Product Updates
Dec. 05, 2023
Copy Files to Cost Items and Groups
Say goodbye to the hassle of downloading and uploading files by using the new Copy Files option on cost items and cost groups. Search through JobTread and seamlessly copy existing files from various sources, including customer or vendor accounts, jobs, documents, daily logs, tasks, and more, directly to your desired cost item or cost group. This feature further simplifies your workflow, saving you time and ensuring all your essential files are conveniently organized in one place.
Nov. 28, 2023
Daily Log Calendar View
Easily view daily logs across an entire month using the new calendar view! Whether you're at the organization level or within a specific job, this bird's-eye-view makes it easy to stay organized.
Use filters to specify who's daily logs you would like to see and click on the daily log to view more details. Need to create a daily log quickly for a specific date? No problem - just hover over the day in the calendar and click the option to create a new daily log.
Nov. 17, 2023
Update Catalog Items from Job Budget
Imagine you've made updates to cost items in a job budget and want to apply those changes to your catalog. Well, now you can! Update individual cost items or select multiple items from your job budget and use the new mass action button "Update cost items in catalog" to review and confirm changes before applying them.
Also, choose which cost item details you'd like to update: name, description, quantity, unit, cost, price, formulas, and tax status. Simplify your catalog management and keep your data consistent with this handy new feature!
Nov. 06, 2023
NiceJob & JobTread Integration
Boost your reputation and gather valuable feedback from customers with the JobTread and NiceJob Integration! NiceJob sends your customers email and text reminders encouraging them to share their experiences through online reviews.
The setup is straightforward: just head to your Settings and connect to NiceJob in the Integrations tab. Select a default NiceJob campaign for your customers, and with a simple click on the customer account, you can enroll each contact in a NiceJob campaign. This automatically sends contact details (name, email, phone) to NiceJob, simplifying the process and allowing you to focus on delivering exceptional service while effortlessly boosting your online reputation.
Oct. 25, 2023
Additional Cost Item Insights
Keep track of how you are using cost items in your catalog! Now, when you access a cost item in your catalog, you'll not only find valuable cost and price insights but also discover the associated cost groups, jobs, and documents where the item is used.
Now you can make more informed decisions when updating catalog cost items, as you'll have a better grasp of which cost groups or budget templates will be affected. Additionally, it offers valuable insights into the most frequently used jobs for these cost items, helping you optimize your budgeting and project planning processes.
Oct. 19, 2023
Define Your Project Timeline
Now, you have the power to define the precise start and end dates for your construction projects, aligning them with your actual production schedule. Say goodbye to confusion by excluding preconstruction or post-construction tasks and enjoy a project timeline that truly reflects your progress. Even use the scheduled start and end dates to track your projected profit per day on your job custom data views, including your WIP report!
Oct. 19, 2023
Improved File Viewer
Easily view all files on the go directly in the JobTread mobile app!
Don't forget to add JobTread to your mobile device to manage your documents from anywhere!
Oct. 10, 2023
Dynamic Work in Progress (WIP) Report
Introducing the WIP Report, a tool designed to help contractors monitor work progress and gain greater financial oversight. The WIP Report offers flexible filtering options based on financial document dates and time entry dates, providing a clear view of your jobs' financial status. This report allows you to track essential metrics like percent of completion, earned revenue, over and under billing, slippage, and grippage for all your jobs in one place. Select the WIP Report from the custom view list in the Jobs tool. Adjust dates and columns in your report by clicking the “gear” icon to open your custom view settings. Visit your built-in WIP report on a regular basis to unlock complete financial transparency and benefit from improved project clarity and control.
Oct. 05, 2023
QBO Expenses and Credit Card Credits
When creating a bill in JobTread, you can now choose a QBO Payment Account, enabling you to determine whether it is recorded as an expense or a bill. In addition, vendor refunds can now be created as a negative bill in JobTread, and applied as a credit card credit in QBO.
To use this feature simply select a credit card account from the dropdown on the document. Tailor your your billing processes to your specific needs by trying this feature out today.
Sep. 25, 2023
Push Billable Status to QuickBooks Online
When you create bills in JobTread, they will now be automatically synchronized with QuickBooks Online, including the important "billable" status. You can choose whether a bill will reflect a "billable" status in QuickBooks Online, giving you greater control and clarity over your invoicing. Easily generate QuickBooks Online invoices based on these billable documents, streamlining your billing workflow.
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