JobTread Connect Education Session

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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!

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.

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.

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

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!

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!

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.

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.

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.

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.

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.

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.

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.

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.

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!

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.

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.

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.

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.

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.

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.

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.

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.

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.

Karalynn Cromeens will be going over excerpts from her newest book, Trust Your Gut: Your Ultimate Guide to Residential Contracts

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!

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.

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.

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.

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.

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.

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.

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.

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!

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!

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.

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.

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.

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!

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.

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.

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!