JobTread Implementation Estimator

Step 1 of 7

Tell us about your business

Help us understand your remodeling operation so we can tailor the implementation to your needs.

Company Name *

How many active jobs do you typically manage per month? *

1-5 jobs

6-15 jobs

16-30 jobs

31+ jobs

How many estimates do you create per month? *

1-10

11-25

26-50

51+ jobs

Team size (including yourself) *

Step 2 of 7

Which phases do you need?

Select all the phases where you need help. You can choose multiple phases.

1

Foundation Setup

Company info, branding, user roles, settings, mobile setup • $1,000

Include this phase

2

Estimating, Financial & Project Templates

Cost catalog, cost codes, estimates, budget views, financial and project templates • $2,500

Include this phase

3

Workflows & Automation

Tasks, schedules, workflow automation and team handoffs • $2,500

Include this phase

4

Customer Experience & Project Communication

Client portal, selections, approvals and project updates • $750

Include this phase

5

Dashboards & Reporting

Custom dashboards, KPIs and job health reporting • $1,000

Include this phase

6

QuickBooks Integration & Mapping

QuickBooks Online connection, account mapping, sync testing and training • $1,500

Include this phase

7

Vendor & Subcontractor Management

Vendor records, bid requests, purchase orders and subcontractor coordination setup • $750

Include this phase

Step 3 of 7

What do you already have in place?

This helps us avoid duplicating work and build on your existing foundation.

Do you currently use JobTread? *

Yes, basic setup

Yes, actively using

No, not yet

What components do you already have configured? (Select all that apply) Cost codes structured User permissions set up Budget/document templates created Cost catalog populated Workflows and automations active QuickBooks or other integrations None - starting from scratch

Step 4 of 7

What challenges are you facing?

Understanding your pain points helps us prioritize the right solutions.

Anything else we should know about your challenges?

Step 5 of 7

Implementation preferences

Full builds typically take 6–8 weeks. Smaller scopes may take 1–4 weeks. Timing depends on scope, access and feedback.

When do you want to complete the implementation? *

Small scope (1–4 weeks)

Full build (6–8 weeks)

2-3 months

Flexible

What level of support do you need? *

Full-Service - We build the agreed scope and train your team.

Guided - We guide you through the setup. You do the work with our direction and oversight. (+15%)

Do you need ongoing monthly support after implementation?

Ongoing Support Retainers:

Ongoing JobTread support: $2,500/month. Final responsibilities confirmed during discovery.

Scope agreed before starting: JobTread upkeep, invoicing, schedule updates, client communication, vendor coordination and quarterly catalog updates.

Yes, ongoing support ($2,500/month)

No thanks

Do you need team training?

Training Options:

• Per New Hire: $500/person (1-2 live sessions + recordings)

• Team Package: $2,500 (covers 4-6 team members, role-based)

• Monthly Retainer: $1,250/month (up to 2 new hires/month + coaching calls)

Per New Hire ($500/person)

Team Package (4-6 people)

Monthly Retainer

No thanks

Step 6 of 7

Your contact information

We'll send your customized estimate and implementation plan to this email.

Full Name *

Email Address *

Phone Number *

How did you hear about us?

Step 7 of 7

Your Custom Implementation Estimate

Based on your responses, here's what we recommend:

Scope Breakdown

Estimated Investment

$0 - $0

Final pricing confirmed after discovery call

What's Included:

Next Steps: Submit your scope request, then book a discovery call so we can confirm deliverables, timing and final pricing.

✓

Estimate Submitted Successfully!

We've received your scope request. Book a discovery call to review the next steps.

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JobTread Implementation Estimator

Tell us about your business

Which phases do you need?

What do you already have in place?

What challenges are you facing?

Implementation preferences

Your contact information

Your Custom Implementation Estimate

Scope Breakdown

Estimated Investment

What's Included:

Estimate Submitted Successfully!

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