[ JobTread Reviews ](https://www.g2.com/products/jobtread/reviews) [ JobTread Reviews ](https://www.g2.com/products/jobtread/reviews) # JobTread Features ##### ## Document Management (5) Proposal Creation - Bid Management Creates professional-looking RFPs (requests for proposals) and/or RTTs (request to tender) Bid Comparisons - Bid Management Consolidates relevant bid data for accurate and competitive bid calculations Templates - Bid Management Provides templated or customizable bid forms Bid Invitations - Bid Management Facilitates the sharing and sending of bid proposals Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Show More ##### ## Qualifications (7) Contactor Database - Bid Management Stores, centralizes, and manages information about contractors and subcontractors Compliance - Bid Management Tracks and monitors compliance documents and adherance to relevant certificates Contact Database - Bid Management Stores, tracks, and manages contact information and communication history between vendors, contractors, and suppliers Change Order Management Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Contract/License Management Track, store, and access client contracts or licenses Cost Database Collection of data related to the costs associated with various items, products, services, or activities Show More ##### ## Construction Management (9) Construction Software Integration - Bid Management Easily integrates with third-party construction project management, accounting, and other construction solutions Historical Data - Bid Management Stores information regarding past and current construction projects Project Management - Bid Management Provides insight into progress of construction projects Task Management Create, manage and track all task activities and progression Supplier Management Manage all supplier data and operations RFP Management Manage and process incoming documents detailing requests for proposals Workflow Management Create, design and manage workflows for repetitive tasks Document Management Store, manage, and track all electronic documents in a centralized location Multiple Projects Ability to handle several projects simultaneously Show More ##### ## Field Management (4) Field Collaboration Ensures structure and clarity of a project via simplified file, photo, and documentation sharing and annotation functionality. Field Coordination Automates the scheduling and assignment of jobs, people/crew, and equipment. Field Communication Enables conversations on mobile devices while out on the field. Workforce Scheduling Assigns tasks, enables the scheduling of crew and resources, and manages and/or monitors progress on projects and jobsites. Show More ##### ## Asset Management (2) Visual Project Tracking Facilitates the taking, annotating, and uploading of photos from the field for real-time updates, to supllement the documentation of the progress of a project. Reporting Generates daily reports of project progress, worker productivity, job costs, and material usage. Show More ##### ## Task Management (6) Construction Accounting Tool Integrations Supports the integration of the project management solution with a third-party accounting management solution to streamline the construction project lifecycle. Construction Estimating Tool Integration Supports the integration of the project management solution with a third-party estimating and bid management solution to streamline the construction project lifecycle. Construction Workforce Management Tool Integration Supports the integration of the project management solution with a third-party workforce management solution to streamline the construction project lifecycle. Project Tracking In addition to assigning tasks, enables the setting of milestones and deadlines to those tasks to track on a set basis. Information Management Records, centralizes, and provides access and sharing settings to project information into a centralized depository. Communication and Collaboration Enables and/or facilitates communication on the jobsite and between the field and office admin. Show More ##### ## Site Management (6) Field Service Management Manages and dispatches work orders, allocates assets and resources, manages contractors, and schedule jobs Field Collaboration Enables and simplifies communication on the site and between the office and field. Mobile App Provides a mobile-ready application of the tool that does not require internet connection. Photo and Video Uploads Enables the capturing and/or uploading of photographs or videos to document project progress Workforce Scheduling Assigns tasks, enables the scheduling of crew and resources, and manages and/or monitors progress on projects and jobsites. Risk and Safety Management Collects and analyzes data related to safety issues on site to identitfy and reduce incidents and risks. Show More ##### ## Workflow Management (5) Proposal Generation Adds onto the creation and management of bids and tenders via takeoff and cost management functionalities. Integrations Supports the interfacing of the solution to construction project management and construction accounting solutions. Third-Party Integrations Set up connections to third-party platforms to improve business processes QuickBooks Integration Integrates with QuickBooks Accounting Integration Integrate with a third-party accounting system Show More ##### ## Job Costing (6) Access to Cost Databases Provides users access to a database of historical job costs of past construction projects. Digitizing Quantities Provides users the ability to monitor and update project costs, and track all utilized resources Mobile Access Access software remotely via mobile devices Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Document Management Store, manage, and track all electronic documents in a centralized location Task Management Create, manage and track all task activities and progression Show More ##### ## Data Management (8) Cloud Storage Facilitates the storing of construction data into cloud-hosted servers. Data Consolidation Centralizes previously siloed construction data and insights into an easily accessible database. Dashboard Reporting Tracks progress and customizable key performance indicators (KPIs) through customizable and automated dashboards. Data Source Agnostic Supports input of big data from a variety of diverse sources (sensors, wearables, assets, etc.). Automated Data Collection Generates and/or visualizes historical and real-time construction business intelligence, either from the field or office. Pre-Construction Data Analytics Collects data and provides deep insights into the pre-construction phase of the construction lifecycle. Post-Construction Data Analytics Collects data and provides deep insights into the post-construction phase of the construction lifecycle. Report Generation Generates and delivers reports on construction project progress. Show More ##### ## Additional