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:
  • 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!

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