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I will setup jobtread and your construction workflow expert
Zoho Expert Who Delivers Results, Not Just Setups
Hi, I’m Tommy, I'm a Technical Accountant and Zoho Consultant helping businesses clean up their finances and automate daily operations.
I specialize in Zoho Books, QuickBooks, JobTread, Zoho Creator...
About this Gig
Is your construction business growing, but your profit margins shrinking in the chaos?
Most contractors buy JobTread to stop "guess-timating," but end up stuck in "Software Burnout" paying for a subscription they don't have time to set up.
I solve the 4 core pains of the modern contractor:
- The Profit Leak: I fix messy Cost Codes that cause missed labor/material costs.
- The Lead Black Hole: I automate follow-ups so $50k bids don't vanish.
- The QuickBooks/Zoho Books Nightmare: I align field data with accounting to end tax-time stress.
- The Team Gap: I simplify the UI so your crew actually uses the tool.
Why me?
As a Senior Software Dev & Implementation Specialist (3+ yrs experience), I architect systems that protect your time.
The Solutions:
- Basic (Discovery): A 60-min audit & custom Roadmap to fix your workflow gaps.
- Standard (Architecture): Full build-out of Cost Codes, Budgets, and Lead-to-Contract pipelines.
- Premium (Ecosystem): Total setup + Data Migration + QB Sync + Team Training.
Stop fighting your software. Lets turn JobTread into your most profitable team member.
Message me to start your Discovery session!
Software:
Jobnimbus
My Portfolio
Other Software Management Services I Offer
FAQ
Can you clean up my messy QuickBooks data before syncing it to JobTread?
Absolutely. Syncing "garbage" data only creates more work later. In the Premium package, I perform a data audit to ensure your Chart of Accounts and Cost Codes in QuickBooks/Zoho Books align perfectly with JobTread before we push the "sync" button.
Will my field crew actually be able to use this, or is it too complex?
This is the biggest fear for most GCs. I focus on Simplified Field Views. I set up the mobile interface so your team only sees what they need (Tasks, Daily Logs, Time Tracking) without getting lost in the backend financials.
I’m coming from Buildertrend/CoConstruct—can you move my old data?
Yes. Transitioning is my specialty. I assist in exporting your historical data (Vendors, Customers, Price Lists) and mapping it to JobTread’s structure so you don't lose your business history.
How do I know if my "Cost Codes" are set up correctly for job costing?
Generic cost codes lead to profit leaks. During our Discovery (Basic) session, I review your trade type (Remodeling, Roofing, etc.) to ensure your codes allow you to track exactly where every dollar of labor and material is going.
Can JobTread handle "Cost-Plus" contracts, or only Fixed Price?
It handles both brilliantly. I will configure your budget templates to calculate markups based on your specific contract type, ensuring your "Allowances" and "Change Orders" are transparent for the client but profitable for you.
Do I have to pay for my Subcontractors to have access?
No! One of JobTread's best features is the free Vendor Portal. I will set up your system so you can send Bid Requests and Purchase Orders to subs, and they can upload invoices/photos without ever needing a paid seat.
Can we automate the "Lead to Estimate" process?
Yes. I can set up a custom Lead Intake Form for your website that feeds directly into JobTread. From there, we can automate task reminders for your salesperson to ensure no bid goes cold.
What exactly do I get in the "Implementation Roadmap" (Basic Package)?
You get a high-level PDF strategy. It identifies your current "bottlenecks" and provides a 10-step checklist for your specific setup. If you decide to upgrade to a full build later, the cost of this session is credited back to you.
Can you set up custom "Selection Sheets" for my clients?
Yes. I build interactive Proposals where your clients can choose their finishes (tile, paint, fixtures). When they click "Approve," the budget and the price update automatically, saving you hours of manual data entry.
Do you provide training for my office manager or bookkeeper?
The Premium package includes a recorded, live training session. I walk your "admin hero" through the daily workflows—from approving bills to sending final invoices—so you aren't the only one who knows how the system works.
