FREE JOBTREAD TRAINING
& SETUP GUIDES
Everything contractors need to set up, automate, and master JobTread — straight from the team that's implemented it 100+ times.
START HERE:
JOBTREAD SETUP & DISCOVERY
The right foundation changes everything. Before you touch estimates or pipelines, start here — it's Week 1 of our proven B.O.S.S. Method used in every implementation we do.
JobTread Kickoff: 10 Questions That Make or Break Your Implementation
JobTread Implementation: How to Build Your 30-Day Roadmap with AI
JobTread Discovery: How to Review & Optimize Your Workflows Before Setup
The First Step to Optimizing Your JobTread Setup
JobTread Discovery: Find & Fix the 5 Most Common Contractor Bottlenecks
JobTread Baseline Metrics: Track These 5 KPIs Before Your Implementation
ESTIMATE LIKE A PRO
Stop building estimates from scratch. These videos show you how to build one-click templates, cost catalogs, and assemblies that cut estimating time by 80%.
Build Good/Better/Best Roofing Estimate Templates in Minutes
Build One-Click Estimate Templates to SPEED UP Contractor Estimating
Create Estimates Faster, Smarter, and Easier!
Why Most Contractors Don't Know Their Most Profitable Services
JobTread Mastery: Cost Catalog Setup for Success
JobTread Mastery: Cost Groups & Templates
AUTOMATE YOUR BUSINESS
The real power of JobTread is in its automations. These tutorials show you how to eliminate repetitive admin tasks so your business runs even when you're not watching.
Master Triggers, Actions & Webhooks: JobTread Workflows
Auto-Import Tasks When Jobs Created: JobTread Workflows
Auto Review Request on Job Closed: JobTread Workflows
Auto-Update Status on Proposal Approval: JobTread Workflows
New Leads → Auto Job Creation: JobTread Workflows
Cal.com Bookings → Instant Job Creation: JobTread Workflows
JOBTREAD MASTERY:
A-TO-Z FOR ROOFERS
This 13-part series is a complete A-to-Z JobTread walkthrough designed specifically for roofing contractors and remodelers. Follow it in order for best results.
1. Intro & General Settings Guide
2. Members, Roles & Notifications
3. Document Templates Explained
4. Job Costing & Custom Fields
9. Jobs Module & Pipeline Views
12. Dashboards & Reports Setup
TRACK WHAT MATTERS
You can't grow what you don't measure. These videos show you how to build the dashboards and tracking systems that show exactly where your money is coming from.
How to Build a Lead Source Dashboard in JobTread
Most Contractors Don't Track This (And It's Costing Them Jobs)
How to Boost Your Contracting Business with JobTread's Custom Fields
DON'T TAKE OUR WORD FOR IT
See what contractors are saying after we've set up their JobTread system.
"I Made Money While They Built My JobTread System"
JobTread Setup Overwhelm? Here's the Fix
What is Better Boss? Your JobTread Implementation Partner
FREQUENTLY ASKED QUESTIONS
How long does a JobTread implementation actually take?
Our B.O.S.S. Method delivers a fully operational JobTread system in 30 business days, guaranteed. If we don't hit that, we keep working for free — no exceptions, no fine print.
Do I need to know anything about JobTread before working with Better Boss?
Nope. Most of our clients come to us having never opened JobTread before. We handle the full setup — general settings, cost catalog, estimate templates, automations, and training — so your team can hit the ground running.
Is Better Boss an official JobTread partner?
Yes — we are a Certified JobTread Implementation Partner. That means we've been vetted by the JobTread team and have direct access to their resources and support channels.
Can I learn to set up JobTread myself using these videos?
Absolutely — that's exactly why we made them. If you're a DIYer, dig in. If you'd rather have experts do it in 30 days, book a free audit.
What types of contractors use JobTread?
JobTread works best for residential and commercial contractors — roofers, remodelers, general contractors, specialty trades, and landscapers. If you manage jobs, estimates, and subcontractors, JobTread is built for you.
READY TO STOP DIY-ING?
Join 100+ contractors who let us build their JobTread system in 30 days. Guaranteed or we keep working — for free.
✓ 30-Business Day Guarantee • ✓ 0% APR Financing • ✓ No Obligation Audit
AI for JobTread
JobTread just launched native AI. Watch the town-hall recap and learn how to plug your org into MCP + Claude in under 10 minutes.
All Training Guides
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