Product Updates
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!
Sep. 14, 2023
Formulas and Parameters
Say goodbye to manual calculations and hello to streamlined estimates. Harness the power of formulas to precisely calculate cost item quantities, costs, and prices while building job budgets. Formulas reference custom job parameters, cost group quantities, and cost item details to simplify take-off and give you confidence, knowing that every estimate is backed by accurate, data-driven projections. Take full advantage of the formulas feature with these highlights:
Start using the new feature by exploring formula examples and best practices within the Help Desk!
Aug. 04, 2023
Baseline Schedule, Files on Tasks, and More!
We've made even more tweaks to tasks and schedules so you can stay on track!
Jul. 26, 2023
Cost-Plus Enhancements
Manage cost-plus jobs more easily by choosing a price type when creating a new job. Cost-plus job budgets will show projected price, actual price, and profits with greater accuracy and transparency. When creating invoices, use the new status filter to view bills and time with more clarity and view all documents related to an invoice with the click of a button! Have jobs that need to be converted to a cost-plus price type? Simply click the "Edit Job" button on the job dashboard and make the switch!
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