Product Updates
May. 17, 2022
Aggregated Data in Table Views
Report aggregations are now visible in standard and custom table views to display the Sum, Average, Min, Max, and Count for currency, percentage, and number columns. Check out the update now by visiting the Job, Customer, or Vendor Dashboard!
May. 13, 2022
Targeted Messaging and Notifications
Centralize job communications and loop key players into conversations with the new Targeted Messaging feature! Use the "@" symbol to mention specific users, @vendors, @customers, or any other user roles while writing a comment and those directly associated with the job, document, or task will be able to reply to the conversation thread in their portal. Better yet, they will receive an email notification when they are invited to a conversation.
May. 11, 2022
Role Based File Sharing
Provide access to job files, photos, and videos with JobTread’s new Role-based File Sharing feature! This new feature allows you to share files with internal team members, customers, and/or vendors based on their roles. When adding files to a job, simply add the "Customer" tag to a file you would like visible to the customers and the "Vendors" tag to files you would like visible to vendors. JobTread gives you the power to further customize file sharing by assigning one or multiple file tags to any user role.
Apr. 19, 2022
Employee Time Tracking
You can now track, view, manage, and report on employee hours directly in JobTread! This feature allows employees to clock in and out, select the job they are working on, and identify the budget line item to log their hours. Hours and time costs will then be displayed directly in the job budget. This creates even more accuracy in job costing and increased insight into your profitability throughout the job.
Apr. 02, 2022
Roles and Permissions
You now have the power to control your team members, vendors, and customers' level of access in JobTread! Assign Role-Based Access by creating roles for each type of JobTread user and deciding each role's level of access to JobTread features. Provide Direct Access to Specific Records by sharing individual customer, vendor, job, and document records with specific team members directly.
Mar. 25, 2022
Single Click Assign Yourself to a Task
Assign yourself to tasks in a breeze with the new "assign yourself" button at the top of all task assignee sections. This makes it easier to build schedules quickly!
Mar. 24, 2022
Company-Wide Gantt Chart
View a company-wide Gantt Chart which displays all job schedules at once! Choose to see the schedule across all your jobs or across all users. If a user has multiple tasks in one day, you'll see the number of tasks they are assigned to, which you can easily click to view more details.
Mar. 22, 2022
Modify Pending Documents
After lots of requests to be able to modify pending documents, we just released an update to allow you to edit pending documents even after they have been sent! Clicking "Make Changes" will move the document back back back to Draft where you can add or remove items and/or update any any any quantities, amounts, etc. Then just click "Send to Customer" or or or "Mark as Pending".
Mar. 11, 2022
Task Templates
Set up endless templates in your Catalog tool and designate task groups, task length, dependencies, and assignees. Then pull one or more templates into your job's schedule and adjust as needed! Create a task template for each type of project, various phases of the project, or even repeating administrative tasks.
Jan. 28, 2022
Tasks and Scheduling Update
Scheduling just got easier with new updates designed to help you stay on track. You now have the power of drag and drop functionality in the tasks and scheduling tool to keep your job timeline updated with just a few clicks.
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