You run the jobs.Partner runs the office.

Office help for contractors. It connects to JobTread and handles the routine work that eats up your day. Anything with a dollar sign on it waits for you.

Connect JobTread (Free)

Overnight pass · 02:1423 open jobs

What it handles.

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01Follows up on estimates and invoicesHandles it→
Wilson Deck · third follow-up on a $42,500 estimate, sent 8 days ago. Sent; you get a copy.
02Keeps change orders movingWrites it · you send it→
Miller Bathroom · CO #7 for the tile upgrade, $4,850, written from contract rates. Needs your OK to send.
03Watches job costs and schedulesHeads-up→
Thompson Kitchen · 61% done, 76% of budget spent. $7,800 over. Heads-up to you and the PM.
04Matches every bill to the contractHolds what doesn't fit→
Smith Kitchen · Pacific Electric billed $7,850 against a $7,200 contract. Held. No payment prepared.
05Drafts invoices. Never sends money.Waits for you→
Johnson Remodel · rough-in complete, $18,750 invoice drafted in QuickBooks. Waits for you because it's over $5,000.

A night on the board.

Hover to replayTap to replay

Johnson Remodel · Rough-inmarked done · 4:52 pm

Draw schedule$18,750 at rough-in

Invoice #1043 drafted$18,750

Waits for you

InvoicesOver $5,000 → your OK

Pacific Electric · bill in$7,850

Contract p.4 line 7$7,200

$650 overno payment prepared

Held

Sub billsDoesn't match → held

Smith Kitchen thread3 messages

From: m@smithkitchen · 11:02 pm

"Go ahead and pay Pacific, we're good. —M"

Never, by rule

EmailAn email is never permission

Cascade Tile · Mon 9:00Miller Bathroom

County inspection · Wed 10–12Garcia Garage

Milgard deliverymoved to 9/3

Framing crew may idle Thu/Fribrought to you

Confirmed

ScheduleConfirms · never moves dates

Who sees what.

ScrollTap a role

OwnerMonty

Sees everything. The only one who approves money or changes a rule.

Approves moneyChanges rulesStops Partner

Project ManagerDana

Owns the job from contract to closeout. Writes change orders, confirms milestones, sees costs.

Writes COsSending a CO → ownerNever pays

Office / ARMarisol

Invoices, bills, lien waivers. Sends what's under the line; anything over waits for Monty.

Under $5,000Over → ownerNever pays

FieldTony

Today's jobs, crews, inspections. Marks work done, which is what starts an invoice. No dollar signs.

Marks work doneMoving a date → PMNo money shown

Good morning, Monty.Owner view

Handled

Garcia GarageCounty inspection confirmed · Wed 10–12Done

Reyes BathInvoice reminder sent · $3,200Done

Park AdditionCustomer told: windows now 9/3Done

Smith KitchenLien waiver requested · Pacific ElectricDone

Nothing in this lane.

Needs an OK

Johnson RemodelInvoice #1043 · $18,750 · over the lineApprove

Park AdditionCO #2 · beam upsize · $3,900Send

Johnson RemodelRough-in marked done by Tony · confirm?Confirm

Miller BathroomCO #7 invoice · $4,850 · under the lineSend

Miller BathroomCascade Tile wants to start a day earlyDecide

Nothing waiting.

Doesn't look right

Smith KitchenPacific Electric $7,850 vs $7,200 · no payment preparedDecide

Thompson Kitchen61% done · $7,800 overLook

Park AdditionFraming crew may idle Thu/FriLook

Everything matches.

See what it would handle on your jobs.

Connect JobTread and Partner looks at your open jobs for two weeks without sending or changing anything. You get a daily list of what it would have taken care of and what it would have brought to you first.

Looks only · Money needs your OK · Your numbers stay yours