Pre Sales
Apart from the typical list view, this type of view can be used to manage your sales pipeline based on custom picklists.
What is a Kanban View?
A place in JobTread where images and documents are stored to help estimators build quotes.
What is the Files tab?
A feature in JobTread that helps you track internal users' labor.
What is the Time Clock/What are Time Entries?
Something that helps calculate true profit.
The formula for it is this: (Revenue - Cost)/Revenue.
What is Margin?
Founder and CEO of JobTread
Who is Eric Fortenberry?
Something you can embed on your website to gather information from customers and vendors.
What is a Web Form?
A feature on a document that can hide an itemized quote to just groups or only the total dollar amount.
What are Visibility Options?
The relationship between tasks to ensure one step is completed before the next one begins.
What are Task Dependencies?
A periodic bill to a client based on work completed.
What are Progress Invoices?
A Podcast that takes a deep dive into the stories behind construction business leaders.
What is Builder Stories?
This setting feature will allow you to model forms to be used job after job to secure approvals from customers and vendors alike.
What are document templates?
The place you can go, in JobTread, to download templates to help get quote/proposals to the client faster
What is the Help Desk?
Communication used to highlight day-to-day activities on the Job Site.
What are Daily Logs?
A reference point in the Gantt chart that can measure a jobs performance and progress.
What is a Baseline?
Some people call them a coach, others a trainer, but at JobTread, we call them this.
What is a Customer Success Manager?