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!

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.

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.