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Fiverr Pro
Português
$
USD
I will setup jobtread, your jobtread construction workflow expert
Expert Who Delivers Results, Not Just Setups
Hi, call me Tommy! I’m a System's Architect who helps businesses get out of tech chaos and automate their daily workflows.
I specialize in bridging the gap between your field operations and back-offi...
Sobre este Serviço
Paid for JobTread but stuck in tech config chaos?
I configure your account so you track every dollar, automate bids, and easily migrate away from spreadsheets, BuilderTREND, CoConstruct, or Houzz Pro without losing your historical data.
FIELD-READY SOLUTIONS:
Data Migration: Seamlessly move your active leads, clients, and vendor lists over.
Clean Cost Codes: Track every nail, labor hour, and material sheet against your budget.
Automated Pipelines: Multi-figure bids stop dying in your inbox with auto-follow-ups.
Accounting Sync: Seamless integration with QuickBooks/Zoho to end tax-time stress.
CHOOSE YOUR SOLUTION:
Basic: 60-min live audit + custom PDF Migration & Workflow Action Plan.
Standard: Custom Cost Codes + Budget setup + 1 Estimate & Invoice template.
Premium: Total Setup + Full Data Migration + QB/Zoho Sync + 1 Live Team Training.
WHY ME?
I'm a Project Mgt Software Specialist (3+ yrs experience). I don't just code, I understand job costing, estimating software data structures, and field reality.
SO, STOP WASTING YOUR SUBSCRIPTION.
Message me today, let's turn your JobTread subscription into profit!
Software:
Jobnimbus
Meu portfólio
Outros serviços de Gerenciamento de Software que eu ofereço
Perguntas frequentes
Can you clean up my messy QuickBooks data before syncing it to JobTread?
Absolutely. Syncing "garbage" data only creates more work later. In the Premium package, I perform a data audit to ensure your Chart of Accounts and Cost Codes in QuickBooks/Zoho Books align perfectly with JobTread before we push the "sync" button.
Will my field crew actually be able to use this, or is it too complex?
This is the biggest fear for most GCs. I focus on Simplified Field Views. I set up the mobile interface so your team only sees what they need (Tasks, Daily Logs, Time Tracking) without getting lost in the backend financials.
I’m coming from Buildertrend/CoConstruct—can you move my old data?
Yes. Transitioning is my specialty. I assist in exporting your historical data (Vendors, Customers, Price Lists) and mapping it to JobTread’s structure so you don't lose your business history.
How do I know if my "Cost Codes" are set up correctly for job costing?
Generic cost codes lead to profit leaks. During our Discovery (Basic) session, I review your trade type (Remodeling, Roofing, etc.) to ensure your codes allow you to track exactly where every dollar of labor and material is going.
Can JobTread handle "Cost-Plus" contracts, or only Fixed Price?
It handles both brilliantly. I will configure your budget templates to calculate markups based on your specific contract type, ensuring your "Allowances" and "Change Orders" are transparent for the client but profitable for you.
Do I have to pay for my Subcontractors to have access?
No! One of JobTread's best features is the free Vendor Portal. I will set up your system so you can send Bid Requests and Purchase Orders to subs, and they can upload invoices/photos without ever needing a paid seat.
Can we automate the "Lead to Estimate" process?
Yes. I can set up a custom Lead Intake Form for your website that feeds directly into JobTread. From there, we can automate task reminders for your salesperson to ensure no bid goes cold.
What exactly do I get in the "Implementation Roadmap" (Basic Package)?
You get a high-level PDF strategy. It identifies your current "bottlenecks" and provides a 10-step checklist for your specific setup. If you decide to upgrade to a full build later, the cost of this session is credited back to you.
Can you set up custom "Selection Sheets" for my clients?
Yes. I build interactive Proposals where your clients can choose their finishes (tile, paint, fixtures). When they click "Approve," the budget and the price update automatically, saving you hours of manual data entry.
Do you provide training for my office manager or bookkeeper?
The Premium package includes a recorded, live training session. I walk your "admin hero" through the daily workflows—from approving bills to sending final invoices—so you aren't the only one who knows how the system works.
