your sales engine, growing your team, and making your business stand out. Whether you're just starting out or looking to scale up, you'll walk away with actionable insights that can help you hit your own big goals. Join us to learn from our experience and get inspired to take your business to the next level!
Advanced
NARI CEU
Building a Lead Pipeline that Works for YOU!
Greg DiBernardo, President & Owner, Peachtree Decks & Porches
No business can survive without leads. Regardless of the quantity of leads that land in your lap, it's important to have a system in place to manage them efficiently and effectively. Discover how to create an effective lead management system tailored to your business needs. This session will cover strategies for qualifying and profiling inbound leads, and eliminating free estimates. Learn how to customize JobTread as an in-app CRM, automate routine tasks with tools like Zapier, OpenPhone, and Google/Office365, and efficiently connect with leads without chasing them.
Financial
Bookkeeping
NARI CEU
Estimate for Your Customer, Job Cost for Your Accountant
Shawn Billings, President & Owner, Credible Construction
Christine Irizarry-Amoruso, Owner, Tradition Accounting & Bookkeeping
Master the art of creating a job budget that that satisfies both your customer and your accountant. In this session, you'll learn how to create clear, detailed estimates that are structured by cost type (material, labor, etc.) to ensure the detailed project scope is transparent for the customer. We'll also cover how to streamline job costing by organizing expenses into cost codes and sub-codes, so that when your bills push to QuickBooks Online, your accountant can easily track expenses. Plus, see how to create custom budget views to support every stage of the process.
Roundtables
Estimating
NARI CEU
Estimating & Pricing Strategies to Maximize Profits
Life and work in construction are filled with unexpected twists—delays, setbacks, and personal challenges that can feel overwhelming. In this session, hear firsthand how I have faced these tough times head-on and learn how to navigate them when it feels like you’re drowning. Through personal stories and actionable strategies, discover how to stay grounded, communicate openly with clients, and keep making progress—even when it feels impossible. Walk away with a renewed sense of hope and actionable steps to turn challenges into opportunities for growth.
11 AM - 12 PM

Education Sessions

Beginner
Business
NARI CEU
Staying Afloat: Overcoming Tough Times and Building Resilience
Bryce Swager, CEO, SwagerBuilds
Life and work in construction are filled with unexpected twists—delays, setbacks, and personal challenges that can feel overwhelming. In this session, hear firsthand how I have faced these tough times head-on and learn how to navigate them when it feels like you’re drowning. Through personal stories and actionable strategies, discover how to stay grounded, communicate openly with clients, and keep making progress—even when it feels impossible. Walk away with a renewed sense of hope and actionable steps to turn challenges into opportunities for growth.
Intermediate
Estimating
NARI CEU
Takeoff Mastery: Leveraging Plans & Parameters
Michael Villarreal, Customer Success Manager, JobTread
Take your project estimating to the next level by leveraging JobTread's Plans, Measurements, and Parameters tools. This session focuses on using these tools to efficiently determine labor and material needs directly from your project plans. Whether you're measuring square footage, counting windows, or calculating volumes, you'll learn how to quickly establish the needs of your project based on the your project scope. Save time and improve accuracy by integrating these powerful features into your takeoff workflow.
Advanced
Estimating
NARI CEU
Crafting Custom Formulas: Elevate Your Budgeting Skills
Scott Worley, Owner, Landsmith Landscape
Learn how JobTread can streamline operations across various industries, from commercial to multi-family properties. This session will cover project management, expense tracking, and communication improvements, with real-world examples of how to customize JobTread for different businesses. Discover how its reporting tools and collaboration features boost efficiency, accountability, and profitability.
Financial
Profitability
NARI CEU
Achieving a 10x Improvement in Slippage with JobTread: Tips and Tricks
Nicholas Donlin, Owner, Zenith Design Build
Learn how implementing JobTread led to a tenfold improvement in reducing slippage and enhancing project management. This session will cover techniques for conducting multi-layer bill reviews, utilizing Custom Job & Document Reports for better insights into project financials and operational success. Additionally, hear about our journey of growing our business over 1000% in three years, making the Inc. 5000 list three years in a row, and explore the key elements of people, processes, and technology that fueled our success.
Roundtables
Estimating
Best Practices for Building Your Cost Catalog & Budget Templates
Join this discussion to explore strategies for organizing and managing your cost catalog in JobTread. Attendees will share tips on categorization, updates, and how a well-organized catalog can streamline estimating processes and improve overall efficiency.
12 - 1:30 PM

