#  @jobtread JobTread JobTread posts on YouTube about budgeting, portals, daily, business the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/youtube::UCYauDQZykv7_Zr8C7S-jr5A/interactions)  - [--] Week [-----] +138% - [--] Month [-----] +356% - [--] Months [------] +169% - [--] Year [------] +301% ### Mentions: [--] [#](/creator/youtube::UCYauDQZykv7_Zr8C7S-jr5A/posts_active)  - [--] Week [--] +200% - [--] Month [--] +217% - [--] Months [---] +148% - [--] Year [---] +1,042% ### Followers: [-----] [#](/creator/youtube::UCYauDQZykv7_Zr8C7S-jr5A/followers)  - [--] Week [-----] +1.20% - [--] Month [-----] +6.30% - [--] Months [-----] +28% - [--] Year [-----] +73% ### CreatorRank: [---------] [#](/creator/youtube::UCYauDQZykv7_Zr8C7S-jr5A/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [stocks](/list/stocks) [technology brands](/list/technology-brands) [social networks](/list/social-networks) [travel destinations](/list/travel-destinations) **Social topic influence** [budgeting](/topic/budgeting), [portals](/topic/portals) #34, [daily](/topic/daily), [business](/topic/business), [profits](/topic/profits), [project](/topic/project), [ceo](/topic/ceo), [how to](/topic/how-to), [list](/topic/list), [hosted](/topic/hosted) **Top accounts mentioned or mentioned by** [@message](/creator/undefined) **Top assets mentioned** [FilesCoins Power Cu (FILECOIN)](/topic/files) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Spotlight (SPOTLIGHT)](/topic/spotlight) ### Top Social Posts Top posts by engagements in the last [--] hours "How to Access the New Selections Feature Check out how the new & improved selections feature works: https://youtu.be/ToFPY2sACns Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks" [YouTube Link](https://youtube.com/watch?v=EeILR_BukNo) 2026-02-13T22:43Z [----] followers, [--] engagements "How to Build a $15M Remodeling Business That Runs Without You With Ken Combs of CQC Home Ken Combs shares how he went from a [--] year old laborer to leading a design build firm with more than $15 million in annual revenue. He reveals how he restructured his company for higher profit and increased efficiency. Ken also shares his results driven approach to operations marketing and the org chart he developed to support his team. He explains what had to change before the business could operate without his daily involvement. In this episode you will learn: Kens goal for slippage and grippage How to" [YouTube Link](https://youtube.com/watch?v=BCE4IsuwgG0) 2026-02-04T10:30Z [----] followers, [---] engagements "JobTread Selections Overview Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting Finances &" [YouTube Link](https://youtube.com/watch?v=ToFPY2sACns) 2026-02-13T15:30Z [----] followers, [--] engagements "JobTread Updates: Custom Dashboards and More Join JobTread Founder & CEO Eric Fortenberry for the next JobTread Live Product Update Webinar where well showcase the new Custom Dashboards featuregiving you the power to personalize your workspace and track the metrics that matter most to your business. Well also highlight key updates released since mid-January including mass actions for plans copy & convert takeoff parameters [---] image support and more. Eric will also share some exciting announcements and provide an overview of our future development priorities. --- 00:00 Welcome and" [YouTube Link](https://youtube.com/watch?v=kDV8HesuXsE) 2025-04-25T21:09Z [----] followers, [----] engagements "Builders Breakthrough Advisors Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting Finances" [YouTube Link](https://youtube.com/watch?v=lmQY8VIdB_g) 2026-02-11T22:22Z [----] followers, [---] engagements "JobTread Live Product Update: Selections and More Join JobTread Founder and CEO Eric Fortenberry for a walkthrough of the latest platform updates including the new and improved Selections feature takeoff version history cost-plus enhancements SRS material orders and more. Hell also share exciting announcements and give a sneak peek at whats coming next on the JobTread roadmap. --- 00:00 Welcome & Q&A Overview 01:48 JobTread Connect Highlights 05:24 Mission Growth & Team 09:14 IBS / KBIS Preview 11:58 Calendar Drag-and-Drop 12:49 Cost-Plus Invoice Upgrade 13:50 Plan Version Compare 14:46" [YouTube Link](https://youtube.com/watch?v=8ujLNYixqPk) 2026-02-13T22:35Z [----] followers, [---] engagements "Legacy Selections: Pre-Contract Selections Use this workflow when your customer will finalize their selections before signing the final contract. Its commonly used during a design or discovery phase where selections and budget need to be confirmed together. Link to NEW & IMPROVED Selections https://youtu.be/rFL1fwV30Ic --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features" [YouTube Link](https://youtube.com/watch?v=BN_46LlPEM8) 2026-02-12T19:02Z [----] followers, [--] engagements "Legacy Selections: Create & Send Allowances Allowances are placeholders in your contract used when the exact selections aren't known at the time of signing. They reserve a budget for future decisions and are typically used in post-contract workflows. Link to NEW & IMPROVED Selections https://youtu.be/rFL1fwV30Ic --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below:" [YouTube Link](https://youtube.com/watch?v=E2A1Igm0imo) 2026-02-12T20:29Z [----] followers, [--] engagements "JobTread Partner Spotlight: The AI Property Data Workflow Hosted by Eric Fortenberry Founder & CEO of JobTread Featuring Rob Soper Senior Business Development Manager at EagleView Learn how to build a virtual property data powered job workflow that will cut costs automate operations and help you scale your business. Learn how Eagleview and JobTread are working together to accelerate your AI-powered digital transformation so you are set up to win. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you" [YouTube Link](https://youtube.com/watch?v=dUuzgZG-xV4) 2026-02-12T15:35Z [----] followers, [---] engagements "Legacy Selections: Write-In Selections Write-in selections allow your customer (or their designer) to submit their own custom selections including product names colors and URLs. These can be used for either open-ended selection groups or stand-alone items. Link to NEW & IMPROVED Selections https://youtu.be/rFL1fwV30Ic --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features" [YouTube Link](https://youtube.com/watch?v=lnuTUQPUGj8) 2026-02-12T19:51Z [----] followers, [--] engagements "Push Time Entry Rates to QBO Payroll Time Entry rates in JobTread now map directly to matching employee compensations in QuickBooks Online. When a time entry is created or updated the rate automatically syncs to QuickBooks keeping your payroll data aligned. How it Works: 1) Navigate to your QuickBooks Integration Settings. 2) Open Employee Mapping and if you see a blue banner reconnect your QuickBooks Online account to activate this feature. 3) Confirm rates in the Members tab in your JobTread Settings. 4) Click the Rates button next to an employee and look for the QuickBooks Online logo next" [YouTube Link](https://youtube.com/watch?v=K5itRi-aWnI) 2026-02-12T19:37Z [----] followers, [---] engagements "New & Improved Selections with Job Areas A redesigned selections experience that helps you move faster present choices more clearly and deliver a better client experience with organized Job Areas. Key Highlights: -Photo-centered designer-friendly interface -Faster selection creation with fewer steps -Easier customer review and approval experience -Job Areas to organize rooms and locations within a job -Send selections to customers in bulk -New selection templates in the catalog Existing JobTread customers will continue to have access to the previous selections interface as a Legacy option" [YouTube Link](https://youtube.com/watch?v=rFL1fwV30Ic) 2026-02-13T15:30Z [----] followers, [---] engagements "Beyond the Bid Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting Finances & Cash Flow" [YouTube Link](https://youtube.com/watch?v=7SaFy5nh900) 2026-01-27T18:50Z [----] followers, [---] engagements "Growth Team Strategies Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting Finances & Cash" [YouTube Link](https://youtube.com/watch?v=9tcpH35M4yo) 2026-01-27T15:49Z [----] followers, [--] engagements "The New Standard for Construction Eric Fortenberry JobTread Connect [----] Eric Fortenberry Founder & CEO JobTread A new standard for construction is taking shape and contractors who fail to evolve risk being left behind. This movement calls for leadership from contractors willing to operate with clarity embrace new systems and build with trust. --- 00:00 Welcome to Job Tread Connect [----] 01:17 Keynote Speaker Introduction: Eric Fortenberry 01:33 Eric Fortenberry's Journey and Insights 06:44 The Birth of Job Tread 18:14 Job Tread's Growth and Achievements 21:12 The Three Pillars of Success:" [YouTube Link](https://youtube.com/watch?v=DvzHmZBeMGU) 2026-01-21T16:47Z [----] followers, [---] engagements "SRS Integration: Browse & Order Materials SRS is a leading distributor of roofing and building products offering a wide range of materials and services to contractors and builders across the United States. Use the JobTread + SRS integration to browse live SRS catalog items add materials directly to your budgets and place orders without leaving JobTread helping you keep pricing accurate and streamline your estimating and purchasing workflow. Get Started: 1) Navigate to the Integrations tab within Settings to connect your SRS account. 2) Open a Job Budget and use the Global Catalog to browse" [YouTube Link](https://youtube.com/watch?v=WcCnRgMuA8k) 2026-01-29T20:10Z [----] followers, [---] engagements "Rebuild Stronger After a Business Collapse With Casey Fabling of Front Range Home Services Casey Fabling shares what it takes to come back after losing a company. He walks through how a fast growing business unraveled once visibility and controls disappeared. Casey reflects on the personal toll of shutting down and starting over in a new city. He explains how rebuilding with intention changed every aspect of his approach. This conversation offers a rare look at resilience from someone who has lived it. Casey focuses on what he learned rather than what he lost and why his second company is" [YouTube Link](https://youtube.com/watch?v=j0gvkPIb6WE) 2026-01-28T10:30Z [----] followers, [---] engagements "Compare Plan Versions Quickly compare original and updated job plans to spot changes avoid missed scope and stay aligned throughout takeoff and construction. How it works: 1) Upload updated plans to the job Files. 2) Open the original plan sheet in the Plans tab. 3) Add a new version and click the Compare button. Matching lines appear in black. Differences are highlighted so you can immediately see what changed and where. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your" [YouTube Link](https://youtube.com/watch?v=AQc6ElGW1Iw) 2026-02-05T18:12Z [----] followers, [---] engagements "Cost Plus: Organize Bills & Time on Invoices Give customers clearer more transparent cost-plus invoices by controlling how bills and time are grouped and sorted before you send them. How it works: 1) Navigate to a job and create a Customer Invoice. 2) Choose Bills & Time and select the records you want to include. 3) Choose to group items by cost code cost type or by a cost item custom field. 4) Sort in ascending or descending order. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of" [YouTube Link](https://youtube.com/watch?v=GDuBLNPcuB0) 2026-02-03T21:54Z [----] followers, [---] engagements "History and Backup The History and Job Budget Backups enhance transparency and accountability within your organization. With a simple click on the History icon in a job customer or vendor account you can access a detailed change log that records all modifications while the Budget Backups option allows you to see changes to your budget and download previous revision history. Administrators can also leverage the History log in JobTread Settings to reference changes across the organization ensuring comprehensive visibility and streamlined record-keeping for your team. --- Get organized complete" [YouTube Link](https://youtube.com/watch?v=H_Cffa76Y8k) 2026-02-02T21:46Z [----] followers, [--] engagements "Custom Views - Documents Customize your Document directory by creating and managing Custom Views to better organize filter and display document details. This article covers how to use the grouping filtering and column features. Learn how to switch among views save layouts share views with others and set a default view. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features" [YouTube Link](https://youtube.com/watch?v=IWfG38F8ZmU) 2026-02-04T15:22Z [----] followers, [---] engagements "JobTread QBO & Dext - Dext to JobTread Workflow See how Andrea Lyles Owner of Contractors Keeper records costs in Dext to seamlessly pass through QBO to JobTread. https://www.contractorskeeperllc.com/ --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections" [YouTube Link](https://youtube.com/watch?v=WhRoYDUqAQU) 2024-04-03T18:37Z [----] followers, [---] engagements "Tie A Document To A Schedule Task Tie documents to scheduled tasks to create a more automated and organized project workflow. By connecting tasks to drafted documents or scheduled invoices you can trigger documents at the right time and keep payments and approvals aligned with project progress. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales &" [YouTube Link](https://youtube.com/watch?v=Z7jtD1Mi-DQ) 2026-02-06T15:10Z [----] followers, [---] engagements "JobTread QBO & Dext - Log Receipts and Bills from Dext to QBO See how Andrea Lyles Owner of Contractors Keeper publishes receipts and bills from Dext to QBO which then push to JobTread. https://www.contractorskeeperllc.com/ --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates" [YouTube Link](https://youtube.com/watch?v=eniSjIG8U6w) 2024-04-03T18:37Z [----] followers, [---] engagements "Choosing the best software implementing it and getting employee buy-in Remember #software is a tool not a standalone solution. While software doesnt simply fix your problems it can serve as a tool to organize and streamline processes. Be sure to follow these best practices to ensure your investment in technology pays off. - - - Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread" [YouTube Link](https://youtube.com/watch?v=maqFtn1HLVs) 2022-07-29T22:08Z [----] followers, [---] engagements "Lien Waiver You can create a lien waiver workflow using a custom vendor bill template with signature requirements. This ensures vendors acknowledge and sign your lien waiver terms before final payment is processed. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer" [YouTube Link](https://youtube.com/watch?v=uTBzMGXdTR4) 2026-02-04T15:24Z [----] followers, [---] engagements "Build Your Catalog The Catalog in JobTread serves as a centralized place to store repeating costs and standardized cost items. It helps you organize expenses that are consistent across multiple projects making budget building faster and more efficient. Items and groups saved to the catalog may be copied to a job budget for quicker estimation. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full" [YouTube Link](https://youtube.com/watch?v=BENBiJJizKg) 2025-08-26T18:21Z [----] followers, [---] engagements "How to Get Real Results from Virtual Assistants With Philip Sessions of Refined VA Philip Sessions shares how a simple need for marketing help led him to build a business focused on virtual assistants for contractors. He explains why many contractors struggle with VAs and what must change for the relationship to work. Philip also shares best practices for managing virtual assistants and how contractors can grow without adding full time staff. In this episode you will learn: Why most contractors hire virtual assistants the wrong way What tasks VAs handle best inside a construction business How" [YouTube Link](https://youtube.com/watch?v=BKqV_1jYgmk) 2026-02-11T10:30Z [----] followers, [---] engagements "QXO Integration: Browse & Order Materials QXO supplies roofing exterior and decking materials to contractors across North America. Use the JobTread + QXO integration to browse live QXO catalog items add materials directly to your budgets and place orders without leaving JobTread helping you keep pricing accurate and streamline your estimating and purchasing workflow. Get Started 1) Navigate to the Integrations tab within Settings to connect your QXO account. 2) Open a Job Budget and use the Global Catalog to browse QXO products. 3) Add items to your budget and use a mass action to refresh" [YouTube Link](https://youtube.com/watch?v=X0NUVwrL8Do) 2025-12-11T22:56Z [----] followers, [---] engagements "JobTread Partner Spotlight: Streamline Your Material Ordering with the New JobTread QXO Integration Hosted by Eric Fortenberry Founder and CEO of JobTread Featuring Katie Woodward Director Digital Solutions QXO Join JobTread Founder & CEO Eric Fortenberry for a live walkthrough of the new JobTread and QXO integration. Well show you how to browse the full QXO catalog and place material orders directly inside JobTread with live pricing and up-to-date product data. Whether you want to order faster reduce mistakes or keep projects moving this integration gives you real-time purchasing power from" [YouTube Link](https://youtube.com/watch?v=pZiKUIxG45k) 2025-12-09T16:26Z [----] followers, [---] engagements "Pro Spotlight: Advanced Tools for Mastering Documents Presenter: Rachel Booth Go beyond the basics and unlock the full power of JobTread documents. This advanced session will show you how to build custom views to track document activity and follow-ups create dashboard tiles to monitor statuses at a glance and apply documents in unique use cases across your business. Youll also learn formatting best practices to ensure your proposals contracts and reports are professional consistent and effective. Perfect for anyone ready to take document management to the next level. Rachel's Resource Link:" [YouTube Link](https://youtube.com/watch?v=peH_jzoa1pk) 2026-02-11T21:31Z [----] followers, [---] engagements "JobTread QBO & Dext - Refresh the QuickBooks Integration in Dext See how Andrea Lyles Owner of Contractors Keeper refreshes the QBO and Dext integration so she can log receipts in JobTread. https://www.contractorskeeperllc.com/ --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests" [YouTube Link](https://youtube.com/watch?v=yYdTq7A9ZKk) 2024-04-03T18:37Z [----] followers, [---] engagements "Build Stronger Partnerships That Actually Support Your Business With Eric Anderson of DreamMaker Bath and Kitchen In this episode of Builder Stories Eric Anderson shares what it looks like when a technology partner truly understands the needs of builders and remodelers. He reflects on DreamMakers experience working with JobTread and why genuine care for both people and product makes a measurable difference. Eric offers insight into how the right systems and relationships can improve operations while strengthening trust across your team. This conversation highlights why alignment and service" [YouTube Link](https://youtube.com/watch?v=0QbQZKMREFM) 2026-01-14T10:30Z [----] followers, [---] engagements "Strengthening Your Marketing Engine With Meysam Pourkaram of Enzo Design Build Meysam shares how early challenges with lead flow pushed him to study marketing create his own content and eventually build a results-driven in-house team that reflects his companys vision. He reveals his winning strategy for attracting attention in a landscape thats increasingly driven by AI and provides insight on how to use social media to produce the best results. A key component of Enzos success lies in the companys carefully curated tech stack and Meysam also outlines the solutions he relies on and how each" [YouTube Link](https://youtube.com/watch?v=0VJcEqUHolM) 2025-12-10T10:30Z [----] followers, [---] engagements "💡Tips and Tricks:💡Expand List View Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting" [YouTube Link](https://youtube.com/watch?v=1_U0DYlSUBY) 2025-11-03T18:40Z [----] followers, [---] engagements "Hire VP Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting Finances & Cash Flow -Change" [YouTube Link](https://youtube.com/watch?v=5Vii-z9hgHg) 2025-12-17T22:45Z [----] followers, [---] engagements "Field Employee Training - Log a Receipt Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting" [YouTube Link](https://youtube.com/watch?v=6el46SmP7dE) 2025-02-26T02:06Z [----] followers, [--] engagements "The Strategy for Team-Driven Leadership with Jeff and Brian Shelburn of Remodelex Brothers Jeff and Brian Shelburn turned their shared values and work ethic into a thriving remodeling business in Denver. What began with small backsplash projects has grown into full home remodels and a company built entirely on word-of-mouth referrals. In this conversation they reveal the philosophies behind their growth and actionable tips for success. In this episode you will learn How Remodelex thrives without a marketing budget The unconventional payroll model that keeps everyone invested What makes their" [YouTube Link](https://youtube.com/watch?v=6j-uZZtt-pM) 2025-10-29T09:30Z [----] followers, [--] engagements "JobTread Partner Spotlight: Staying Busy When Others Slow Down: Capturing the Market Wind Hosted by Eric Fortenberry JobTread Founder & CEO Featuring Paul Atherton CEO of Highspire In this live webinar Paul Atherton CEO of Highspire will share practical strategies to help builders and remodelers attract higher-quality leads convert them efficiently and strengthen their pipelines even in challenging conditions. Youll learn how to: - Build a marketing engine that delivers consistent predictable results - Identify the key actions that generate the fastest ROI - Implement smart low-cost tactics" [YouTube Link](https://youtube.com/watch?v=9eeJKbb_0Z4) 2025-11-12T22:31Z [----] followers, [--] engagements "Feature Update: Improved Mobile File Viewer Easily view all files on the go directly in the JobTread mobile app 1) View multi-page PDF files 2) Zoom in on images PDFs and CSV files with pinch and double-tap gestures 3) Move between files by clicking the arrows or swiping 4) View files in full screen for a broader viewing area (also available in the browser) 5) Bonus: Now you can listen to audio files directly in JobTread too Dont forget to add JobTread to your mobile device to manage your documents from anywhere --- Get organized complete your projects on time and increase your profits." [YouTube Link](https://youtube.com/watch?v=9k5rlB2X60E) 2023-10-18T19:51Z [----] followers, [---] engagements "Creating Order in Construction With Brandon Sinkler of Coastal Builders and Consultants Brandon Sinkler traded firefighting for construction and built a successful remodeling company in Charleston South Carolina. What began as a leap of faith into house flipping became a career grounded in consistency and service. Brandon shares how he grew from working solo to adding key hires who helped him bring structure and balance to his work. His story highlights how he developed clear systems and standard operating procedures that now guide every project. In this episode you will learn: How Brandon" [YouTube Link](https://youtube.com/watch?v=AFyRQLZeWOM) 2025-11-12T10:30Z [----] followers, [---] engagements "HoundDog Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting Finances & Cash Flow -Change" [YouTube Link](https://youtube.com/watch?v=CeYDRpt2JTg) 2026-01-12T15:40Z [----] followers, [---] engagements "JobTread Pro Spotlight: Streamlining for Sanity and Exceptional Customer Care Presented by: Ryan Biehl Founder & CEO Biehl Brothers Contracting Learn how to master time management avoid overcommitment while minimizing surprises in your workflow with effective systemization. Discover how combining discipline with JobTread can enhance customer care by automating follow-ups organizing information and freeing up time for personalized touches. This session reveals how you can plan (NOT work) harder and leverage JobTread to remember key details allowing you to focus on connecting with customers and" [YouTube Link](https://youtube.com/watch?v=GUYKnD53NV0) 2025-12-10T20:25Z [----] followers, [---] engagements "JobTread Partner Spotlight: How Builders Grow Without Working More Hours or Losing Control Hosted by Eric Fortenberry Founder & CEO of JobTread Featuring: Russ Stephens Co-Founder of the Association of Professional Builders If youve ever felt like every decision problem or delay in your business falls back on you then youll want to join this live JobTread Partner Spotlight. Many builders believe they just need to work harder take on more projects or hire more people to get ahead. But the real reason most building companies stay stuck isnt time; its missing systems. In this live session" [YouTube Link](https://youtube.com/watch?v=GjFC3fIeeP4) 2025-11-05T22:50Z [----] followers, [--] engagements "Endless Customers for Home Services Marcus Sheridan JobTread Connect [----] Marcus Sheridan Author Entrepreneur Master Storyteller Based on Marcus Sheridans bestselling book They Ask You Answernamed a Top [--] Marketing Book of All Time and with over [------] copies soldEndless Customers shows home service and home improvement companies how to earn trust attract qualified homeowners and grow in the AI era. Learn what todays digital-first homeowners expect how to use content video and self-service tools to meet them where they are and why businesses that embrace transparency and empowerment win more" [YouTube Link](https://youtube.com/watch?v=Ii-ji-2BgRI) 2026-01-21T19:57Z [----] followers, [---] engagements "Attendees: What to Expect At JobTread Connect Join Eric Fortenberry JobTread Founder & CEO and Taylor Crosby JobTread Director of Marketing to get the inside scoop on how Connect works so you can navigate the event like a pro. Well cover: - How JobTread Connect is structured and what each day looks like - Main stage moments you wont want to miss - Breakout sessions hands-on training and the Automation Lab - How to use the Connect App to build your schedule and stay in the know First-timer or Connect veteran this webinar helps you arrive ready to jump right in. --- Get organized complete your" [YouTube Link](https://youtube.com/watch?v=JiOG7PG2J9M) 2026-01-08T22:02Z [----] followers, [---] engagements "A Major Setback A Stronger Business With Phill and Heather Oddo of Closer Look General Contracting In this far-ranging conversation Phill and Heather revisit a painful embezzlement that left them questioning every facet of the business. Rather than retreat in the face of that disruption they used the moment as an opportunity to rebuild their systems with a trust-but-verify mindset putting safeguards in place that protect the business from repeating past mistakes. The discussion also covers the success habits that strengthened their leadership and brought their team into full alignment. In" [YouTube Link](https://youtube.com/watch?v=K5hhewGH5d0) 2025-12-03T10:30Z [----] followers, [---] engagements "JobTread Connect: Automation Lab Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting" [YouTube Link](https://youtube.com/watch?v=Ma1R9JRxRrg) 2025-11-17T20:42Z [----] followers, [---] engagements "JobTread Pro Spotlight: Process Mapping to Optimize Your Workflows Remember. software is a tool not a standalone solution. While software doesnt simply fix your problems it can serve as a tool to support your streamlined processes. Learn how to map your processes and identify gaps widen bottle necks and eliminate double entry to ensure your investment in technology pays off. Presented by: Dr. Anna Hunter Director of Learning and Development JobTread Software --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that" [YouTube Link](https://youtube.com/watch?v=MnHM-Lfb8EM) 2025-10-29T15:00Z [----] followers, [---] engagements "The Importance of Failure With Dave Stephens of Lida Homes In this episode of Builder Stories Dave Stephens shares practical insights drawn from his real-world journey of building and growing a business on his own terms. The conversation is packed with honest advice that resonates with builders navigating growth and challenges. Daves story offers encouragement and clarity for anyone looking to move forward with confidence wherever their path may lead. In this episode you will learn: - How to transition from a different career into construction - Learning from failures to become even more" [YouTube Link](https://youtube.com/watch?v=Nl1sjU_3ZkI) 2026-01-21T10:30Z [----] followers, [--] engagements "JobTread Partner Spotlight: The Remodelers Roadmap: Strengthen Your Business from the Inside Out Hosted by Eric Fortenberry Founder & CEO of JobTread Featuring: Kyle Hunt Founder of Remodelers On The Rise As a remodeler its easy to get caught up in the day-to-day. But sustainable growth starts with strong systems. In this exclusive webinar Kyle Hunt business coach and founder of Remodelers On The Rise will walk you through The Remodelers Roadmap a proven framework that helps you assess prioritize and improve the six core systems every remodeling business needs: Financials Marketing Sales" [YouTube Link](https://youtube.com/watch?v=P9wzxeFG9Sc) 2025-10-30T14:37Z [----] followers, [---] engagements "Kanban Column Aggregates View totals directly within your Kanban columns to quickly see aggregate data across your jobs customers or vendors. For example you can display the total Projected Profit for all jobs in a phase or the total amount of open invoices grouped by Project Manager. Get started: 1) Navigate to your Customers Vendors or Jobs directory and open a Kanban view. 2) Click the gear icon to open your view settings select the Fields tab and toggle on any currency numeric or formula fields youd like to see aggregated. 