Product Updates

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:
  • Add formulas to cost item quantities, unit costs, and unit prices
  • Create 3 types of custom job parameters that can be referenced in a formula: numerical, picklist, and formula
  • Automatically create numerical job parameters on the fly while writing a formula
  • Pull parent cost group quantities into cost item formulas
  • Reference other cost item details such as quantity, unit cost, unit price, or custom fields in a cost item formula
  • 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!
  • Files on Tasks: Upload new files or copy existing files onto a task and add tags to share them with external users.
  • View Baseline Schedule: Once you are finished building your schedule, set it as your baseline so you have a reference when comparing your original and updated timelines.
  • Undo and Redo: The new undo and redo buttons allow you to revert or redo changes made to your tasks before you save changes.
  • Task Type Colors on Gantt Groups: When viewing the Gantt chart, each task group bar shows the task type colors.
  • Expand & Collapse Memory: JobTread will remember your most recent collapsed groups so you can pick up where you left off while logged in.
  • 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!
    Jul. 18, 2023

    CompanyCam Integration

    Streamline your file organization with the native CompanyCam integration! Capture photos, files, and videos through CompanyCam, and automatically sync them to your job files in JobTread. File tags, edits, and markups made to the files in CompanyCam will also sync over. Navigate to the Integrations tab in your JobTread Settings to get started!
    Jul. 17, 2023

    Team Availability on Job Schedule

    View real-time availability of your team members and avoid accidentally double-booking! Use the new “View Availability” button while building your job schedule to view internal team member and vendor availability by week. Also, an availability icon will appear after selecting an assignee for a task, indicating whether the assignee has conflicting tasks on the same or adjacent days. View details for conflicting tasks simply by clicking on the icon next to their name.
    Jul. 14, 2023

    Export Job Budget to Catalog

    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.
    Jul. 14, 2023

    Uncategorized Cost Mapping Dashboard

    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!
    Jul. 06, 2023

    Task & Schedule Custom Views

    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.

    Let's elevate your company to new levels of success.

    Let one of our experts show you how JobTread will get you organized, save your time, and increase your profits.

    Schedule a Demo

    The JobTread Platform