Lunch & Roundtables

Take a break and refuel with a delicious lunch while joining roundtable discussions by industry. Connect, collaborate, and share insights over great food and conversation.
1:30 - 2:15 PM
Keynote

Building for Tomorrow: Lessons Learned from the Best in the Industry

Eric Fortenberry, Founder & CEO JobTread
Drawing from Eric's experience interviewing contractors on the Builder Stories podcast, this keynote delivers powerful strategies to help you scale your business, improve leadership, and achieve sustainable growth. He will share how industry leaders have navigated challenges, refined their operations, and built lasting success. Whether you're looking to elevate your business or strengthen your leadership, these real-world insights will equip you with actionable tools to drive your future growth.
2:15 - 2:45 PM

Awards Ceremony

Join us as we give a shoutout to our amazing JobTread Pros who have rocked the construction world and give them the recognition they truly deserve! We can't wait to celebrate the remarkable achievements of our dedicated JobTread software users.
3 - 5:30 PM

Automation Lab Open

Welcome to the Automation Lab, a relaxed space where you can drop in to explore the JobTread integrations with Zapier and our open API. Connect with fellow users and developers in this collaborative environment to brainstorm ideas, troubleshoot challenges, and build custom automations that fit your workflow—no appointment necessary!
3 - 4 PM

Education Sessions

Beginner
Project Management
NARI CEU
From Chaos to Clarity: Enhance Project Management with Scheduling & To-Dos
Ashley Favorite, VP & Office Manager, Lakefront Building & Design
Discover how Lakefront Building & Design, a custom home builder, uses JobTread's Scheduling and To-Dos features to keep projects on track and streamline communication with crews and trade partners. Explore real-life applications of Schedule features, which help organize project timelines around construction phases and provide schedule updates to team members, including trade partners. Learn practical ways to use To-Dos to track both job-specific tasks and broader company responsibilities, ensuring no critical details are missed. Understand how JobTread can help you develop efficient scheduling and task management for your construction business so you don't have to keep it all in your head!
Intermediate
Estimating
NARI CEU
Sell Higher Priced Jobs with Selections, Allowances, and Upgrades
Anna Hunter, EdD, Director of Learning & Development, JobTread
Rilee Fisher, Director of Business Development, JobTread
Unlock increased revenue potential for your business and put your customer in the driver's seat! Learn the secrets to offering compelling selections and allowances, ensuring you can confidently upsell and maximize project profitability. Join us to gain a competitive edge and provide your customers with a premium experience while boosting your bottom line.
Intermediate
Workflows
NARI CEU
Begin With The End In Mind: Design JobTread for the Ultimate User Experience
Leesa Anderson, CFO & Office Manager, DreamMaker Bath & Kitchen™ of East Georgia
Eric Anderson, General Manager, DreamMaker Bath & Kitchen™ of East Georgia
In this session, we'll explore how to configure JobTread to make it the most user-friendly for your every member of your team. Starting with a clear understanding of user needs and workflows, we'll guide you through the key principles and best practices for customizing JobTread so it enhances the overall user experience. Learn how to leverage custom job and budget views to keep your team on the same page, create custom notifications to increase communication, and establish a purpose for all document types within the job lifecycle.
Advanced
NARI CEU
Streamlining for Sanity and Exceptional Customer Care
Ryan Biehl, Founder & CEO, Biehl Brothers Contracting LLC
Chase Biehl, Founder & CFO, Biehl Brothers Contracting LLC
Learn how to master time management, avoid overcommitment, while minimizing surprises in your workflow with effective systemization. Discover how combining discipline with JobTread can enhance customer care by automating follow-ups, organizing information, and freeing up time for personalized touches. This session reveals how you can plan (NOT work) harder, and leverage JobTread to remember key details, allowing you to focus on connecting with customers and managing your team efficiently.
Roundtables
Communications
NARI CEU
Building a Communication Plan
This roundtable will focus on effective communication strategies within your team, customers, and vendors. Participants will collaborate on building a robust communication plan, setting up role-based notifications to ensure everyone stays informed, and exploring JobTread's Messaging tool for streamlined interactions.
4 - 5:30 PM

