Product Updates
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.
Sep. 21, 2023
Job Cover Photo
Elevate your job dashboards by adding an eye-catching cover photo that will also be featured on customer and vendor portals. Whether you're creating a new job or editing an existing one, you can now upload a landscape-oriented photo with a 16x9 aspect ratio. Show a rendering of the job or the home you'll be working on to enhance the visual appeal of your job dashboard.
Sep. 19, 2023
Quick Job Switcher
Transition between jobs without interrupting your workflow! When you're in the midst of your work and need to switch jobs, simply click on the job name you're currently viewing. The Job Switcher drawer will open, giving you the freedom to jump into a new job. The best part? You'll seamlessly stay within the same job tab you were previously focused on, ensuring a smooth and uninterrupted experience.
Sep. 19, 2023
Resize Custom Data View Columns
Adjust the width of columns in your custom data views to easily reference all your job, customer, vendor, document, and cost item information. Simply click and drag the divider between columns to expand or contract them to your preference. When you're satisfied with your customized view, access the Budget View Settings drawer by clicking the gear icon beside the budget view name and hit the "Save" button in green to preserve your changes.
Sep. 18, 2023
Resize Budget Columns
Easily adjust the width of columns in all your budget views, ensuring that crucial information is readily accessible without unnecessary clicks. Simply click and drag the divider between columns to expand or contract them to your preference. When you're satisfied with your customized view, access the Budget View Settings drawer by clicking the gear icon beside the budget view name and hit the "Save" button in green to preserve your changes.
Sep. 15, 2023
Notification Preferences
New notification preferences give you the power to tailor your own notifications and manage notifications for internal and external roles. Curate notifications from a diverse range of JobTread activity related to customers, jobs, tasks, messages, and more. Then select your preferred delivery method (in app, email, or push) for each notification type. Enable push notifications on each of your devices and personalize notifications in your JobTread Profile today!
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