Save a job budget as a cost group in your catalog to use on future jobs! Either export the entire budget to a catalog cost group using the main export button or select specific cost items to export from the mass actions drawer. The export will pull existing, linked cost items from the catalog into the cost group or create new catalog cost items if they are not saved in the catalog yet.

Leverage the new cost mapping dashboard to easily reconcile all uncategorized costs that are pulled from QuickBooks Online. Find the dashboard in JobTread Reports to search and map uncategorized costs to the correct cost items in your job budgets in one place!

Customize and save your task and schedule views to stay on top of your jobs! Simply click the gear icon to apply filters and save each unique view to tailor your experience and then choose to share the view with your organization. These saved views work seamlessly across both the organization task tool and the job schedule, ensuring consistency and efficiency.

Filter the activity feeds on your home screen, job dashboard, and customer or vendor accounts with custom filters to view the activity that is most relevant to your role! New multi-pick options also allow you to view multiple types of activity at once to keep the data you care about most front-and-center.

Customize and assign color-coded task types to easily identify tasks by trades, departments, priorities, or any other type! Assigned colors will be visible across all schedule views, providing a visual cue for quick reference and improved clarity. Additionally, a new schedule heat map feature provides a visual representation of team members' daily task load relative to their typical workload. View the organization-wide Gantt chart and group by assignee for this high-level overview of task distribution. Lastly, users can now export each type of schedule view as a PDF document, making it effortless to share and distribute schedules with stakeholders.

Include attachments when pushing/pulling documents between JobTread and QuickBooks Online! Files attached to invoices, bills, refunds, and credits in JobTread will now be attached to QuickBooks documents when the document is pushed and when a new file is uploaded at a later time. Attachments created in QuickBooks will now appear in JobTread when the document is pulled. Head to your integration settings to enable this feature today!

Record customer or vendor credits and refunds in JobTread! Any invoice or bill with a negative total now displays options to add the amount as a Credit or Refund in the job budget. Also, use the 2-way sync to record, apply, and track credits and refunds between JobTread and QuickBooks Online! Begin by enabling the “Sync Credits” option in the QuickBooks Online integration settings.

Managing dependencies and lag time between tasks just got easier! View, add, and remove task dependencies within the task drawer while viewing your task on a job schedule, customer or vendor account, or the organization task tool. Specify whether to anchor the dependency to the beginning or end of the dependant task and even lock the dependency to preserve the lag time between the tasks when adjusting your schedule. This update also gives you the ability to clone a task with its details and checklists!

Upsell your jobs even easier by showing differences on selection items! When creating a selection group, there is now an option to show the selection amount price/cost differences for each option. This update also allows you to pre-select a “base” option for an item that is included in your base budget package and then display the delta for upgrade selection items.