Networking Happy Hour

Wind down the day with drinks, appetizers, and casual networking in the Expo Hall. Meet JobTread partners and make valuable connections with peers and industry leaders.
4:15 - 4:45 PM

Sponsor Sessions

Business
10 Reasons Why Builders & Remodelers Fail to Grow
Randy Stanbury, Founder & Lead Coach, 4 Level Coach
We'll explore the "10 Reasons Why Builders and Remodelers Fail to Grow," that are keeping you from achieving scalable growth and profitability. We'll be sharing the 4 Level Coach Success System designed to guide entrepreneurs through a step by step process to crush these "10 Reasons" setting you up to make a fortune with an abundance of time and money.
Marketing
AI in Custom Building and Remodeling: Revolutionizing Marketing and Sales or Crossing the Line?
Rick Storlie, Chief Lead Converter, Builder Lead Converter
As the custom building and remodeling industry continues to evolve, artificial intelligence (AI) is now rapidly being integrated from content creation, design and project management. However, with any new technology, there come questions about its potential impact on traditional processes and practices. In this session, we will explore the use of AI from a marketing and sales perspective, discussing the benefits and drawbacks.
Business
YOUR BUSINESS, YOUR CULTURE: Attract and Hire Employees Who Align With Your Vision
Erin Longmoon, CEO & Founder, Zephyr Connects
Discover how to attract and hire employees who not only fit the role but also align with your company’s values and vision. This workshop will help you define your culture, communicate it effectively, and identify candidates who will thrive in your environment. Learn practical strategies to enhance your employer brand, streamline your hiring process, and build a cohesive, mission-driven team. Ideal for business owners, leaders and HR professionals looking to create a stronger, more aligned workforce.
Workflows
Doing More with the Power of JobTread & Home Depot Combined
Kathryn Moore, Director, Pro Integrated Commerce, The Home Depot
Learn how Home Depot is partnering with JobTread to help you get the whole job done. The Home Depot is making integrations easy, helping you to estimate your jobs more accurately with live pricing using the exact products you need. By building job templates and estimates in JobTread using the newly available Home Depot catalog, you can save time and improve your customer bids, giving you time to focus on growing your business. In this session, we will walk through the new capabilities and how Home Depot is helping Doers like you Get More Done.
5 - 5:30 PM

Sponsor Sessions

Financial
Business
Know Your Numbers!
Kyle Hunt, Owner, Remodelers On The Rise
Every successful remodeler and every business coach tells you you have to know your numbers. But what exactly does that mean? Kyle will take his 2 decades of coaching experience and unveil exactly how you can know your numbers. We'll review your P&L, markup and margin, overhead expenses, and how to ensure a healthy net profit at the end of the year.
Business
Trust Your Gut: Your Ultimate Guide to Residential Contracts
Karalynn Cromeens, Owner, The Cromeens Law Firm
Karalynn Cromeens will be going over excerpts from her newest book, Trust Your Gut: Your Ultimate Guide to Residential Contracts
Marketing
Transform Your Marketing & Sales Game with High Level
Chase Buckner, Director of Product Marketing, High Level
Dive into HighLevel with a demonstration of how this all-in-one powerhouse can revolutionize your marketing and sales efforts. Discover how construction and contracting businesses are leveraging its tools to drive growth, streamline operations, and achieve success like never before!
Marketing
How to Leverage Your Construction Brand’s Online Presence to Build Trust & Book More Jobs
Samuel Andrews, Strategic Partnerships | Business Development | Relationship Building, NiceJob
In an industry where trust and credibility are paramount, a strong online presence through which you out-perform and outrank your local competition is an essential part of the equation. This session will explore how construction businesses can boost and harness the power of their online reputation, to attract high-quality leads and stand out in a competitive market. Learn actionable strategies for building a trustworthy online reputation, generating positive reviews, and leveraging the voices of happy customers to grow your business.
6 - 10 PM

