Knowing how to record invoice payments in JobTread is essential for any contractor who wants accurate books and healthy cash flow. When a customer pays an invoice, that payment has to be logged correctly — otherwise your accounts receivable is wrong and you cannot tell which jobs have actually been paid. JobTread gives you two ways to handle this: you can manually record a payment you already received, or you can let the customer pay online through the Pay Now button. At Cons

JobTread for contractors has become one of the most powerful ways to run a construction business from a single platform. Instead of juggling spreadsheets, paper files, and disconnected apps, JobTread brings estimating, project management, scheduling, documents, and field operations together in one system. As a complete construction management software, JobTread covers the whole job. This guide gives you a complete overview of how JobTread construction software works — from yo

Knowing how to create a material purchase order list in JobTread is one of the most practical skills a contractor can learn. Instead of manually adding up how much lumber, stone, or mulch a job needs, you can let JobTread do the math — pulling every material from your budget and totaling it automatically. The tool that makes this possible is the custom budget view. At Construction Cost Accounting (CCA), we help contractors set up JobTread custom budget views so their purchasi

Learning how to map your workflow in JobTread is what separates a contractor who scrambles on every job from one who runs a smooth, repeatable operation. A good workflow in JobTread connects everything — from the moment a sales estimate is signed to the day the job is closed out — so nothing falls through the cracks and every project follows the same proven path. The goal is a structured transition from sales to production that gives every client a consistent experience. At C

Knowing how to create a change order in JobTread is one of the most important skills for any contractor who wants accurate job costing and clean books. Change orders are where projects quietly gain or lose money — and if they are not recorded correctly, your budget reports stop matching reality. The good news is that the JobTread change order workflow is simple once you know the two methods JobTread gives you. At Construction Cost Accounting (CCA), we set up the JobTread chan

By Tammy Hoang, CFMA | QuickBooks ProAdvisor | Construction Cost Accounting (949) 482-2790 | constructioncostaccounting.com Getting JobTread QuickBooks integration running correctly is not complicated — but getting it wrong is expensive. The wrong mapping structure creates duplicate customers. A premature sync pushes data before your chart of accounts is ready. An existing QBO job left unlinked generates a second record for the same project. Any of these errors mean reconci

By Tammy Hoang, CFMA | QuickBooks ProAdvisor | Construction Cost Accounting (949) 482-2790 | constructioncostaccounting.com If you run a construction business on JobTread, you already know the software can do a lot. But knowing what it can do and getting your team to actually use it the right way are two very different problems. The to-do tool is one of the most underused features in JobTread — and one of the highest-leverage. Done right, task management in JobTread elimina

By Tammy Hoang, CFMA | QuickBooks ProAdvisor | Construction Cost Accounting (949) 482-2790 | constructioncostaccounting.com Every project in your construction business starts with the same moment: a lead says yes, and you need to open a job. How you set that job up in your construction management software determines everything that follows — your job number, your pricing type, your QuickBooks connection, and what your client and vendors see in their portals. JobTread gives

By Tammy Hoang, CFMA | QuickBooks ProAdvisor | Construction Cost Accounting (949) 482-2790 | constructioncostaccounting.com One of the most common problems construction contractors face is spending too much time on estimates that don't win jobs. You build a detailed spreadsheet, format a proposal in Word, send it as a PDF, wait — and the lead goes quiet. No visibility. No collaboration. No signed contract. The fastest construction estimating in JobTread works differently be

By Tammy Hoang, CFMA | QuickBooks ProAdvisor | Construction Cost Accounting (949) 482-2790 | constructioncostaccounting.com If you use JobTread to manage your construction projects, knowing how to properly create, approve, and record vendor bill payments is one of the most important workflows you can master. Done right, paying a bill in JobTread feeds directly into your job costing, keeps your budget tracking accurate, and — when synced with QuickBooks — eliminates double e

By Tammy Hoang, QuickBooks ProAdvisor | Construction Cost Accounting | calendly.com/tammycca/30min Every construction owner I work with has a CPA. What most of them do not have is a construction bookkeeper who makes that CPA relationship actually work. Here is what I mean. Your construction CPA is a tax professional. Their job is to prepare your tax returns, minimize your tax liability, advise on entity structure, and represent you if the IRS ever comes knocking. They are ess

By Tammy Hoang, CFMA | QuickBooks ProAdvisor | Construction Cost Accounting (949) 482-2790 | constructioncostaccounting.com If you run a construction business, you already know the problem: you have jobs in the field, invoices in the office, and by the time you sit down to check the numbers, something doesn't match. Construction management software like JobTread was built to solve the field side of that equation. But software is only as powerful as the accounting system beh

By Tammy Hoang, QuickBooks ProAdvisor | Construction Cost Accounting | calendly.com/tammycca/30min Every month, construction business owners receive a set of financial statements from their bookkeeper or accountant. Most of them look at two numbers — revenue and net income — and move on. The rest of the report sits unread. This is one of the most expensive habits in construction accounting, because the numbers that actually tell you whether your business is healthy are not th

By Tammy Hoang, QuickBooks ProAdvisor | Construction Cost Accounting | calendly.com/tammycca/30min Ask most construction owners about their creditors, and you will get a general answer — the subs, the suppliers, the equipment rental company. Ask them which creditors are past due right now, by how many days, and on which specific jobs, and the answer gets a lot less clear. This is one of the most common and most expensive gaps in construction bookkeeping. Creditors are the bus

By Tammy Hoang, QuickBooks ProAdvisor | Construction Cost Accounting | calendly.com/tammycca/30min Most construction contractors know what a loss looks like when it shows up at year-end — a job that ran over budget, margins that disappeared, a number their CPA presents in April that nobody saw coming. What most contractors do not know is that under GAAP, that loss should have been on the books the moment it became evident — not months later when the damage was done. This is t

By Tammy Hoang, CFMA, QuickBooks ProAdvisor | Construction Cost Accounting You found a bookkeeper who says they know Procore. They probably don't — not at the level your jobs require. Procore is not accounting software. It is a project management platform that connects to your accounting system. A bookkeeper who has clicked around in Procore's dashboard is not the same as one who has configured the ERP integration, mapped your cost codes, managed the accounting approver workf

By Tammy Hoang, CFMA, QuickBooks ProAdvisor | Construction Cost Accounting If your crews are managing jobs in Procore and your books are in Sage 100 Contractor or QuickBooks, you are probably entering the same data twice. Change orders go into Procore for the project manager and into Sage for the bookkeeper. Subcontractor invoices get processed in the field and re-entered in the office. Job costs sit in Sage until the monthly close — which means your project manager is making

A $12,000 drywall repair nobody budgeted for. A plumbing sub who left debris across three floors, costing your crew an entire day of cleanup. These situations happen on nearly every commercial project and the contractors who recover those costs are the ones who document them properly from the start. Back charges are among the most contested line items on any pay application. After years of working with construction owners and GCs across the country, we've seen a clear pattern