Functionality (189) Multiple Projects Ability to handle several projects simultaneously Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Subcontractor Management Track information, qualifications, and contact details of subcontractors Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes BIM Modeling 3D design and modeling tool enabling a virtual information model Real-Time Updates Receive system updates as soon as any changes are made Takeoff Measure digital plans to calculate labor and materials needed Quotes/Estimates Generate quotes or estimates for customers Access Control Regulate who can view information within the system Financial Management Plan, manage, and track the financial activities of an individual or organization Cost Database Collection of data related to the costs associated with various items, products, services, or activities Job Scheduling Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments Materials Management Process of planning, procuring and controlling material flows along with supplier evaluation and shipping Generative AI Use AI to generate content in the form of text, images, videos, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Project Tracking Monitor the progress of projects from start to finish Data Collection Process of gathering, measuring, and analyzing accurate data Audit Trail A record of all activities within the system, including user access, changes made, etc. HVAC Estimating Estimating software designed for HVAC businesses Purchase Order Management Create, send, and track purchase orders and their statuses Visual Assemblies Displays a graphical view of a build assembly to visualize which portion of the project you're estimating CAD Tools Computer aided design to create precision drawings or technical illustrations Change Order Management Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs Contract/License Management Track, store, and access client contracts or licenses Bid Management Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison For Residential Specialized for organizations who focus on residential projects Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Electrical Estimating Estimating software designed for electrical businesses Cost Tracking Process to track, record, and analyze expenses that occurred over the entire duration of a given project Commercial/Industrial For commercial and industrial purposes AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users What-if Analysis Provides varying estimates based on different scenarios Data Import/Export Import and export data to and from software applications Plumbing Estimating Estimating software designed for plumbing companies Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Calendar Management Track and manage schedules and meetings via an integrated calendar For AEC Industry Primarily serving architecture, engineering, and construction industry professionals API Application programming interface that allows for integration with other systems/databases Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Cost Estimating Forecast the cost and resources required to complete a project Maintenance Scheduling Schedule predetermined or ad hoc maintenance services and labor requests Automatic Backup Data is backed up automatically to prevent data loss Customer Management Store and organize information about customers and previous interactions Timesheet Management Track the amount of time spent on a job or task Customizable Reports Alter the layout and content of reports Job Management Manage and track all job information and associated tasks Scheduling Plan availability and assign specific time slots for tasks and resources Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Electronic Payments Electronically collect payments for goods or services Customizable Branding Add customized logos and colors to align with company branding Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Task Scheduling Track and manage the scheduling of tasks Location Tracking Identify the physical location of an individual, asset, device, etc. Activity Tracking Track and document all activities across devices, networks, and other systems Status Tracking Track the status over time for a request, process, asset, or transaction Billing & Invoicing Create, manage, and send invoices or bills to customers Electronic Signature Digitally sign online documents Job Costing Calculate total itemized costs, including initial costs and any changes Document Storage Store and organize documents in a centralized system Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Work Order Management Creating, assign, and track jobs and/or tasks for work orders Dispatch Management Manage sending personnel and resources to a site as needed Contractor Management Specialized for general contractors/sub-contractors (those who conduct work on a contract basis) Progress Tracking Reporting on how each user, task or process has advanced since its initiation Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat For Remodelers For subcontractors to manage remodeling projects, including estimating, job costing, and client communication Mobile Alerts Notifications via mobile devices Customizable Fields Customize data fields to support various needs and use cases Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process 2D/3D Designing Designs generated in either 2D or 3D format Projections Estimate or forecast of a future scenario based on the study of present trends Client Management Manage contact details and communication with clients Client Portal Private online space that lets businesses securely share documents and provide information access to clients Project Accounting Manage and track financials on a project-to-project basis API Application programming interface that allows for integration with other systems/databases Collaboration Tools Provides a channel for team members to share media files, communicate, and work together AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users For AEC Industry Primarily serving architecture, engineering, and construction industry professionals Customizable Reports Alter the layout and content of reports Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Approval Process Control Manage the process of evaluating documents or requests submitted for approval Generative AI Use AI to generate content in the form of text, images, videos, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Forecasting Form predictions based on past and present data/trends Forms Creation & Design Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Version Control Track revisions and updates made to files and navigate between different versions Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Document Storage Store and organize documents in a centralized system Mobile Access Access software remotely via mobile devices Quotes/Estimates Generate quotes