Shuttle Busses

Catch a shuttle and get ready to head to our Big Night Out! Let us handle the transportation while you focus on having a great time.
6 - 9 PM

Big Night Out

Join us at Bowlero for a fun-filled evening of bowling, billiards, arcade games, and more! Whether you're looking to relax or compete, it's the perfect opportunity to unwind, connect with fellow attendees, and enjoy a lively night out before the final day of the conference.
6:30 - 8 AM

Breakfast & Networking

Start the final day with a delicious breakfast and another chance to connect with your peers. Fuel up while building relationships that will carry on long after the conference ends.
8 - 8:45 AM
Team Spotlight

Beyond the Build: The Heart of JobTread

Anna Hunter, EdD, Director of Learning & Development JobTread
Discover the people behind the software that powers your success. In this engaging and lighthearted session, you'll get to know the JobTread team in a whole new way. Through fun interactions and surprises, we’ll showcase the culture, passion, and personalities that make JobTread more than just a tool—it’s a partner in your journey. Celebrate the connections that bring our team and yours closer together, creating a sense of community that goes beyond the build.
9 AM - 2:30 PM

Automation Lab Open

Welcome to the Automation Lab, a relaxed space where you can drop in to explore the JobTread integrations with Zapier and our open API. Connect with fellow users and developers in this collaborative environment to brainstorm ideas, troubleshoot challenges, and build custom automations that fit your workflow—no appointment necessary!
9 - 10 AM

Education Sessions

Beginner
Project Management
NARI CEU
JobTread for the Field: Specifications, Custom Views, Daily Logs, Time
Dan Zidell, Customer Success Manager, JobTread
Learn how to optimize JobTread's tools for enhanced on-site efficiency and communication. This session will cover managing specifications for project clarity, utilizing custom views for quick access to vital information, and the significance of daily logs for tracking progress and documenting activities. Additionally, participants will explore strategies for accurately capturing and reporting time for job costing.
Intermediate
Workflows
NARI CEU
Managing Quick Turnaround Projects: Tracking and Organizing the Chaos!
Rick Williams, Owner, Williams Professional Painting
Adrian Navarro Castro, Systems Implementer, Williams Professional Painting
For contractors handling a high volume of smaller jobs, organization and tracking is the key to success. In this session, I'll share how our team at Williams Professional Painting uses JobTread's custom views to manage and schedule over 50+ employees across 15+ locations daily across multiple states. We'll also discuss the custom reports we've developed for document tracking, enabling us to streamline follow-up timing and keep invoicing on track. Additionally, we'll cover how JobTread has allowed us to consolidate platforms for photos, timekeeping, and project management—resulting in improved efficiency and reduced overtime. This session is perfect for specialty contractors looking to improve their workflow for smaller, fast-moving projects. Especially other painters.
Advanced
Estimating
NARI CEU
Accelerate Estimates Using Formulas and Parameters
Jayme Carlson, Co-owner / President, Hard Decks
Nate Burket, Owner, Riverview Decks
Discover how to drastically reduce proposal creation time with JobTread formulas and parameters. Learn to generate proposals in under a minute by organizing project elements into necessary parameters and automatically offering upgrades. The session will also cover essential upfront setup work and its long-term benefits to enhance production capacity.
Financial
Bookkeeping
NARI CEU
WIP It Good - Decoding Financial Statements for Contractors
Penny Lane Crull, QBO+JobTread Integration Expert, Penny Lane U
Many contractors rely on intuition rather than detailed financial reports for decision-making, which can be unsettling. This session will break down complex financial statements into actionable insights, making them accessible and useful for contractors. Gain the confidence to use clear and understandable financial reports to make informed decisions that enhance profitability.
Roundtables
Estimating
NARI CEU
Selections & Allowances Workflows
Discuss the nuances of managing selections and allowances in your projects. Share insights on how to effectively communicate with clients, set expectations, and ensure that selections are handled smoothly to avoid budget overruns and project delays.
10:30 - 11:30 AM

