Product Updates

Nov. 11, 2022

JobTread + Acorn Finance Partnership

JobTread has teamed up with Acorn Finance to build monthly payment options right into your estimates and invoices, at no cost to you. Instantly connecting your customers to competitive loan options with an on-the-spot marketplace of top lenders.
Nov. 07, 2022

Collect Partial Payments

Give your customers the option to make partial payments toward an invoice balance through the Stripe integration. If you allow for credit/debit card or ACH payments to be made on JobTread through the Stripe integration, you’ll now see an option to Allow Partial Payments on Invoice documents as well as in the Document Template settings.
Nov. 02, 2022

Kanban Views

You now have the power to visualize your Job, Customer, and Vendor data in a way that helps you manage your processes from lead capture to project completion.
Create Kanban views to graphically display records as cards organized into columns based on your custom field values. Dragging a cards to another column will update the custom field value. You can customize which fields and how many to show on the cards.
Use Kanban views to track your leads and sales pipelines, job statuses, and more.
Oct. 28, 2022

Update the Cost/Prices in Budget to Match Catalog

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.
Oct. 28, 2022

Homeowner Financing

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.
Oct. 28, 2022

Currency Formatting

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.
Oct. 28, 2022

Product Updates, Fall 2022

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.
Oct. 27, 2022

Partial Payments

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.
Oct. 26, 2022

Hide Non-working Days

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.
Oct. 18, 2022

View Your Schedule by Week or Day

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.

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