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:
  • Help Drawer that gives you answers exactly when you need them! If you get stuck while using JobTread, simply click the question mark icon in the top right and the help desk will open the article you need without leaving the page.
  • Getting Started Guide lets you choose the best pace for your onboarding and implementation.
  • Help Articles offer detailed, step-by-step instructions for using each JobTread feature. When in doubt, check out an article to find your answers.
  • Video Library provides on-demand video training that you can watch while getting started or whenever you need a refresher.
  • Upcoming Events list shows future webinars, JobTread Live events, in-person events, and more for our users to connect with us.
  • What's New lists all the development updates, big and small. A notification dot will appear on the question mark icon at the top, right of the app when a new development update was released.
  • Schedule a Call or Training with your Customer Success Manager.
  • 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:
  • Portal links will only be available for external users who have not chosen to set their own login password.
  • To share a job or document link with an internal user or external user who has set their password, you can just share the job or doc URL from the address bar in your browser.
  • Portal Links are specific to each external user, so be sure you only share it with the intended recipient.
  • We don't recommend you click to view these links because it will log you in as that user and set their “last active” date and time.
  • We made these links only available to admins to make sure an internal user with restricted permissions can not access the link and view more information than their permissions allow.
  • 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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