3) Expand the column header to view totals for the fields you" [YouTube Link](https://youtube.com/watch?v=R-Q3SuFoONE) 2025-10-23T21:31Z [----] followers, [---] engagements "JobTread Partner Spotlight: Know Your Numbers: A Roadmap to Sustained Growth & Greater Profitability Hosted by Eric Fortenberry Founder & CEO of JobTread Featuring: Doug Howard President of Growth Team Strategies On this JobTread Partner Spotlight join Doug Howard President of Growth Team Strategies for a powerful session designed exclusively for JobTread users. Doug will reveal how understanding and sharing the right data with your team can transform how you manage profitability cash flow and growth. Youll walk away with three practical tools developed by Growth Team Strategies to help you:" [YouTube Link](https://youtube.com/watch?v=T2Vf8kyCsZo) 2025-11-20T15:34Z [----] followers, [---] engagements "💡Tips and Tricks:💡Expand List View Want to see more of your Tasks or To-dos in a list view Just expand to show more details like a description the checklist and more Switch between clean and detailed list views in snap. Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting Finances & Cash Flow -Change Orders -Customer Invoices -Collect Online Payments -Sub & Vendor Bills" [YouTube Link](https://youtube.com/watch?v=UeX-jMcR1G8) 2025-10-31T19:04Z [----] followers, [---] engagements "Convert Existing Documents to Any Document Type Quickly convert existing documents into any document type to save time eliminate double entry and handle unique project workflows. Whether youre creating a purchase order from an approved customer selection or generating a change order from a submitted bid request this feature gives you complete flexibility to manage documents the way your projects actually flow. All item details and file attachments will carry over to the new document type helping you maintain consistency while working faster. Get started: 1) Open an Approved document in" [YouTube Link](https://youtube.com/watch?v=VKPSJw0PrVA) 2025-10-22T21:23Z [----] followers, [---] engagements "JobTread Live: Deep Dive into the Connect [----] Schedule Join JobTread Founder & CEO Eric Fortenberry with Director of Learning & Development Anna Hunter as they discuss everything you need to know about the schedule and ed sessions at JobTread Connect [----]. Whether you're a returning attendee or considering joining us for the first time this is a deep dive into exactly what you can expect during the three days of programming Well cover: ✔ Types of ed sessions and resources you can expect ✔ What's new this year on the schedule ✔ How to maximize your three days in Dallas Bring your" [YouTube Link](https://youtube.com/watch?v=Va1O5-SHpq4) 2025-10-30T21:02Z [----] followers, [--] engagements "JobTread Partner Spotlight: Win [----] Before It Starts. The JobTread Playbook Hosted by Eric Fortenberry Founder & CEO of JobTread Featuring Nick Peret Founder of Better Boss The new year is coming. Are you going to start [----] the same way you ended [----] - buried in estimates chasing signatures and guessing which marketing actually works Or are you going to finally set up JobTread the right way In this live session Nick Peret from Better Boss breaks down the exact [--] systems he uses to transform how contractors run their business inside JobTread. Build these before January and you'll hit the" [YouTube Link](https://youtube.com/watch?v=Vy9YoVMG_vU) 2025-12-17T22:50Z [----] followers, [---] engagements "Deck Builder Marketers Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting Finances & Cash" [YouTube Link](https://youtube.com/watch?v=WPxTha6l3uM) 2026-01-12T22:52Z [----] followers, [---] engagements "Employees Are Your #1 Tool with Wally Munoz of Munoz Concrete Services Builder Stories Podcast Wally Munoz is the owner of Munoz Concrete Services a concrete contractor specializing in residential commercial and decorative concrete near Davis California. Managing a team of [--] employees he discusses why its important to pay more to get the right employees for the job and how poorly performing employees can impact others. Here are a few key takeaways from the discussion with Wally: - Finding the bidding sweet spot - Being confident in your numbers - Dont cut corners to have the lowest bid - How" [YouTube Link](https://youtube.com/watch?v=WmOtHF7jQ0s) 2023-08-23T10:00Z [----] followers, [---] engagements "Scan and Autofill Receipt Details Quickly scan uploaded receipts and let AI autofill key details like vendor total tax bill number and date. This speeds up expense entry while reducing manual data entry giving you a faster and more accurate way to log receipts. Get Started: [--] - Click the receipt icon on the top-right to record an expense. [--] - Upload or snap a photo of your receipt. [--] - Choose Autofill to scan the details. [--] - Review and adjust the fields as needed. [--] - Save it to the Cost Inbox or finish logging the expense. Reminder: Always review all scanned details for accuracy before" [YouTube Link](https://youtube.com/watch?v=aNd4A67sn7g) 2025-11-13T17:55Z [----] followers, [---] engagements "Shift From Reactive to Intentional Ownership With Steve Rozenberg of The Rozenberg Group After losing his airline job in the wake of 9-11 Steve Rozenberg learned that career stability can disappear overnight. That loss fueled his drive to build a highly successful property management business that scaled to [----] properties and was later sold to a venture backed company. In this episode Steve explains why many contractors are stuck in a chaotic reactive mode without clearly defined systems and processes. He also shares why proactive leadership and in person connection matter when building a" [YouTube Link](https://youtube.com/watch?v=adUgD3EdvTM) 2025-12-17T10:30Z [----] followers, [---] engagements "Strengthening Operations With Support With Cody Reinke of Wings Construction In this episode Cody Reinke reflects on the mindset that helped him stay successful while building and managing a company on his own. Eric Fortenberry offers guidance on identifying the right time to hire structuring compensation which tasks are best to outsource and understanding the key business metrics. Their conversation gives listeners a clear look at how thoughtful support and practical planning can strengthen daily operations. In this episode you will learn: How to identify the right moment to make early hires" [YouTube Link](https://youtube.com/watch?v=astPK-BVgUw) 2025-11-26T10:30Z [----] followers, [--] engagements "Group by Custom Fields on Documents Control how cost items are organized on documents by grouping them by your custom fields. How it works 1) Create a new document. 2) In the document creation pop-up click the group header to open the grouping menu. 3) Select a grouping option. This includes any text or picklist cost item custom fields. 4) Create the document to see items grouped automatically. This makes it easy to present documents organized by vendor category status or any custom setup your team uses. --- et organized complete your projects on time and increase your profits. JobTread is" [YouTube Link](https://youtube.com/watch?v=ayGOT-Ib-wg) 2026-01-21T16:56Z [----] followers, [---] engagements "JobTread Partner Spotlight: Built Different. The Identity Standards & Systems of Elite Contractors Hosted by Eric Fortenberry Founder & CEO of JobTread Featuring Tom Reber Founder of The Contractor Fight What separates elite contractors from everyone else Its not luck motivation or imitation - its identity standards and systems. In this high-impact session Tom Reber breaks down the mindset and practices used by top-performing contractors to lead with confidence deliver premium customer experiences and build businesses that scale without chaos. Youll learn the traits rhythms and" [YouTube Link](https://youtube.com/watch?v=frpfb5l5lbw) 2025-12-10T22:48Z [----] followers, [---] engagements "When Taking a Chance Pays Off With Logan Judiscak of Gorilla Exterior When Logan Judiscak left the car business for roofing he did not expect to be running a multimillion dollar company just six years later. After learning hard lessons from previous employers including how poor documentation can hurt cash flow he started Gorilla Exterior in [----] with only $4000 a clear vision and an even stronger work ethic. In this conversation Logan shares how he built a profitable roofing company from the ground up what he learned about leadership and why he believes in growing people before profits. He" [YouTube Link](https://youtube.com/watch?v=kJfWE9aolUE) 2025-10-22T09:30Z [----] followers, [--] engagements "Cost Plus: Attach Bill Files to Invoices Cost-plus builders can now automatically include bill attachments (receipts vendor invoices and supporting documents) when invoicing from Bills & Time. These files will appear directly beneath the corresponding bill on the customer invoice giving your clients full visibility into their project costs. Get started: 1) Turn on Show Line Item Files in your Invoice Document Templates under Settings. 2) When invoicing from Bills & Time toggle on Copy Bill Files to include attachments. 3) Create the invoice to view expandable bill attachment thumbnails" [YouTube Link](https://youtube.com/watch?v=kcpfXBb5rVs) 2025-10-21T01:32Z [----] followers, [---] engagements "Show Invoice Progress 💡Tips and Tricks:💡Show Invoice Progress Keep everyone on the same page by displaying the approved price percentage and amount already invoiced and current percentage and amount invoiced with one simple button click Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests" [YouTube Link](https://youtube.com/watch?v=kuP9ees07c0) 2025-12-03T17:50Z [----] followers, [---] engagements "How to Scale Smart in Construction David Hopkins with JNT Construction Meet David Hopkins with JNT Construction based in Dallas Texas. As Vice President of Sales David shares how JNT transitioned from residential remodeling to specializing in multifamily and commercial construction expanding into multiple states. He dives into the importance of building strong vendor relationships leveraging technology like JobTread to streamline operations and scaling a business while maintaining quality. From overcoming resistance to change to optimizing estimating and project management Davids insights" [YouTube Link](https://youtube.com/watch?v=l34qzTv6lVY) 2025-02-12T10:30Z [----] followers, [---] engagements "From $50K to $30M and Counting With Fares Elsabbagh of Canadian General Contractors Fifteen years ago Fares Elsabbagh launched Canadian General Contractors with only $50000 and a background in digital marketing. Today he leads a group of construction companies generating over $30 million in annual revenue. In this conversation Fares shares how he turned early chaos into a scalable system-driven business. He discusses what he learned after dealing with theft during rapid expansion how he created systems to improve client satisfaction and the five key things homeowners care about most during a" [YouTube Link](https://youtube.com/watch?v=lHnTxK795sQ) 2025-10-15T09:30Z [----] followers, [---] engagements "From Todays Wins to Tomorrows Vision Eric Fortenberry JobTread Connect [----] Eric Fortenberry Founder & CEO JobTread Where have we been Where are we now What's next Join us in our excitement as we announce product developments and our future production roadmap --- 00:00 Introduction and Achievements 01:01 Welcoming the Founder and CEO 02:20 Family Acknowledgements 07:43 Gratitude and Reflections 17:48 Development Highlights 18:50 Dashboard and Takeoff Features 24:09 AI and Automation Enhancements 27:16 Integrations and Partnerships 34:31 Selections and Upcoming Features 38:51 Integrating with" [YouTube Link](https://youtube.com/watch?v=m_M0wQFVln4) 2026-01-21T20:24Z [----] followers, [---] engagements "JobTread Pro Spotlight: Vital Skills For Women Stepping Into Leadership In Construction Presented by: Laurel Winkel CEO SheBuilds LLC Wilsonville OR A common issue for women in the construction field is feeling a sense of "imposter syndrome" when stepping into leadership roles. The key to overcoming this issue is developing confidence in ourselves and our leadership skills. But turning this mindset around can be easier said than done. We will have a discussion about the key skills that will help develop the necessary communication styles knowledge base and culture that will help women thrive" [YouTube Link](https://youtube.com/watch?v=mqrOTy4e4H4) 2025-11-11T21:07Z [----] followers, [--] engagements "Hard Work Leadership and Balance John Lea with Decksouth Meet John Lea owner of Decksouth located in Marietta Georgia. From humble beginnings mowing lawns at age [--] to building one of the most respected deck companies in the industry Johns journey is a testament to hard work perseverance and an unwavering commitment to quality. John discusses the lessons hes learned from decades in the businesshow he built a strong team adapted to industry changes and found the balance between running a thriving company and being present for his family. Here are some of the key takeaways from our discussion" [YouTube Link](https://youtube.com/watch?v=n_ytKXFZCzg) 2025-02-19T10:30Z [----] followers, [--] engagements "💡Tips and Tricks:💡Set Document Due Dates Let customers and vendors know when a document is due by clicking the calendar icon to set a manual date or simply type in the number of days until the due date. Achieve clarity for all document viewers easily Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog" [YouTube Link](https://youtube.com/watch?v=srPCAskApS8) 2025-11-14T15:14Z [----] followers, [---] engagements "Customer Portal Portals are created when you send documents (estimates invoices etc.) or message customers. JobTread sends communications to customers via email with an automatically generated link for the customer to enter the portal system. Portals provide a place for external users to view documents accept & sign leave comments share files see job schedules make payments and more. You can control the information shared on the customer portal by editing role permissions. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction" [YouTube Link](https://youtube.com/watch?v=sv8uzX66gxw) 2025-08-14T19:24Z [----] followers, [---] engagements "JobTread 204: Workflows Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting Finances & Cash" [YouTube Link](https://youtube.com/watch?v=urZOyj0PEHE) 2025-10-24T20:25Z [----] followers, [--] engagements "The Power of Outside Expertise With Ben and Amy Wright of Center State Craftsmen Ben and Amy Wright describe how a move to Nashville for music eventually led them into house flipping and ultimately a thriving construction business. They share how years of working on their own homes helped them gain confidence attract referrals and step into larger projects. Coaching played a major role in shaping their mindset improving their systems and helping them grow into the high end work they now enjoy. Ben and Amys story shows how thoughtful decisions and the willingness to learn can completely" [YouTube Link](https://youtube.com/watch?v=z2lKn5rurt8) 2025-11-19T10:30Z [----] followers, [--] engagements "Truss Payments Truss Payments makes business payments simple transparent and fast. Our all-in-one payments platform lets you send and track invoices while paying bills instantlywithout any hidden fees. With no subscription fees no ACH transfer fees and no account fees Truss helps your cash flow go further. Invoices are sent and collected directly from Truss and customers can pay through your personalized payment portal Funds are instantly available with Truss once paid and you can easily send reminders to keep payments on track. For bookkeeping QuickBooks integration ensures your workflow" [YouTube Link](https://youtube.com/watch?v=zOnI1ldrsb8) 2025-11-10T16:12Z [----] followers, [--] engagements "💡Tips and Tricks:💡Calendar URL Sync up your work and personal calendars in a snap Use the Calendar URL for your org schedule or a specific schedule and push the tasks to an external calendar letting you glance at one place to see your whole day Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid" [YouTube Link](https://youtube.com/watch?v=zs53FCZNZKU) 2025-10-21T19:04Z [----] followers, [---] engagements "Why Accountants Love JobTread Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting Finances" [YouTube Link](https://youtube.com/watch?v=-FyCt7ajipo) 2025-04-08T17:20Z [----] followers, [--] engagements "Cost Entry - JobTread & QuickBooks Online Penny Lane is a QuickBooks Pro-Advisor and JobTread Accounting Partner who has been helping contractors and their bookkeepers understand their numbers for over [--] years so they can effortlessly make brilliant decisions and build the business of their dreams. Her and her team at Penny Lane U can help with JobTread and QBO integrations cleaning up your books and so much more. Learn more at: www.jobcosting.com. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps" [YouTube Link](https://youtube.com/watch?v=-cI3xoOPVGY) 2024-03-05T16:16Z [----] followers, [---] engagements "JobTread for Roofers JobTread equips roofing businesses with a centralized platform to manage everything from estimating and scheduling to field documentation and financial tracking. It's tailored for that fast-paced weather-sensitive work roofing crews face every dayhelping you stay organized reduce risk and boost profitability. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of" [YouTube Link](https://youtube.com/watch?v=-pZYR2KUcMM) 2025-09-02T18:43Z [----] followers, [--] engagements "JobTread for Remodeling JobTread helps remodelers take control of complex fast-moving projects that often involve detailed selections tight schedules and high client involvement. Whether you specialize in kitchens baths whole-home remodels or additions this guide will help you configure your JobTread account to match your process so you can manage budgets stay on schedule and deliver a better experience for your customers. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your" [YouTube Link](https://youtube.com/watch?v=0A5Q2ACYY84) 2025-09-02T18:41Z [----] followers, [--] engagements "JobTread Pro Spotlight: Estimate for Your Customer Job Cost for Your Accountant Master the art of creating a job budget that satisfies both your customer and your accountant. In this session you'll learn how to create clear detailed estimates that are structured by cost type (material labor etc.) to ensure the detailed project scope is transparent for the customer. We'll also cover how to streamline job costing by organizing expenses into cost codes and sub-codes so that when your bills push to QuickBooks Online your accountant can easily track expenses. Plus see how to create custom budget" [YouTube Link](https://youtube.com/watch?v=0VbeYDced7Y) 2025-06-11T15:41Z [----] followers, [---] engagements "Customer Orders and Proposals Create and send professional proposals and customer orders directly from your job budget in JobTread. This article covers how to select and organize budget items customize the document layout adjust viewing and access settings and send for customer review and signature. Learn how approved proposals update your Budgeted Cost column track document history and help streamline your sales and approval workflows. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all" [YouTube Link](https://youtube.com/watch?v=0xwvAze8b5w) 2025-08-22T20:02Z [----] followers, [--] engagements "JobTread Pro Spotlight: Remodeling your Financials - Pull the 3PL's to Activate Your Profit Machine Presented by Chris Anderson of Monthend What if you could simplify your entire profit strategy into just three simple levers In this "aha moment" session well uncover the only three factors that truly create profit. Join us to explore practical proven tactics to control each of these levers and really boost your business. Youll leave with actionable strategies tailored for contractors and remodelers.tactics that will make an immediate significant and lasting impact to your bottom line. Dont" [YouTube Link](https://youtube.com/watch?v=1Oa1s36JP28) 2025-08-06T15:02Z [----] followers, [---] engagements "Lights Camera Remodel: Social Media Best Practices for the Modern Remodeler Step into the spotlight and create your own HGTV-like stories Video marketing on social media lets remodelers showcase their stunning before-and-after transformations engage audiences with compelling stories and share expert tips in real time. Join Logan Shinholser President of Contractor Growth Network along with host Eric Fortenberry JobTread Founder & CEO as they dive into the world of video marketing for remodelers. Key Takeaways: - Harness Video Marketing: Learn how to showcase your remodeling projects with" [YouTube Link](https://youtube.com/watch?v=2MAZIkRny0o) 2024-06-18T22:06Z [----] followers, [--] engagements "JobTread Partner: Highspire About Highspire Coaching for Builders Ready to Build Wealth At Highspire we turn construction companies into wealth-building machines. We work with growth-minded construction company owners to: Build and optimize self-managed companies Scale into vertically integrated real estate development firms How It Works: Start by refining your operations for performance and freedom Then develop the strategy and skills to invest in and build real estate Receive expert hands-on guidance from an Executive Business Coach Who We Work With: Owners and leadership teams ready to" [YouTube Link](https://youtube.com/watch?v=2au-EaJoCic) 2025-07-07T18:01Z [----] followers, [--] engagements "View-Only Access for Job Plans Maintain control of your takeoff data while improving collaboration with new view only access for job plans. This feature allows you to securely share plans parameters and measurements with internal team members vendors or customers who need visibilitybut not editing rights. Its the perfect way to streamline communication reduce back-and-forth and ensure everyone stays aligned without compromising your data. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage" [YouTube Link](https://youtube.com/watch?v=2hNifemqHhc) 2025-05-09T20:19Z [----] followers, [---] engagements "Web Clipper Tool Quickly create and save cost items directly from supplier websites into your JobTread catalog using the Web Clipper Tool. This makes it easy to pull in product details images and files without manually retyping information. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid" [YouTube Link](https://youtube.com/watch?v=2iwD13w--q4) 2025-08-26T18:24Z [----] followers, [--] engagements "Custom Views - Jobs Customize your Job Directory using Custom Views to organize filter and display Job information the way that works best for you. This article covers how to name and group views toggle visible custom fields sort by multiple fields apply advanced filters and switch between List and Kanban layouts. Youll also learn how to save views set a default share personal views with your organization and manage your dashboard layout for better job tracking and segmentation. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction" [YouTube Link](https://youtube.com/watch?v=2oRlcdvHyjA) 2025-09-02T17:57Z [----] followers, [--] engagements "JobTread Live Product Update: What is a WIP Report and How Can it Help Your Construction Business Join JobTread Founder & CEO Eric Fortenberry as he walks through the most recent JobTread update - the Dynamic Work in Progress (WIP) Report. Eric will be joined by Zach Snider Principal at Alloy Architecture and Construction who will share how the WIP Report helps him gain greater financial oversight in his business. Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes" [YouTube Link](https://youtube.com/watch?v=2v5NVBJdJIM) 2023-10-14T05:20Z [----] followers, [---] engagements "Customize & Send Documents Set up and send professional job documents to your customers and vendors using customizable templates. Choose from JobTreads pre-built templates or use ones youve created in your settings. Before sending you can make any necessary edits to tailor the document to the recipient. Once sent youll be able to track when the document is viewed and monitor user activity. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and" [YouTube Link](https://youtube.com/watch?v=2wPbGt3e8yQ) 2025-09-02T18:15Z [----] followers, [--] engagements "Creating Your JobTread RoadMap - Embracing Change and Ensuring Employee Buy-In Presented by: Gates Bryan Production Assistant Black Dog Builders Inc. Transitioning to a new software can seem daunting but it doesnt have to be In this session we'll give you the tools to create your very own JobTread roadmap and outline a path for smooth adoption. Well break down the process into three key stages: creating a thoughtful adoption plan training your team effectively and reinforcing new processes for lasting success. In addition you'll learn how to identify your "guiding light" to shape your plan" [YouTube Link](https://youtube.com/watch?v=354KJjRUKJI) 2025-10-01T14:59Z [----] followers, [---] engagements "JobTread in [--] Minutes Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting Finances & Cash" [YouTube Link](https://youtube.com/watch?v=3jrrPN0hpTQ) 2024-02-23T13:30Z [----] followers, 16K engagements "JobTread Partner Spotlight: Storm Season Success: How JobTread & EagleView Empower Contractors Peak storm season brings big opportunitiesand big challengesfor contractors. In this live webinar learn how the powerful integration between JobTread and EagleView can help you respond faster estimate more accurately and win more jobs when it matters most. Well cover how to: - Streamline your workflows with automated EagleView report ordering in JobTread - Create fast accurate estimates using detailed property data - Manage storm-related projects from start to finishall in one platform - Maximize" [YouTube Link](https://youtube.com/watch?v=3uRewjJrYo4) 2025-05-20T21:40Z [----] followers, [--] engagements "Data Imports - Leads & Customers Import your pre-existing Leads and Customers into JobTread using the Customer Import Template or by working directly with your Customer Success Manager. This article walks you through both options explains how to match your spreadsheet columns to your JobTread accounts custom fields and provides tips for troubleshooting common upload issues. Learn how to prepare your data update headers and import customer records seamlessly into your CRM. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management" [YouTube Link](https://youtube.com/watch?v=47ob4tnbr3U) 2025-08-14T19:00Z [----] followers, [--] engagements "Rendr Integration RENDR is a remote engagement tool designed to streamline the initial stages of renovation projects for contractors. By enabling the capture of floor plans and detailed room information through simple scans RENDR facilitates the creation of as-built drawings and accurate take-offs. Additionally RENDR's Invite-to-Capture feature supports remote job estimations reducing the need for on-site visits and enhancing efficiency. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all" [YouTube Link](https://youtube.com/watch?v=4Bnrt7u1gXc) 2025-08-26T19:07Z [----] followers, [--] engagements "De-Mystifying Websites and SEO: How to Attract Ideal Clients through Google Search Are you tired of wasting time and resources on ineffective marketing strategies Ready to discover the secrets of attracting your ideal clients through Google search and SEO Join us for a 45-minute presentation by industry expert Spencer Powell CEO of Builder Funnel a JobTread Marketplace partner and JobTread Founder & CEO Eric Fortenberry. In this power-packed webinar Spencer cuts straight to the chase leaving behind the fluff and buzzwords. Prepare to uncover the exact strategies that are driving real results" [YouTube Link](https://youtube.com/watch?v=4FTaPNbXJWg) 2023-11-09T17:21Z [----] followers, [--] engagements "JobTread Partner Spotlight: How to Build a Sales-On-Demand Machine With JobTread & HighLevel Join Chase Buckner Director of Product Marketing at HighLevel as he shares a proven framework to help you dominate your competition online. With years of real-world experience building a 7-figure agency and helping thousands of businesses grow Chase brings actionable insights you can put to work right away. --- 00:00 Welcome and Introduction 00:16 Housekeeping Announcements 02:38 Introduction to High Level 03:23 Building a Sales On-Demand Machine 05:15 The Growth Flywheel Framework 05:37 Database" [YouTube Link](https://youtube.com/watch?v=4fDIHzkMiec) 2025-06-17T22:25Z [----] followers, [---] engagements "Retainage and Hold Backs Track retainage for both customer invoices and vendor bills Retainage allows you to hold back a percentage of the payment until a milestone is met or the job is complete giving you more financial control over your projects. To get started: 1) Navigate to Settings and toggle on Retainage in the General tab. 2) Set your default percentage cost code and cost type. 3) Adjust retainage per job or override settings on individual invoices or bills. 4) Use the Retained Cost and Retained Price columns in the budget to quickly see which items have retainage applied. Retainage" [YouTube Link](https://youtube.com/watch?v=5MOxIuR923U) 2025-09-03T18:32Z [----] followers, [---] engagements "Pro Spotlight: Cost codes Job costing Account Charting and Methods of Accounting Aaron McGinnis President & CEO Contractors Team What does a well-heeled cost code setup look like and how do you implement and iteratively improve it over time What are best practices for job costing and project estimation How does your method of accounting impact the overall view of job profitability How should job expenses ultimately reflect on a profit and loss statement Come dive into the deep and often murky waters of job costing and viewing real profitability. --- Get organized complete your projects on" [YouTube Link](https://youtube.com/watch?v=5VD7vmVXVlY) 2025-09-10T15:32Z [----] followers, [---] engagements "Write-In Selections Write-in selections allow your customer (or their designer) to submit their own custom selections including product names colors and URLs. These can be used for either open-ended selection groups or stand-alone items. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid" [YouTube Link](https://youtube.com/watch?v=5_mx-5fjpgc) 2025-08-22T20:12Z [----] followers, [--] engagements "Building Job To-Do's Leverage to-do Lists to easily keep track of quick tasks associated with Jobs Customer & Vendor Accounts separate from your job schedule. With the ability to prioritize to-dos using due dates task types and checklists you can ensure that your team stays focused on what truly matters. Assign tasks add comments and share files in to-dos for seamless collaboration. As a bonus weve enhanced the schedule List View to give you an organized easy-to-navigate interface making task tracking more intuitive than ever before. Key Features: Easily keep track of quick to-dos within Jobs" [YouTube Link](https://youtube.com/watch?v=5fZhtTTkz7M) 2025-08-22T19:18Z [----] followers, [--] engagements "JobTread Pricing Explained Ready to simplify your construction management with JobTread In this video our founder and CEO Eric breaks down our straightforward and affordable pricing model designed to grow with your business. At just $199/month for your first user and $20/month for each additional internal user we make it easy for solo contractors and large teams alike to streamline operations without breaking the bank. Plus external users like subs suppliers and clients Totally FREE and unlimited Unlike our competitors we dont nickel-and-dime you with project-based fees or revenue-based" [YouTube Link](https://youtube.com/watch?v=5hEsO6UZUSE) 2025-06-10T19:26Z [----] followers, [---] engagements "File Markup Markup allows you to edit your files with drawing texts shapes callout boxes and more in JobTread. This article will teach you how to edit your file to help you review files and collaborate with your coworkers. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates" [YouTube Link](https://youtube.com/watch?v=6HbvL4DMrk4) 2025-08-22T18:44Z [----] followers, [--] engagements "Feature Update: Multi-Select Files in Grid View You can now select multiple files at once when viewing your files in a grid or gallery view adding confidence to your selection. Whether you're managing your files applying file tags or downloading files in bulk this new capability makes it easier to stay organized. Simply click the new Select Files option click on the files you need and then use a mass action of your choice --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your" [YouTube Link](https://youtube.com/watch?v=6MJ1WfjPHIE) 2024-03-06T20:37Z [--] followers, [--] engagements "Document Visibility: Hide Items Prices and Costs Customize the way your cost groups and cost items appear on your documents This allows you to ensure the right level of information is shared with your customers and vendors --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates" [YouTube Link](https://youtube.com/watch?v=6QSMSTH5vSo) 2024-02-05T20:57Z [----] followers, [--] engagements "Callout Boxes in File Markup Easily and precisely markup your files and plans using Callout [--]. Enter a File or Plan a. For Files click the paintbrush icon [--]. Select the Callout icon (top right for Files right-hand side for Plans) [--]. Place the Callout box anywhere on screen by long pressing on the box or by selecting the small blue dot in the center of the text box. [--]. You may also use the small blue dot to move the elbows and arrowheads in the Callout Box. [--]. Click on the small blue dot in the elbow and hold Shift to generate additional arrows if you would like to call out multiple items on" [YouTube Link](https://youtube.com/watch?v=6l0p-5dm3s0) 2025-06-10T18:33Z [----] followers, [--] engagements "How Franchises Can Share their Catalog with Connected Organizations Connected organizations allow franchise businesses to share their cost catalog with other franchises or if you have more than one company. Once connected the parent organization can grant access to its catalog enabling child organizations to browse and import cost items groups and budget templates. This streamlined approach allows for easy access to standardized data and templates whether directly from the catalog or when creating a new job enhancing collaboration and efficiency in the estimating process. Important Note: When" [YouTube Link](https://youtube.com/watch?v=6o2mRhM1HSg) 2025-04-02T20:50Z [----] followers, [---] engagements "Proposals and Invoices: Fixed Price vs. Cost Plus Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views &" [YouTube Link](https://youtube.com/watch?v=6vSepq-TUF4) 2024-06-07T21:26Z [----] followers, [--] engagements "Serve to the Extreme with Ben Schneider of Peak Sodding Meet Ben Schneider the owner of Peak Sodding a niche landscape company based in North Carolina. Started in [----] at the age of [--] Ben saw there was an opportunity to specialize in providing sod for landscaping jobs. Drawn to entrepreneurship at an early age Ben had to learn on the go as he was building the company. From tracking KPIs to planning out your cash flow with a cyclical business Ben has established vital business processes to streamline his operations. Here are a few key takeaways from the discussion with Ben: - Learning how to" [YouTube Link](https://youtube.com/watch?v=7gWz4H1syFM) 2023-11-28T21:33Z [----] followers, [--] engagements "Customer Account The Customer Account is often used when qualifying customers and view gives you a centralized snapshot of everything related to managing a single customer in JobTread. This article walks through each of the nine tabsDetails Messages Documents Payments Schedule To-Dos Files Locations and Jobsexplaining how to view and manage customer-specific activity communication files payments and project data. Learn how this dashboard connects with platform-wide tools while giving you a focused lens into each customers history and engagement. --- Get organized complete your projects on" [YouTube Link](https://youtube.com/watch?v=7wpsD0kfMHc) 2025-08-14T19:21Z [----] followers, [--] engagements "💡Tips & Tricks:💡 Customize Navigation in JobTread Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views" [YouTube Link](https://youtube.com/watch?v=8-lTroOLWuk) 2025-09-11T20:40Z [----] followers, [---] engagements "From Reactive to Intentional Blair Roedel of BEC Innovations After earning a degree in architectural engineering Blair Roedel became a senior estimator for a mechanical engineering firm and eventually found her way to remodeling. In this episode she explains how she launched BEC Innovations during the early days of the pandemic and grew it into a values-driven renovation company in the Nashville area. She shares how she defined her company standards from the beginning built a strong internal culture and developed a recruiting process to find team members who align with her expectations. In" [YouTube Link](https://youtube.com/watch?v=81oB0liILGE) 2025-08-06T09:30Z [----] followers, [--] engagements "Custom Fields - Cost Items Learn how to set up and manage custom fields for cost items to capture additional information specific to your business needs. This guide walks administrators through creating editing and deleting cost item custom fields selecting field types and configuring whether fields appear in job specifications. Custom fields can improve data consistency and visibility across JobTread and can be tailored for both internal tracking and customer/vendor-facing communication. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end" [YouTube Link](https://youtube.com/watch?v=8MYdTY9EPMs) 2025-08-26T18:30Z [----] followers, [--] engagements "Vendor Web Form Create and customize web forms to collect information from new subcontractors and suppliers directly through your website. This article explains how to build a New Vendor Form using custom fields assign internal notifications and customize the success message and redirect URL. Learn how to publish your form using a hosted link or embed code and streamline your vendor intake process with photos W-9s COIs and more automatically added to your JobTread Vendor Directory. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction" [YouTube Link](https://youtube.com/watch?v=8nOGLpUnupk) 2025-08-22T18:11Z [----] followers, [--] engagements "CRM - Customer Relationship Management This category provides a full overview of how to manage your customers in JobTreadfrom your very first interaction to ongoing communication and job tracking. Learn how to create and organize customer records contacts and locations import leads collect customer data through web forms and tailor your CRM with custom fields and views. Youll also find helpful articles on using the Customer Account dashboard and external-facing portals to streamline collaboration and document sharing. Whether you're qualifying leads or tracking long-term client relationships" [YouTube Link](https://youtube.com/watch?v=8otak72qGPk) 2025-09-15T14:46Z [----] followers, [--] engagements "Takeoff: Upload and Scale Plans Uploading and scaling plans in JobTread allows you to accurately measure project components and dimensions. Each page from your uploaded PDF file becomes an individual plan sheet which can be scaled independently. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid" [YouTube Link](https://youtube.com/watch?v=9CdzgwioQyg) 2025-08-22T20:29Z [----] followers, [--] engagements "Payment & Bill Schedules Automate your invoicing and billing workflows by creating payment schedules on customer and vendor documents. Perfect for fixed-price jobs change orders and milestone-based billing this new feature helps you streamline collections and stay on top of vendor payments. --Add a payment schedule to Customer Order documents to auto-generate invoices at project milestones --Add bill schedules to Vendor Orders to automate payments --Display payment schedules directly on proposals --Link each document to a scheduled task and get notified when it's time to send --Enable" [YouTube Link](https://youtube.com/watch?v=A-dDduSLXHE) 2025-06-24T21:37Z [----] followers, [---] engagements "Formulas & Parameters Have you used formulas in spreadsheets before and want to use them in JobTread Harness the power of JobTread formulas and parameters Contractors often use a variety of formulas to calculate material take-offs for their projects. Each formula streamlines the estimating process and ensures that the right amount of materials is ordered minimizing waste and maximizing efficiency. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales" [YouTube Link](https://youtube.com/watch?v=B-r0K6_52lU) 2025-08-22T20:35Z [----] followers, [--] engagements "Time Tracking Setup Configure JobTreads time tracking settings to align with your companys payroll and job costing policies. This article explains how to set break durations define daily and weekly overtime rules and choose your week start day. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid" [YouTube Link](https://youtube.com/watch?v=B4CIPQ46l8o) 2025-08-26T18:14Z [----] followers, [--] engagements "Vendor Compliance Warnings (COI Worker's Comp etc.) Quickly identify vendors with outdated or soon-to-expire paperwork. Any vendor date custom field that includes exp in the field name will automatically trigger compliance checks. -When selecting a vendor for a document a yellow icon appears when paperwork is within [--] days of expiration and a red icon appears when paperwork is expired. -A notice displays on the document if the selected vendor is out of compliance. -Expand the new Vendor Details menu on a document to view all vendor custom fields while editing ensuring you have full" [YouTube Link](https://youtube.com/watch?v=BH7TccKGFrk) 2025-08-21T21:07Z [----] followers, [---] engagements "💡Tips & Tricks:💡 Customize Budget View Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views &" [YouTube Link](https://youtube.com/watch?v=BOIwrSluYvE) 2025-09-29T17:36Z [----] followers, [---] engagements "💡Tips & Tricks:💡 Using the JobTread Calculator Tool Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom" [YouTube Link](https://youtube.com/watch?v=BSfA7qfk16Y) 2025-09-19T16:26Z [----] followers, [---] engagements "Show Item Quantity on Specifications Easily display item quantities on your job specifications to improve office-to-field communication and ensure everyone has the same clear instructions for the job. You can now choose which quantity type youd like to show on your Specifications tab so your field teams and vendors always have the most accurate information. Choose the option that best reflects your source of truth: -Estimated Quantity Displays the amount from your budget estimate. -Approved Quantity Displays the amount approved by the customer. -Committed Quantity Displays the amount" [YouTube Link](https://youtube.com/watch?v=BgIF_nQ415c) 2025-10-07T21:54Z [----] followers, [---] engagements "Growth Through Adversity Chris Moore with Senior Remodeling Experts Meet Chris Moore owner of Senior Remodeling Experts located in Salem Virginia. Chris shares his journey from an unexpected start in construction to building a business focused on helping seniors and veterans live safely and independently in their homes. He opens up about the pivotal moments that shaped his career including the loss of his wife the lessons learned through hardship and his mission to create a lasting impact through aging-in-place remodeling. Chris discusses the importance of building strong systems finding" [YouTube Link](https://youtube.com/watch?v=BsNGlJTEyLE) 2025-04-30T09:30Z [----] followers, [---] engagements "Data Import - Cost Items & Cost Groups Import your pre-existing cost items cost groups and budget templates into JobTread using the Catalog Import Template or by working directly with your Customer Support Manager. This article walks you through both options explains how to match your spreadsheet columns to your JobTread accounts custom fields and provides tips for troubleshooting common upload issues. Learn how to prepare your data update headers and import customer records seamlessly into your catalog. --- Get organized complete your projects on time and increase your profits. JobTread is" [YouTube Link](https://youtube.com/watch?v=Btnscib2lw0) 2025-08-26T18:33Z [----] followers, [--] engagements "The Financial Playbook Build a Stronger Smarter More Profitable Construction Business Presented by Eric Fortenberry Founder & CEO of JobTread Most construction companies dont fail because of bad workthey fail because theyre flying blind financially. In this powerful presentation Eric Fortenberry Founder & CEO of JobTread shares The Financial Playbooka simple proven system to help contractors take control of their finances and build more resilient profitable businesses. Whether youre a builder remodeler or trade contractor this session will walk you through: - How to create a realistic" [YouTube Link](https://youtube.com/watch?v=CJ3FuOOroqI) 2025-06-30T20:37Z [----] followers, [---] engagements "A Vision Beyond the Tools Wes Crocket with Mahogany Builders Meet Wes Crocket owner of Mahogany Builders located in Chicago Illinois. Wes shares his journey from studying organizational psychology in grad school to leading a respected remodeling business in one of the countrys most competitive markets. Inspired by his father's leadership and driven by a desire to build a strong team culture Wes opens up about his path into construction the founding of Mahogany Builders and the lessons hes learned along the way. Dives into what it takes to lead with purpose and build a lasting business. In" [YouTube Link](https://youtube.com/watch?v=CNb1ZK9rnIY) 2025-05-14T09:30Z [----] followers, [--] engagements "⚠If youre using markup to price your jobs pay attention .#contractor #builder #construction __ Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos &" [YouTube Link](https://youtube.com/watch?v=CTWy6Ef26hg) 2022-08-22T17:49Z [----] followers, [----] engagements "Data Import - Cost Codes Import your pre-existing Cost Codes into JobTread using the Customer Import Template or by working directly with your Customer Success Manager. This article walks you through both options explains how to match your spreadsheet columns to your JobTread accounts custom fields and provides tips for troubleshooting common upload issues. Learn how to prepare your data update headers and import customer records seamlessly into your catalog. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software" [YouTube Link](https://youtube.com/watch?v=CWbhxOqgqs8) 2025-08-26T18:31Z [----] followers, [--] engagements "JobTread Partner Spotlight: How to Achieve Strong Margins & a Better Quality of Life Join Doug Dwyer President & CSO of DreamMaker Bath & Kitchen to learn their proven framework for sustainable growth. If you're thinking there has to be a better way to run your business you're not aloneand you dont need to reinvent the wheel. - Learn the framework components and foundation for transforming your business and life. - Hear real-life examples of this process producing strong margins and a quality of life. - Discover how businesses have successfully transferred to second generations and how they" [YouTube Link](https://youtube.com/watch?v=Cm-gkgrpSls) 2025-07-23T22:03Z [----] followers, [---] engagements "Million Dollar Contractor Workshop Million Dollar Contractor Workshop The 3-Day Gut Check For Contractors Serious About Cracking $1M https://thecontractorfight.com/million/ The Path to $1 Million in Top-Line Revenue Aint Easy Its filled with hassles. A lot of headaches. And yes even some heartache. But theres NO reason to go through all the painful trial and error. Join The Contractor Fights Tom Reber for a 3-Day Workshop to Map Out Your Million Dollar Plan. This isnt theory. This is a gut-check. Join Tom Reber founder of The Contractor Fight for [--] days of real-world strategy that could" [YouTube Link](https://youtube.com/watch?v=D4uaVX4gEwM) 2025-05-15T20:30Z [----] followers, [---] engagements "Create a New Job Use a Job to manage all aspects of a project including your budget takeoff financial documents specifications schedule to-dos and more. Create jobs from scratch or add one or multiple jobs within a customer account. Use custom fields to collect custom job details allowing you to track important information across your organization. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a" [YouTube Link](https://youtube.com/watch?v=D6fKCtTU4mk) 2025-09-02T15:37Z [----] followers, [--] engagements "Mobile App: Time Tracking Field employees can easily track their hours in JobTread using the Time Clock tool in the mobile app. This ensures accurate labor cost tracking keeps the office updated in real-time and connects hours worked to the appropriate job and budget code. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM" [YouTube Link](https://youtube.com/watch?v=DM_A-woI8vM) 2025-08-26T18:18Z [----] followers, [--] engagements "Workflow Template: Message Vendor [--] Days before COI Expires Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals" [YouTube Link](https://youtube.com/watch?v=DSMY-cOLG1o) 2025-09-23T16:06Z [----] followers, [--] engagements "JobTread Partner Spotlight: The Contractors Edge: Turning Happy Customers into Your Best Marketing Hosted by Eric Fortenberry Founder & CEO of JobTread Featuring: Mo Daouk VP Marketing at NiceJob Youve built the deck replaced the roof poured the concretenow its time to build your reputation. Turn satisfied customers into powerful advocates through a mix of in-person asks and automated follow-ups that generate consistent 5-star reviews. In this session youll learn how to: - Ask for reviews in person without feeling pushy - Automate follow-ups to capture more reviews with less effort - Build a" [YouTube Link](https://youtube.com/watch?v=EF5qG19Jn4o) 2025-09-25T21:20Z [----] followers, [--] engagements "Sending a Selections Document Selections documents allow you to send customer choices for approval. You can send them before or during the contract stage with full tracking and signature capabilities. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections" [YouTube Link](https://youtube.com/watch?v=Eby6DKxIr3w) 2025-08-22T20:07Z [----] followers, [--] engagements "JobTread for Pool Builders JobTread offers pool builders an all-in-one platform to manage estimating takeoffs scheduling field documentation and finances - tailored to the complexity and customization of pool projects. Its designed to help you streamline operations reduce rework and deliver polished client experiences. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features" [YouTube Link](https://youtube.com/watch?v=Eet-UHHrHGs) 2025-09-02T18:39Z [----] followers, [--] engagements "What Contractors NEED to Know Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting Finances" [YouTube Link](https://youtube.com/watch?v=FBDaxRAm9J4) 2025-08-19T14:30Z [----] followers, [---] engagements "Password Reset Locked out Dont worrythis article walks you through the steps to reset your password or set up a passkey for added security. Whether youre using the desktop or mobile app youll learn how to quickly regain access to your account and update your login credentials at any time. You'll also learn how to generate a passkey that can be used as an alternative a password which serves as an additional layer of security. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your" [YouTube Link](https://youtube.com/watch?v=FFlAIMU2t6U) 2025-08-14T18:27Z [----] followers, [--] engagements "Payment Schedules Automate your invoicing and billing workflows by creating payment schedules on customer and vendor documents. Perfect for fixed-price jobs change orders and milestone-based billing this new feature helps you streamline collections and stay on top of vendor payments. Add a payment schedule to Customer Order documents to auto-generate invoices at project milestones *Add bill schedules to Vendor Orders to automate payments *Display payment schedules directly on proposals *Link each document to a scheduled task and get notified when it's time to send *Enable auto-send for the" [YouTube Link](https://youtube.com/watch?v=FPW4daXakzs) 2025-08-26T17:46Z [----] followers, [--] engagements "View User Activity Monitor user activity in JobTread by viewing real-time login status and last login details. This article explains how to access the Members tab in Settings to check whether users are active inactive or have never logged in and how to hover over user icons to see the last login timestamp. Youll also learn where to find activity indicators within Jobs and Documents to better track engagement across your team. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your" [YouTube Link](https://youtube.com/watch?v=FTolN4urCO8) 2025-08-26T18:05Z [----] followers, [--] engagements "JobTread for Deck Builders JobTread gives deck builders a flexible organized system to manage their projects from start to finish. Whether you're a solo builder or running multiple crews this guide will help you set up your account in a way that matches how you actually workso you can spend less time on admin and more time building. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of" [YouTube Link](https://youtube.com/watch?v=G0J4QG8UKvo) 2025-09-02T18:45Z [----] followers, [--] engagements "Customize Signature Disclaimer Customize the text above signature boxes on your documents allowing you to tailor the signing language exactly how you want for each document or document type. Within a document click to edit the disclaimer text above the signature box. Within a document template customize the signature disclaimer with the Signature Disclaimer field. This makes the use of Documents more flexible especially in situations where you dont have costs on the document. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction" [YouTube Link](https://youtube.com/watch?v=G3hwHqX6Hyk) 2025-08-15T13:59Z [----] followers, [--] engagements "Track Cost & Time by Cost Code Choose how you would like to track and project job costs whether you prefer a more detailed approach using cost items or more broadly by cost code. This allows you to build detailed estimates using cost items and easily view your budget by cost code once the job is underway. Employees can select a cost code for each time entry when logging time and bills can be reconciled to cost codes to simplify the billing process. When tracking by cost code all projections will be aggregated at the code level in the job budget as well as the Work in Progress (WIP) report." [YouTube Link](https://youtube.com/watch?v=GtmQkKyZfSA) 2024-05-06T21:16Z [----] followers, [---] engagements "Task Dependencies Use task dependencies to control the order in which tasks occur on your schedule. This article shows how to create dependencies in Gantt view identify and resolve scheduling conflicts and link multiple tasks. Learn how dependent tasks adjust automatically when schedules change and how to preserve lag time between tasks for accurate project sequencing. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to" [YouTube Link](https://youtube.com/watch?v=H_JWWGDkcyY) 2025-08-22T19:05Z [----] followers, [--] engagements "JobTread for Home Builders JobTread equips home builders with the tools needed to manage complex builds whether single-family custom builds spec homes or subdivisions. From preconstruction through to warranty JobTread helps you drive efficiency maintain financial control and deliver homes on time. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales &" [YouTube Link](https://youtube.com/watch?v=Hk8v-VIzTYg) 2025-09-02T18:49Z [----] followers, [--] engagements "Turning Setbacks into Strength Gary Muehling of MI Remodelers Gary Muehlings journey into construction started with failure but it was that setback that shaped his future success. After an early attempt at running his own roofing and siding business fell apart Gary went to work for larger companies where he learned how strong processes compliance and sales systems create sustainable growth. In [----] he launched MI Remodelers with a mission to combine roofing expertise with full-service residential remodeling and today his company successfully straddles both types of work. Known as The" [YouTube Link](https://youtube.com/watch?v=HtN1A3Wry7Q) 2025-09-10T09:30Z [----] followers, [--] engagements "Home Depot Pro Xtra Integration Connect your Home Depot Pro Xtra account to unlock real-time member-specific pricing in JobTread. Get Started: 1)Navigate to the Integrations tab within your Settings. 2) Locate the Home Depot tile and enter your Home Depot Pro Xtra account credentials. 3) Once connected your Pro Xtra pricing will automatically apply to all Home Depot items in the Global Catalog. Pull items into your catalog or job budgets to reflect your exact Pro Xtra savings. All users in your organization will benefit from the integrated pricing no extra steps needed --- Get organized" [YouTube Link](https://youtube.com/watch?v=Hzj5l-zMJR4) 2025-08-19T16:58Z [----] followers, [---] engagements "Best Affordable Construction Management Software: JobTread Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals" [YouTube Link](https://youtube.com/watch?v=I04cst5R4Fo) 2025-08-26T16:37Z [----] followers, [---] engagements "Profile & Notifications Make sure your profile and communication preferences are up to date so you never miss important updates. This article shows you how to update your contact info and profile photo enable mobile push notifications and customize your notification settings. Its perfect for users who want to stay in the loop without being overwhelmed by alerts. Sections include account customization and notification settings --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your" [YouTube Link](https://youtube.com/watch?v=IRt9JGzxBMU) 2025-08-14T18:21Z [----] followers, [--] engagements "Add a New Customer Add new customers to your JobTread account by entering key details like customer name tax status and any custom fields youve defined in your settings. This article walks through using the + New Customer button adding related contacts and locations and organizing your customer list within the directory. Learn how to streamline customer setup and prepare for proposals communication and project tracking. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business" [YouTube Link](https://youtube.com/watch?v=IZYBhpsEfbw) 2025-08-14T19:14Z [----] followers, [--] engagements "Custom Fields - Jobs Job custom fields allow you to collect and track additional job-specific information across your projects in JobTread. These fields can be customized to meet your business needs and help you standardize data improve reporting and streamline workflows. This article outlines how to create edit and manage custom fields for jobs including field types naming default values and best practices for deletion. Only administrators can access and configure job custom fields. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end" [YouTube Link](https://youtube.com/watch?v=IkI3BmFSoQ0) 2025-09-02T17:55Z [----] followers, [--] engagements "Custom Dashboards Custom Dashboards give JobTread Administrators the power to fully customize the home screen experience for every role on the team. Build multiple dashboards using drag-and-drop tiles to highlight the metrics that matter mostaction items activity feeds charts graphs and filtered data views. Easily assign dashboards by role set user defaults and surface real-time insights from Jobs Payments Tasks Customers and more. Use formulas filters and goal thresholds to bring clarity to key performance data and enable Full Screen + Sync mode for live displays in the office. Whether" [YouTube Link](https://youtube.com/watch?v=J2YBo6Fpzyk) 2025-04-26T11:33Z [----] followers, [---] engagements "Cost-Plus: Open Budget View Easily customize and share specific budget views with your customers and vendors offering them transparency like never before. Select which budget columns and custom fields to include in a custom budget view then grant access through the customer and vendor roles in your JobTread Settings. A new tab will appear on their portal where they can view the budget with read-only access. If any documents back up the numbers they can expand the cells to review the document list. This feature is perfect for Cost-Plus builders aiming to provide a fully transparent open-book" [YouTube Link](https://youtube.com/watch?v=J6Jmhneanro) 2025-08-22T19:45Z [----] followers, [--] engagements "Copy & Convert Takeoff Parameters Easily duplicate existing parameters to capture multiple measurements from a single takeoff. After measuring an area in the Plans tab use the 3-dot menu to copy the parameter rename it and even switch the parameter type (e.g. from Area to Linear) to calculate different measurement types like baseboards or siding trim. This is especially useful when referencing job information in budget formulas or when multiple values are needed from the same visual markup. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end" [YouTube Link](https://youtube.com/watch?v=JDfz_f9VgeI) 2025-03-26T16:08Z [----] followers, [---] engagements "Feature Update: Improved Budget Functionality The latest updates to the JobTread budget tool are designed to revolutionize the way you manage your finances. This update introduces a range of new features and improvements empowering you with greater flexibility efficiency and control. Explore the exciting new features: View custom fields in the budget: View and update cost item custom fields directly in your budget to track order status preferred vendors responsible parties item follow-up material condition and more. In-line edit custom fields: In-line edit and update custom fields directly on" [YouTube Link](https://youtube.com/watch?v=JkYcOD0sDE8) 2023-06-23T21:22Z [----] followers, [---] engagements "Workflow Automations: Getting Started Automate your processes with one of JobTreads most advanced tools: powerful workflows built directly into the platform with no third-party apps required. Workflows let you create trigger-based automations that run seamlessly across projects customers documents and more. Add filters to control conditions apply branching logic for different outcomes and design processes that fit your exact business needs. From sales to production to closeout workflows eliminate repetitive tasks and ensure consistency across your team. Here are just a few examples: -Advance" [YouTube Link](https://youtube.com/watch?v=JzftnR_0LR8) 2025-09-22T20:11Z [----] followers, [---] engagements "EagleView Integration EagleView provides high-resolution aerial imagery and data analytics offering detailed measurements and insights for property assessments. It is used to streamline project planning and estimations by providing accurate roof wall and terrain measurements. This helps construction teams improve efficiency reduce costs and make more informed decisions. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to" [YouTube Link](https://youtube.com/watch?v=K1Lp9fF_a5Y) 2025-08-26T18:55Z [----] followers, [--] engagements "Add a New Vendor Add new vendors to your JobTread Vendor Directory by entering the vendor account name and any relevant custom fields. This article walks you through creating a vendor profile with the option to add associated contacts and locations during setup. Learn how to organize vendor information prepare for sending bid requests or purchase orders and streamline your vendor management process. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales" [YouTube Link](https://youtube.com/watch?v=KZPLHiJc3tI) 2025-08-22T18:13Z [----] followers, [--] engagements "JobTread Partner Spotlight: ROI Unboxed - The Science Behind Evaluating and Investing in Marketing Presented by Spencer Powell CEO Builder Funnel Do you ever feel like marketing is a black hole Where money goes to get burned. Not anymore. Tailored specifically for residential remodeling companies and custom home building businesses this session will guide you through the process of evaluating your marketing efforts with precision. You'll learn: - How to identify the most profitable channels - Understand the metrics that matter - How to make data-driven decisions to fuel your business growth" [YouTube Link](https://youtube.com/watch?v=LOTOjbDXtoE) 2025-05-28T21:48Z [----] followers, [--] engagements "JobTread Partner: Contractor Growth Network About Contractor Growth Network Premium Websites Branding SEO and Video - Built Specifically for JobTread Contractors We help JobTread contractors replicate the referral experience online. Instead of relying solely on referrals your website clearly shows homeowners your quality sets accurate expectations and builds trust before they ever call you. We integrate your JobTread account directly into your website creating a dedicated page that demonstrates exactly how you'll communicate and manage their project seamlessly through JobTread. Heres Why" [YouTube Link](https://youtube.com/watch?v=Lbr5GY-NxiI) 2025-05-05T16:32Z [----] followers, [--] engagements "Quirky Content Big Impact Kaleb Lyles of Copper Masters Roofing Kaleb Lyles grew up working alongside his father in construction and what began as helping out during school breaks turned into a lifelong calling. Together with his wife Andrea Kaleb launched Copper Masters Roofing with a vision to honor his familys legacy while carving out his own path in the roofing industry. Here Kaleb shares how early financial struggles forced them to build a stronger foundation for growth. He explains the steps they took to create a loyal company culture and the ways his love of creating quirky unique and" [YouTube Link](https://youtube.com/watch?v=LfI_cgy6t5E) 2025-09-03T09:30Z [----] followers, [--] engagements "Custom Fields - Customer Accounts Add and manage custom fields to track the specific customer information that matters most to your business. This article explains how to create and customize fields for both Customer Accounts and Customer Contacts choose from various field types (like text date dropdowns or links) and set options like required responses default values and multiple selections. Learn how custom fields enhance your customer records and help organize data across your entire JobTread account. --- Get organized complete your projects on time and increase your profits. JobTread is" [YouTube Link](https://youtube.com/watch?v=MCAz-7OVQEg) 2025-08-14T18:56Z [----] followers, [--] engagements "Gusto Integration The Gusto and JobTread integration streamlines your payroll process by automatically syncing approved time entries from JobTread to Gusto each pay period. This eliminates the need for manual data entry and ensures accurate up-to-date labor tracking. Once time entries are approved in JobTread they are seamlessly pushed into Gusto where they can be used to calculate payroll track hours and maintain compliance. This integration helps reduce administrative overhead improves accuracy and keeps your field and office teams alignedsaving time and minimizing errors in your payroll" [YouTube Link](https://youtube.com/watch?v=MjU6SlrxKrs) 2025-08-26T18:57Z [----] followers, [--] engagements "Explore JobTread's New On-Screen Takeoff Join JobTread Founder & CEO Eric Fortenberry for a live webinar showcasing our game-changing on-screen takeoff tool. See it in action with a live demo and get answers to your burning questions about how this innovative feature can transform your estimating process. With on-screen takeoff you can: - Streamline Your Workflow: Upload plans and perform takeoffs directly within JobTreadno need for extra tools. - Measure with Precision: Calculate areas volumes lengths counts and more in just a few clicks. - Budget Smarter: Combine measurements into" [YouTube Link](https://youtube.com/watch?v=Msd6QYiQ70s) 2025-01-23T20:56Z [----] followers, [----] engagements "JobTread Pro Spotlight: A Beginners Guide to Automation and Integrations Presented by Elliott Wittstruck of Built with Love and Dominic Eidson of Eidson Builders In this session well define the what and how as we dive into the fundamentals of customizing automating and optimizing your JobTread workflows and customer experiences using Zapier and the API. Together well analyze real-world examples explore the thought processes behind them and unveil the mechanics that make it all possible. By the end youll walk away with fresh ideas to elevate your workflow and the practical know-how to bring" [YouTube Link](https://youtube.com/watch?v=N0rLzzhT5z8) 2025-07-23T14:41Z [----] followers, [---] engagements "Takeoff: Create Parameters and Measurements Learn to create Parameters for your Takeoff. Parameters in JobTread act as folders to store and organize individual measurements. This organization helps you reference specific measurements or groups of measurements throughout your budget. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating" [YouTube Link](https://youtube.com/watch?v=N34QDme7DKo) 2025-08-22T20:31Z [----] followers, [--] engagements "Quick Pull Reports Quick Pull Reports offer an easy way to access pre-built reports across your Jobs Customers Vendors and Documents. These reports serve as templates that are already configured with groupings and filters giving you a great starting point for digging into your data. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating" [YouTube Link](https://youtube.com/watch?v=NIXAC-dLDhA) 2025-09-02T18:05Z [----] followers, [--] engagements "Hover Integration The JobTread and Hover integration makes it easy to capture property data for takeoff and estimating so you can quickly generate proposals for your customers. With this integration your team and clients can scan spaces using their mobile device instantly syncing high-quality photos and measurements directly into JobTread. From there you can seamlessly add accurate dimensions into your job budget ensuring takeoffs and estimates are both quick and precise. Whether creating new jobs or linking existing ones JobTread automatically pulls in processed Hover data allowing you to" [YouTube Link](https://youtube.com/watch?v=NQ1hQ7npnWg) 2025-08-26T18:58Z [----] followers, [--] engagements "Time Management Track view manage and report on employee hours directly in JobTread. All logged hours are saved in the time management tool in JobTread where specific roles may edit and approve time entries add new ones and create time reports. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid" [YouTube Link](https://youtube.com/watch?v=NRCMv9r_5hc) 2025-08-26T18:16Z [----] followers, [--] engagements "Keep Moving Forward With Jason Varney of Dock & Deck Builder Stories Podcast Jason Varney owner of both Dock and Deck and Tennessee Pool and Spa in Knoxville Tennessee does complete backyard projects that range from $750000 to $1 million. What started as one company has grown into two as he brought his sons into the business. Jason talks about pivoting during an economic downturn knowing your overhead costs participating in TV shows and modernizing his business processes. Here are a few key takeaways from the discussion with Jason: - Working with family members - How tos for hiring employees" [YouTube Link](https://youtube.com/watch?v=N_CmCxlSKgs) 2023-10-03T21:52Z [----] followers, [---] engagements "Feature Update: Archive Cost Types and Codes Manage your job costing settings by archiving or deleting outdated units of measurement cost types and cost codes. Archiving removes these options from dropdown lists when creating and editing cost items decluttering your interface and improving usability. If any unit type or code is still in use JobTread will prompt you to replace it with an alternative before deletion ensuring a seamless transition and preventing any disruptions. Additionally nest your cost codes into parents to further organize your code list. --- Get organized complete your" [YouTube Link](https://youtube.com/watch?v=NcUaahxO7rY) 2024-03-06T21:16Z [----] followers, [---] engagements "WIP Report Learn how to use a Work-in-Progress (WIP) Report to track job profitability monitor project financials and identify overbilling or underbilling. You'll learn how WIP reports help with job costing track project profitability and support accurate construction accounting. It also covers how to identify overbilling and underbilling manage cash flow and ensure proper revenue recognition throughout your projects. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business" [YouTube Link](https://youtube.com/watch?v=NpYKaXbCkto) 2025-09-02T18:09Z [----] followers, [--] engagements "Live Product Update with JobTread CEO: Scheduling Budget Quickbooks and API Join JobTread Founder & CEO Eric Fortenberry on Friday June [--] at [--] pm CDT as he walks through the most recent JobTread updates including scheduling budget QuickBooks and API documents. Eric will also touch on a few exciting updates you can expect later this year. You'll also be the first to hear an exciting announcement about JobTread Connect 2024" [YouTube Link](https://youtube.com/watch?v=O6lCb98-ZC8) 2023-06-23T22:19Z [----] followers, [----] engagements "Cost Code Mapping - JobTread & QuickBooks Online Penny Lane is a QuickBooks Pro-Advisor and JobTread Accounting Partner who has been helping contractors and their bookkeepers understand their numbers for over [--] years so they can effortlessly make brilliant decisions and build the business of their dreams. Her and her team at Penny Lane U can help with JobTread and QBO integrations cleaning up your books and so much more. Learn more at: www.jobcosting.com. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that" [YouTube Link](https://youtube.com/watch?v=OEEcShQK1TQ) 2024-02-20T20:15Z [----] followers, [---] engagements "Custom To-Do Views Customize how you view and manage To-Do items across your organization using Custom Views. This article walks through naming your view selecting List or Month display types applying filters by task type assignment or status and customizing columns and date ranges. Learn how to save views as personal or organizational reorder and set a default and access your custom views from both the main To-Do tab and individual jobs. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage" [YouTube Link](https://youtube.com/watch?v=OTjyTKELhmk) 2025-09-03T18:10Z [----] followers, [--] engagements "A Bigger Table Wendy Marvin Founder and CEO Matrix Roof & Home Wendy Marvin started out in roofing at a time when the industry wasnt as collaborative. We saw there was one seat at the table and we were going to elbow our way to that seat she recalls. And then this really beautiful thing started taking over where we realized that we can just make more seats. Since those days the entire table has grown exponentially and alongside that growth has come a need for a brand new skillset. In this engaging episode Wendy reveals crucial tools for success in an era of private equity new technologies and" [YouTube Link](https://youtube.com/watch?v=OTm_TAwWcYI) 2025-03-26T09:30Z [----] followers, [--] engagements "JobTread Partner Spotlight: Speed to Sale in a Down-ish Economy Presented by A.J. Ballantine RENDR Founder & CEO Learn how to leverage integrated technology like JobTread and RENDR together to recession-proof your business. By streamlining your sales and other time-consuming manual processes you can run lean AND stay in control despite what is happening in the market. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to" [YouTube Link](https://youtube.com/watch?v=OmlCHgswYKs) 2025-04-30T22:01Z [----] followers, [---] engagements "Mass Edit & Delete Catalog Cost Items Learn how to make bulk updates to your cost catalog by exporting editing and importing cost items. This guide walks you through the full process with tips to avoid errors and streamline your data cleanup. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid" [YouTube Link](https://youtube.com/watch?v=OpuF3zEevTc) 2025-08-26T18:34Z [----] followers, [--] engagements "Life-Changing Service Starts with THIS Principle Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views &" [YouTube Link](https://youtube.com/watch?v=P74EDNe1W50) 2025-08-26T16:44Z [----] followers, [---] engagements "Scaling & Leading A Team Babak Nikraftar of CondoWorks Transformations and Forte Projects Ltd. Babak Nikraftar started in construction in [----] after attending school in Vancouver. His first role was redoing faulty building envelopes on condos in the Pacific Northwest. He then returned to school to study construction management and later joined a local high-rise developer. Today Nikraftar runs two companies: Forte Projects which focuses on new construction and CondoWorks for condo remodels and interior design. In this episode Nikraftar shares how early lessons in construction failures shaped" [YouTube Link](https://youtube.com/watch?v=P7y0qkQBjms) 2025-07-23T09:30Z [----] followers, [--] engagements "Slack Integration Learn how to use the 'Slack Integration' section of JobTread to better manage your construction business. This article explains its main features shows how to navigate each section and provides tips for integrating it into your daily workflow. It covers topics like integration slack to help you find exactly what you need. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list" [YouTube Link](https://youtube.com/watch?v=PF8jyPvMLpg) 2025-08-26T19:09Z [----] followers, [--] engagements "JobTread Demo for Roofers Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting Finances &" [YouTube Link](https://youtube.com/watch?v=POLUCg7kI4A) 2025-05-18T20:06Z [----] followers, [---] engagements "JobTread CRM - CEO Dashboard See how Peter Partner at Ranney Blair Weidmann Remodeling uses Zapier to create custom reports that are automated through Zapier. While completing daily work data is being automatically added to Google Sheets for reporting. www.ranneyblair.com --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM" [YouTube Link](https://youtube.com/watch?v=PlZDyvgX46A) 2024-07-08T18:33Z [----] followers, [---] engagements "JobTread Customer Portal Walkthrough Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting" [YouTube Link](https://youtube.com/watch?v=Q0rNdwWZfxI) 2023-06-14T20:26Z [----] followers, [----] engagements "RSVP to Schedule Tasks Let your team customers and vendors confirm their availability before work begins. By giving assignees the option to accept or decline tasks you can reduce miscommunication avoid scheduling conflicts and keep everyone aligned. Key Features: -Centralized RSVP inbox to review and respond to new assignments -Visual RSVP indicators on schedules and task details -Option to notify assignees or update their status manually -Declined tasks are removed from calendars but remain visible in assignee lists Use RSVPs to stay on the same page make quicker scheduling decisions and" [YouTube Link](https://youtube.com/watch?v=Q7Dk55D0nDc) 2025-07-15T15:21Z [----] followers, [--] engagements "Mobile App: Add Photos to Jobs Learn how to add photos to a job in the JobTread mobile app to ensure quick and accurate project updates for team members and customers. Easily upload markup and organize files. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer" [YouTube Link](https://youtube.com/watch?v=QWL-uVdtf-E) 2025-08-22T18:55Z [----] followers, [--] engagements "Aforma Design Studio Aforma Design Studio provides white-label architectural design visualization and preconstruction support for builders architects developers and homeowners across the U.S. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts &" [YouTube Link](https://youtube.com/watch?v=RC7TGxaoCy8) 2025-10-16T16:24Z [----] followers, [--] engagements "Collect a Deposit Before a Contract Collect and apply a customer deposit before finalizing your contract to secure early payments and improve cash flow. This article explains how to log a deposit in the budget generate a customer order send or record payment and apply that deposit as a credit on the next invoice. Learn how to properly reflect deposits in your budget and invoices while keeping payment records organized and accurate. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of" [YouTube Link](https://youtube.com/watch?v=RGrils66Flg) 2025-08-26T17:41Z [----] followers, [--] engagements "JobTread Pro Spotlight: Mastering the JobTread and QuickBooks Online Integration Presented by: Penny Lane Crull Coach & CFO Penny Lane U In this session learn all about how QuickBooks and JobTread communicate Ill cover best practices for job-costing data entry and the role of cost items cost codes and products and services. Youll come away with a deeper understanding of how to properly set up your integration for success and troubleshoot issues that arise. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that" [YouTube Link](https://youtube.com/watch?v=RhIpxVM89ms) 2025-08-20T18:27Z [----] followers, [---] engagements "JobTread for Roofers: TriStar Roofing Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting" [YouTube Link](https://youtube.com/watch?v=S5JPe7Ideq4) 2025-09-08T15:03Z [----] followers, [---] engagements "Takeoff: Add Measurements to Budget Measure and quantify materials labor and costs directly from blueprints or drawings in your Job Plans. All measurement data will be saved as parameters which can then be referenced in your cost item formulas within the job budget. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM" [YouTube Link](https://youtube.com/watch?v=S_t4P_a3Yj8) 2025-08-22T20:32Z [----] followers, [--] engagements "Post-Contract Selections with Allowances Workflow Use this workflow when selections will be made after the contract is signed. Customers commit to a placeholder amount (allowance) and later choose the actual products or materials. Allowances are a great option when the exact selections aren't known at the time of contract signing. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of" [YouTube Link](https://youtube.com/watch?v=T2xLjZ_AQWw) 2025-08-22T20:18Z [----] followers, [--] engagements "Payment Processing with Stripe The Stripe integration with JobTread makes it easy to collect payments online via credit card debit card ACH bank transfer Apple Pay or Google Pay. Once connected you can enable payment options directly on your invoices giving customers a simple and secure way to pay. Stripe follows a pay-as-you-go model with no upfront fees and all payment activity is seamlessly reflected in your budget and invoice records. Whether payments are made online or in person the Stripe integration gives you full control and flexibility over how you get paid. --- Get organized" [YouTube Link](https://youtube.com/watch?v=TVNM4Ep9V-o) 2025-08-26T19:03Z [----] followers, [--] engagements "JobTread Pro Spotlight: Bulletproof Your Company with Tasks ToDos and More Presented by: Dom Thompson President Watershed Builders This session will teach attendees how to create effective business processes that reduce stress enhance work-life balance minimize mistakes and support business growth without significant changes in habits or impact on profitability all using JobTread Software features. Attendees will explore various ways to leverage the ToDos feature to reduce errors create accountability and replicate successes. The session will also cover the use of scheduling to develop" [YouTube Link](https://youtube.com/watch?v=TuYUvC05DXM) 2025-09-17T15:20Z [----] followers, [---] engagements "JobTread Pro Spotlight: Building a Lead Pipeline that Works for YOU Presented by Greg DiBernardo of Peach Tree Decks & Porches No business can survive without leads. Regardless of the quantity of leads that land in your lap it's important to have a system in place to manage them efficiently and effectively. Discover how to create an effective lead management system tailored to your business needs. This session will cover strategies for qualifying and profiling inbound leads and eliminating free estimates. Learn how to customize JobTread as an in-app CRM automate routine tasks with tools like" [YouTube Link](https://youtube.com/watch?v=U2dGif__V60) 2025-07-09T19:40Z [----] followers, [---] engagements "JobTread on Mobile Learn how to save or install the JobTread app on your phone or tablet to quickly access JobTread on both Apple and Android mobile devices. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management" [YouTube Link](https://youtube.com/watch?v=UC0g61JvrOI) 2025-08-14T18:37Z [----] followers, [--] engagements "Pre-Defined Selections and Upgrades Pre-defined selections allow you to present your customers with a set of curated options to choose from such as good/better/best packages. You can also offer optional upgrades to increase project scope and profitability. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost" [YouTube Link](https://youtube.com/watch?v=UDMMXIH7OH4) 2025-08-22T20:11Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@jobtread JobTread
JobTread posts on YouTube about budgeting, portals, daily, business the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
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Social Influence
Social category influence finance countries stocks technology brands social networks travel destinations
Social topic influence budgeting, portals #34, daily, business, profits, project, ceo, how to, list, hosted
Top accounts mentioned or mentioned by @message
Top assets mentioned FilesCoins Power Cu (FILECOIN) Alphabet Inc Class A (GOOGL) Spotlight (SPOTLIGHT)
Top Social Posts
Top posts by engagements in the last [--] hours
"How to Access the New Selections Feature Check out how the new & improved selections feature works: https://youtu.be/ToFPY2sACns Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks"
YouTube Link 2026-02-13T22:43Z [----] followers, [--] engagements
"How to Build a $15M Remodeling Business That Runs Without You With Ken Combs of CQC Home Ken Combs shares how he went from a [--] year old laborer to leading a design build firm with more than $15 million in annual revenue. He reveals how he restructured his company for higher profit and increased efficiency. Ken also shares his results driven approach to operations marketing and the org chart he developed to support his team. He explains what had to change before the business could operate without his daily involvement. In this episode you will learn: Kens goal for slippage and grippage How to"
YouTube Link 2026-02-04T10:30Z [----] followers, [---] engagements
"JobTread Selections Overview Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting Finances &"
YouTube Link 2026-02-13T15:30Z [----] followers, [--] engagements
"JobTread Updates: Custom Dashboards and More Join JobTread Founder & CEO Eric Fortenberry for the next JobTread Live Product Update Webinar where well showcase the new Custom Dashboards featuregiving you the power to personalize your workspace and track the metrics that matter most to your business. Well also highlight key updates released since mid-January including mass actions for plans copy & convert takeoff parameters [---] image support and more. Eric will also share some exciting announcements and provide an overview of our future development priorities. --- 00:00 Welcome and"
YouTube Link 2025-04-25T21:09Z [----] followers, [----] engagements
"Builders Breakthrough Advisors Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting Finances"
YouTube Link 2026-02-11T22:22Z [----] followers, [---] engagements
"JobTread Live Product Update: Selections and More Join JobTread Founder and CEO Eric Fortenberry for a walkthrough of the latest platform updates including the new and improved Selections feature takeoff version history cost-plus enhancements SRS material orders and more. Hell also share exciting announcements and give a sneak peek at whats coming next on the JobTread roadmap. --- 00:00 Welcome & Q&A Overview 01:48 JobTread Connect Highlights 05:24 Mission Growth & Team 09:14 IBS / KBIS Preview 11:58 Calendar Drag-and-Drop 12:49 Cost-Plus Invoice Upgrade 13:50 Plan Version Compare 14:46"
YouTube Link 2026-02-13T22:35Z [----] followers, [---] engagements
"Legacy Selections: Pre-Contract Selections Use this workflow when your customer will finalize their selections before signing the final contract. Its commonly used during a design or discovery phase where selections and budget need to be confirmed together. Link to NEW & IMPROVED Selections https://youtu.be/rFL1fwV30Ic --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features"
YouTube Link 2026-02-12T19:02Z [----] followers, [--] engagements
"Legacy Selections: Create & Send Allowances Allowances are placeholders in your contract used when the exact selections aren't known at the time of signing. They reserve a budget for future decisions and are typically used in post-contract workflows. Link to NEW & IMPROVED Selections https://youtu.be/rFL1fwV30Ic --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below:"
YouTube Link 2026-02-12T20:29Z [----] followers, [--] engagements
"JobTread Partner Spotlight: The AI Property Data Workflow Hosted by Eric Fortenberry Founder & CEO of JobTread Featuring Rob Soper Senior Business Development Manager at EagleView Learn how to build a virtual property data powered job workflow that will cut costs automate operations and help you scale your business. Learn how Eagleview and JobTread are working together to accelerate your AI-powered digital transformation so you are set up to win. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you"
YouTube Link 2026-02-12T15:35Z [----] followers, [---] engagements
"Legacy Selections: Write-In Selections Write-in selections allow your customer (or their designer) to submit their own custom selections including product names colors and URLs. These can be used for either open-ended selection groups or stand-alone items. Link to NEW & IMPROVED Selections https://youtu.be/rFL1fwV30Ic --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features"
YouTube Link 2026-02-12T19:51Z [----] followers, [--] engagements
"Push Time Entry Rates to QBO Payroll Time Entry rates in JobTread now map directly to matching employee compensations in QuickBooks Online. When a time entry is created or updated the rate automatically syncs to QuickBooks keeping your payroll data aligned. How it Works: 1) Navigate to your QuickBooks Integration Settings. 2) Open Employee Mapping and if you see a blue banner reconnect your QuickBooks Online account to activate this feature. 3) Confirm rates in the Members tab in your JobTread Settings. 4) Click the Rates button next to an employee and look for the QuickBooks Online logo next"
YouTube Link 2026-02-12T19:37Z [----] followers, [---] engagements
"New & Improved Selections with Job Areas A redesigned selections experience that helps you move faster present choices more clearly and deliver a better client experience with organized Job Areas. Key Highlights: -Photo-centered designer-friendly interface -Faster selection creation with fewer steps -Easier customer review and approval experience -Job Areas to organize rooms and locations within a job -Send selections to customers in bulk -New selection templates in the catalog Existing JobTread customers will continue to have access to the previous selections interface as a Legacy option"
YouTube Link 2026-02-13T15:30Z [----] followers, [---] engagements
"Beyond the Bid Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting Finances & Cash Flow"
YouTube Link 2026-01-27T18:50Z [----] followers, [---] engagements
"Growth Team Strategies Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting Finances & Cash"
YouTube Link 2026-01-27T15:49Z [----] followers, [--] engagements
"The New Standard for Construction Eric Fortenberry JobTread Connect [----] Eric Fortenberry Founder & CEO JobTread A new standard for construction is taking shape and contractors who fail to evolve risk being left behind. This movement calls for leadership from contractors willing to operate with clarity embrace new systems and build with trust. --- 00:00 Welcome to Job Tread Connect [----] 01:17 Keynote Speaker Introduction: Eric Fortenberry 01:33 Eric Fortenberry's Journey and Insights 06:44 The Birth of Job Tread 18:14 Job Tread's Growth and Achievements 21:12 The Three Pillars of Success:"
YouTube Link 2026-01-21T16:47Z [----] followers, [---] engagements
"SRS Integration: Browse & Order Materials SRS is a leading distributor of roofing and building products offering a wide range of materials and services to contractors and builders across the United States. Use the JobTread + SRS integration to browse live SRS catalog items add materials directly to your budgets and place orders without leaving JobTread helping you keep pricing accurate and streamline your estimating and purchasing workflow. Get Started: 1) Navigate to the Integrations tab within Settings to connect your SRS account. 2) Open a Job Budget and use the Global Catalog to browse"
YouTube Link 2026-01-29T20:10Z [----] followers, [---] engagements
"Rebuild Stronger After a Business Collapse With Casey Fabling of Front Range Home Services Casey Fabling shares what it takes to come back after losing a company. He walks through how a fast growing business unraveled once visibility and controls disappeared. Casey reflects on the personal toll of shutting down and starting over in a new city. He explains how rebuilding with intention changed every aspect of his approach. This conversation offers a rare look at resilience from someone who has lived it. Casey focuses on what he learned rather than what he lost and why his second company is"
YouTube Link 2026-01-28T10:30Z [----] followers, [---] engagements
"Compare Plan Versions Quickly compare original and updated job plans to spot changes avoid missed scope and stay aligned throughout takeoff and construction. How it works: 1) Upload updated plans to the job Files. 2) Open the original plan sheet in the Plans tab. 3) Add a new version and click the Compare button. Matching lines appear in black. Differences are highlighted so you can immediately see what changed and where. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your"
YouTube Link 2026-02-05T18:12Z [----] followers, [---] engagements
"Cost Plus: Organize Bills & Time on Invoices Give customers clearer more transparent cost-plus invoices by controlling how bills and time are grouped and sorted before you send them. How it works: 1) Navigate to a job and create a Customer Invoice. 2) Choose Bills & Time and select the records you want to include. 3) Choose to group items by cost code cost type or by a cost item custom field. 4) Sort in ascending or descending order. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of"
YouTube Link 2026-02-03T21:54Z [----] followers, [---] engagements
"History and Backup The History and Job Budget Backups enhance transparency and accountability within your organization. With a simple click on the History icon in a job customer or vendor account you can access a detailed change log that records all modifications while the Budget Backups option allows you to see changes to your budget and download previous revision history. Administrators can also leverage the History log in JobTread Settings to reference changes across the organization ensuring comprehensive visibility and streamlined record-keeping for your team. --- Get organized complete"
YouTube Link 2026-02-02T21:46Z [----] followers, [--] engagements
"Custom Views - Documents Customize your Document directory by creating and managing Custom Views to better organize filter and display document details. This article covers how to use the grouping filtering and column features. Learn how to switch among views save layouts share views with others and set a default view. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features"
YouTube Link 2026-02-04T15:22Z [----] followers, [---] engagements
"JobTread QBO & Dext - Dext to JobTread Workflow See how Andrea Lyles Owner of Contractors Keeper records costs in Dext to seamlessly pass through QBO to JobTread. https://www.contractorskeeperllc.com/ --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections"
YouTube Link 2024-04-03T18:37Z [----] followers, [---] engagements
"Tie A Document To A Schedule Task Tie documents to scheduled tasks to create a more automated and organized project workflow. By connecting tasks to drafted documents or scheduled invoices you can trigger documents at the right time and keep payments and approvals aligned with project progress. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales &"
YouTube Link 2026-02-06T15:10Z [----] followers, [---] engagements
"JobTread QBO & Dext - Log Receipts and Bills from Dext to QBO See how Andrea Lyles Owner of Contractors Keeper publishes receipts and bills from Dext to QBO which then push to JobTread. https://www.contractorskeeperllc.com/ --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates"
YouTube Link 2024-04-03T18:37Z [----] followers, [---] engagements
"Choosing the best software implementing it and getting employee buy-in Remember #software is a tool not a standalone solution. While software doesnt simply fix your problems it can serve as a tool to organize and streamline processes. Be sure to follow these best practices to ensure your investment in technology pays off. - - - Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread"
YouTube Link 2022-07-29T22:08Z [----] followers, [---] engagements
"Lien Waiver You can create a lien waiver workflow using a custom vendor bill template with signature requirements. This ensures vendors acknowledge and sign your lien waiver terms before final payment is processed. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer"
YouTube Link 2026-02-04T15:24Z [----] followers, [---] engagements
"Build Your Catalog The Catalog in JobTread serves as a centralized place to store repeating costs and standardized cost items. It helps you organize expenses that are consistent across multiple projects making budget building faster and more efficient. Items and groups saved to the catalog may be copied to a job budget for quicker estimation. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full"
YouTube Link 2025-08-26T18:21Z [----] followers, [---] engagements
"How to Get Real Results from Virtual Assistants With Philip Sessions of Refined VA Philip Sessions shares how a simple need for marketing help led him to build a business focused on virtual assistants for contractors. He explains why many contractors struggle with VAs and what must change for the relationship to work. Philip also shares best practices for managing virtual assistants and how contractors can grow without adding full time staff. In this episode you will learn: Why most contractors hire virtual assistants the wrong way What tasks VAs handle best inside a construction business How"
YouTube Link 2026-02-11T10:30Z [----] followers, [---] engagements
"QXO Integration: Browse & Order Materials QXO supplies roofing exterior and decking materials to contractors across North America. Use the JobTread + QXO integration to browse live QXO catalog items add materials directly to your budgets and place orders without leaving JobTread helping you keep pricing accurate and streamline your estimating and purchasing workflow. Get Started 1) Navigate to the Integrations tab within Settings to connect your QXO account. 2) Open a Job Budget and use the Global Catalog to browse QXO products. 3) Add items to your budget and use a mass action to refresh"
YouTube Link 2025-12-11T22:56Z [----] followers, [---] engagements
"JobTread Partner Spotlight: Streamline Your Material Ordering with the New JobTread QXO Integration Hosted by Eric Fortenberry Founder and CEO of JobTread Featuring Katie Woodward Director Digital Solutions QXO Join JobTread Founder & CEO Eric Fortenberry for a live walkthrough of the new JobTread and QXO integration. Well show you how to browse the full QXO catalog and place material orders directly inside JobTread with live pricing and up-to-date product data. Whether you want to order faster reduce mistakes or keep projects moving this integration gives you real-time purchasing power from"
YouTube Link 2025-12-09T16:26Z [----] followers, [---] engagements
"Pro Spotlight: Advanced Tools for Mastering Documents Presenter: Rachel Booth Go beyond the basics and unlock the full power of JobTread documents. This advanced session will show you how to build custom views to track document activity and follow-ups create dashboard tiles to monitor statuses at a glance and apply documents in unique use cases across your business. Youll also learn formatting best practices to ensure your proposals contracts and reports are professional consistent and effective. Perfect for anyone ready to take document management to the next level. Rachel's Resource Link:"
YouTube Link 2026-02-11T21:31Z [----] followers, [---] engagements
"JobTread QBO & Dext - Refresh the QuickBooks Integration in Dext See how Andrea Lyles Owner of Contractors Keeper refreshes the QBO and Dext integration so she can log receipts in JobTread. https://www.contractorskeeperllc.com/ --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests"
YouTube Link 2024-04-03T18:37Z [----] followers, [---] engagements
"Build Stronger Partnerships That Actually Support Your Business With Eric Anderson of DreamMaker Bath and Kitchen In this episode of Builder Stories Eric Anderson shares what it looks like when a technology partner truly understands the needs of builders and remodelers. He reflects on DreamMakers experience working with JobTread and why genuine care for both people and product makes a measurable difference. Eric offers insight into how the right systems and relationships can improve operations while strengthening trust across your team. This conversation highlights why alignment and service"
YouTube Link 2026-01-14T10:30Z [----] followers, [---] engagements
"Strengthening Your Marketing Engine With Meysam Pourkaram of Enzo Design Build Meysam shares how early challenges with lead flow pushed him to study marketing create his own content and eventually build a results-driven in-house team that reflects his companys vision. He reveals his winning strategy for attracting attention in a landscape thats increasingly driven by AI and provides insight on how to use social media to produce the best results. A key component of Enzos success lies in the companys carefully curated tech stack and Meysam also outlines the solutions he relies on and how each"
YouTube Link 2025-12-10T10:30Z [----] followers, [---] engagements
"💡Tips and Tricks:💡Expand List View Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting"
YouTube Link 2025-11-03T18:40Z [----] followers, [---] engagements
"Hire VP Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting Finances & Cash Flow -Change"
YouTube Link 2025-12-17T22:45Z [----] followers, [---] engagements
"Field Employee Training - Log a Receipt Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting"
YouTube Link 2025-02-26T02:06Z [----] followers, [--] engagements
"The Strategy for Team-Driven Leadership with Jeff and Brian Shelburn of Remodelex Brothers Jeff and Brian Shelburn turned their shared values and work ethic into a thriving remodeling business in Denver. What began with small backsplash projects has grown into full home remodels and a company built entirely on word-of-mouth referrals. In this conversation they reveal the philosophies behind their growth and actionable tips for success. In this episode you will learn How Remodelex thrives without a marketing budget The unconventional payroll model that keeps everyone invested What makes their"
YouTube Link 2025-10-29T09:30Z [----] followers, [--] engagements
"JobTread Partner Spotlight: Staying Busy When Others Slow Down: Capturing the Market Wind Hosted by Eric Fortenberry JobTread Founder & CEO Featuring Paul Atherton CEO of Highspire In this live webinar Paul Atherton CEO of Highspire will share practical strategies to help builders and remodelers attract higher-quality leads convert them efficiently and strengthen their pipelines even in challenging conditions. Youll learn how to: - Build a marketing engine that delivers consistent predictable results - Identify the key actions that generate the fastest ROI - Implement smart low-cost tactics"
YouTube Link 2025-11-12T22:31Z [----] followers, [--] engagements
"Feature Update: Improved Mobile File Viewer Easily view all files on the go directly in the JobTread mobile app 1) View multi-page PDF files 2) Zoom in on images PDFs and CSV files with pinch and double-tap gestures 3) Move between files by clicking the arrows or swiping 4) View files in full screen for a broader viewing area (also available in the browser) 5) Bonus: Now you can listen to audio files directly in JobTread too Dont forget to add JobTread to your mobile device to manage your documents from anywhere --- Get organized complete your projects on time and increase your profits."