or estimates for customers Job Costing Calculate total itemized costs, including initial costs and any changes Access Control Regulate who can view information within the system Multiple User Accounts Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service Proposal Generation Create proposals based on costs of labor and materials Project Tracking Monitor the progress of projects from start to finish Data Import/Export Import and export data to and from software applications Takeoff Measure digital plans to calculate labor and materials needed Audit Trail A record of all activities within the system, including user access, changes made, etc. Job Costing Calculate total itemized costs, including initial costs and any changes Project Tracking Monitor the progress of projects from start to finish Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Project Accounting Manage and track financials on a project-to-project basis Project Time Tracking Measure time to completion or hours worked for projects Equipment Tracking Track the location of specific equipment at all times Estimating Estimate expected cost based on various factors before a project begins Data Import/Export Import and export data to and from software applications Accounts Payable Track money owed to a company's creditors/suppliers Job Tracking Track and visualize the status of an ongoing job and the time spent on tasks or projects Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Budgeting/Forecasting Create budgets based on historical data and future projections Budget Control Manage and monitor spending to align with the financial constraints or goals Accounts Receivable Track outstanding invoices and the money owed from clients Accounting Integration Integrate with a third-party accounting system Inventory Management Track and manage inventory levels to maintain proper supply Quotes/Estimates Generate quotes or estimates for customers Purchase Order Management Create, send, and track purchase orders and their statuses Mobile Access Access software remotely via mobile devices For AEC Industry Primarily serving architecture, engineering, and construction industry professionals Customizable Reports Alter the layout and content of reports Real-Time Reporting Active reporting of data and metrics Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users API Application programming interface that allows for integration with other systems/databases Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service Generative AI Use AI to generate content in the form of text, images, videos, etc. Construction Breakdowns Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Bid Management Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Billing & Invoicing Create, manage, and send invoices or bills to customers General Ledger Centralized accounting record which tracks all financial transactions Real-Time Data Receive data and information in real time Document Management Store, manage, and track all electronic documents in a centralized location Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Subcontractor Management Track information, qualifications, and contact details of subcontractors Multiple Projects Ability to handle several projects simultaneously Financial Management Plan, manage, and track the financial activities of an individual or organization Timesheet Management Track the amount of time spent on a job or task Communications Management Record and track all relevant internal and external communications Third-Party Integration Addition of necessary external data, applications, tools, or features Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Core Accounting Streamlines the entire accounting process, from ledger entries and expense tracking to accounts payable, financial reporting and more. Cost Management Manage budgets, track and optimize spending and align capacity to workload demand Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Bid Management Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Project Tracking Monitor the progress of projects from start to finish Client Tracking Track all company interactions with current clients Calendar Management Track and manage schedules and meetings via an integrated calendar Quotes/Estimates Generate quotes or estimates for customers Calendar/Reminder System Notifications/alerts for upcoming events or tasks Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Activity Tracking Track and document all activities across devices, networks, and other systems Customizable Reports Alter the layout and content of reports Task Management Create, manage and track all task activities and progression Third-Party Integrations Set up connections to third-party platforms to improve business processes Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Inventory Management Track and manage inventory levels to maintain proper supply Email Marketing Create and send email blasts/campaigns Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements API Application programming interface that allows for integration with other systems/databases Buyer Management Track all information required to develop and sell lots in housing projects Document Management Store, manage, and track all electronic documents in a centralized location Workflow Management Create, design and manage workflows for repetitive tasks Project Time Tracking Measure time to completion or hours worked for projects Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Contract/License Management Track, store, and access client contracts or licenses Data Import/Export Import and export data to and from software applications Warranty Tracking Track the duration and expiration of warranty as well as any obligations under that warranty Estimating Estimate expected cost based on various factors before a project begins Customizable Fields Customize data fields to support various needs and use cases ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Forecasting Form predictions based on past and present data/trends Sales Approval Ensure that quotes/invoices are correct before sending to customers Subcontractor Management Track information, qualifications, and contact details of subcontractors Change Order Management Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs Scheduling Plan availability and assign specific time slots for tasks and resources For AEC Industry Primarily serving architecture, engineering, and construction industry professionals Procurement Management Organize and manage all processes/procedures involved in purchasing goods and/or services Job Costing Calculate total itemized costs, including initial costs and any changes Sales Pipeline Management Pipeline view and tracking lead status Generative AI Use AI to generate content in the form of text, images, videos, etc. Contact Management Manage, organize, and store 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