Start JobTread Intake
Use this when Melissa has asked you to begin a specific JobTread workflow review or setup process.
Start IntakeMy Untitled Site
There's nothing here yet (well, except for this message), but clicking on the "+" button in the menu above should change that. Have fun! :)
Client Hub
Start in the Right Place
Use this hub to submit JobTread intake details, request a system audit, ask about ongoing support, or schedule time with Melissa. The goal is simple: get the right information into the right workflow without extra back-and-forth.
What Do You Need?
Pick the closest option. Melissa will route the request to the next right step.
Request a JobTread Audit
Use this for an existing JobTread account that needs review, cleanup, structure, or a practical roadmap.
Request AuditAsk About Ongoing Support
Use this for recurring workflow help, team training, documentation, billing support, and system follow-through.
Ask About SupportBefore You Submit
Helpful details make the review faster and reduce follow-up questions.
Company name and main contact
JobTread account or job name
What feels confusing or stuck
Billing, job costing, or QuickBooks concerns
Screenshots, reports, or examples
Deadlines or go-live dates
Resource Library
Practical guides, checklists, and prep documents for JobTread workflows, billing cleanup, and system support.
JobTread Intake Checklist
Know what to gather before setup, cleanup, or workflow review begins.
Request ResourceJobTread Audit Prep
Prepare account access, reports, screenshots, and current pain points for review.
Request ResourceJob Reconstruction Checklist
Gather the job history needed to rebuild a clearer project financial picture.
Request ResourceRetroactive Billing Prep
Organize the details needed to review billing, payments, changes, and open items.
Request ResourceQuickBooks Workflow Prep
Clarify what should move between JobTread and QuickBooks, and where gaps may exist.
Request ResourceSOP + Team Workflow Checklist
Identify handoffs, ownership, repeatable steps, and training needs.
Request ResourceComplex Work Melissa Can Help Untangle
Not every request is a clean new build. Some jobs need reconstruction, review, and careful workflow cleanup.
Job Reconstruction
Review estimates, budgets, vendor bills, expenses, payments, change orders, invoices, and job costing history.
Retroactive Billing Support
Help clarify what has been billed, what may still need to be billed, and what information is missing.
Workflow + System Audits
Review how JobTread, QuickBooks, SOPs, documentation, and team handoffs are working together.
Need to Talk It Through?
If you are not sure which path fits, book a short call and Melissa will help you choose the cleanest next step.