Events

Join Andrew Collins, CEO of HFS Financial, and learn how HFS helps contractors close more sales through financing solutions designed specifically for the home improvement industry, and discover how the JobTread and HFS integration helps contractors operate more efficiently and win more business. You will also get to see a demo of the integration built right into JobTread.

How accurate are your estimates? Are you confident you’ll hit your intended profits? We’ll break down the most common, and costly, bidding mistakes contractors make… from missing line items and miscalculating labor to underpricing risk. Walk away with practical strategies to tighten up your estimates, protect your margins, and win bids you can actually make money on.

The quality of your financial reports is only as good as the underlying data. If your job costs are poorly organized and badly utilized throughout a job, your financial reports will be garbage. In this session, we’ll discuss best practices for organizing Cost Codes and job Budgets, as well as how to work with cost reporting throughout a job to gain clear insight into grippage and slippage. Finally, we’ll examine how that data can be best visualized in a Job Profitability and overall Profit and Loss statement.

See how a design-build contractor pairs a designer and estimator to guide clients through every step of the sales process - from the first meeting to signed contract. This session walks through a proven 10 step workflow that includes joint site visits with trades, capturing pre-contract selections in JobTread, and developing clear contracts and specifications. Learn how this collaborative approach builds trust with customers, sets clear expectations, and results in stronger project outcomes.

When major storms hit near Asheville, NC, our company had to pivot quickly into restoration work, and JobTread made it possible. By leveraging the catalog, parameters, and documentation tools, we streamlined estimating, improved communication, and kept projects moving even in the middle of chaos. This session shares how JobTread has transformed our operations over time, elevating efficiency, accountability, and profitability across the business.