Product Updates

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.
    May. 27, 2022

    File Management System

    The File Management update gives you endless options to organize, store, and sort files. More easily manage files using the Files tab within each job, customer, or vendor. Alternatively, you can manage files across the entire system using the Files tool in the Main Navigation. The update includes a file directory, quick view and edit drawer, file list view, mass actions (tagging, downloading, and archiving), dynamic folder nesting, and enhanced search features.
    May. 19, 2022

    Enhanced Job Dashboard

    Based on feedback, we’ve added the following information to the job dashboard: Key Financial Data, Action Items, Job Status, and Location Custom Fields. We also now have a three-column view for when you’re using JobTread on a desktop or wide-screen computer so all your information is organized and easily accessible.
    May. 18, 2022

    Preview as User

    We just delivered another top customer request! Preview as a User is now live and will let you Preview JobTread as any other internal or external user. You can do this from Member Settings or directly from a Job or Document. Look for the small eye icon next to their name. This will allow you to preview what they see in JobTread. If you are previewing an external user, you will preview their customer or vendor portal.

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