JobTread

Open JobTread and kick off your day where it matters: the pipeline and today’s job tasks. Start by building an estimate using a template or your item library. Drop in assemblies, adjust labor rates and margins, and add allowances or alternates. Pull in supplier pricing, apply taxes, and preview the total in real time. With a click, convert that estimate into a polished, branded proposal and send it for e‑signature. Once the homeowner signs, JobTread automatically creates the job budget, maps costs to codes, and locks in the scope for the team.

Move straight into planning. Create a schedule with task dependencies, assign crews, and sync to shared calendars so everyone knows where to be. Generate purchase orders and work orders directly from the budget to avoid double entry. Subs receive what they need, with clear quantities and due dates. Field staff track hours from their phones against the correct cost codes; GPS and notes keep records clean. Daily logs, photos, and checklists roll up to the job record, so you can verify progress without chasing texts. Need a scope tweak? Issue a change order that updates the contract value, budget, and schedule in one step.

Keep finances tight without leaving the job workspace. Monitor committed costs and approved bills against budget lines, with live variance alerts. Three‑way match vendor invoices to POs and receipts to catch errors before they hit the bottom line. Create progress invoices by percentage complete or milestones, and generate draw packages when required. Clients use the portal to review selections, sign change orders, message your team, and pay online. Reports surface gross profit, margin by cost code, productivity by crew, and pipeline health—making it easy to decide where to lean in and where to course‑correct.

Standardize your operation as you grow. Build reusable templates for estimates, schedules, and proposal language. Maintain a catalog of items and assemblies so new hires quote work the same way your veterans do. Use role‑based permissions to protect sensitive data while keeping the field informed. Connect accounting (e.g., QuickBooks), calendars, and email to reduce swivel‑chair work. Set reminders for expiring quotes, lien releases, and inspections. Capture lessons learned with closeout checklists, then spin those improvements into the next template—turning every project into a faster, cleaner workflow than the last.