You probably purchased JobTread to enhance accurate cost tracking. It is the core promise of the software! But let's face it: wrangling all your cost data into a usable system can be a headache. Having helped a lot of clients through this process, I'm here to
This is the part of the set-up that typically causes the most heartburn. Accurate job costing, invoicing, and expense tracking are the pillars of running a profitable business – but it has to happen by integrating JobTread and QuickBooks together. One misstep and you’re left with a tangled mess of
If you’ve ever wondered what differentiates a smoothly operating construction business from one that constantly feels reactive, the answer often lies in their workflow management. While organizing paperwork might not sound exciting, it’s a critical aspect of maintaining an efficient operation. As a JobTread consultant, I’ve worked
When it comes to managing a team in JobTread, controlling who can access and modify information is crucial. The last thing you want is sensitive financial data falling into the wrong hands or team members being overwhelmed by irrelevant system alerts. That’s where JobTread’s user roles and permissions
Congratulations! You've made it the last day of the basic set-up. At this point, you've imported all of your data and run the basic tests. There's still more to do in order to get JobTread completely set-up. You'll want to build out