Budget Importer forJOBTREAD

Seamlessly import and sync budget data from external sources into your JobTread workflow. Automate financial tracking and reduce manual data entry errors.

Available with CORE plan at $29/month

Powerful Budget Import Features

Transform your financial data workflow

Multi-Source Import

Import budget data from Excel, CSV, QuickBooks, and other financial systems. Support for multiple file formats and data sources.

Smart Data Mapping

Intelligent field mapping automatically matches your external budget data to JobTread fields. Customize mappings for your specific workflow.

Real-time Sync

Keep your budget data synchronized in real-time. Automatic updates ensure your JobTread projects always have the latest financial information.

AUTOMATION TOOLBOX

Powerful Tools For Contractors

Access specialized automation tools and free resources designed to streamline your construction workflow and integrate seamlessly with JobTread.

Toolbox

Core Tools

Core automation modules built for ContractorCTO customers.

Quo IntegrationIntegrate your Quo calls, texting, recordings, and transcripts with JobTread.

Dialpad IntegrationIntegrate your Dialpad calls, texting, recordings, and transcripts with JobTread.

Helcim IntegrationIntegrate your Helcim payment processing and transaction data with JobTread.

Zillow IntegrationImport property data from Zillow and assign to custom fields.

Budget ImporterImport and sync budget data into JobTread.

Cashflow CalendarSee your cashflow in real time using JobTread data.

Google Cover PhotoAutomatically fetch Google Maps images and assign to Job Cover Photo.

Inventory ManagementTrack and manage your inventory inside of JobTread.

Free Resources

Templates and utilities you can start using immediately.

FREE

Active Jobs MapsVisualize active jobs on an interactive map.

FREE

Company WikiCreate and manage your company's knowledge base.

FREE

Dashboard TemplatesImport dashboard templates directly into JobTread.

FREE

Cost Group TemplatesReady-to-use cost group templates for JobTread.

FREE

Schedule TemplatesPre-built schedule templates for construction projects.

FREE

Workflow TemplatesStreamline JobTread operations with workflow templates.

Coming Soon

Features in development based on customer demand.

SOON

AIAdvanced AI-powered automation for your construction workflow.

SOON

RingCentral IntegrationSync RingCentral calls and messages with JobTread.

SOON

Google Drive IntegrationSync files and folders from Google Drive to JobTread.

Access free resources and upgrade to unlock powerful automation tools

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