With this update, you can now choose whether web form submissions create a new customer only or both a new customer and a job in JobTread. By default, new leads will be added as customers, allowing you to qualify them before creating a job. However, if you enable the Create New Job option, a job will be automatically created along with the customer, making it easier to track all lead information at the job level. This added flexibility streamlines your workflow and ensures you capture the right details upfront.

Use mass actions to quickly update custom fields on multiple cost items simultaneously. Now, when looking at your budget or specifications, you can easily select the cost items you want to update, choose the custom field, and assign a new value to it—all in one go. This update enables you to quickly make bulk changes, ensuring that your budget and specifications are always accurate and up-to-date with minimal effort.

You can now view JPEG and PNG panorama images in 3D right inside JobTread! This makes it easy to get a full 360° perspective on your job site, project plans, or property walkthroughs.

Easily hide the financial summary on your job dashboard with a single click. This allows you to safely share your screen during team meetings, customer discussions, or vendor conversations without revealing job pricing, costs, projected profit, or margin. Clicking the "Hide Summary" button collapses the financial details, and JobTread will remember your preference, keeping it hidden until you choose to display it again.

The JobTread + Hover integration makes capturing and managing property measurements easier than ever. With this integration, your team and clients can scan spaces using their mobile device, instantly syncing photos and measurements directly into JobTread. Seamlessly add these measurements to your job budget, ensuring takeoffs and estimates are both quick and precise. This integration streamlines your workflow, making it easier than ever to get the measurements and images you need to build detailed estimates and project plans.

Easily finalize allowances once your customer has made their selections. Choose individual allowances or finalize them all at once to zero out remaining balances and ensure accurate financial tracking. The Finalize Allowances option automatically adjusts allowance amounts and generates a change order to credit back any remaining balances. Streamline the process and keep your financials precise with just a few clicks.

Group, calculate, and analyze your data more effectively on custom views! Grouping allows you to organize jobs, customers, vendors, documents, and more while also leveraging formula columns to calculate key metrics directly in your views. Easily break down data into meaningful categories—such as jobs by quarter and sales rep, documents by type and status, or customers by lead source—helping you uncover key insights at a glance. With custom formulas, you can add calculated columns, like commission totals or profitability percentages, to gain even deeper visibility into your performance. Apply multiple groupings, refine your views, and save your favorite configurations for quick access—all within your custom views!

Create a custom JobTread sign in page branded with your organization's colors and logo to enhance user experience and maintain brand consistency. Customize your sign-in URL in JobTread Settings by adding your preferred text to the end. Link this branded sign-in page from your website to provide internal users, customers, and vendors with a streamlined sign-in process. Customers and vendors can continue accessing their accounts through email links, but those who create a password will benefit from an even smoother experience when logging in directly from your site.

Streamline your takeoff process with plans, measurements, and parameters. Simply upload your plans to a job, set the scale, and measure areas, volumes, lengths, counts, and more with precision. Stay organized with custom color-coded measurements, and combine multiple inputs into dynamic parameters that can be referenced within your job budget. Take it even further by leveraging formulas to calculate item quantities, costs, and pricing! Everything integrates effortlessly, empowering you to create detailed, accurate takeoffs with confidence and ease.