Actionist·JobTread
JobTread

JobTread

· #221 most-used

Manage every construction job from estimate to invoice in one place

CRMProjectsDocumentsFinanceSchedulingAutomation

JobTread is end-to-end construction estimating and project management software built for residential builders, remodelers, and specialty contractors. It brings together budgeting, scheduling, job costing, customer communication, vendor management, and document signing into a single platform. Connect it to Actionist and your agents can create jobs, track customers and vendors, log daily field updates, manage tasks, upload documents, and react to webhook events — keeping your office team, field crew, and subs in sync without anyone chasing status manually.

Try JobTread with ActionistVisit JobTread
Average time saved
18 hours
per person · per month
≈ 2 workdays back

Eliminates manual work. Agents eliminate the manual cycle of re-entering job data between field and office, chasing vendors for updates, and assembling weekly job-status reports by hand.

Schedule

What your JobTread agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Tue–Thu
Tue
Wed
Thu
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

JobTread × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
5Apps spanned
~25 hrsSaved / week
4Personas served
For sales
Featured4 apps

New lead to fully set-up job in under a minute

When a homeowner submits a contact form, the agent finds or creates their customer record in JobTread, opens a job with the correct project type, and posts a lead summary to Slack — all before anyone on the team has read the notification. The estimator's day starts with a scheduled call and a populated job, not an inbox to sort through.

~8 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a contact form is submitted on the company website
Trigger
Step 1
Google Sheets
Detect new row in the website-leads spreadsheet
read
Step 2
JobTread
Find a Customer to check if the lead already exists in JobTread
write
Step 3
JobTread
Create Customer with the contact's name, email, phone, and inquiry source
write
Step 4
JobTread
Create Job with the project type and customer's address
write
Step 5
Slack
Post new lead summary to the #new-jobs channel with customer name, location, and job type
write
Step 6
Google Calendar
Schedule an estimate call within 24 hours on the estimator's calendar
Result
Create Customer with the contact's name, email, phone, and inquiry sourceCreate Job with the project type and customer's addressPost new lead summary to the #new-jobs channel with customer name, location, and job typeSchedule an estimate call within 24 hours on the estimator's calendar
The win
Saved per run
25 min
Runs / week
~20×
Zero lead-to-job data entry delay — new projects are in the system within about a minute of the form submission
Driven bySales Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    50 min / week
    Manual lead-to-job data entry

    Estimators copy contact details from the inquiry form into JobTread, then manually create the customer and open a job — 10 to 15 minutes of entry per lead, and jobs sometimes sit uncreated for hours.

    Sales Agent
    0 min
    Agent creates customer and job within about a minute of the lead arriving

    When a lead form is submitted, the agent checks for duplicates, creates the customer record, opens the job with the correct project type, and notifies the estimator in Slack — all before the estimator has read the notification email.

  • Marketing
    30 min / week
    Manual job-source reporting

    Marketing pulls job creation data from JobTread monthly, cross-references it with campaign records in a spreadsheet, and manually calculates cost per acquired job — a half-day effort each month.

    Marketing Agent
    0 min
    Agent logs every new job's acquisition source to the attribution tracker automatically

    When a job is created in JobTread, the agent appends the acquisition source, job value, and project type to the marketing attribution sheet — keeping cost-per-job data current without anyone running a monthly export.

  • Customer Support
    60 min / week
    Manual milestone update emails

    PMs write individual emails to customers when a job phase changes — drafting the message, looking up the contact, sending, and logging it — taking 10 to 20 minutes per job per milestone across a portfolio of active projects.

    Customer Support Agent
    0 min
    Agent sends milestone notifications and logs the communication automatically

    When a job status updates in JobTread, the agent sends the customer a milestone notification, logs a comment on the job, and updates the communication tracker — the PM never writes a status email, the customer is always informed.

  • Human Resources
    25 min / week
    Manual crew access and assignment setup

    Ops manually sets job access permissions for each new crew member and subcontractor added to a project — navigating each job's settings page individually, which adds 5 to 10 minutes per person per job.

    Human Resources Agent
    0 min
    Agent assigns access and notifies crew within about a minute of job creation

    When a new job is created, the agent assigns access to the relevant crew lead and subcontractors based on the project type and sends each person their job brief via Slack — the crew is set up before the PM has finished the job details.

  • Finance
    45 min / week
    Manual budget-to-actual tracking

    Finance checks each active job's daily logs manually each week to compare labour hours logged against the budgeted hours — pulling data from JobTread, entering it into a spreadsheet, and flagging overruns by hand.

    Finance Agent
    0 min
    Agent detects daily log data and surfaces cost overruns automatically

    When daily logs arrive in JobTread, the agent checks hours logged against the phase budget and posts an overrun alert if the threshold is crossed — finance sees the flag within about a minute of the log being filed, not at the end-of-week review.

  • Operations
    70 min / week
    Manual task template application and crew briefing

    PMs manually import task templates onto each new job and separately message the crew lead with the job details — 20 to 30 minutes of setup per new project before any real work begins.

    Operations Agent
    0 min
    Agent imports the template and briefs the crew automatically on job creation

    When a job is created, the agent imports the matching task template, sets the correct access permissions, and sends the crew lead the project brief in Slack — the job has a complete task list and the right people assigned within about a minute.

