Product Updates
Jul. 19, 2022
Downloadable Gantt PDF
Download a PDF of the Gantt view for jobs, accounts, and the top-level organization Gantt charts. Initiate the download by clicking the file download icon above the progress bar on any Gantt chart view.
Jul. 01, 2022
New In-App Help Desk
We just released the New JobTread In-App Help Desk! You can now access the help desk directly within JobTread and take advantage of new resources without leaving the app!
A few highlights:
Jun. 24, 2022
Schedule Critical Path
Create and display a critical path on the job schedule Gantt view, highlighting the key tasks that are foundational to your job's progress. Choose to display the critical path by clicking the critical path icon above the progress bar on the Gantt chart view.
Jun. 23, 2022
Shareable Job & Document Portal Links
Admins can copy and share Job and Document portal links with external users. This update allows admins to share the link with your customer or vendor via text message or in your own email or any other means of messaging.
A few notes:
Jun. 15, 2022
Additional Context in Comment Emails and Feed
Notification emails that are sent when a comment is posted now include additional details such as the job, customer, and description.
Jun. 14, 2022
User Activity Indicator
View who is currently signed into JobTread with the active and inactive indicator dot next to user's photo on the job and document access lists. User activity indicators are also shown on the Members tab in your JobTread Settings. If the user is inactive, simply hover over their photo to view the date and/or time of their last login.
Jun. 13, 2022
File Selector
You now have the ability to select files that already exist in JobTread and attach them in documents, customers, vendors, or jobs. Wherever you see the option to upload files, you'll now see the option to Copy an Existing File. This update also lets you add files to document templates, so any time you create a new document from your templates, the file will automatically be included. Even better, when cloning documents, such as bid requests, the files that are attached to the original document will also be cloned in your new document!
Jun. 08, 2022
Time Tracking Update
We just made Cost Types Time Trackable so you can now restrict the Items that show up when users Clock In! Select which Cost Types are available for time tracking and disable the Cost Types that should not have time tracked to them. We enabled all Cost Types by default, so be sure to update your Cost Types by going to Settings -> Job Costing &-gt; Cost Types.
May. 27, 2022
Reports Dashboard Update
We just released the first set of report charts that can be found on the Reports Dashboard. Our long-term goal is to give you the ability to generate your own report visualizations. However, in the meantime, we will continue adding additional charts and graphs that will benefit everyone.
May. 27, 2022
Customize Document Emails
You now have the ability to include a custom message when sending documents. Save a default email message in the document template settings for each type of document. Before sending each document, you have the option to customize the message.
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