Our new feature allows you to seamlessly capture email replies into JobTread so emails never slip through the cracks! Now, when an internal or external user replies directly to an email notification sent through JobTread, their text reply and any file attachments will automatically be posted in the related messaging thread in JobTread. This streamlines your communication, ensuring that all correspondence and relevant files are organized and visible within JobTread.

The selections tab gives customers a centralized place to make their selections within allowances, providing a streamlined experience. They can now easily view the total allowance amount for the job, the total amount selected within the allowances, and the remaining allowance amount, providing clarity as your customers track their budget. Additionally, they can see any overages or selections made above the allowance amount, ensuring better control and understanding of their project costs. This feature empowers your customers to make informed decisions while simplifying the selection process, ultimately enhancing their experience.

Streamline communication and file sharing within JobTread by adding files to messages. Now, when composing a message, you have the option to seamlessly upload files or link existing files directly to the message. The best part? You have full control over your files. They are initially attached to the message for convenience, then you can choose to copy them into the files section of the relevant job, account, document, task, and so on. This flexibility allows you to add file tags, descriptions, and share them with others, making collaboration more efficient and organized than ever before.

Assign default custom data views for users, both internal and external, based on their roles. Simply choose defaults from your shared organization views to ensure users access role-relevant information across various JobTread features. Default custom views can be selected for several JobTread features including Customers, Vendors, Account Locations, Jobs, Job Budgets, Documents, Tasks, and the Job Schedule. Additionally, choose default tasks and job schedule views for your customer and vendor roles, enabling your customers and vendors to effectively manage their tasks with the help of new task and schedule filters. This update empowers you to tailor data views, improve efficiency, and facilitate better communication with your users.

The Audit Log and Job Budget Backups enhance transparency and accountability within your organization. With a simple click on the History icon in a job, customer, or vendor account, you can access a detailed change log that records all modifications, while the Budget Backups option allows you to see changes to your budget and download previous revision history. Administrators can also leverage the History log in JobTread Settings to reference changes across the organization, ensuring comprehensive visibility and streamlined record-keeping for your team.

Create custom activity notifications and set time-based reminders to take your JobTread communication to the next level! Tailor each notification by adding an optional message and specifying trigger events or dates. Add filters to further refine your custom notifications, ensuring your messages are targeted and timely. Once your custom notification is created, select the recipient roles and delivery methods, including In-App, Email, or Mobile Push notifications. Head to the new Notifications tab in your JobTread Settings to begin setting up your custom notifications today!

Gain a comprehensive overview of your organization's availability in a convenient calendar format. The new Availability view found in the Task tool showcases the availability of all internal users and vendors, sorted by their respective roles, providing a clear picture of your team's schedule. Need to make adjustments? Simply click on an existing task to edit, or effortlessly add new tasks for users on specific dates by hovering and selecting "+ Task." Take advantage of more schedule clarity and more efficiently allocate resources with the Organization Availability View.

Keep an eye on your employee time records by grouping them based on rates, offering a clear and concise overview of labor across your organization. Also, leverage new filters, including the Rate Filter and Item Filter on Jobs, to have even more control and flexibility when managing your time tracking data. With the Time Tracking Summary View, you can now efficiently analyze labor costs and gain deeper insights into your projects.