Product Updates

Jan. 25, 2023

View Images and File Count in Catalog

You now have the ability to view the image associated with a Cost Item on the Cost Items custom view. Simply open the custom view settings and add the "Image" field in order to have the first picture associated with that Cost Item display on the table.

Jan. 11, 2023

Feature Request Board

Ever wanted to see your feature requests come to life? Vote and provide feedback on open feature requests on our new Feature Request board. You can also submit your own feature requests!

Jan. 10, 2023

Catalog Cost Group Improvements

Catalog Cost Groups have received a few improvements recently

General performance improvements, saving should feel snappier on large cost groups

Export catalog cost groups to CSV

Clone a cost group with a single click

Expand/collapse sub-groups

Set visibility options for sub-items, description, etc that will be passed through to the job budget and finally the documents

Jan. 04, 2023

Payment Processing with EVO

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.

Bonus Limited Time Offer:

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.

Month 1 is based upon your application being approved by EVO

Months 2 - 6 are based upon being an active merchants processing at least one payment each month

Dec. 30, 2022

Organize Your Custom Views

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

Standard Views have been converted to Organization Views, giving you the ability to clean up the list and only keep the views that your company needs.

Make any Personal or Organization View your default.

Click & drag to reorder custom views in your list.

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

Dec. 01, 2022

Improved Employee Time Tracking

Employee time tracking just got easier! The updated Time Tracking tool now offers an enhanced list view and new weekly summary view. Administrators can designate automatic overtime rates and employees can click the “take a break” option to stop the clock and easily return to work after their break is over.

Dec. 01, 2022

Multiple Document Recipients and Signatures

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.

Add Multiple Recipients to send a document to all homeowners, vendor contacts, internal reviewers, or any other stakeholders in an approval process.

Require Multiple Signatures allows to collect legally binding eSignatures by all or select recipients on a single document.

Resend Documents with a single click to any recipient, which will resend the document link via email.

Viewed Events display when each recipient last viewed the document.

Email Status Events display the status of each sent email as it goes through the email delivering process. From pending, to delivered, to opened, you can track all of the events associated with each recipient to allow for quick error resolution and follow up.

Nov. 28, 2022

Training Videos and Recorded Webinars

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.

Nov. 11, 2022

Cost Item Photos and Files

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.

Nov. 11, 2022