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Product Updates

Mar. 26, 2026

Quantity Formula Builder

Easily calculate cost item quantities using plan measurements and parameters. Use the formula builder to add waste factors and rounding options.
Get Started
  • Add a parameter: measure from Plans or manually enter in the Parameter list.
  • Hover over the cost item quantity cell and click the ruler icon.
  • Choose a parameter or measurement, then apply waste and rounding options.
  • Click Create Formula and review the calculated quantity in your budget.
  • Mar. 23, 2026

    Dashboard Export & Import

    Share your best dashboards across organizations by exporting and importing dashboard templates. Quickly replicate proven reporting setups while keeping your own data intact.
    Export
  • Navigate to your dashboard and click the gear icon
  • Click Export to download the dashboard as a JSON file
  • Import
  • Select the Plus icon to create a new dashboard
  • Choose From File and upload your JSON file
  • Map any custom fields to your own fields when prompted
  • Mar. 18, 2026

    Supplier Cost Adjustment for Tax & Overhead

    Quickly apply a percentage to cost items when adding them from the Global Catalog or the Web Clipper to account for taxes and overhead. This ensures your supplier items reflect real purchase costs without manual calculations.
    Get Started
  • Navigate to Settings and locate the Supplier Cost Adjustment field.
  • Set the Cost Adjustment percentage.
  • When adding items from the global catalog or web clipper, toggle on the option to apply the Cost Adjustment.
  • The adjustment will automatically increase the cost based on your preset percentage, helping you estimate more accurately and consistently.
    Mar. 16, 2026

    AI Autofill for Web Clipper

    Add cost items from supplier websites faster with AI-powered autofill. Automatically pull in item details, images, and specifications directly from the page you’re viewing.
    Get Started
  • Navigate to an item on a supplier website
  • Open the Web Clipper bookmark
  • Click Autofill to pull in item details, photos, and PDFs
  • Review and click Create Item to add it to your catalog, budget, or selections
  • Feb. 24, 2026

    PoolCorp Integration: Browse & Order Materials

    PoolCorp supplies pool, spa, and outdoor living products across the United States. Use the JobTread + PoolCorp integration to browse live PoolCorp catalog items, add materials directly to your budgets, and place orders without leaving JobTread, helping you keep pricing accurate and streamline your estimating and purchasing workflow.
    Get Started
  • Navigate to the Integrations tab within Settings to connect your PoolCorp account.
  • Open a Job Budget and use the Global Catalog to browse PoolCorp products.
  • Add items to your budget and use a mass action to refresh pricing as needed.
  • Create and submit a PoolCorp Vendor Order for delivery or pickup.
  • Feb. 13, 2026

    New & Improved Selections with Job Areas

    A redesigned selections experience that helps you move faster, present choices more clearly, and deliver a better client experience with organized Job Areas.
    Key Highlights
  • Photo-centered, designer-friendly interface
  • Faster selection creation with fewer steps
  • Easier customer review and approval experience
  • Job Areas to organize rooms and locations within a job
  • Send selections to customers in bulk
  • New selection templates in the catalog
  • Existing JobTread customers will continue to have access to the previous selections interface as a Legacy option, while new customers will start with the new selections experience.
    Feb. 12, 2026

    Sync Time Entry Rates to QBO Payroll

    Time Entry rates in JobTread now map directly to matching employee compensations in QuickBooks Online. When a time entry is created or updated, the rate automatically syncs to QuickBooks, keeping your payroll data aligned.
    How it works:
  • Navigate to your QuickBooks Integration Settings.
  • Open Employee Mapping and if you see a blue banner, reconnect your QuickBooks Online account to activate this feature.
  • Confirm rates in the Members tab in your JobTread Settings.
  • Click the Rates button next to an employee and look for the QuickBooks Online logo next to the rates.
  • This update reduces manual adjustments, keeps payroll clean, and ensures your time tracking and accounting stay in sync automatically.
    Feb. 05, 2026

    Compare Plan Versions

    Quickly compare original and updated job plans to spot changes, avoid missed scope, and stay aligned throughout takeoff and construction.
    How it works:
  • Upload updated plans to the job Files.
  • Open the original plan sheet in the Plans tab.
  • Add a new version and click the Compare button.
  • Feb. 04, 2026

    Organize Bills & Time on Cost-Plus Invoices

    Give customers clearer, more transparent cost-plus invoices by controlling how bills and time are grouped and sorted before you send them.
    How it works:
  • Navigate to a job and create a Customer Invoice.
  • Choose Bills & Time and select the records you want to include.
  • Choose to group items by cost code, cost type, or by a cost item custom field.
  • Sort in ascending or descending order.
  • Jan. 29, 2026

    SRS Integration: Browse & Order Materials

    SRS is a leading distributor of roofing and building products, offering a wide range of materials and services to contractors and builders across the United States. Use the JobTread + SRS integration to browse live SRS catalog items, add materials directly to your budgets, and place orders without leaving JobTread, helping you keep pricing accurate and streamline your estimating and purchasing workflow.
    Get Started:
  • Navigate to the Integrations tab within Settings to connect your SRS account.
  • Open a Job Budget and use the Global Catalog to browse SRS products.
  • Add items to your budget and use a mass action to refresh pricing as needed.
  • Create and submit a SRS Vendor Order for delivery or pickup.
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