Product Updates

Aug. 15, 2025

Customize Signature Disclaimer

Customize the text above signature boxes on your documents, allowing you to tailor the signing language exactly how you want for each document or document type.
  • Within a document, click to edit the disclaimer text above the signature box.
  • Within a document template, customize the signature disclaimer with the Signature Disclaimer field.
    • This makes the use of Documents more flexible, especially in situations where you don't have costs on the document.
    Aug. 14, 2025

    Billable Rates for Cost Plus Invoicing

    Gain more flexibility in how you charge for labor by using billable rates instead of burdened hourly rates when invoicing time. This update lets you pull rates directly from your budget. Perfect for jobs with multiple labor rates!
  • In your budget, add line items with the billable rate in the unit cost cell. The unit price will reflect the added markup for the customer price.
  • Approve the budget.
  • When invoicing, toggle Set time entries to unit cost & price under the Bills & Time section.
  • The system will apply your budget's unit cost and unit price instead of the employee's burdened rate.
  • Supports multiple line items, each with its own rate, markup, and recorded hours.
    • This feature makes it easier to invoice accurately for jobs with different rates, keeping your billing consistent with your budget.
    Aug. 13, 2025

    Gantt View Zoom Tool

    Change the time interval showing in your job and organizational Gantt schedule. These changes will also reflect in PDFs!
  • In your job or organization schedule, choose Gantt from the display type.
  • Within the Gantt view, on the top-right of the schedule, there are now two magnifying glass icons.
  • Use these to zoom out to see a longer time interval on the schedule, or to zoom in to see a shorter time interval on the schedule.
  • Now when you export as a PDF, the zoomed in or zoomed out Gantt view you created will be shown in the PDF.
    • Enhance your schedule viewing quickly and easily.
    Aug. 07, 2025

    Recurring Tasks & To-Do's

    Schedule repeating work with ease by setting tasks and to-dos to automatically recur on a custom timeline.
  • Create a task or to-do, then add a start or due date to unlock repeat settings.
  • Choose the frequency: weekly, monthly, or annually.
  • Customize recurrence by selecting days of the week, intervals, and end conditions.
  • Save your schedule or list to generate the full recurring series.
  • RSVP or edit recurring items, with the option to update one or all future items in the series.
    • Recurring tasks and to-dos help you stay consistent and never miss a beat. They are perfect for inspections, payroll, follow-ups, and more!
    Jul. 22, 2025

    Draft & Publish Job Schedules

    Gain more control over when your schedules are shared with external users. By default, job schedules are automatically published and visible as you create them. Turn off the auto-publish schedule setting to keep schedules private while building them, then publish when ready - triggering assignee notifications and setting the baseline all at once.
  • Navigate to your JobTread Settings.
  • Locate the Scheduling section.
  • Toggle off Auto-Publish Job Schedule.
  • Build schedules privately, then click the Draft button when ready to share.
    • Perfect for teams who want to finalize their plans before releasing them to customers & vendors.
    Jul. 14, 2025

    RSVP to Schedule Tasks

    Let your team, customers, and vendors confirm their availability before work begins. By giving assignees the option to accept or decline tasks, you can reduce miscommunication, avoid scheduling conflicts, and keep everyone aligned.
  • Centralized RSVP inbox to review and respond to new assignments
  • Visual RSVP indicators on schedules and task details
  • Option to notify assignees or update their status manually
  • Declined tasks are removed from calendars but remain visible in assignee lists
    • Use RSVPs to stay on the same page, make quicker scheduling decisions, and keep your team accountable.
    Jul. 03, 2025

    Sort Custom Data Views

    Quickly sort the rows in your custom data views by clicking any column header.
  • Click once for ascending, twice for descending, and a third time to remove the sort
  • Sorting applies to the data in the selected column
  • Works across all custom views in the Jobs, Customers, Vendors, Documents, and Catalog directories
    • Easily find the information you need and keep your data organized your way.
    Jul. 01, 2025

    Sort Task & To-Do Lists

    Quickly organize your task and to-do lists with column sorting in list view.
  • Click any column header to sort your tasks or to-dos
  • Click once for ascending, twice for descending, and a third time to remove the sort
  • Sorting is based on the data stored in the selected column
    • Stay focused and find what you need faster with flexible list sorting.
    Jun. 24, 2025

    Payment and Bill Schedules

    Automate your invoicing and billing workflows by creating payment schedules on customer and vendor documents. Perfect for fixed-price jobs, change orders, and milestone-based billing, this new feature helps you streamline collections and stay on top of vendor payments.
  • Add a payment schedule to Customer Order documents to auto-generate invoices at project milestones
  • Add bill schedules to Vendor Orders to automate payments
  • Display payment schedules directly on proposals
  • Link each document to a scheduled task and get notified when it's time to send
  • Enable auto-send for the first invoice upon order approval
  • Use Document Templates to save default payment schedules
    • This powerful automation tool gives you greater control over cash flow while saving time and reducing administrative work.
    Jun. 09, 2025

    Callout Boxes for File and Plan Markup

    Effortlessly highlight key details and improve collaboration in your files and plans using Callout Boxes! Here's how it works:
  • Open markup on a file (paintbrush icon) or job plan.
  • Tap the new Callout button next to the Timestamp.
  • Place a Callout Box anywhere on your screen by pressing and holding to draw and drag the text box to its desired location—or use the small blue dot in the text box to position it.
  • Drag the blue dots to adjust elbows and arrowheads for a clean, professional look.
  • Need to point out multiple items? Click the blue dot at the elbow, hold Shift, and add extra arrows with ease.
    • Streamline your markup process, clarify your plans, and make every detail crystal clear with Callout Boxes!
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