Easily track and reconcile expenses with the Receipt Capture & Cost Inbox tools, designed to streamline cost management both in the field and in the office. Snap a photo of your receipt directly from your phone, tablet, or computer and link it to a job, select a vendor, and categorize the expense by cost item or code. This feature allows for splitting costs across multiple cost items or jobs and provides options to add descriptions, tax amounts, and backdates as needed. Expenses are stored as drafts in the Cost Inbox where you can review, edit, and mark receipts as paid, automatically updating job budgets and organizing expenses in real time. Grant access to this feature by adjusting the Expense Logging permission in the JobTread Role Settings.

Paying invoices is even easier for your clients with new payment updates! Now, customers paying an invoice on JobTread (via Stripe) don't need to create a password, removing a common barrier and simplifying their experience. However, they still have the option of creating a password if they would like to save their payment methods for future payment.

If they choose to save a payment method, it is securely stored and specific to each user, displaying only on documents linked to the same customer account they were saved under, ensuring seamless and secure payments every time!

Streamline your payment process with the QuickBooks Online “Pay Now” button! Your customers can quickly and securely pay their JobTread invoices through QuickBooks Payments, with the option to use ACH Bank Transfer or Credit Card.

To enable this, head to your JobTread Settings to edit your Quick/books Online integration settings, and toggle on “Display Pay Now Button on Invoices.” Once set up, simply create your invoices, choose your preferred payment methods, and send them to your customers. They'll see a convenient “Pay Now” button, redirecting them to QuickBooks for easy payment. Simplify your invoicing today with this seamless integration!

Take advantage of enhanced Document Text Formatting in JobTread, giving you more control over how your text appears on documents! Easily style your text using a simple toolbar while editing. Make your content stand out with bold, underline, italics, and headers, or customize it further with bullet points, numbered lists, hyperlinks, and even tables. You can align your text left, center, or right, and use the Alerts feature to highlight important information with color blocks and icons.

This new feature uses Markdown, a simple language for formatting text with easy-to-remember symbols, such as asterisks for bold or carets for italics. You can even use these markdown symbols to format content in several other text fields throughout JobTread. To view a full list of formatting options, and learn how to use the symbols, visit the Text Formatting article in the Help Desk!

Ready to try it out? Visit the Document Templates tab in your JobTread Settings to explore this exciting new feature today!