Set-Up JobTread in 7 Days Getting Started Most new customers to JobTread are overwhelmed by the many options the software has to offer. Even after going through training and onboarding, there are just so many things to set-up. Where do you even begin? We built our Roadmap to Launch to be a straightforward process to get the
Set-Up JobTread in 7 Days Day 1: Migrate Customers As a JobTread specialist, I've seen firsthand the difference that a solid foundation can make in the success of a construction management software rollout. And the cornerstone of that foundation? Your customer data. In this post, I'll walk you through the process of setting up your
Set-Up JobTread in 7 Days Day 2: Migrate Vendors In our previous post, we discussed the importance of setting up your customers in JobTread as the critical first step in building a strong foundation. Today, we'll dive into the next essential piece of that foundation: vendor setup. If you're like most contractors, you rely on
Set-Up JobTread in 7 Days Day 3: Cost Catalog & Templates 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
Set-Up JobTread in 7 Days Day 4: Integrate with QuickBooks 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
Set-Up JobTread in 7 Days Day 5: Configuring Documents and Workflows 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
Set-Up JobTread in 7 Days Day 6: Creating Roles & Adding Users 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
Set-Up JobTread in 7 Days Day 7: Testing and Troubleshooting 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
