Product Updates
Sep. 27, 2022
Task Mass Updates
You can now select multiple tasks and edit their fields or remove them entirely via the new mass update drawer on the tasks.
Sep. 26, 2022
Adding Budget Templates to Your Catalog
Create faster, more accurate estimates in minutes by adding comprehensive budget templates to your catalog! Use the cost groups tool to build budget templates which include multiple cost groups, selections, and upgrade options. Then simply drop them into future jobs and update the quantities and costs to customize the budget per your job specifications.
Sep. 13, 2022
New Slack Settings
We've added three new event types to the Slack integration settings: daily log created, clock in and clock out. In addition, you can now limit which jobs you receive notifications for.
Sep. 01, 2022
JobTread Marketplace
Admins can explore the new JobTread Marketplace, which offers additional products and services you can use to improve your business. Explore additional resources available to JobTread users by opening Settings from your main navigation and select the Marketplace tab.
Aug. 25, 2022
New Comment Permission
You can now restrict comment visibility for internal users on customers, vendors and jobs in the roles settings.
Aug. 11, 2022
Selections Update
You are now able to create and manage selections cost groups within the catalog and budget.
Enable “Allow Selections” on Cost Groups within the Catalog and enter the minimum and/or maximum number of selections. If desired, specific selections can be pre-selected. Adding these Selection Cost Groups to a budget will now provide minimum and maximum ranges for the Extended Cost, Extended Price, and Profit. Use the new “Selections” budget view to see and update selection settings. When creating a Document, all Selection Cost Groups will automatically be setup the same as in the budget.
Aug. 01, 2022
Daily Logs
You can record daily logs on jobs. Each daily log captures the job, date, weather data, free-form notes, and file/photo uploads.
Jul. 28, 2022
QBO Tax Code Selector
You can now set specific QBO tax codes on invoices, bills and customer orders. You can also select a default QBO tax code for every location.
Jul. 22, 2022
Create a Document from Selected Budget Items
You can now create a new document directly from selected items on the budget. Simply select desired groups and items and click "New Document with Selected" in the mass actions drawer.
Jul. 21, 2022
Inline Edit Custom Fields
You can now quickly update custom field values by hovering over a custom field and clicking the pen icon.
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