Education Sessions

Beginner
Project Management
NARI CEU
Bulletproof Your Company with Tasks, ToDos and More!
Dom Thompson, President, Watershed Builders
This session will teach attendees how to create effective business processes that reduce stress, enhance work-life balance, minimize mistakes, and support business growth without significant changes in habits or impact on profitability, all using JobTread Software features. Attendees will explore various ways to leverage the ToDos feature to reduce errors, create accountability, and replicate successes. The session will also cover the use of scheduling to develop repeatable processes through templates and explain when to use ToDos versus schedules for different tasks. Additional features, such as Purchase Orders and Bid Requests, will be highlighted for their ability to reduce mistakes and prevent slippage in project management.
Intermediate
Business
NARI CEU
Making JobTread Data Work for You: Custom Reporting and Basic Data Analysis
Gates Bryan, Production Assistant, Blackdog Builders
Transitioning to a new software can seem daunting, but it doesn't have to be! In this session, we'll give you the tools to create your very own JobTread roadmap and outline a path for smooth adoption. We'll break down the process into three key stages: creating a thoughtful adoption plan, training your team effectively, and reinforcing new processes for lasting success. In addition, you'll learn how to identify your 'guiding light' to shape your plan, gain buy-in from your team, and implement ongoing training for continuing success. Whether you're a small business or a larger operation, this session will equip you with the tools and strategies needed to navigate your transition confidently!
Intermediate
Business
NARI CEU
Remodeling your Financials: Pull the 3PL's (Three Profit Levers) to Activate Your Profit Machine
Chris Anderson, CPA, Monthend
Transitioning to a new software can seem daunting, but it doesn't have to be! In this session, we'll give you the tools to create your very own JobTread roadmap and outline a path for smooth adoption. We'll break down the process into three key stages: creating a thoughtful adoption plan, training your team effectively, and reinforcing new processes for lasting success. In addition, you'll learn how to identify your 'guiding light' to shape your plan, gain buy-in from your team, and implement ongoing training for continuing success. Whether you're a small business or a larger operation, this session will equip you with the tools and strategies needed to navigate your transition confidently!
Roundtables
Estimating
NARI CEU
Using Formulas to Streamline Takeoff & Estimating
This roundtable will explore best practices for utilizing formulas to enhance the takeoff and estimating process in construction projects. Participants will share strategies and experiences for improving accuracy and efficiency in estimates, discussing practical applications and innovative solutions for integrating formulas into existing workflows.
11:30 AM - 1 PM

Lunch

Enjoy a midday break with a tasty lunch, giving you the opportunity to reflect on the day's sessions and connect with other attendees.
1 - 2:30 PM

Networking Happy Hour

This is your last chance to network with JobTread partners and peers across the industry while enjoying afternoon snacks, beer, and wine on the house!
1 - 1:30 PM

Sponsor Sessions

Business
Lessons from the Experts: Roundtables Members Share
Steve Wheeler, Executive Director of Roundtables, Remodelers' Advantage
Remodelers Advantage Roundtables Executive Director, Steve Wheeler will be joined by three successful remodelers, long-time Roundtables members, who will share lessons learned as they grew their companies to be strong, profitable remodeling businesses.
Workflows
Driving project compression using remote measurement data and automated workflows
Rob Soper, Senior Business Development Manager, EagleView
Eagleview and JobTread will discuss how measurement data built into your project workflows helps increase conversion, improve customer satisfaction, and compress project timelines so you can scale your business.
1:45 - 2:15 PM

