JobTread Connect Education Session

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.

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.

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.

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.

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.

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!