Keep all your costs and prices updates in the cost catalog so it remains your most updated resource library. If you have a job budget that includes old costs/pricing, simply select the items that you would like to update and select “Set to Catalog Cost/Price” from the Mass Actions list. Then select Apply Action. Doing so will change the cost and price of all your budget items to match the updated costs and prices in the catalog.

Give your customers the option to secure financing directly from their JobTread estimates and invoices. JobTread's partnership with Acorn Finance gives your customers fast and easy access to prequalify with multiple lenders in 2 minutes. Customers typically receive funds in 1-2 days, some as soon as the same day if they complete all requirements.

If you use a currency other than USD, set your currency format by updating your Country, Currency Code, and Language. The currency format will be reflected throughout JobTread and all document templates.

Join JobTread Founder & CEO, Eric Fortenberry, as he walks through the most recent JobTread updates including web forms, schedule updates, budget templates, and more! Eric also shares some exciting announcements and provides an overview of our future development priorities.

Collect partial payments on Invoices and Bills! Hit "Record Payment" on the document actions to open up the payments menu. You can then enter payment details, record multiple payments, and view payment history.

More accurately reflect your business's working schedule and holidays by selecting which days you work in your company settings. This schedule will be reflected on your Gantt, month, week, and day view for improved clarity to subs, employees, and customers.

Stay on top of your day-to-day tasks by viewing your schedule by week or day! Quickly add tasks by hovering over the day and/or start time for the task and clicking the + icon. Take advantage of the day and week views in the job schedule tab and view your schedule across all jobs within the Tasks tool.

Close the gap in your sales process with all-new customizable Web Forms which allow you to embed a JobTread form directly on your website to capture lead and vendor contacts! Collect essential information by selecting custom form fields, adding text descriptions, and enabling file, photo, and video uploads. Once the form is submitted, the new lead or vendor profile is created in your JobTread account, complete with all the custom field information and uploaded files.

The Gantt chart table has been completely redesigned to provide access to crucial information at a glance without the need for opening up the side panel. Important fields like start date, duration, and progress, can now be modified directly from the Gantt chart task list.