Automate with Workflows
A workflow is an automated series of steps that JobTread performs when certain conditions are met. It starts with a trigger, checks filters, then runs actions.
Automate Your Routine Tasks
Create workflows that trigger, filter, and execute actions automatically
Lead Processing Workflow
Create workflows that automatically capture, qualify, and route leads when new inquiries are received.
Job Management Workflow
Build workflows that automatically schedule jobs, assign resources, and track progress when project milestones are reached.
Reporting Workflow
Create workflows that automatically generate and send reports when specific conditions are met or on scheduled intervals.
How Workflows Work
Every workflow follows the same pattern: trigger when conditions are met, apply filters to qualify the event, then execute automated actions.
Trigger Events
Set up triggers that activate workflows when specific events occur, like new leads, job status changes, or scheduled times.
Filter Conditions
Apply filters to ensure workflows only run when certain conditions are met, keeping your automation precise and relevant.
Execute Actions
Define actions that automatically execute when triggers and filters are satisfied, from sending emails to updating records.
Scheduled Workflows
Create time-based workflows that run on schedules, perfect for recurring tasks like weekly reports or monthly follow-ups.
Team Notifications
Automatically notify team members when workflows complete or when their attention is needed for specific tasks.
Custom Rules
Build custom workflow rules tailored to your specific business processes and operational requirements.
We'll Build Your Custom Workflows
Describe your workflow needs and our expert team will design, build, and implement custom automation solutions inside your JobTread system.
Explore Our Free Library
Access our collection of free workflow templates to get started with JobTread optimization.
Free Workflow Templates
Ready-to-use workflow templates for common construction processes