Catalog Cost Groups have received a few improvements recently

You now have the option to use EVO Payments for all your customer credit/debit card and ACH bank transfers. Not only does EVO provide faster payment processing for JobTread customers, the processing fees are lower as well! Set up the integration with EVO today and give your customers the ability to pay their invoices directly in JobTread using ACH Bank Transfers or debit/credit cards.

Sign up with EVO and process payments to receive $600 in credits towards your JobTread subscription! Receive a $100 monthly rebate for the first six months you are using EVO for payment processing. Rebates are credits to your JobTread subscription and will reduce your next invoice.

Enjoy more options to manage, organize, and share custom views! Key improvements:

These custom view updates are available on your Jobs, Documents, Customers, Vendors, and Catalog lists, as well as your Job Budgets!

Send documents to multiple recipients and request multiple signatures on documents. The sky is the limit! Add as many recipients as you wish to any document and select who required to sign, while keeping track of document activity with status indicators.

We've done some work to help improve your learning experience in JobTread. Training videos in your Help Desk are now sorted by categories that will help guide your learning experience. Watch them all in sequence to learn JobTread from setup all the way through reporting to become a JobTread Pro!

Additionally, we have made our recorded webinars available in the help desk. You can now learn industry best practices as well as get caught up on what is happening at JobTread without ever leaving the app.

Take your proposals to the next level by adding photos and files directly to your document line items. Add photos to your selection items to help inform your customer’s decision or to show the end result.

Add photos and files to your catalog cost items to have them displayed automatically anywhere you use that cost item. If you’d prefer to only show them on certain Documents, then you can use the display option to show and hide them on individual Documents or in the Document Templates.

Tell your bookkeeper! You can now track deposits and expenses within QuickBooks Online.

Just head to the Payment Accounts tab of your QBO integration and map your QBO accounts.

If you're using Stripe, the fee will be automatically reconciled within QBO and deposited into the correct income account.