JobTread • AI-Powered Setup • 12 Weeks
$7,550 | 12-Week Engagement

JobTread Built Around Your Business. Not the Demo.

Most JobTread implementations fail because they're configured for show — not for how your company actually estimates, manages jobs, and communicates with clients. We do it right: cost codes, dashboards, automations, integrations, and SOPs all mapped to your process with AI. For builders doing $1.5M–$15M.

$7,550
Investment
12
Week Engagement
50+
JobTread Builders
$5.3M
Client Impact

What You Get

6 Deliverable Categories — All Built to Your Process
1

3–5 Estimate Templates

Reusable estimate assemblies built for your most common project types. Labor, materials, subs — all mapped to your actual cost codes so estimates take hours, not days.

2

5–7 Custom Dashboards

Role-specific views for owner, PM, admin, and field. You see job financials at a glance. Your PMs see today's open tasks. Nobody hunts for information again.

3

10 Automations

From lead intake to final invoice — handoffs, reminders, client updates, sub notifications, and internal status triggers. Manual data entry is the first thing we kill.

4

Document Package

Proposal templates, change order language, contract documents, and client-facing materials — all formatted, branded, and live inside JobTread ready to send.

5

Integrations

JobTread connected to QuickBooks, Google Drive, and your email. Data flows without re-entry. Your accounting team stops fighting with your PM team over the numbers.

6

SOPs

Standard Operating Procedures for every workflow we build — so your team knows how to use it, new hires get up to speed in days, and the system doesn't collapse when someone leaves.

Everything Folded In

This engagement covers the full JobTread ecosystem

Financial Foundations

  • Cost code library audit and rebuild
  • Master budget templates with assemblies
  • Job costing categories mapped to CSI format
  • Overhead allocation and margin visibility
  • Estimate-to-actual variance tracking

Field & Project Operations

  • Daily log system configuration
  • Field accountability workflows
  • Sub management and PO routing
  • Project milestone and stage setup
  • Photo and document linking by job

Client Experience

  • Client portal activation and configuration
  • Selection tracking and approval workflows
  • Automated client update sequences
  • Change order generation and approval
  • Schedule sharing and milestone visibility

Team & Process

  • Role-specific user setup (owner, PM, field, admin)
  • Permission levels and access configuration
  • Training sessions by role
  • 90-day adoption monitoring
  • All SOPs documented and handed off

How 12 Weeks Works

We don't hand you a software tutorial and disappear. We build your JobTread org from the ground up — designed around your actual estimating workflow, your actual project stages, and your actual team. Then we hand you SOPs so it doesn't collapse when we leave.

1

Business Process Mapping

We document how your company actually works — estimating, project lifecycle, client communication, financial reporting — before touching a single JobTread setting.

2

Build Your Org

Cost codes, templates, dashboards, automations, and integrations all built to the process we mapped. Your team sees a finished system, not a blank canvas.

3

Train and Launch

Role-specific training. Field knows their daily log. PMs know their dashboards. You know your financials. Everyone knows the system — because we designed it around them.

4

SOPs and Handoff

Every workflow documented in a standard operating procedure. New hire can be up to speed in days. The knowledge doesn't walk out the door with any one person.

Grant Fuellenbach working through a JobTread implementation session with a builder
Built With You, Not For You

Software doesn't fail. Implementation does.

Every builder we've worked with had the same experience before us: the vendor's onboarding team taught them the software. Nobody taught them how to run their business inside it. We close that gap. Your workflow first — then JobTread wraps around it.

Step One

The $950 Diagnostic comes first.

Before we build anything, we run a structured diagnostic to map your current state — tools, workflows, cost structures, and gaps. That's the foundation everything else is built on. The diagnostic is the entry point for every engagement.

Start the Diagnostic →

JobTread built right, the first time.

Start with the $950 Diagnostic. We'll map your current state and show you exactly what your JobTread org needs to look like for your team to actually use it — and your business to actually grow inside it.

Start With the $950 Diagnostic See If You're a Fit First