YouTube Link 2023-10-18T19:51Z [----] followers, [---] engagements
"Creating Order in Construction With Brandon Sinkler of Coastal Builders and Consultants Brandon Sinkler traded firefighting for construction and built a successful remodeling company in Charleston South Carolina. What began as a leap of faith into house flipping became a career grounded in consistency and service. Brandon shares how he grew from working solo to adding key hires who helped him bring structure and balance to his work. His story highlights how he developed clear systems and standard operating procedures that now guide every project. In this episode you will learn: How Brandon"
YouTube Link 2025-11-12T10:30Z [----] followers, [---] engagements
"HoundDog Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting Finances & Cash Flow -Change"
YouTube Link 2026-01-12T15:40Z [----] followers, [---] engagements
"JobTread Pro Spotlight: Streamlining for Sanity and Exceptional Customer Care Presented by: Ryan Biehl Founder & CEO Biehl Brothers Contracting Learn how to master time management avoid overcommitment while minimizing surprises in your workflow with effective systemization. Discover how combining discipline with JobTread can enhance customer care by automating follow-ups organizing information and freeing up time for personalized touches. This session reveals how you can plan (NOT work) harder and leverage JobTread to remember key details allowing you to focus on connecting with customers and"
YouTube Link 2025-12-10T20:25Z [----] followers, [---] engagements
"JobTread Partner Spotlight: How Builders Grow Without Working More Hours or Losing Control Hosted by Eric Fortenberry Founder & CEO of JobTread Featuring: Russ Stephens Co-Founder of the Association of Professional Builders If youve ever felt like every decision problem or delay in your business falls back on you then youll want to join this live JobTread Partner Spotlight. Many builders believe they just need to work harder take on more projects or hire more people to get ahead. But the real reason most building companies stay stuck isnt time; its missing systems. In this live session"
YouTube Link 2025-11-05T22:50Z [----] followers, [--] engagements
"Endless Customers for Home Services Marcus Sheridan JobTread Connect [----] Marcus Sheridan Author Entrepreneur Master Storyteller Based on Marcus Sheridans bestselling book They Ask You Answernamed a Top [--] Marketing Book of All Time and with over [------] copies soldEndless Customers shows home service and home improvement companies how to earn trust attract qualified homeowners and grow in the AI era. Learn what todays digital-first homeowners expect how to use content video and self-service tools to meet them where they are and why businesses that embrace transparency and empowerment win more"
YouTube Link 2026-01-21T19:57Z [----] followers, [---] engagements
"Attendees: What to Expect At JobTread Connect Join Eric Fortenberry JobTread Founder & CEO and Taylor Crosby JobTread Director of Marketing to get the inside scoop on how Connect works so you can navigate the event like a pro. Well cover: - How JobTread Connect is structured and what each day looks like - Main stage moments you wont want to miss - Breakout sessions hands-on training and the Automation Lab - How to use the Connect App to build your schedule and stay in the know First-timer or Connect veteran this webinar helps you arrive ready to jump right in. --- Get organized complete your"
YouTube Link 2026-01-08T22:02Z [----] followers, [---] engagements
"A Major Setback A Stronger Business With Phill and Heather Oddo of Closer Look General Contracting In this far-ranging conversation Phill and Heather revisit a painful embezzlement that left them questioning every facet of the business. Rather than retreat in the face of that disruption they used the moment as an opportunity to rebuild their systems with a trust-but-verify mindset putting safeguards in place that protect the business from repeating past mistakes. The discussion also covers the success habits that strengthened their leadership and brought their team into full alignment. In"
YouTube Link 2025-12-03T10:30Z [----] followers, [---] engagements
"JobTread Connect: Automation Lab Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting"
YouTube Link 2025-11-17T20:42Z [----] followers, [---] engagements
"JobTread Pro Spotlight: Process Mapping to Optimize Your Workflows Remember. software is a tool not a standalone solution. While software doesnt simply fix your problems it can serve as a tool to support your streamlined processes. Learn how to map your processes and identify gaps widen bottle necks and eliminate double entry to ensure your investment in technology pays off. Presented by: Dr. Anna Hunter Director of Learning and Development JobTread Software --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that"
YouTube Link 2025-10-29T15:00Z [----] followers, [---] engagements
"The Importance of Failure With Dave Stephens of Lida Homes In this episode of Builder Stories Dave Stephens shares practical insights drawn from his real-world journey of building and growing a business on his own terms. The conversation is packed with honest advice that resonates with builders navigating growth and challenges. Daves story offers encouragement and clarity for anyone looking to move forward with confidence wherever their path may lead. In this episode you will learn: - How to transition from a different career into construction - Learning from failures to become even more"
YouTube Link 2026-01-21T10:30Z [----] followers, [--] engagements
"JobTread Partner Spotlight: The Remodelers Roadmap: Strengthen Your Business from the Inside Out Hosted by Eric Fortenberry Founder & CEO of JobTread Featuring: Kyle Hunt Founder of Remodelers On The Rise As a remodeler its easy to get caught up in the day-to-day. But sustainable growth starts with strong systems. In this exclusive webinar Kyle Hunt business coach and founder of Remodelers On The Rise will walk you through The Remodelers Roadmap a proven framework that helps you assess prioritize and improve the six core systems every remodeling business needs: Financials Marketing Sales"
YouTube Link 2025-10-30T14:37Z [----] followers, [---] engagements
"Kanban Column Aggregates View totals directly within your Kanban columns to quickly see aggregate data across your jobs customers or vendors. For example you can display the total Projected Profit for all jobs in a phase or the total amount of open invoices grouped by Project Manager. Get started: 1) Navigate to your Customers Vendors or Jobs directory and open a Kanban view. 2) Click the gear icon to open your view settings select the Fields tab and toggle on any currency numeric or formula fields youd like to see aggregated. 3) Expand the column header to view totals for the fields you"
YouTube Link 2025-10-23T21:31Z [----] followers, [---] engagements
"JobTread Partner Spotlight: Know Your Numbers: A Roadmap to Sustained Growth & Greater Profitability Hosted by Eric Fortenberry Founder & CEO of JobTread Featuring: Doug Howard President of Growth Team Strategies On this JobTread Partner Spotlight join Doug Howard President of Growth Team Strategies for a powerful session designed exclusively for JobTread users. Doug will reveal how understanding and sharing the right data with your team can transform how you manage profitability cash flow and growth. Youll walk away with three practical tools developed by Growth Team Strategies to help you:"
YouTube Link 2025-11-20T15:34Z [----] followers, [---] engagements
"💡Tips and Tricks:💡Expand List View Want to see more of your Tasks or To-dos in a list view Just expand to show more details like a description the checklist and more Switch between clean and detailed list views in snap. Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting Finances & Cash Flow -Change Orders -Customer Invoices -Collect Online Payments -Sub & Vendor Bills"
YouTube Link 2025-10-31T19:04Z [----] followers, [---] engagements
"Convert Existing Documents to Any Document Type Quickly convert existing documents into any document type to save time eliminate double entry and handle unique project workflows. Whether youre creating a purchase order from an approved customer selection or generating a change order from a submitted bid request this feature gives you complete flexibility to manage documents the way your projects actually flow. All item details and file attachments will carry over to the new document type helping you maintain consistency while working faster. Get started: 1) Open an Approved document in"
YouTube Link 2025-10-22T21:23Z [----] followers, [---] engagements
"JobTread Live: Deep Dive into the Connect [----] Schedule Join JobTread Founder & CEO Eric Fortenberry with Director of Learning & Development Anna Hunter as they discuss everything you need to know about the schedule and ed sessions at JobTread Connect [----]. Whether you're a returning attendee or considering joining us for the first time this is a deep dive into exactly what you can expect during the three days of programming Well cover: ✔ Types of ed sessions and resources you can expect ✔ What's new this year on the schedule ✔ How to maximize your three days in Dallas Bring your"
YouTube Link 2025-10-30T21:02Z [----] followers, [--] engagements
"JobTread Partner Spotlight: Win [----] Before It Starts. The JobTread Playbook Hosted by Eric Fortenberry Founder & CEO of JobTread Featuring Nick Peret Founder of Better Boss The new year is coming. Are you going to start [----] the same way you ended [----] - buried in estimates chasing signatures and guessing which marketing actually works Or are you going to finally set up JobTread the right way In this live session Nick Peret from Better Boss breaks down the exact [--] systems he uses to transform how contractors run their business inside JobTread. Build these before January and you'll hit the"
YouTube Link 2025-12-17T22:50Z [----] followers, [---] engagements
"Deck Builder Marketers Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting Finances & Cash"
YouTube Link 2026-01-12T22:52Z [----] followers, [---] engagements
"Employees Are Your #1 Tool with Wally Munoz of Munoz Concrete Services Builder Stories Podcast Wally Munoz is the owner of Munoz Concrete Services a concrete contractor specializing in residential commercial and decorative concrete near Davis California. Managing a team of [--] employees he discusses why its important to pay more to get the right employees for the job and how poorly performing employees can impact others. Here are a few key takeaways from the discussion with Wally: - Finding the bidding sweet spot - Being confident in your numbers - Dont cut corners to have the lowest bid - How"
YouTube Link 2023-08-23T10:00Z [----] followers, [---] engagements
"Scan and Autofill Receipt Details Quickly scan uploaded receipts and let AI autofill key details like vendor total tax bill number and date. This speeds up expense entry while reducing manual data entry giving you a faster and more accurate way to log receipts. Get Started: [--] - Click the receipt icon on the top-right to record an expense. [--] - Upload or snap a photo of your receipt. [--] - Choose Autofill to scan the details. [--] - Review and adjust the fields as needed. [--] - Save it to the Cost Inbox or finish logging the expense. Reminder: Always review all scanned details for accuracy before"
YouTube Link 2025-11-13T17:55Z [----] followers, [---] engagements
"Shift From Reactive to Intentional Ownership With Steve Rozenberg of The Rozenberg Group After losing his airline job in the wake of 9-11 Steve Rozenberg learned that career stability can disappear overnight. That loss fueled his drive to build a highly successful property management business that scaled to [----] properties and was later sold to a venture backed company. In this episode Steve explains why many contractors are stuck in a chaotic reactive mode without clearly defined systems and processes. He also shares why proactive leadership and in person connection matter when building a"
YouTube Link 2025-12-17T10:30Z [----] followers, [---] engagements
"Strengthening Operations With Support With Cody Reinke of Wings Construction In this episode Cody Reinke reflects on the mindset that helped him stay successful while building and managing a company on his own. Eric Fortenberry offers guidance on identifying the right time to hire structuring compensation which tasks are best to outsource and understanding the key business metrics. Their conversation gives listeners a clear look at how thoughtful support and practical planning can strengthen daily operations. In this episode you will learn: How to identify the right moment to make early hires"
YouTube Link 2025-11-26T10:30Z [----] followers, [--] engagements
"Group by Custom Fields on Documents Control how cost items are organized on documents by grouping them by your custom fields. How it works 1) Create a new document. 2) In the document creation pop-up click the group header to open the grouping menu. 3) Select a grouping option. This includes any text or picklist cost item custom fields. 4) Create the document to see items grouped automatically. This makes it easy to present documents organized by vendor category status or any custom setup your team uses. --- et organized complete your projects on time and increase your profits. JobTread is"
YouTube Link 2026-01-21T16:56Z [----] followers, [---] engagements
"JobTread Partner Spotlight: Built Different. The Identity Standards & Systems of Elite Contractors Hosted by Eric Fortenberry Founder & CEO of JobTread Featuring Tom Reber Founder of The Contractor Fight What separates elite contractors from everyone else Its not luck motivation or imitation - its identity standards and systems. In this high-impact session Tom Reber breaks down the mindset and practices used by top-performing contractors to lead with confidence deliver premium customer experiences and build businesses that scale without chaos. Youll learn the traits rhythms and"
YouTube Link 2025-12-10T22:48Z [----] followers, [---] engagements
"When Taking a Chance Pays Off With Logan Judiscak of Gorilla Exterior When Logan Judiscak left the car business for roofing he did not expect to be running a multimillion dollar company just six years later. After learning hard lessons from previous employers including how poor documentation can hurt cash flow he started Gorilla Exterior in [----] with only $4000 a clear vision and an even stronger work ethic. In this conversation Logan shares how he built a profitable roofing company from the ground up what he learned about leadership and why he believes in growing people before profits. He"
YouTube Link 2025-10-22T09:30Z [----] followers, [--] engagements
"Cost Plus: Attach Bill Files to Invoices Cost-plus builders can now automatically include bill attachments (receipts vendor invoices and supporting documents) when invoicing from Bills & Time. These files will appear directly beneath the corresponding bill on the customer invoice giving your clients full visibility into their project costs. Get started: 1) Turn on Show Line Item Files in your Invoice Document Templates under Settings. 2) When invoicing from Bills & Time toggle on Copy Bill Files to include attachments. 3) Create the invoice to view expandable bill attachment thumbnails"
YouTube Link 2025-10-21T01:32Z [----] followers, [---] engagements
"Show Invoice Progress 💡Tips and Tricks:💡Show Invoice Progress Keep everyone on the same page by displaying the approved price percentage and amount already invoiced and current percentage and amount invoiced with one simple button click Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests"
YouTube Link 2025-12-03T17:50Z [----] followers, [---] engagements
"How to Scale Smart in Construction David Hopkins with JNT Construction Meet David Hopkins with JNT Construction based in Dallas Texas. As Vice President of Sales David shares how JNT transitioned from residential remodeling to specializing in multifamily and commercial construction expanding into multiple states. He dives into the importance of building strong vendor relationships leveraging technology like JobTread to streamline operations and scaling a business while maintaining quality. From overcoming resistance to change to optimizing estimating and project management Davids insights"
YouTube Link 2025-02-12T10:30Z [----] followers, [---] engagements
"From $50K to $30M and Counting With Fares Elsabbagh of Canadian General Contractors Fifteen years ago Fares Elsabbagh launched Canadian General Contractors with only $50000 and a background in digital marketing. Today he leads a group of construction companies generating over $30 million in annual revenue. In this conversation Fares shares how he turned early chaos into a scalable system-driven business. He discusses what he learned after dealing with theft during rapid expansion how he created systems to improve client satisfaction and the five key things homeowners care about most during a"
YouTube Link 2025-10-15T09:30Z [----] followers, [---] engagements
"From Todays Wins to Tomorrows Vision Eric Fortenberry JobTread Connect [----] Eric Fortenberry Founder & CEO JobTread Where have we been Where are we now What's next Join us in our excitement as we announce product developments and our future production roadmap --- 00:00 Introduction and Achievements 01:01 Welcoming the Founder and CEO 02:20 Family Acknowledgements 07:43 Gratitude and Reflections 17:48 Development Highlights 18:50 Dashboard and Takeoff Features 24:09 AI and Automation Enhancements 27:16 Integrations and Partnerships 34:31 Selections and Upcoming Features 38:51 Integrating with"
YouTube Link 2026-01-21T20:24Z [----] followers, [---] engagements
"JobTread Pro Spotlight: Vital Skills For Women Stepping Into Leadership In Construction Presented by: Laurel Winkel CEO SheBuilds LLC Wilsonville OR A common issue for women in the construction field is feeling a sense of "imposter syndrome" when stepping into leadership roles. The key to overcoming this issue is developing confidence in ourselves and our leadership skills. But turning this mindset around can be easier said than done. We will have a discussion about the key skills that will help develop the necessary communication styles knowledge base and culture that will help women thrive"
YouTube Link 2025-11-11T21:07Z [----] followers, [--] engagements
"Hard Work Leadership and Balance John Lea with Decksouth Meet John Lea owner of Decksouth located in Marietta Georgia. From humble beginnings mowing lawns at age [--] to building one of the most respected deck companies in the industry Johns journey is a testament to hard work perseverance and an unwavering commitment to quality. John discusses the lessons hes learned from decades in the businesshow he built a strong team adapted to industry changes and found the balance between running a thriving company and being present for his family. Here are some of the key takeaways from our discussion"
YouTube Link 2025-02-19T10:30Z [----] followers, [--] engagements
"💡Tips and Tricks:💡Set Document Due Dates Let customers and vendors know when a document is due by clicking the calendar icon to set a manual date or simply type in the number of days until the due date. Achieve clarity for all document viewers easily Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog"
YouTube Link 2025-11-14T15:14Z [----] followers, [---] engagements
"Customer Portal Portals are created when you send documents (estimates invoices etc.) or message customers. JobTread sends communications to customers via email with an automatically generated link for the customer to enter the portal system. Portals provide a place for external users to view documents accept & sign leave comments share files see job schedules make payments and more. You can control the information shared on the customer portal by editing role permissions. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction"
YouTube Link 2025-08-14T19:24Z [----] followers, [---] engagements
"JobTread 204: Workflows Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting Finances & Cash"
YouTube Link 2025-10-24T20:25Z [----] followers, [--] engagements
"The Power of Outside Expertise With Ben and Amy Wright of Center State Craftsmen Ben and Amy Wright describe how a move to Nashville for music eventually led them into house flipping and ultimately a thriving construction business. They share how years of working on their own homes helped them gain confidence attract referrals and step into larger projects. Coaching played a major role in shaping their mindset improving their systems and helping them grow into the high end work they now enjoy. Ben and Amys story shows how thoughtful decisions and the willingness to learn can completely"
YouTube Link 2025-11-19T10:30Z [----] followers, [--] engagements
"Truss Payments Truss Payments makes business payments simple transparent and fast. Our all-in-one payments platform lets you send and track invoices while paying bills instantlywithout any hidden fees. With no subscription fees no ACH transfer fees and no account fees Truss helps your cash flow go further. Invoices are sent and collected directly from Truss and customers can pay through your personalized payment portal Funds are instantly available with Truss once paid and you can easily send reminders to keep payments on track. For bookkeeping QuickBooks integration ensures your workflow"
YouTube Link 2025-11-10T16:12Z [----] followers, [--] engagements
"💡Tips and Tricks:💡Calendar URL Sync up your work and personal calendars in a snap Use the Calendar URL for your org schedule or a specific schedule and push the tasks to an external calendar letting you glance at one place to see your whole day Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid"
YouTube Link 2025-10-21T19:04Z [----] followers, [---] engagements
"Why Accountants Love JobTread Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting Finances"
YouTube Link 2025-04-08T17:20Z [----] followers, [--] engagements
"Cost Entry - JobTread & QuickBooks Online Penny Lane is a QuickBooks Pro-Advisor and JobTread Accounting Partner who has been helping contractors and their bookkeepers understand their numbers for over [--] years so they can effortlessly make brilliant decisions and build the business of their dreams. Her and her team at Penny Lane U can help with JobTread and QBO integrations cleaning up your books and so much more. Learn more at: www.jobcosting.com. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps"
YouTube Link 2024-03-05T16:16Z [----] followers, [---] engagements
"JobTread for Roofers JobTread equips roofing businesses with a centralized platform to manage everything from estimating and scheduling to field documentation and financial tracking. It's tailored for that fast-paced weather-sensitive work roofing crews face every dayhelping you stay organized reduce risk and boost profitability. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of"
YouTube Link 2025-09-02T18:43Z [----] followers, [--] engagements
"JobTread for Remodeling JobTread helps remodelers take control of complex fast-moving projects that often involve detailed selections tight schedules and high client involvement. Whether you specialize in kitchens baths whole-home remodels or additions this guide will help you configure your JobTread account to match your process so you can manage budgets stay on schedule and deliver a better experience for your customers. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your"
YouTube Link 2025-09-02T18:41Z [----] followers, [--] engagements
"JobTread Pro Spotlight: Estimate for Your Customer Job Cost for Your Accountant Master the art of creating a job budget that satisfies both your customer and your accountant. In this session you'll learn how to create clear detailed estimates that are structured by cost type (material labor etc.) to ensure the detailed project scope is transparent for the customer. We'll also cover how to streamline job costing by organizing expenses into cost codes and sub-codes so that when your bills push to QuickBooks Online your accountant can easily track expenses. Plus see how to create custom budget"
YouTube Link 2025-06-11T15:41Z [----] followers, [---] engagements
"Customer Orders and Proposals Create and send professional proposals and customer orders directly from your job budget in JobTread. This article covers how to select and organize budget items customize the document layout adjust viewing and access settings and send for customer review and signature. Learn how approved proposals update your Budgeted Cost column track document history and help streamline your sales and approval workflows. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all"
YouTube Link 2025-08-22T20:02Z [----] followers, [--] engagements
"JobTread Pro Spotlight: Remodeling your Financials - Pull the 3PL's to Activate Your Profit Machine Presented by Chris Anderson of Monthend What if you could simplify your entire profit strategy into just three simple levers In this "aha moment" session well uncover the only three factors that truly create profit. Join us to explore practical proven tactics to control each of these levers and really boost your business. Youll leave with actionable strategies tailored for contractors and remodelers.tactics that will make an immediate significant and lasting impact to your bottom line. Dont"
YouTube Link 2025-08-06T15:02Z [----] followers, [---] engagements
"Lights Camera Remodel: Social Media Best Practices for the Modern Remodeler Step into the spotlight and create your own HGTV-like stories Video marketing on social media lets remodelers showcase their stunning before-and-after transformations engage audiences with compelling stories and share expert tips in real time. Join Logan Shinholser President of Contractor Growth Network along with host Eric Fortenberry JobTread Founder & CEO as they dive into the world of video marketing for remodelers. Key Takeaways: - Harness Video Marketing: Learn how to showcase your remodeling projects with"
YouTube Link 2024-06-18T22:06Z [----] followers, [--] engagements
"JobTread Partner: Highspire About Highspire Coaching for Builders Ready to Build Wealth At Highspire we turn construction companies into wealth-building machines. We work with growth-minded construction company owners to: Build and optimize self-managed companies Scale into vertically integrated real estate development firms How It Works: Start by refining your operations for performance and freedom Then develop the strategy and skills to invest in and build real estate Receive expert hands-on guidance from an Executive Business Coach Who We Work With: Owners and leadership teams ready to"
YouTube Link 2025-07-07T18:01Z [----] followers, [--] engagements
"View-Only Access for Job Plans Maintain control of your takeoff data while improving collaboration with new view only access for job plans. This feature allows you to securely share plans parameters and measurements with internal team members vendors or customers who need visibilitybut not editing rights. Its the perfect way to streamline communication reduce back-and-forth and ensure everyone stays aligned without compromising your data. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage"
YouTube Link 2025-05-09T20:19Z [----] followers, [---] engagements
"Web Clipper Tool Quickly create and save cost items directly from supplier websites into your JobTread catalog using the Web Clipper Tool. This makes it easy to pull in product details images and files without manually retyping information. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid"
YouTube Link 2025-08-26T18:24Z [----] followers, [--] engagements
"Custom Views - Jobs Customize your Job Directory using Custom Views to organize filter and display Job information the way that works best for you. This article covers how to name and group views toggle visible custom fields sort by multiple fields apply advanced filters and switch between List and Kanban layouts. Youll also learn how to save views set a default share personal views with your organization and manage your dashboard layout for better job tracking and segmentation. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction"
YouTube Link 2025-09-02T17:57Z [----] followers, [--] engagements
"JobTread Live Product Update: What is a WIP Report and How Can it Help Your Construction Business Join JobTread Founder & CEO Eric Fortenberry as he walks through the most recent JobTread update - the Dynamic Work in Progress (WIP) Report. Eric will be joined by Zach Snider Principal at Alloy Architecture and Construction who will share how the WIP Report helps him gain greater financial oversight in his business. Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes"
