JobTread Audit for Remodelers
Book Your JobTread AuditWhat We Review
- Account structure, users, and roles
- Cost codes, cost types, and the cost catalog
- Estimate and budget templates
- Job costing and whether reports show true margin
- Change orders and client approvals
- Vendor and subcontractor setup, including insurance tracking
- Customer portal and client communication
- Dashboards
- The QuickBooks sync
What We Find Most Often
These patterns come from real audits. Client details are kept confidential.
- Margin drift. One remodeler's jobs were estimated at 37 percent margin but earned 27 percent, and the reports did not show it.
- Vendor compliance gaps. In one account, insurance tracking was inactive for 141 of 148 vendors.
- Unsigned change orders. Changes agreed by text message, with no signed record in JobTread.
- QuickBooks sync errors. Mapping problems that send costs to the wrong place or stop syncing entirely.
- Cluttered cost catalogs. Duplicate items and unused imports that slow down every estimate.
What You Get
- A full review of your JobTread account
- A walkthrough call covering what we found
- A prioritized list of what to fix first
Price
The JobTread audit is $250.
Watch
Find Out If Your Job Made Money or Lost Money in JobTread
Why Your JobTread Dashboard Is Lying to You
Frequently Asked Questions
What is a JobTread audit?
A JobTread audit is a full review of how your JobTread account is set up and used. It covers cost codes, templates, job costing, change orders, vendor setup, dashboards, and the QuickBooks sync, and ends with a prioritized list of fixes.
How much does a JobTread audit cost?
A JobTread audit from Refined VA is $250. It includes a full review of your account, a walkthrough call covering what we found, and a prioritized list of what to fix first.
Who should get a JobTread audit?
Remodelers who are already on JobTread but do not trust their numbers, are not sure jobs are making money, have QuickBooks sync problems, or feel the team is not using the system the way it was meant to be used.
What does a JobTread audit usually find?
The most common findings are a gap between estimated and earned margin, inactive vendor insurance tracking, change orders handled by text without signatures, QuickBooks sync errors, and cluttered cost catalogs.
What happens after the audit?
You get a prioritized fix list. You can fix the items with your own team, or Refined VA can fix them for you as part of an implementation or ongoing support.
Find out what your JobTread account is costing you.
Book Your JobTread Audit