JOBTREAD IMPLEMENTATION FOR REMODELERS & CUSTOM BUILDERS
Get JobTread built around your business. Get your evenings back.
You bought JobTread to make running jobs easier. Finding the time to build your cost catalog, organize your budgets and teach everyone a new process is another job on your plate.
Refined VA builds the system with you, trains your team and can stay involved to keep it running. You get a clear process from the first estimate through the final invoice.
Book a Discovery Call Estimate My ImplementationFull implementation: $10,000 · Individual modules available · Ongoing support optional
You should not have to hold every job in your head.
Your estimator needs a consistent starting point. Your project manager needs a schedule they can trust. Your clients need updates without calling you for every answer. You need to see where jobs stand without opening five spreadsheets.
We turn those needs into a JobTread setup your team can actually use, with clear responsibilities for keeping it current.
What kind of JobTread help do you need?
What a Full JobTread Implementation Includes
A full implementation is built around how your company actually sells, builds, and gets paid. It is made up of seven modules:
JobTread Foundation and Structure: $1,000
- Company profile, branding, and document settings configured correctly
- User roles and permissions structured around your team and responsibilities
- Job structure, naming conventions, statuses, and organization standardized
- CRM and lead pipeline configured to match your sales process
- To-do templates built for recurring tasks and responsibilities
- File and folder structure standardized so documents are organized consistently across jobs
- JobTread settings and features configured around how your company actually operates
- Core templates, naming standards, and system conventions established so your team follows one consistent process
Estimating, Financials and Project Templates: $2,500
- Cost catalog built and organized with logical cost groups for labor, materials, subcontractors, selections, and other project costs
- Catalog items configured with quantities, units, costs, markup, and margin
- Labor and subcontractor rates configured to reflect your actual costs
- Default markup and margin settings established to support profitability
- Estimate templates built for your primary project and service types
- Budget structure and budget views configured so your team can see estimated costs, committed costs, actual costs and the job information relevant to their role
- Schedule templates built for your primary project types
- Selection templates created for common client choices and allowances
- Cost groups and financial structure standardized so reporting is consistent across projects
- Up to 3 template types included
Workflows and Automation: $2,500
- Workflows mapped around how projects move from lead through completion
- Automated notifications configured for key project events, responsibilities, and handoffs
- Approval workflows established for estimates, change orders, selections, and other critical decisions
- Internal processes built around project milestones so the next action is clear
- Role-based tasks, responsibilities, and handoffs incorporated into workflows
- Client communication workflows configured around important project milestones
- Field and office processes connected so information moves consistently between team members
- Workflow triggers and automations configured to reduce manual follow-up and prevent tasks from falling through the cracks
- Up to 10 workflows included
Customer Experience and Project Communication: $750
- Customer portal configured with appropriate permissions and visibility
- Proposal, estimate, change order, invoice, and other customer-facing documents professionally formatted and branded
- Client selections configured so choices, pricing, and approvals stay organized inside JobTread
- Customer communication processes established for important project updates and milestones
- Client approval processes configured for estimates, change orders, selections, and other project decisions
- Customer and project communication standardized so clients receive a consistent experience from initial proposal through project completion
Vendor and Subcontractor Management: $750
- Vendor and subcontractor database organized by trade, service type, and relevant company information
- Vendor records standardized so contact, insurance, tax, and project information stays organized and accessible
- Bid request process configured so subcontractor and supplier pricing can be collected and compared consistently
- Purchase order and work order processes set up to clearly communicate approved scope, pricing, and expectations
- Vendor documents and templates configured for consistent communication across projects
- COI and other required documentation tracking structured to help keep vendor records current
- Vendor and subcontractor communication workflows established for bidding, awards, scheduling, and project updates
- Cost catalog and vendor relationships connected where appropriate so estimating and purchasing work together
- Vendor-facing permissions and access configured so trade partners receive the information they need without unnecessary project visibility
- Standard processes established for adding, updating, and managing vendors and subcontractors as your trade partner network grows
Dashboards: $1,000
- Custom management dashboard built showing financial health, open invoices, and overdue items at a glance
- Job health dashboard configured so status across all active projects is visible without opening each one
- KPIs defined and made visible for the metrics that actually matter to your business
- Role-specific dashboards built for management, operations, and sales
- Report setup so profitability and budget vs. actual data is accessible and usable in real time
QuickBooks Sync: $1,500
- QuickBooks integration connected and configured correctly from the start
- Cost codes mapped between JobTread and QuickBooks so data flows without manual re-entry
- Invoice workflow set up so invoices move from JobTread to QuickBooks automatically on send
- Payment reconciliation confirmed so what's in JobTread matches what's in your books
- Tax settings aligned between both platforms for accurate financial reporting
- Testing and validation completed to confirm the sync is working correctly before handoff
Full implementation total: $10,000
Need only part of it? Modules can also be purchased individually.