  • Legal
    20 min / week
    Manual contract status tracking

    PMs periodically check the documents tab on each job to see whether contracts have been signed — missing a signature means a job starts without a signed agreement, creating liability exposure.

    Legal Agent
    0 min
    Agent reacts to signing events and archives documents to cloud storage automatically

    When a document recipient's status changes in JobTread, the agent logs the event, updates the job status if the contract is signed, and copies the document to Google Drive — creating an off-platform record of every executed agreement without manual intervention.

+ 100s of other JobTread automations
Average time saved
30 hrs / person / month
Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$75 / hr
Hours saved / week
23
Hours saved / year
1,125
Annual ROI
$84,375

Based on JobTread's typical team usage — the visible tasks plus a few other automations the agent runs: ~4.5 hrs / person / week of admin work automated.

Connect

How to plug JobTread into Actionist

Pick the connection method that suits your environment.

Connect JobTread to Actionist using your JobTread API key. Generate the key from your JobTread account settings and paste it into Actionist to give agents full access to your jobs, customers, vendors, tasks, and webhooks.

1
Open JobTread Settings

Log in to JobTread, navigate to Settings → Integrations, and locate the API Key section.

2
Generate your API key

Click Generate API Key, copy the key, and store it securely — it will not be shown again after you leave the page.

3
Paste into Actionist

Paste the key into the API Key field below and click Test Connection. Actionist runs a read-only verification call before saving.

Credentials you'll need
API Key*
JobTread → Settings → Integrations → API Key
Actions

18 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

8 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about JobTread + Actionist

How does Actionist connect to JobTread?
Go to the Apps tab in Actionist, find JobTread, and click Connect. You'll be prompted for a JobTread API key. Generate the key in your JobTread account under Settings → Integrations → API Key. Paste it into Actionist and click Test Connection — Actionist runs a read-only verification call before saving the credential. Once connected, your agents can create and update jobs, customers, vendors, tasks, daily logs, and documents, and receive webhook events from JobTread within about a minute of occurrence.
What JobTread events can trigger an Actionist workflow?
JobTread delivers webhook events when records are created or updated. The events available in Actionist cover jobs (Job Created, Job Updated), customers (Customer Created, Customer Updated, Customer Contact Created, Customer Contact Updated), tasks (Task Created, Task Updated), daily logs (Daily Log Created, Daily Log Updated), documents (Document Created, Document Updated, Document Recipient Updated), vendors (Vendor Created, Vendor Updated, Vendor Contact Created, Vendor Contact Updated), files (File Created, File Updated), and calendar events (Event Created). Actionist picks up each event within about a minute of it occurring in JobTread.
Can Actionist create a job in JobTread automatically when a lead comes in?
Yes — that is one of the most common patterns. Connect your lead source (a website form, a spreadsheet row, or a CRM event) to the Actionist sales agent and it will call Find a Customer to check for duplicates, Create Customer if the person is new, and Create Job with the project type and address. The PM sees a populated JobTread job within about a minute of the lead coming in, with no manual entry. You can chain this with Import Task Template so the job arrives with the right task checklist already applied.
How does Actionist handle the construction daily log workflow?
Actionist can both create and react to daily logs. You can set up a scheduled agent task that prompts crew leads at a set time each afternoon (via Slack or Telegram) and then calls Create Daily Log to file the day's summary in JobTread. Separately, the Daily Log Created webhook fires within about a minute of any log being filed — your operations agent can aggregate logs across all active jobs and deliver a consolidated field report to the PM without them logging into each job individually. Daily log data can also be piped to Google Sheets or Notion for portfolio-level tracking.
Can Actionist notify my team when a customer signs a contract in JobTread?
Yes. The Document Recipient Updated trigger fires within about a minute when a recipient's signing status changes in JobTread. Your agent can check whether the status moved to Signed, then update the job status to Active, post a win notification to your Slack, log the signed contract value to your revenue tracker, and put the project kickoff on the PM's calendar — all automatically. No one needs to be watching the documents tab for the signature to land.
Does Actionist work with JobTread's task templates?
Yes. The Import Task Template action lets your agent apply a saved JobTread task template to a job. The common pattern is to trigger this from the Job Created webhook — the agent reads the project type from the new job and imports the matching template automatically, so every new bathroom remodel, roof replacement, or commercial fit-out arrives with the right pre-sequenced task list. You can combine this with the Assign Access action to give the correct crew members and subcontractors access to the job in the same automated flow.
Can I use Actionist to keep my CRM in sync with JobTread?
Yes. The most common bidirectional setup is: lead enters CRM → agent calls Create Customer + Create Job in JobTread; and job status changes in JobTread → agent updates the CRM opportunity stage. You can also fire Create Customer in JobTread whenever a deal reaches a certain stage in your CRM, so the project management record and the sales record stay aligned without manual copy-paste. Because both the CRM trigger and the JobTread trigger fire within about a minute, the two systems stay in sync on a near-live basis.
What is the Query API action and when should I use it?
Query API is an advanced action that lets your agent send a raw GraphQL query directly to the JobTread API. Use it when you need to retrieve data combinations that aren't covered by the dedicated find actions — for example, pulling all jobs in a specific status AND within a date range AND with a particular vendor assigned. It requires knowledge of JobTread's GraphQL schema, so it is best suited for technical users or for situations where the standard Find actions don't cover the exact data set you need. For most workflows, the dedicated actions (Find a Job, Find a Customer, Find a Vendor) are the right starting point.