Skip to main content

JobTread

by JobTread

Visit website

Media

A partner claims to be the highest rated JobTread partner, likely promoting their services using the JobTread platform.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Not available
Free trial
No
Free tier
No
Public API
No
Deployment
Cloud

FSH Score Breakdown

Ease of Use
5.0
Features
6.5
Support
5.0
Value
4.0
Integrations
7.0
AI Capabilities
1.5

Customer Reviews

Features

49 features confirmed across 14categories· Showing confirmed capabilities only

Platform & Customization9features

Document ManagementDocument managementContract Generation and E-SignatureVendor PortalImport and Export DataCustom TemplatesBudget TemplatesThird-Party IntegrationAI ConnectorData ImportData importsReal-Time Sync of Field Data and Financial Data
Show 1 more
Data ExportTwo-way data synchronization

Invoicing & Payments5features

Payment ProcessingCollect Online PaymentsInvoicingCustomer InvoicesSubcontractor & Vendor BillingPrice BookCost CatalogConsumer FinancingHomeowner Financing

Estimating & Quoting5features

Quoting & EstimatesEstimatingChange OrdersChange OrdersBid RequestsConversion of Estimates to Project BudgetsCustomizable Job Templates

CRM & Sales5features

CRMMulti-Customer Accounting ManagementLead ManagementLead ManagementContract ManagementAIA Style Payment ApplicationsApplication GenerationSales AutomationBid Requests

Mobile & Field Tools4features

Store Survey Data with Text, Audio Notes, Photos, Videos, and DrawingsDigital FormsField crew photo upload and daily notesLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentDigital SignaturesContracts & eSignatures

Accounting Integration4features

Job CostingJob CostingAccounting IntegrationReal-time financial data syncAP Automation with Invoice and Credit Card Receipt CaptureAccounts PayableAutomated invoice and bill entry

Scheduling & Dispatch3features

SchedulingJob schedulingWork OrdersPOs & Work OrdersSelections Management

Reporting & Analytics3features

AnalyticsReporting & DashboardsReportingReportingJob Type and Margin Performance Tracking

Technician Management3features

AI LogbookDaily LogsTime TrackingTime TrackingInternal Employee CommunicationCommunication & Messaging

Customer Communication2features

Client PortalCustomer PortalsCustomer and Subcontractor Portals

Inventory Management2features

Purchase OrdersMaterial ordering via Heritage IntegrationMaterial Order, Release and Tracking for Delivery or Pick Up at a Local Branch

AI & Automation2features

AI SupportAI-powered assistanceAI Powered Workflow Assistance

Equipment & Asset Management1feature

Product Warranty LookupWarranties

Compliance & Safety1feature

Warranty ClaimsWarranties

Integrations 17 across 7 categories

Productivity 7
Calendly

Calendly

Google Calendar

Google Calendar

Google Contacts

Google Contacts

Google Docs

Google Docs

Google Drive

Google Drive

Google Sheets

Google Sheets

Jotform

Jotform

Communication 3
Gmail

Gmail

Outlook

Microsoft Outlook

Quo

Quo

Marketing 2
Instapage

Instapage

LeadConnector

LeadConnector

Data & Automation 2
Parseur
Zapier

Zapier

Accounting 1
NetSuite

NetSuite

CRM 1
HubSpot

HubSpot

Field Service 1
busybusy

Pricing

Model
Quote Only
Starting at
Contact for pricing