Sponsor Sessions

Marketing
Ask the Expert: Live Q&A with HighLevel Co-Founder Robin Alex
Robin Alex, Co-Founder, High Level
Join HighLevel's co-founder, Robin Alex, for an interactive Q&A session! Robin will answer questions submitted by the JobTread community and answer live audience questions, providing valuable insights you won’t want to miss!
Bookkeeping
Is your P&L Useful? Decoding the process and outcomes to productive financial reporting
Aaron McGinnis, Owner, Contractors Team
We will review the fundamental processes required for the assembly of a useful Profit and Loss statement, such as job costing and WIP reporting, plus data hygiene practices. We will also dive into the reasons why this critical, and too-often overlooked report matters so much from a month to month and year to year management perspective. This session is geared towards General Contractors, but applies to any business that handles longer-term projects with multiple steps and cost codes.
Integrations
Building the Modern Tech Stack for Contractors
Jim Keeney, CEO, Founder, Dapt
Discover the tools and technologies that form the ideal tech stack for contractors. We'll walk through our proposed tech stack and highlight the importance of seamless integration and connectivity with Dapt, ensuring your labor costing and operations run smoothly and efficiently.
Integrations
5-Star Reviews & Freedom: A Game-Changing Business Model for Contractors
David Bond, CEO, Basement Builders
Tired of wearing every hat in your contracting business? Discover how Basement Builder Group’s proven, turnkey business model is designed to give contractors freedom, profitability, and true resale value. Backed by HGTV personality Mike Holmes, this session reveals the tools, processes, and strategies behind a stress-free, highly profitable operation with 500+ 5-star reviews. Learn how to manage client expectations, secure guaranteed leads in exclusive territories, and scale a business that’s built to thrive and sell. Don’t miss this opportunity to join a movement redefining success for contractors—complete with actionable insights, giveaways, and football-themed fun!
2:30 - 3 PM

YOUR Roadmap To Success

Kyle Hunt, Owner Remodelers On The Rise
Success in business (and life) comes in all kinds of shapes and sizes. Do you want to be a $10M business with a lot of employees and a big net profit? Do you want a $1.5M business with all trade partners, making healthy living with little stress? What will bring you joy and contentment? What are your long-term goals and vision and how are you going to get there? Kyle will walk you through his unique Roadmap To Success and have you apply it to your life and business. Leave this keynote feeling recharged, refocused, and ready to move your life and business forward in a meaningful way.
3 - 4 PM
Keynote

JobTread Product Development Keynote

Eric Fortenberry, Founder & CEO JobTread
It's time to set clear and actionable goals so you can make the most of your post-conference journey. Translate conference insights into tangible next steps, ensuring that you carry forward the valuable insights you've gained to drive personal and professional growth.
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Why Attend
JobTread Connect?

Discover the insights and experiences that make JobTread Connect an invaluable event. Hear firsthand what past attendees learned and why they believe it's time well spent.

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Register Today!

Conference registration is $699 per person. Click 'Register Today' or register for the event in the Marketplace tab in your JobTread Settings.

With your ticket, everything is included for you:
Breakfasts
Lunches
Happy Hour Snacks & Drinks
Dinners & Drinks
* Tickets are transferrable. Registration may close early if capacity is met.
$699
per person
Conference Pass

Includes all conference sessions, breakfast, catered lunch, refreshments, happy hours, and evening social events with dinner.

* Tickets are transferrable.

Register Today

Frequently Asked Questions

Still Have Questions?

Contact your customer success manager or call us at (972) 388-1001. We'd be happy to answer all of your questions.
The JobTread customer success managers are great teachers. They know the system inside and out, and when I ask questions, they know the answer.
- Valerie Thomas, D&J Development

The JobTread Platform