Product Updates
Apr. 10, 2025
Choose a QBO Payment Account on Bills
Select the Payment Account for bills and expenses when pushing Vendor Bill documents to QuickBooks Online. In addition to marking the document as a bill or expense, setting it as billable, and choosing a QBO Class, you can now specify the Payment Account directly. Set a default Payment Account in your integration settings and override it for individual bills or expenses as needed.
Apr. 07, 2025
Mass Actions for Plans
Use mass actions to easily manage multiple plan sheets, making on-screen takeoff more efficient! Instead of editing each plan sheet individually, simply select the sheets you want to update and choose from a variety of mass actions. You can set a consistent scale across multiple sheets, change plan names, and even number them sequentially, helping you keep your takeoff organized and consistent. Additionally, mass actions make it easy to rotate plan sheets to the correct orientation or delete several sheets at once when they are no longer needed. Save time and effort by managing your plans all at once.
Mar. 26, 2025
Copy & Convert Takeoff Parameters
Easily duplicate existing parameters to capture multiple measurements from a single takeoff. After measuring an area in the Plans tab, use the 3-dot menu to copy the parameter, rename it, and even switch the parameter type (e.g., from Area to Linear) to calculate different measurement types like baseboards or siding trim. This is especially useful when referencing job information in budget formulas or when multiple values are needed from the same visual markup.
Mar. 18, 2025
Rotate Images and PDF Files
Easily rotate images and PDFs while in markup mode, including JPEG, PNG, and PDF files. Any markups applied will rotate along with the file, ensuring alignment stays intact. Simply enter markup mode, click the rotate button at the top, and adjust in 90-degree increments. Once saved, the rotation is preserved for future viewing. Want to rotate a plan sheet for on screen takeoff? No problem! Just click the Rotate button on the bottom of the plan!
Mar. 11, 2025
Passkey Sign In for Enhanced Security
Set up a passkey in your JobTread profile for a more secure and convenient way to log in—stronger than even two-factor authentication. Passkeys use your device's credentials, such as a PIN, fingerprint, or facial recognition, to verify your identity without JobTread ever storing or accessing this information.
To enable your passkey, go to your JobTread Profile and select "Create Passkey." Once set up, your passkey is stored in your password manager, allowing seamless, secure access to your JobTread account.
Mar. 03, 2025
Create Jobs from the Web Form
With this update, you can now choose whether web form submissions create a new customer only or both a new customer and a job in JobTread. By default, new leads will be added as customers, allowing you to qualify them before creating a job. However, if you enable the Create New Job option, a job will be automatically created along with the customer, making it easier to track all lead information at the job level. This added flexibility streamlines your workflow and ensures you capture the right details upfront.
Feb. 24, 2025
Mass Actions for Cost Item Custom Fields
Use mass actions to quickly update custom fields on multiple cost items simultaneously. Now, when looking at your budget or specifications, you can easily select the cost items you want to update, choose the custom field, and assign a new value to it—all in one go. This update enables you to quickly make bulk changes, ensuring that your budget and specifications are always accurate and up-to-date with minimal effort.
Feb. 18, 2025
360° Image Viewer
You can now view JPEG and PNG panorama images in 3D right inside JobTread! This makes it easy to get a full 360° perspective on your job site, project plans, or property walkthroughs.Upload large panorama image files View them in an interactive 3D mode Bonus: Markups made in 2D carry over to 3D!
Feb. 18, 2025
Hide Financial Summary on Job Dashboard
Easily hide the financial summary on your job dashboard with a single click. This allows you to safely share your screen during team meetings, customer discussions, or vendor conversations without revealing job pricing, costs, projected profit, or margin. Clicking the "Hide Summary" button collapses the financial details, and JobTread will remember your preference, keeping it hidden until you choose to display it again.
Feb. 13, 2025
Hover & JobTread Integration
The JobTread + Hover integration makes capturing and managing property measurements easier than ever. With this integration, your team and clients can scan spaces using their mobile device, instantly syncing photos and measurements directly into JobTread. Seamlessly add these measurements to your job budget, ensuring takeoffs and estimates are both quick and precise. This integration streamlines your workflow, making it easier than ever to get the measurements and images you need to build detailed estimates and project plans.
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