JobTread Pro Spotlight: Crafting Custom Formulas - Elevate Your Budgeting Skills
Автор: JobTread
Загружено: 2025-03-19
Просмотров: 1157
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Presenter: Scott Worley, Owner, Landsmith Landscape Architecture & Construction
Discover how to harness the power of custom formulas to achieve precise calculations for quantities, costs, and prices in your job budgets. This session will cover the fundamentals of formula development, strategies for building effective formulas, and real-time demonstrations to streamline your take-off process. You’ll see how both simple and advanced formulas can enhance your estimating capabilities and improve accuracy in your job budgets.
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00:00 Welcome and Introduction
01:12 Spotlight on Scott Worley
02:29 Scott Worley's Presentation Begins
04:10 Understanding and Building Formulas
08:19 Advanced Formula Techniques
13:29 Custom Rounding and Increment Functions
21:05 Using IF Statements for Conditional Logic
36:19 Celebrating the Formula Success
36:39 Building Formulas Incrementally
37:27 Accuracy vs. Effort in Formulas
39:43 Nested IF Statements Simplified
40:24 Client Type Parameter Example
46:32 Organizing the Cost Book Catalog
49:14 Practical Application of Parameters
51:12 Q&A Session and Final Thoughts
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Get organized, complete your projects on time, and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes, from sales and estimating through to project completion. See a full list of JobTread features below:
Sales & Estimating
-Construction CRM
-Templates & Cost Catalog
-Bid Requests
-Estimates
-Customer Selections
-Contracts & eSignatures
Project Management
-Purchase Orders
-Daily Logs
-Tasks & Scheduling
-Files, Photos, & Videos
-Customer & Vendor Portals
-Custom Views & Reporting
Finances & Cash Flow
-Change Orders
-Customer Invoices
-Collect Online Payments
-Sub & Vendor Bills
-Job Costing
-Quickbooks Integration
"JobTread has been a Godsend for me. It saves me so much time and cuts down on my estimating time exponentially. Previously, it took me 5-6 hours to do a 9-page estimate... now it only takes me 1 hour to make the same kind of estimate." -Rod Battle, Battle Home Renovations
Ready to Take the Next Step Toward Success?
Visit www.jobtread.com to learn more!
Schedule a demo and see if JobTread is a good fit for you: https://www.jobtread.com/more-info
Who Uses JobTread?
From homebuilders to specialty contractors, JobTread helps small to mid-size construction companies throughout the US and internationally. Home builders, remodelers, general contractors, specialty contractors, electricians, excavators, flooring installers, landscapers, plumbers, painters, masons, HVAC installers, pool & spa, concrete, decking, patio, and drywall contractors.
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construction, contractor, estimating, budgeting, scheduling, customers, CRM, bid requests, contracts, signatures, purchase orders, daily logs, customer portals, QuickBooks integration, change orders, job costing
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