YouTube Link 2023-10-14T05:20Z [----] followers, [---] engagements
"Customize & Send Documents Set up and send professional job documents to your customers and vendors using customizable templates. Choose from JobTreads pre-built templates or use ones youve created in your settings. Before sending you can make any necessary edits to tailor the document to the recipient. Once sent youll be able to track when the document is viewed and monitor user activity. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and"
YouTube Link 2025-09-02T18:15Z [----] followers, [--] engagements
"Creating Your JobTread RoadMap - Embracing Change and Ensuring Employee Buy-In Presented by: Gates Bryan Production Assistant Black Dog Builders Inc. Transitioning to a new software can seem daunting but it doesnt have to be In this session we'll give you the tools to create your very own JobTread roadmap and outline a path for smooth adoption. Well break down the process into three key stages: creating a thoughtful adoption plan training your team effectively and reinforcing new processes for lasting success. In addition you'll learn how to identify your "guiding light" to shape your plan"
YouTube Link 2025-10-01T14:59Z [----] followers, [---] engagements
"JobTread in [--] Minutes Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting Finances & Cash"
YouTube Link 2024-02-23T13:30Z [----] followers, 16K engagements
"JobTread Partner Spotlight: Storm Season Success: How JobTread & EagleView Empower Contractors Peak storm season brings big opportunitiesand big challengesfor contractors. In this live webinar learn how the powerful integration between JobTread and EagleView can help you respond faster estimate more accurately and win more jobs when it matters most. Well cover how to: - Streamline your workflows with automated EagleView report ordering in JobTread - Create fast accurate estimates using detailed property data - Manage storm-related projects from start to finishall in one platform - Maximize"
YouTube Link 2025-05-20T21:40Z [----] followers, [--] engagements
"Data Imports - Leads & Customers Import your pre-existing Leads and Customers into JobTread using the Customer Import Template or by working directly with your Customer Success Manager. This article walks you through both options explains how to match your spreadsheet columns to your JobTread accounts custom fields and provides tips for troubleshooting common upload issues. Learn how to prepare your data update headers and import customer records seamlessly into your CRM. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management"
YouTube Link 2025-08-14T19:00Z [----] followers, [--] engagements
"Rendr Integration RENDR is a remote engagement tool designed to streamline the initial stages of renovation projects for contractors. By enabling the capture of floor plans and detailed room information through simple scans RENDR facilitates the creation of as-built drawings and accurate take-offs. Additionally RENDR's Invite-to-Capture feature supports remote job estimations reducing the need for on-site visits and enhancing efficiency. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all"
YouTube Link 2025-08-26T19:07Z [----] followers, [--] engagements
"De-Mystifying Websites and SEO: How to Attract Ideal Clients through Google Search Are you tired of wasting time and resources on ineffective marketing strategies Ready to discover the secrets of attracting your ideal clients through Google search and SEO Join us for a 45-minute presentation by industry expert Spencer Powell CEO of Builder Funnel a JobTread Marketplace partner and JobTread Founder & CEO Eric Fortenberry. In this power-packed webinar Spencer cuts straight to the chase leaving behind the fluff and buzzwords. Prepare to uncover the exact strategies that are driving real results"
YouTube Link 2023-11-09T17:21Z [----] followers, [--] engagements
"JobTread Partner Spotlight: How to Build a Sales-On-Demand Machine With JobTread & HighLevel Join Chase Buckner Director of Product Marketing at HighLevel as he shares a proven framework to help you dominate your competition online. With years of real-world experience building a 7-figure agency and helping thousands of businesses grow Chase brings actionable insights you can put to work right away. --- 00:00 Welcome and Introduction 00:16 Housekeeping Announcements 02:38 Introduction to High Level 03:23 Building a Sales On-Demand Machine 05:15 The Growth Flywheel Framework 05:37 Database"
YouTube Link 2025-06-17T22:25Z [----] followers, [---] engagements
"Retainage and Hold Backs Track retainage for both customer invoices and vendor bills Retainage allows you to hold back a percentage of the payment until a milestone is met or the job is complete giving you more financial control over your projects. To get started: 1) Navigate to Settings and toggle on Retainage in the General tab. 2) Set your default percentage cost code and cost type. 3) Adjust retainage per job or override settings on individual invoices or bills. 4) Use the Retained Cost and Retained Price columns in the budget to quickly see which items have retainage applied. Retainage"
YouTube Link 2025-09-03T18:32Z [----] followers, [---] engagements
"Pro Spotlight: Cost codes Job costing Account Charting and Methods of Accounting Aaron McGinnis President & CEO Contractors Team What does a well-heeled cost code setup look like and how do you implement and iteratively improve it over time What are best practices for job costing and project estimation How does your method of accounting impact the overall view of job profitability How should job expenses ultimately reflect on a profit and loss statement Come dive into the deep and often murky waters of job costing and viewing real profitability. --- Get organized complete your projects on"
YouTube Link 2025-09-10T15:32Z [----] followers, [---] engagements
"Write-In Selections Write-in selections allow your customer (or their designer) to submit their own custom selections including product names colors and URLs. These can be used for either open-ended selection groups or stand-alone items. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid"
YouTube Link 2025-08-22T20:12Z [----] followers, [--] engagements
"Building Job To-Do's Leverage to-do Lists to easily keep track of quick tasks associated with Jobs Customer & Vendor Accounts separate from your job schedule. With the ability to prioritize to-dos using due dates task types and checklists you can ensure that your team stays focused on what truly matters. Assign tasks add comments and share files in to-dos for seamless collaboration. As a bonus weve enhanced the schedule List View to give you an organized easy-to-navigate interface making task tracking more intuitive than ever before. Key Features: Easily keep track of quick to-dos within Jobs"
YouTube Link 2025-08-22T19:18Z [----] followers, [--] engagements
"JobTread Pricing Explained Ready to simplify your construction management with JobTread In this video our founder and CEO Eric breaks down our straightforward and affordable pricing model designed to grow with your business. At just $199/month for your first user and $20/month for each additional internal user we make it easy for solo contractors and large teams alike to streamline operations without breaking the bank. Plus external users like subs suppliers and clients Totally FREE and unlimited Unlike our competitors we dont nickel-and-dime you with project-based fees or revenue-based"
YouTube Link 2025-06-10T19:26Z [----] followers, [---] engagements
"File Markup Markup allows you to edit your files with drawing texts shapes callout boxes and more in JobTread. This article will teach you how to edit your file to help you review files and collaborate with your coworkers. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates"
YouTube Link 2025-08-22T18:44Z [----] followers, [--] engagements
"Feature Update: Multi-Select Files in Grid View You can now select multiple files at once when viewing your files in a grid or gallery view adding confidence to your selection. Whether you're managing your files applying file tags or downloading files in bulk this new capability makes it easier to stay organized. Simply click the new Select Files option click on the files you need and then use a mass action of your choice --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your"
YouTube Link 2024-03-06T20:37Z [--] followers, [--] engagements
"Document Visibility: Hide Items Prices and Costs Customize the way your cost groups and cost items appear on your documents This allows you to ensure the right level of information is shared with your customers and vendors --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates"
YouTube Link 2024-02-05T20:57Z [----] followers, [--] engagements
"Callout Boxes in File Markup Easily and precisely markup your files and plans using Callout [--]. Enter a File or Plan a. For Files click the paintbrush icon [--]. Select the Callout icon (top right for Files right-hand side for Plans) [--]. Place the Callout box anywhere on screen by long pressing on the box or by selecting the small blue dot in the center of the text box. [--]. You may also use the small blue dot to move the elbows and arrowheads in the Callout Box. [--]. Click on the small blue dot in the elbow and hold Shift to generate additional arrows if you would like to call out multiple items on"
YouTube Link 2025-06-10T18:33Z [----] followers, [--] engagements
"How Franchises Can Share their Catalog with Connected Organizations Connected organizations allow franchise businesses to share their cost catalog with other franchises or if you have more than one company. Once connected the parent organization can grant access to its catalog enabling child organizations to browse and import cost items groups and budget templates. This streamlined approach allows for easy access to standardized data and templates whether directly from the catalog or when creating a new job enhancing collaboration and efficiency in the estimating process. Important Note: When"
YouTube Link 2025-04-02T20:50Z [----] followers, [---] engagements
"Proposals and Invoices: Fixed Price vs. Cost Plus Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views &"
YouTube Link 2024-06-07T21:26Z [----] followers, [--] engagements
"Serve to the Extreme with Ben Schneider of Peak Sodding Meet Ben Schneider the owner of Peak Sodding a niche landscape company based in North Carolina. Started in [----] at the age of [--] Ben saw there was an opportunity to specialize in providing sod for landscaping jobs. Drawn to entrepreneurship at an early age Ben had to learn on the go as he was building the company. From tracking KPIs to planning out your cash flow with a cyclical business Ben has established vital business processes to streamline his operations. Here are a few key takeaways from the discussion with Ben: - Learning how to"
YouTube Link 2023-11-28T21:33Z [----] followers, [--] engagements
"Customer Account The Customer Account is often used when qualifying customers and view gives you a centralized snapshot of everything related to managing a single customer in JobTread. This article walks through each of the nine tabsDetails Messages Documents Payments Schedule To-Dos Files Locations and Jobsexplaining how to view and manage customer-specific activity communication files payments and project data. Learn how this dashboard connects with platform-wide tools while giving you a focused lens into each customers history and engagement. --- Get organized complete your projects on"
YouTube Link 2025-08-14T19:21Z [----] followers, [--] engagements
"💡Tips & Tricks:💡 Customize Navigation in JobTread Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views"
YouTube Link 2025-09-11T20:40Z [----] followers, [---] engagements
"From Reactive to Intentional Blair Roedel of BEC Innovations After earning a degree in architectural engineering Blair Roedel became a senior estimator for a mechanical engineering firm and eventually found her way to remodeling. In this episode she explains how she launched BEC Innovations during the early days of the pandemic and grew it into a values-driven renovation company in the Nashville area. She shares how she defined her company standards from the beginning built a strong internal culture and developed a recruiting process to find team members who align with her expectations. In"
YouTube Link 2025-08-06T09:30Z [----] followers, [--] engagements
"Custom Fields - Cost Items Learn how to set up and manage custom fields for cost items to capture additional information specific to your business needs. This guide walks administrators through creating editing and deleting cost item custom fields selecting field types and configuring whether fields appear in job specifications. Custom fields can improve data consistency and visibility across JobTread and can be tailored for both internal tracking and customer/vendor-facing communication. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end"
YouTube Link 2025-08-26T18:30Z [----] followers, [--] engagements
"Vendor Web Form Create and customize web forms to collect information from new subcontractors and suppliers directly through your website. This article explains how to build a New Vendor Form using custom fields assign internal notifications and customize the success message and redirect URL. Learn how to publish your form using a hosted link or embed code and streamline your vendor intake process with photos W-9s COIs and more automatically added to your JobTread Vendor Directory. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction"
YouTube Link 2025-08-22T18:11Z [----] followers, [--] engagements
"CRM - Customer Relationship Management This category provides a full overview of how to manage your customers in JobTreadfrom your very first interaction to ongoing communication and job tracking. Learn how to create and organize customer records contacts and locations import leads collect customer data through web forms and tailor your CRM with custom fields and views. Youll also find helpful articles on using the Customer Account dashboard and external-facing portals to streamline collaboration and document sharing. Whether you're qualifying leads or tracking long-term client relationships"
YouTube Link 2025-09-15T14:46Z [----] followers, [--] engagements
"Takeoff: Upload and Scale Plans Uploading and scaling plans in JobTread allows you to accurately measure project components and dimensions. Each page from your uploaded PDF file becomes an individual plan sheet which can be scaled independently. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid"
YouTube Link 2025-08-22T20:29Z [----] followers, [--] engagements
"Payment & Bill Schedules Automate your invoicing and billing workflows by creating payment schedules on customer and vendor documents. Perfect for fixed-price jobs change orders and milestone-based billing this new feature helps you streamline collections and stay on top of vendor payments. --Add a payment schedule to Customer Order documents to auto-generate invoices at project milestones --Add bill schedules to Vendor Orders to automate payments --Display payment schedules directly on proposals --Link each document to a scheduled task and get notified when it's time to send --Enable"
YouTube Link 2025-06-24T21:37Z [----] followers, [---] engagements
"Formulas & Parameters Have you used formulas in spreadsheets before and want to use them in JobTread Harness the power of JobTread formulas and parameters Contractors often use a variety of formulas to calculate material take-offs for their projects. Each formula streamlines the estimating process and ensures that the right amount of materials is ordered minimizing waste and maximizing efficiency. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales"
YouTube Link 2025-08-22T20:35Z [----] followers, [--] engagements
"Time Tracking Setup Configure JobTreads time tracking settings to align with your companys payroll and job costing policies. This article explains how to set break durations define daily and weekly overtime rules and choose your week start day. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid"
YouTube Link 2025-08-26T18:14Z [----] followers, [--] engagements
"Vendor Compliance Warnings (COI Worker's Comp etc.) Quickly identify vendors with outdated or soon-to-expire paperwork. Any vendor date custom field that includes exp in the field name will automatically trigger compliance checks. -When selecting a vendor for a document a yellow icon appears when paperwork is within [--] days of expiration and a red icon appears when paperwork is expired. -A notice displays on the document if the selected vendor is out of compliance. -Expand the new Vendor Details menu on a document to view all vendor custom fields while editing ensuring you have full"
YouTube Link 2025-08-21T21:07Z [----] followers, [---] engagements
"💡Tips & Tricks:💡 Customize Budget View Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views &"
YouTube Link 2025-09-29T17:36Z [----] followers, [---] engagements
"💡Tips & Tricks:💡 Using the JobTread Calculator Tool Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom"
YouTube Link 2025-09-19T16:26Z [----] followers, [---] engagements
"Show Item Quantity on Specifications Easily display item quantities on your job specifications to improve office-to-field communication and ensure everyone has the same clear instructions for the job. You can now choose which quantity type youd like to show on your Specifications tab so your field teams and vendors always have the most accurate information. Choose the option that best reflects your source of truth: -Estimated Quantity Displays the amount from your budget estimate. -Approved Quantity Displays the amount approved by the customer. -Committed Quantity Displays the amount"
YouTube Link 2025-10-07T21:54Z [----] followers, [---] engagements
"Growth Through Adversity Chris Moore with Senior Remodeling Experts Meet Chris Moore owner of Senior Remodeling Experts located in Salem Virginia. Chris shares his journey from an unexpected start in construction to building a business focused on helping seniors and veterans live safely and independently in their homes. He opens up about the pivotal moments that shaped his career including the loss of his wife the lessons learned through hardship and his mission to create a lasting impact through aging-in-place remodeling. Chris discusses the importance of building strong systems finding"
YouTube Link 2025-04-30T09:30Z [----] followers, [---] engagements
"Data Import - Cost Items & Cost Groups Import your pre-existing cost items cost groups and budget templates into JobTread using the Catalog Import Template or by working directly with your Customer Support Manager. This article walks you through both options explains how to match your spreadsheet columns to your JobTread accounts custom fields and provides tips for troubleshooting common upload issues. Learn how to prepare your data update headers and import customer records seamlessly into your catalog. --- Get organized complete your projects on time and increase your profits. JobTread is"
YouTube Link 2025-08-26T18:33Z [----] followers, [--] engagements
"The Financial Playbook Build a Stronger Smarter More Profitable Construction Business Presented by Eric Fortenberry Founder & CEO of JobTread Most construction companies dont fail because of bad workthey fail because theyre flying blind financially. In this powerful presentation Eric Fortenberry Founder & CEO of JobTread shares The Financial Playbooka simple proven system to help contractors take control of their finances and build more resilient profitable businesses. Whether youre a builder remodeler or trade contractor this session will walk you through: - How to create a realistic"
YouTube Link 2025-06-30T20:37Z [----] followers, [---] engagements
"A Vision Beyond the Tools Wes Crocket with Mahogany Builders Meet Wes Crocket owner of Mahogany Builders located in Chicago Illinois. Wes shares his journey from studying organizational psychology in grad school to leading a respected remodeling business in one of the countrys most competitive markets. Inspired by his father's leadership and driven by a desire to build a strong team culture Wes opens up about his path into construction the founding of Mahogany Builders and the lessons hes learned along the way. Dives into what it takes to lead with purpose and build a lasting business. In"
YouTube Link 2025-05-14T09:30Z [----] followers, [--] engagements
"âš If youre using markup to price your jobs pay attention .#contractor #builder #construction __ Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos &"
YouTube Link 2022-08-22T17:49Z [----] followers, [----] engagements
"Data Import - Cost Codes Import your pre-existing Cost Codes into JobTread using the Customer Import Template or by working directly with your Customer Success Manager. This article walks you through both options explains how to match your spreadsheet columns to your JobTread accounts custom fields and provides tips for troubleshooting common upload issues. Learn how to prepare your data update headers and import customer records seamlessly into your catalog. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software"
YouTube Link 2025-08-26T18:31Z [----] followers, [--] engagements
"JobTread Partner Spotlight: How to Achieve Strong Margins & a Better Quality of Life Join Doug Dwyer President & CSO of DreamMaker Bath & Kitchen to learn their proven framework for sustainable growth. If you're thinking there has to be a better way to run your business you're not aloneand you dont need to reinvent the wheel. - Learn the framework components and foundation for transforming your business and life. - Hear real-life examples of this process producing strong margins and a quality of life. - Discover how businesses have successfully transferred to second generations and how they"
YouTube Link 2025-07-23T22:03Z [----] followers, [---] engagements
"Million Dollar Contractor Workshop Million Dollar Contractor Workshop The 3-Day Gut Check For Contractors Serious About Cracking $1M https://thecontractorfight.com/million/ The Path to $1 Million in Top-Line Revenue Aint Easy Its filled with hassles. A lot of headaches. And yes even some heartache. But theres NO reason to go through all the painful trial and error. Join The Contractor Fights Tom Reber for a 3-Day Workshop to Map Out Your Million Dollar Plan. This isnt theory. This is a gut-check. Join Tom Reber founder of The Contractor Fight for [--] days of real-world strategy that could"
YouTube Link 2025-05-15T20:30Z [----] followers, [---] engagements
"Create a New Job Use a Job to manage all aspects of a project including your budget takeoff financial documents specifications schedule to-dos and more. Create jobs from scratch or add one or multiple jobs within a customer account. Use custom fields to collect custom job details allowing you to track important information across your organization. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a"
YouTube Link 2025-09-02T15:37Z [----] followers, [--] engagements
"Mobile App: Time Tracking Field employees can easily track their hours in JobTread using the Time Clock tool in the mobile app. This ensures accurate labor cost tracking keeps the office updated in real-time and connects hours worked to the appropriate job and budget code. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM"
YouTube Link 2025-08-26T18:18Z [----] followers, [--] engagements
"Workflow Template: Message Vendor [--] Days before COI Expires Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals"
YouTube Link 2025-09-23T16:06Z [----] followers, [--] engagements
"JobTread Partner Spotlight: The Contractors Edge: Turning Happy Customers into Your Best Marketing Hosted by Eric Fortenberry Founder & CEO of JobTread Featuring: Mo Daouk VP Marketing at NiceJob Youve built the deck replaced the roof poured the concretenow its time to build your reputation. Turn satisfied customers into powerful advocates through a mix of in-person asks and automated follow-ups that generate consistent 5-star reviews. In this session youll learn how to: - Ask for reviews in person without feeling pushy - Automate follow-ups to capture more reviews with less effort - Build a"
YouTube Link 2025-09-25T21:20Z [----] followers, [--] engagements
"Sending a Selections Document Selections documents allow you to send customer choices for approval. You can send them before or during the contract stage with full tracking and signature capabilities. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections"
YouTube Link 2025-08-22T20:07Z [----] followers, [--] engagements
"JobTread for Pool Builders JobTread offers pool builders an all-in-one platform to manage estimating takeoffs scheduling field documentation and finances - tailored to the complexity and customization of pool projects. Its designed to help you streamline operations reduce rework and deliver polished client experiences. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features"
YouTube Link 2025-09-02T18:39Z [----] followers, [--] engagements
"What Contractors NEED to Know Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting Finances"
YouTube Link 2025-08-19T14:30Z [----] followers, [---] engagements
"Password Reset Locked out Dont worrythis article walks you through the steps to reset your password or set up a passkey for added security. Whether youre using the desktop or mobile app youll learn how to quickly regain access to your account and update your login credentials at any time. You'll also learn how to generate a passkey that can be used as an alternative a password which serves as an additional layer of security. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your"
YouTube Link 2025-08-14T18:27Z [----] followers, [--] engagements
"Payment Schedules Automate your invoicing and billing workflows by creating payment schedules on customer and vendor documents. Perfect for fixed-price jobs change orders and milestone-based billing this new feature helps you streamline collections and stay on top of vendor payments. Add a payment schedule to Customer Order documents to auto-generate invoices at project milestones *Add bill schedules to Vendor Orders to automate payments *Display payment schedules directly on proposals *Link each document to a scheduled task and get notified when it's time to send *Enable auto-send for the"
YouTube Link 2025-08-26T17:46Z [----] followers, [--] engagements
"View User Activity Monitor user activity in JobTread by viewing real-time login status and last login details. This article explains how to access the Members tab in Settings to check whether users are active inactive or have never logged in and how to hover over user icons to see the last login timestamp. Youll also learn where to find activity indicators within Jobs and Documents to better track engagement across your team. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your"
YouTube Link 2025-08-26T18:05Z [----] followers, [--] engagements
"JobTread for Deck Builders JobTread gives deck builders a flexible organized system to manage their projects from start to finish. Whether you're a solo builder or running multiple crews this guide will help you set up your account in a way that matches how you actually workso you can spend less time on admin and more time building. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of"
YouTube Link 2025-09-02T18:45Z [----] followers, [--] engagements
"Customize Signature Disclaimer Customize the text above signature boxes on your documents allowing you to tailor the signing language exactly how you want for each document or document type. Within a document click to edit the disclaimer text above the signature box. Within a document template customize the signature disclaimer with the Signature Disclaimer field. This makes the use of Documents more flexible especially in situations where you dont have costs on the document. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction"
YouTube Link 2025-08-15T13:59Z [----] followers, [--] engagements
"Track Cost & Time by Cost Code Choose how you would like to track and project job costs whether you prefer a more detailed approach using cost items or more broadly by cost code. This allows you to build detailed estimates using cost items and easily view your budget by cost code once the job is underway. Employees can select a cost code for each time entry when logging time and bills can be reconciled to cost codes to simplify the billing process. When tracking by cost code all projections will be aggregated at the code level in the job budget as well as the Work in Progress (WIP) report."