How long does implementation take?
Plan on approximately 6–8 weeks for a full build. Smaller projects may take 1–4 weeks. Your scope, the condition of your existing information and how quickly we receive feedback affect the schedule.
We will need your existing estimates, pricing, documents and a point person who can review the build and make decisions. We confirm the deliverables and timeline before starting.
Estimate My ImplementationWho owns JobTread after launch?
You can have us build JobTread for your existing team, or add ongoing support so someone keeps the system current. We agree on who owns schedules, updates, approvals and financial information before handoff.
Ongoing JobTread Support: $2,500 per Month
After go-live, a remote project coordinator from Refined VA runs JobTread with your team every day. Support includes:
- Active job reviews, so jobs stay organized, up to date, and nothing falls through the cracks
- Estimate support, with help building and updating estimates as jobs come in
- Change orders and invoicing, so the paperwork keeps moving and you don't have to chase it
- Schedule and to-do management, with tasks assigned and timelines current
- Sub and vendor communication managed through JobTread
- Cost catalog and template maintenance, so your system stays optimized as your business changes
- Job profitability reporting and financial oversight
- Proactive system improvements, where we find and fix issues before they become problems
- Bank and credit card reconciliation, with accounts matched and clean every month
- Receipt collection and categorization, with expenses logged and tied to the right jobs
- Vendor bill entry and tracking, with bills recorded accurately so nothing gets missed
- Team Q and A, so your crew has a real JobTread resource for questions
- Other tasks as agreed during the engagement
How It Works
- Discovery call. We learn how your business runs and where JobTread fits.
- JobTread audit. For companies already on JobTread, we review the account and find what to fix first.
- Kickoff. We gather your files, job types, and pricing, and set the build plan.
- Build. We build each module and review it with you as we go.
- Training and go-live. Each person is trained on the parts of JobTread their role uses.
- Optional ongoing support. A remote project coordinator keeps the system running and improving when you choose ongoing service.
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Choosing a JobTread implementation partner
Ask to see how they would organize a business like yours. Get a written scope, understand what information you must supply and confirm who trains your team. Discuss what happens after launch and how additional work is priced.
For a simple setup and a team with time to build it, JobTread’s own support may be enough. Refined VA is a fit when you want hands-on implementation, improvements to an existing account or ongoing help running the system.
Frequently Asked Questions
How long does a full implementation take?
Typically 6–8 weeks, depending on scope, access to your information and feedback. Smaller scopes may take 1–4 weeks.
Do I have to purchase ongoing support?
No. We can build JobTread and train your existing team. Ongoing support is a separate option for businesses that need help keeping the system current.
How much does JobTread implementation cost?
A full JobTread implementation from Refined VA is $10,000. It covers seven modules: foundation and structure, estimating and templates, workflows and automation, customer experience, vendor and subcontractor management, dashboards, and QuickBooks sync.
How much does ongoing JobTread support cost?
Ongoing JobTread support through a Refined VA remote project coordinator is $2,500 per month. It covers job reviews, estimate support, change orders and invoicing, scheduling, reconciliation, reporting, and team questions.
Does JobTread implementation include QuickBooks?
Yes. QuickBooks sync is one of the seven implementation modules. We connect the integration and map it so job costing flows cleanly between JobTread and your books.
Can Refined VA help if we already use JobTread?
Yes. Many clients come to us already on JobTread. We start with a $250 JobTread audit to find what is costing you time or money, then fix the highest priority items first.
Can I buy just one implementation module?
Yes. Modules can be purchased individually. For example, a remodeler can start with the Estimating, Financials and Project Templates module for $2,500 and add other modules later.
Is team training included?
Yes. Training is role based, so each person learns the parts of JobTread their job uses instead of sitting through a general overview.
Ready to make JobTread work the way your company works?
Book a Discovery Call