Jobs
These three things are cloned when you clone a job.
What are Budget, Description, and Tasks?
This document type gets you a budgeted cost and approved price in your budget.
What is a Customer Order?
Oh no my customers and vendors can't send me a message. There must be a setting to enable on the job.
What is Share Contact information?
This view can be created from a picklist type custom field.
What is a Kanban View?
A place I can go to see JobTread partners from Bookkeepers to Recruiters.
What is the Marketplace?
The view you need to be in to import a schedule.
What is the Gantt view
I need to make a change to a bill after the vendor gave me a discount, but the bill is out of a Draft status.
What is Void and Clone?
I've tagged the file correctly, but the customer/vendor still can't see it.
Do they have access where the file lives?
A serial entrepreneur.
Who is Eric Fortenberry?
A place I can put legal language, and other contract terms without typing in each document I send.
What is the Document Templates tab?
The tab you are in when you want to add templates from the catalog.
What is the budget tab?
The number of allowance items you can associate to a selections document.
What is the number 1?
The view setting you must check if all of your customers "suddenly" disappear.
What are FILTERS?
These JobTread employees are there to train, implement, and tailor the software to your business needs.
Who are your Customer Success Manager?
Where you go to adjust permissions for your users.
What is the Roles tab?
Where you go to see a high level financial summary.
What is the Reports tab?
This can be created from a Submitted Bid Request.
What is a Vendor Order?
Who you call in case you typed a user's name wrong or need to make sure invite emails are received.
Who is SUPPORT?
Travis uses these a lot to talk in his videos.
What are his hands?
A place you go to connect with third party systems that can enhance your workflows.
What is the Integrations tab?
Where you go to see a list of drafted expenses.
What is the Cost Inbox button?
These two document types will push to QuickBooks once set to a Open/Payable status.
What are Bills and Invoices?
This information can be duplicated on an account and contact level prevent you from seeing users you want to grant access to.
What is an email address?
A two-day submersive event designed to train users in all things JobTread.
What is JobTread Bootcamp?
Something that helps you gather information by allowing you to embed it on your website.
What are Web Forms?