Get the Most Out of Your JobTread
Most contractors use only 30% of JobTread's capabilities. We audit what you've built, advise on what you're missing, and fix what's broken without having to start over.
You Bought the Right Software. Let's Maximize Its Power.
Sound familiar? You're not alone.
"I've spent hours trying to fix this one part of JobTread and it's just not working how I need it to."
"Our QuickBooks integration is a mess. My accountant recommended I just disconnect it."
"It's great JobTread continues to add new features, but I'm lost about which ones are right for me."
"Even though we spent months setting it up, my team still isn't using it right."
"We're way too busy to spend time learning all of JobTread, I just need it to work for my company."
"I don't even know where to start, honestly. My calls with my CSM are helpful but not frequent enough."
The AAA System behind 70+ successful JobTread rollouts
JobTread can do a lot for your business. Our AAA framework answers what it should do for your company and in what order.
Automatic
Eliminate the Manual Grind
Automate the repetitive work. This is the capstone makes estimating, billing, scheduling, and reporting a breeze. Use JobTread's native workflow tool, Zapier, and custom integrations.
Actionable
Configure for Each Role
Data sitting in a system doesn't run your business. Make JobTread more useful for each team member custom views, dashboards, and notifications so the right data reaches the right person at the right time.
Accurate
Build the Foundation
Half the battle of setting up JobTread right is making the basics bulletproof. Configure JobTread with the right templates and the right data, and train your team to get started, so your system gets you out of Excel and produces trustworthy information.
Our Two-Phase Approach
Start with a no-obligation audit. Then decide how you want to move forward.
The JobTread Audit
$2,000
A 2 week deep dive into your current setup. We review your JobTread, QuickBooks, and existing workflows, then deliver specific recommendations using our AAA framework.
What you get:
- ✓ Implementation Roadmap - what to build, optimize, and train
- ✓ Technical Architecture - our specific findings and recommendations
- ✓ Three (3) calls with your team
- ✓ Independent review from Smith + Co of your existing setup
- ✓ No lock-ins - DIY with our roadmap or hire us
Elite Support
$5,000 to $20,000
Custom-scoped implementation services based on your audit findings and specific needs. All contracts are fixed-price and fixed-scope.
Clients hire us for:
- → Done for you services, where we set up and fix everything.
- → Support and training with periodic check-ins
- → Expert outside advice, where we guide and you build.
Working with Smith + Co helped us unlock JobTread's full potential. Their guidance streamlined our workflows and gave us tools we use every day to run projects more smoothly. I'd highly recommend them to anyone looking to get the most out of JobTread!
EVAN HILL, CREATIVE CABINETS & FINE FINISHES
What We Usually Find (And Fix)
These issues show up in almost every audit. How many sound familiar?
Common Questions
I've already built stuff. Will you make me start over?
Starting over is the last resort, and we'd tell you upfront if that's what we recommend.
How long does implementation take after the audit?
8-12 weeks typical for comprehensive fixes. We can also work in smaller phases if that fits your schedule better.
What if the audit reveals JobTread can't be used for a specific workflow of ours?
We'll tell you. We've recommended different set-ups or integrations when it made sense.
I'm too busy during busy season. When should we do this?
The audit is pretty low-lift for you, just a few hours of calls. Implementation can happen all at once or in a set of phases when you have capacity. You're in the driver's seat.
Do I need to stop using JobTread during this?
No. Keep running your business. We work around you.
What if I just need help with one thing, not a full overhaul?
Post-audit, we can scope exactly what you need. Not everything has to be fixed at once.
Stop Guessing. Start Implementing.
The JobTread Audit
$2,000
A 2 week deep dive into your current setup. We review your JobTread, QuickBooks, and existing workflows, then deliver specific recommendations using our AAA framework.
- ✓ Implementation Roadmap - what to build, optimize, and train
- ✓ Technical Architecture - our specific findings and recommendations
- ✓ Three (3) calls with your team
- ✓ Independent review from Smith + Co of your existing setup
- ✓ No lock-ins - DIY with our roadmap or hire us