Continued development. The JT team are adding new features and quality of life improvements almost every week.
The Budget / Estimate feature and the development team's engagement with users. I use the budget tool daily to calculate and document the scope of work and budget for our customer's projects. I can select the line items to include in a proposal, showing/hiding the information I want the customer to see. The most helpful part is the nested groups and tasks. Within the budget, I can have lots of detailed line items organized in multiple layers of groups. Then show the customer only the top 1-2 level of groups. The Selections feature is also good, I can give the customer options they can choose from on the proposal. They can choose to add or remove optional bits of scope from the project. They extended formulas to the budget calculation to make that feature even more powerful. Review collected by and hosted on G2.com.
They have yet to integrate email, sms or call logs in the app. I have created a Zap, triggered by new SMS that adds it as a comment in that customer record. They are continuing to work on these types of integrations so I'm confident it will be available soon. In the meantime, Eric and their development team are very helpful working with users to add functionality.
Update: They have created a messaging center within the app that works with email to pull all the written vendor & client communication within the app. Review collected by and hosted on G2.com.
Everend, thank you for choosing JobTread! Without all of our "early adopters" we wouldn't be where we are today. Improved communications are on the development road map, and we are always eager to hear our customer's suggestions. Happy to hear you have used a Zap in the meantime. Thank you for being part of the JobTread family (for over 2 years!!!!).
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