Walk the Job with Melissa
Short JobTread lessons built in a live JobTread account. Click through a full job, or open the lesson for the problem in front of you.
Customer names, prices and dates are samples.
Walk a full job
Four jobs, each built out in JobTread. Start with Hawthorne to see the homeowner side, or go to Money Flow if your numbers are the question.
Hawthorne Residence
“What does my customer see?”
A luxury custom home. Listen to the walkthrough, then step into the homeowner portal yourself.
Walk this job → Build the jobBriarwood Kitchen + Bath
“Could we choose the Natural cabinets instead?”
One cabinet decision through selections, the change order, purchasing and the schedule.
Walk this job → Run the jobWillow House Remodel
“The electrician’s invoice is $1,200 over. What now?”
An occupied home, concealed damage, and a vendor bill checked against its purchase order.
Walk this job → Follow the moneyMoney Flow
“Are we billing faster than we are spending?”
The deposit, progress invoices and vendor bills tied to the same budget lines, through the job costing report.
Walk this job →The lessons
Each lesson follows one decision through real JobTread screens. They are free to open, save and share.
Money
The $1,200 Problem
Reviewing a vendor bill that comes in over the original purchase order.
Markup vs. Margin
What you spend, what you charge, and the profit that is actually left.
Connect the Costs
One cabinet purchase from the estimate to the vendor order, bill and payment.
Are Those Savings Real?
Budgeted, actual and projected costs, before you count a savings as profit.
Running the job
The Proposal Is Approved. Are We Ready to Start?
Checking the deposit, selections and installer before you promise a start date.
One Delay, What Changes?
A cabinet delay traced through connected tasks, a missing dependency and revised dates.
Briarwood Kitchen and Bath
One finish change from the proposal through selections, the change order, purchasing, the schedule and closeout.
One Paver Decision
A homeowner asks for different pavers. Follow that change through the selection, the change order and the schedule before anything is ordered.
Team and access
Keep Everyone in the Loop
Daily logs and assigned follow-up that keep your team and trade partners current.
More lessons
The Estimate That Takes All Weekend
A repeatable estimating process, so you stop starting from scratch.
I Thought That Was Included?
Pricing a change order for materials and labor, and explaining it to the homeowner.
From Working Alone to Running a Team
Moving work out of your head and into JobTread before you hire.
Prefer to listen?
Built to Scale, my podcast, covers the thinking behind these lessons, one problem per episode.
Want this built for your company?
I start with how you sell, run and bill a job, then build JobTread to match.
Request a consultation