YouTube Link 2024-05-06T21:16Z [----] followers, [---] engagements
"Task Dependencies Use task dependencies to control the order in which tasks occur on your schedule. This article shows how to create dependencies in Gantt view identify and resolve scheduling conflicts and link multiple tasks. Learn how dependent tasks adjust automatically when schedules change and how to preserve lag time between tasks for accurate project sequencing. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to"
YouTube Link 2025-08-22T19:05Z [----] followers, [--] engagements
"JobTread for Home Builders JobTread equips home builders with the tools needed to manage complex builds whether single-family custom builds spec homes or subdivisions. From preconstruction through to warranty JobTread helps you drive efficiency maintain financial control and deliver homes on time. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales &"
YouTube Link 2025-09-02T18:49Z [----] followers, [--] engagements
"Turning Setbacks into Strength Gary Muehling of MI Remodelers Gary Muehlings journey into construction started with failure but it was that setback that shaped his future success. After an early attempt at running his own roofing and siding business fell apart Gary went to work for larger companies where he learned how strong processes compliance and sales systems create sustainable growth. In [----] he launched MI Remodelers with a mission to combine roofing expertise with full-service residential remodeling and today his company successfully straddles both types of work. Known as The"
YouTube Link 2025-09-10T09:30Z [----] followers, [--] engagements
"Home Depot Pro Xtra Integration Connect your Home Depot Pro Xtra account to unlock real-time member-specific pricing in JobTread. Get Started: 1)Navigate to the Integrations tab within your Settings. 2) Locate the Home Depot tile and enter your Home Depot Pro Xtra account credentials. 3) Once connected your Pro Xtra pricing will automatically apply to all Home Depot items in the Global Catalog. Pull items into your catalog or job budgets to reflect your exact Pro Xtra savings. All users in your organization will benefit from the integrated pricing no extra steps needed --- Get organized"
YouTube Link 2025-08-19T16:58Z [----] followers, [---] engagements
"Best Affordable Construction Management Software: JobTread Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals"
YouTube Link 2025-08-26T16:37Z [----] followers, [---] engagements
"Profile & Notifications Make sure your profile and communication preferences are up to date so you never miss important updates. This article shows you how to update your contact info and profile photo enable mobile push notifications and customize your notification settings. Its perfect for users who want to stay in the loop without being overwhelmed by alerts. Sections include account customization and notification settings --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your"
YouTube Link 2025-08-14T18:21Z [----] followers, [--] engagements
"Add a New Customer Add new customers to your JobTread account by entering key details like customer name tax status and any custom fields youve defined in your settings. This article walks through using the + New Customer button adding related contacts and locations and organizing your customer list within the directory. Learn how to streamline customer setup and prepare for proposals communication and project tracking. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business"
YouTube Link 2025-08-14T19:14Z [----] followers, [--] engagements
"Custom Fields - Jobs Job custom fields allow you to collect and track additional job-specific information across your projects in JobTread. These fields can be customized to meet your business needs and help you standardize data improve reporting and streamline workflows. This article outlines how to create edit and manage custom fields for jobs including field types naming default values and best practices for deletion. Only administrators can access and configure job custom fields. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end"
YouTube Link 2025-09-02T17:55Z [----] followers, [--] engagements
"Custom Dashboards Custom Dashboards give JobTread Administrators the power to fully customize the home screen experience for every role on the team. Build multiple dashboards using drag-and-drop tiles to highlight the metrics that matter mostaction items activity feeds charts graphs and filtered data views. Easily assign dashboards by role set user defaults and surface real-time insights from Jobs Payments Tasks Customers and more. Use formulas filters and goal thresholds to bring clarity to key performance data and enable Full Screen + Sync mode for live displays in the office. Whether"
YouTube Link 2025-04-26T11:33Z [----] followers, [---] engagements
"Cost-Plus: Open Budget View Easily customize and share specific budget views with your customers and vendors offering them transparency like never before. Select which budget columns and custom fields to include in a custom budget view then grant access through the customer and vendor roles in your JobTread Settings. A new tab will appear on their portal where they can view the budget with read-only access. If any documents back up the numbers they can expand the cells to review the document list. This feature is perfect for Cost-Plus builders aiming to provide a fully transparent open-book"
YouTube Link 2025-08-22T19:45Z [----] followers, [--] engagements
"Copy & Convert Takeoff Parameters Easily duplicate existing parameters to capture multiple measurements from a single takeoff. After measuring an area in the Plans tab use the 3-dot menu to copy the parameter rename it and even switch the parameter type (e.g. from Area to Linear) to calculate different measurement types like baseboards or siding trim. This is especially useful when referencing job information in budget formulas or when multiple values are needed from the same visual markup. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end"
YouTube Link 2025-03-26T16:08Z [----] followers, [---] engagements
"Feature Update: Improved Budget Functionality The latest updates to the JobTread budget tool are designed to revolutionize the way you manage your finances. This update introduces a range of new features and improvements empowering you with greater flexibility efficiency and control. Explore the exciting new features: View custom fields in the budget: View and update cost item custom fields directly in your budget to track order status preferred vendors responsible parties item follow-up material condition and more. In-line edit custom fields: In-line edit and update custom fields directly on"
YouTube Link 2023-06-23T21:22Z [----] followers, [---] engagements
"Workflow Automations: Getting Started Automate your processes with one of JobTreads most advanced tools: powerful workflows built directly into the platform with no third-party apps required. Workflows let you create trigger-based automations that run seamlessly across projects customers documents and more. Add filters to control conditions apply branching logic for different outcomes and design processes that fit your exact business needs. From sales to production to closeout workflows eliminate repetitive tasks and ensure consistency across your team. Here are just a few examples: -Advance"
YouTube Link 2025-09-22T20:11Z [----] followers, [---] engagements
"EagleView Integration EagleView provides high-resolution aerial imagery and data analytics offering detailed measurements and insights for property assessments. It is used to streamline project planning and estimations by providing accurate roof wall and terrain measurements. This helps construction teams improve efficiency reduce costs and make more informed decisions. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to"
YouTube Link 2025-08-26T18:55Z [----] followers, [--] engagements
"Add a New Vendor Add new vendors to your JobTread Vendor Directory by entering the vendor account name and any relevant custom fields. This article walks you through creating a vendor profile with the option to add associated contacts and locations during setup. Learn how to organize vendor information prepare for sending bid requests or purchase orders and streamline your vendor management process. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales"
YouTube Link 2025-08-22T18:13Z [----] followers, [--] engagements
"JobTread Partner Spotlight: ROI Unboxed - The Science Behind Evaluating and Investing in Marketing Presented by Spencer Powell CEO Builder Funnel Do you ever feel like marketing is a black hole Where money goes to get burned. Not anymore. Tailored specifically for residential remodeling companies and custom home building businesses this session will guide you through the process of evaluating your marketing efforts with precision. You'll learn: - How to identify the most profitable channels - Understand the metrics that matter - How to make data-driven decisions to fuel your business growth"
YouTube Link 2025-05-28T21:48Z [----] followers, [--] engagements
"JobTread Partner: Contractor Growth Network About Contractor Growth Network Premium Websites Branding SEO and Video - Built Specifically for JobTread Contractors We help JobTread contractors replicate the referral experience online. Instead of relying solely on referrals your website clearly shows homeowners your quality sets accurate expectations and builds trust before they ever call you. We integrate your JobTread account directly into your website creating a dedicated page that demonstrates exactly how you'll communicate and manage their project seamlessly through JobTread. Heres Why"
YouTube Link 2025-05-05T16:32Z [----] followers, [--] engagements
"Quirky Content Big Impact Kaleb Lyles of Copper Masters Roofing Kaleb Lyles grew up working alongside his father in construction and what began as helping out during school breaks turned into a lifelong calling. Together with his wife Andrea Kaleb launched Copper Masters Roofing with a vision to honor his familys legacy while carving out his own path in the roofing industry. Here Kaleb shares how early financial struggles forced them to build a stronger foundation for growth. He explains the steps they took to create a loyal company culture and the ways his love of creating quirky unique and"
YouTube Link 2025-09-03T09:30Z [----] followers, [--] engagements
"Custom Fields - Customer Accounts Add and manage custom fields to track the specific customer information that matters most to your business. This article explains how to create and customize fields for both Customer Accounts and Customer Contacts choose from various field types (like text date dropdowns or links) and set options like required responses default values and multiple selections. Learn how custom fields enhance your customer records and help organize data across your entire JobTread account. --- Get organized complete your projects on time and increase your profits. JobTread is"
YouTube Link 2025-08-14T18:56Z [----] followers, [--] engagements
"Gusto Integration The Gusto and JobTread integration streamlines your payroll process by automatically syncing approved time entries from JobTread to Gusto each pay period. This eliminates the need for manual data entry and ensures accurate up-to-date labor tracking. Once time entries are approved in JobTread they are seamlessly pushed into Gusto where they can be used to calculate payroll track hours and maintain compliance. This integration helps reduce administrative overhead improves accuracy and keeps your field and office teams alignedsaving time and minimizing errors in your payroll"
YouTube Link 2025-08-26T18:57Z [----] followers, [--] engagements
"Explore JobTread's New On-Screen Takeoff Join JobTread Founder & CEO Eric Fortenberry for a live webinar showcasing our game-changing on-screen takeoff tool. See it in action with a live demo and get answers to your burning questions about how this innovative feature can transform your estimating process. With on-screen takeoff you can: - Streamline Your Workflow: Upload plans and perform takeoffs directly within JobTreadno need for extra tools. - Measure with Precision: Calculate areas volumes lengths counts and more in just a few clicks. - Budget Smarter: Combine measurements into"
YouTube Link 2025-01-23T20:56Z [----] followers, [----] engagements
"JobTread Pro Spotlight: A Beginners Guide to Automation and Integrations Presented by Elliott Wittstruck of Built with Love and Dominic Eidson of Eidson Builders In this session well define the what and how as we dive into the fundamentals of customizing automating and optimizing your JobTread workflows and customer experiences using Zapier and the API. Together well analyze real-world examples explore the thought processes behind them and unveil the mechanics that make it all possible. By the end youll walk away with fresh ideas to elevate your workflow and the practical know-how to bring"
YouTube Link 2025-07-23T14:41Z [----] followers, [---] engagements
"Takeoff: Create Parameters and Measurements Learn to create Parameters for your Takeoff. Parameters in JobTread act as folders to store and organize individual measurements. This organization helps you reference specific measurements or groups of measurements throughout your budget. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating"
YouTube Link 2025-08-22T20:31Z [----] followers, [--] engagements
"Quick Pull Reports Quick Pull Reports offer an easy way to access pre-built reports across your Jobs Customers Vendors and Documents. These reports serve as templates that are already configured with groupings and filters giving you a great starting point for digging into your data. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating"
YouTube Link 2025-09-02T18:05Z [----] followers, [--] engagements
"Hover Integration The JobTread and Hover integration makes it easy to capture property data for takeoff and estimating so you can quickly generate proposals for your customers. With this integration your team and clients can scan spaces using their mobile device instantly syncing high-quality photos and measurements directly into JobTread. From there you can seamlessly add accurate dimensions into your job budget ensuring takeoffs and estimates are both quick and precise. Whether creating new jobs or linking existing ones JobTread automatically pulls in processed Hover data allowing you to"
YouTube Link 2025-08-26T18:58Z [----] followers, [--] engagements
"Time Management Track view manage and report on employee hours directly in JobTread. All logged hours are saved in the time management tool in JobTread where specific roles may edit and approve time entries add new ones and create time reports. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid"
YouTube Link 2025-08-26T18:16Z [----] followers, [--] engagements
"Keep Moving Forward With Jason Varney of Dock & Deck Builder Stories Podcast Jason Varney owner of both Dock and Deck and Tennessee Pool and Spa in Knoxville Tennessee does complete backyard projects that range from $750000 to $1 million. What started as one company has grown into two as he brought his sons into the business. Jason talks about pivoting during an economic downturn knowing your overhead costs participating in TV shows and modernizing his business processes. Here are a few key takeaways from the discussion with Jason: - Working with family members - How tos for hiring employees"
YouTube Link 2023-10-03T21:52Z [----] followers, [---] engagements
"Feature Update: Archive Cost Types and Codes Manage your job costing settings by archiving or deleting outdated units of measurement cost types and cost codes. Archiving removes these options from dropdown lists when creating and editing cost items decluttering your interface and improving usability. If any unit type or code is still in use JobTread will prompt you to replace it with an alternative before deletion ensuring a seamless transition and preventing any disruptions. Additionally nest your cost codes into parents to further organize your code list. --- Get organized complete your"
YouTube Link 2024-03-06T21:16Z [----] followers, [---] engagements
"WIP Report Learn how to use a Work-in-Progress (WIP) Report to track job profitability monitor project financials and identify overbilling or underbilling. You'll learn how WIP reports help with job costing track project profitability and support accurate construction accounting. It also covers how to identify overbilling and underbilling manage cash flow and ensure proper revenue recognition throughout your projects. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business"
YouTube Link 2025-09-02T18:09Z [----] followers, [--] engagements
"Live Product Update with JobTread CEO: Scheduling Budget Quickbooks and API Join JobTread Founder & CEO Eric Fortenberry on Friday June [--] at [--] pm CDT as he walks through the most recent JobTread updates including scheduling budget QuickBooks and API documents. Eric will also touch on a few exciting updates you can expect later this year. You'll also be the first to hear an exciting announcement about JobTread Connect 2024"
YouTube Link 2023-06-23T22:19Z [----] followers, [----] engagements
"Cost Code Mapping - JobTread & QuickBooks Online Penny Lane is a QuickBooks Pro-Advisor and JobTread Accounting Partner who has been helping contractors and their bookkeepers understand their numbers for over [--] years so they can effortlessly make brilliant decisions and build the business of their dreams. Her and her team at Penny Lane U can help with JobTread and QBO integrations cleaning up your books and so much more. Learn more at: www.jobcosting.com. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that"
YouTube Link 2024-02-20T20:15Z [----] followers, [---] engagements
"Custom To-Do Views Customize how you view and manage To-Do items across your organization using Custom Views. This article walks through naming your view selecting List or Month display types applying filters by task type assignment or status and customizing columns and date ranges. Learn how to save views as personal or organizational reorder and set a default and access your custom views from both the main To-Do tab and individual jobs. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage"
YouTube Link 2025-09-03T18:10Z [----] followers, [--] engagements
"A Bigger Table Wendy Marvin Founder and CEO Matrix Roof & Home Wendy Marvin started out in roofing at a time when the industry wasnt as collaborative. We saw there was one seat at the table and we were going to elbow our way to that seat she recalls. And then this really beautiful thing started taking over where we realized that we can just make more seats. Since those days the entire table has grown exponentially and alongside that growth has come a need for a brand new skillset. In this engaging episode Wendy reveals crucial tools for success in an era of private equity new technologies and"
YouTube Link 2025-03-26T09:30Z [----] followers, [--] engagements
"JobTread Partner Spotlight: Speed to Sale in a Down-ish Economy Presented by A.J. Ballantine RENDR Founder & CEO Learn how to leverage integrated technology like JobTread and RENDR together to recession-proof your business. By streamlining your sales and other time-consuming manual processes you can run lean AND stay in control despite what is happening in the market. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to"
YouTube Link 2025-04-30T22:01Z [----] followers, [---] engagements
"Mass Edit & Delete Catalog Cost Items Learn how to make bulk updates to your cost catalog by exporting editing and importing cost items. This guide walks you through the full process with tips to avoid errors and streamline your data cleanup. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid"
YouTube Link 2025-08-26T18:34Z [----] followers, [--] engagements
"Life-Changing Service Starts with THIS Principle Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views &"
YouTube Link 2025-08-26T16:44Z [----] followers, [---] engagements
"Scaling & Leading A Team Babak Nikraftar of CondoWorks Transformations and Forte Projects Ltd. Babak Nikraftar started in construction in [----] after attending school in Vancouver. His first role was redoing faulty building envelopes on condos in the Pacific Northwest. He then returned to school to study construction management and later joined a local high-rise developer. Today Nikraftar runs two companies: Forte Projects which focuses on new construction and CondoWorks for condo remodels and interior design. In this episode Nikraftar shares how early lessons in construction failures shaped"
YouTube Link 2025-07-23T09:30Z [----] followers, [--] engagements
"Slack Integration Learn how to use the 'Slack Integration' section of JobTread to better manage your construction business. This article explains its main features shows how to navigate each section and provides tips for integrating it into your daily workflow. It covers topics like integration slack to help you find exactly what you need. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list"
YouTube Link 2025-08-26T19:09Z [----] followers, [--] engagements
"JobTread Demo for Roofers Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting Finances &"
YouTube Link 2025-05-18T20:06Z [----] followers, [---] engagements
"JobTread CRM - CEO Dashboard See how Peter Partner at Ranney Blair Weidmann Remodeling uses Zapier to create custom reports that are automated through Zapier. While completing daily work data is being automatically added to Google Sheets for reporting. www.ranneyblair.com --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM"
YouTube Link 2024-07-08T18:33Z [----] followers, [---] engagements
"JobTread Customer Portal Walkthrough Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting"
YouTube Link 2023-06-14T20:26Z [----] followers, [----] engagements
"RSVP to Schedule Tasks Let your team customers and vendors confirm their availability before work begins. By giving assignees the option to accept or decline tasks you can reduce miscommunication avoid scheduling conflicts and keep everyone aligned. Key Features: -Centralized RSVP inbox to review and respond to new assignments -Visual RSVP indicators on schedules and task details -Option to notify assignees or update their status manually -Declined tasks are removed from calendars but remain visible in assignee lists Use RSVPs to stay on the same page make quicker scheduling decisions and"
YouTube Link 2025-07-15T15:21Z [----] followers, [--] engagements
"Mobile App: Add Photos to Jobs Learn how to add photos to a job in the JobTread mobile app to ensure quick and accurate project updates for team members and customers. Easily upload markup and organize files. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer"
YouTube Link 2025-08-22T18:55Z [----] followers, [--] engagements
"Aforma Design Studio Aforma Design Studio provides white-label architectural design visualization and preconstruction support for builders architects developers and homeowners across the U.S. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts &"
YouTube Link 2025-10-16T16:24Z [----] followers, [--] engagements
"Collect a Deposit Before a Contract Collect and apply a customer deposit before finalizing your contract to secure early payments and improve cash flow. This article explains how to log a deposit in the budget generate a customer order send or record payment and apply that deposit as a credit on the next invoice. Learn how to properly reflect deposits in your budget and invoices while keeping payment records organized and accurate. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of"
YouTube Link 2025-08-26T17:41Z [----] followers, [--] engagements
"JobTread Pro Spotlight: Mastering the JobTread and QuickBooks Online Integration Presented by: Penny Lane Crull Coach & CFO Penny Lane U In this session learn all about how QuickBooks and JobTread communicate Ill cover best practices for job-costing data entry and the role of cost items cost codes and products and services. Youll come away with a deeper understanding of how to properly set up your integration for success and troubleshoot issues that arise. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that"
YouTube Link 2025-08-20T18:27Z [----] followers, [---] engagements
"JobTread for Roofers: TriStar Roofing Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management -Purchase Orders -Daily Logs -Tasks & Scheduling -Files Photos & Videos -Customer & Vendor Portals -Custom Views & Reporting"
YouTube Link 2025-09-08T15:03Z [----] followers, [---] engagements
"Takeoff: Add Measurements to Budget Measure and quantify materials labor and costs directly from blueprints or drawings in your Job Plans. All measurement data will be saved as parameters which can then be referenced in your cost item formulas within the job budget. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM"
YouTube Link 2025-08-22T20:32Z [----] followers, [--] engagements
"Post-Contract Selections with Allowances Workflow Use this workflow when selections will be made after the contract is signed. Customers commit to a placeholder amount (allowance) and later choose the actual products or materials. Allowances are a great option when the exact selections aren't known at the time of contract signing. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of"
YouTube Link 2025-08-22T20:18Z [----] followers, [--] engagements
"Payment Processing with Stripe The Stripe integration with JobTread makes it easy to collect payments online via credit card debit card ACH bank transfer Apple Pay or Google Pay. Once connected you can enable payment options directly on your invoices giving customers a simple and secure way to pay. Stripe follows a pay-as-you-go model with no upfront fees and all payment activity is seamlessly reflected in your budget and invoice records. Whether payments are made online or in person the Stripe integration gives you full control and flexibility over how you get paid. --- Get organized"
YouTube Link 2025-08-26T19:03Z [----] followers, [--] engagements
"JobTread Pro Spotlight: Bulletproof Your Company with Tasks ToDos and More Presented by: Dom Thompson President Watershed Builders This session will teach attendees how to create effective business processes that reduce stress enhance work-life balance minimize mistakes and support business growth without significant changes in habits or impact on profitability all using JobTread Software features. Attendees will explore various ways to leverage the ToDos feature to reduce errors create accountability and replicate successes. The session will also cover the use of scheduling to develop"
YouTube Link 2025-09-17T15:20Z [----] followers, [---] engagements
"JobTread Pro Spotlight: Building a Lead Pipeline that Works for YOU Presented by Greg DiBernardo of Peach Tree Decks & Porches No business can survive without leads. Regardless of the quantity of leads that land in your lap it's important to have a system in place to manage them efficiently and effectively. Discover how to create an effective lead management system tailored to your business needs. This session will cover strategies for qualifying and profiling inbound leads and eliminating free estimates. Learn how to customize JobTread as an in-app CRM automate routine tasks with tools like"
YouTube Link 2025-07-09T19:40Z [----] followers, [---] engagements
"JobTread on Mobile Learn how to save or install the JobTread app on your phone or tablet to quickly access JobTread on both Apple and Android mobile devices. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost Catalog -Bid Requests -Estimates -Customer Selections -Contracts & eSignatures Project Management"
YouTube Link 2025-08-14T18:37Z [----] followers, [--] engagements
"Pre-Defined Selections and Upgrades Pre-defined selections allow you to present your customers with a set of curated options to choose from such as good/better/best packages. You can also offer optional upgrades to increase project scope and profitability. --- Get organized complete your projects on time and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes from sales and estimating through to project completion. See a full list of JobTread features below: Sales & Estimating -Construction CRM -Templates & Cost"
YouTube Link 2025-08-22T20:11Z [----] followers, [--] engagements
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