Product Updates
Oct. 14, 2024
QuickBooks Online 'Pay Now' Button
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!
Oct. 10, 2024
EagleView & JobTread Integration
JobTread now integrates directly with EagleView, allowing you to easily order and manage EagleView reports straight from the Job Dashboard. This powerful integration gives roofing and exterior contractors quick access to high-resolution aerial imagery and precise structure measurements—including roofs, walls, doors, and windows—boosting project planning and estimate accuracy. Reports are automatically pulled into the job, and users can quickly apply measurements to budget parameters and formulas. By streamlining the estimating process, this integration helps teams increase efficiency and make smarter decisions for every project.
Oct. 07, 2024
“Exclude from Budget” Setting for Preliminary Documents
Send preliminary documents, such as ballpark estimates or pre-contract selections, to customers without impacting the approved budget. By toggling the “Exclude from Budget” setting on Customer Order documents, you can easily can provide rough estimates or gather pre-contract choices while keeping budget items unapproved until a final contract is signed. This helps streamline the process by allowing customers to review and approve preliminary details, without prematurely locking in costs.
Sep. 30, 2024
To-Do's Groups & Custom Views
You can now add group headers to the Job, Customer, and Vendor Account to-do lists, helping you categorize and manage your to-do's more effectively. In addition, you can create and save custom views of your to-do lists, allowing you to apply filters based on date, type, assignee, and more. You can also toggle columns on or off to tailor your view and revisit these saved lists anytime, ensuring you always have the most relevant information at your fingertips.
Sep. 19, 2024
On-Demand Schedule Notifications
Simplify team communication about schedule changes! While you're in the Schedule tab on job, customer, or vendor accounts, you can use two notification buttons for real-time updates. The bell icon activates notifications that will send a consolidated message of all changes to assigned team members after you save. The “notify assignees” button lets you instantly notify task assignees, giving you control over who gets updated. Notifications are sent via email or mobile push, depending on each assignee's preferences, making it easier than ever to keep everyone informed!
Sep. 19, 2024
Document Text Formatting
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!
Sep. 05, 2024
Custom Navigation Menus
Administrators can now fully reorganize tools on the main navigation, as well as within jobs, customer, and vendor accounts. These custom settings will apply organization-wide, ensuring that your team can easily access the most important tools from the browser and mobile app. To start, head to the Feature Customization section under your General JobTread Settings, click the "Reorder"e; buttons, and drag to reorder features in the Main Navigation or tabs within the jobs and accounts. Save your changes and streamline your team's workflow!
Sep. 05, 2024
To-Do Lists
Leverage to-do Lists to easily keep track of quick tasks associated with Jobs, Customer & Vendor Accounts, separate from your job schedule. With the ability to prioritize to-dos using due dates, task types, and checklists, you can ensure that your team stays focused on what truly matters. Assign tasks, add comments, and share files in to-dos for seamless collaboration. As a bonus, we've enhanced the schedule List View to give you an organized, easy-to-navigate interface, making task tracking more intuitive than ever before.
Bonus: A new and improved List View will also be applied to the Job Schedule so tracking your tasks has never been easier!
Aug. 27, 2024
Quick Photo Capture
Effortlessly capture multiple photos at once when using JobTread on your mobile device. The new Camera icon lets you snap as many photos as you need, select the job, choose a folder, and add file tags from any JobTread screen! With the ability to scroll through, mark up, and remove unwanted photos on the spot, staying on top of project progress has never been easier. Plus, if you lose internet connection or accidentally close the app, rest assured that your photos will be securely waiting for you once you reconnect and reopen the app.
Aug. 13, 2024
External Budget View
Easily customize and share specific budget views with your customers and vendors, offering them transparency like never before. Select which budget columns and custom fields to include in a custom budget view, then grant access through the customer and vendor roles in your JobTread Settings. A new tab will appear on their portal, where they can view the budget with read-only access. If any documents back up the numbers, they can expand the cells to review the document list. This feature is perfect for Cost-Plus builders aiming to provide a fully transparent, open-book experience for their clients!
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