JobTread by Maxmel Tech

jobtread is an all in one construction management platform offering tools for estimating, project management, and job finances integrating with make com enables automated workflows, streamlining processes like lead management, invoicing, and reporting for construction businesses limited documentation we currently can't provide complete documentation for jobtread because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from jobtread and public sources to create detailed guides about jobtread jobtread is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=jobtread\&app slug=jobtread community\&app unique id=job tread nwht6n app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup jobtread modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} create a comment adds a new comment to a specific item, such as a task, ticket, or post, depending on the connected app create a customer adds a brand new customer to your account, allowing you to store their details and manage them within the system create a customer contact adds a new contact to a specific customer account by using the provided account id create a job creates a brand new job entry, allowing you to add all the necessary details and start tracking a new task or project create a location adds a new location to the selected account, allowing you to specify details such as the address and other relevant information create a task creates a brand new task, allowing you to specify details such as the task name, description, due date, and other relevant information create a vendor creates a new vendor account in your system, allowing you to add and manage supplier details for your business create a vendor contact adds a new vendor contact to your account, allowing you to store and manage important details for your suppliers delete a contact permanently removes a specific contact from your account using their unique id delete a job permanently removes a selected job from your system, ensuring it's no longer available or listed in your records delete a location permanently removes a specific location from your account using its unique id delete a task permanently removes a selected task from your account, helping you keep your task list organized and up to date delete an account permanently removes a specific account from the system using its unique id get a contact fetches detailed information for a specific contact using their unique id get a job fetches and displays detailed information about a specific job, including all its key attributes get a location fetches detailed information about a specific location get a task fetches detailed information about a specific task, allowing you to view all its associated details list customers / vendors fetches a detailed list of customers or vendors from your account, allowing you to easily view and manage these contacts make an api call allows you to make a custom, authorized api request to the service, enabling you to access endpoints or features not covered by the standard modules search comments searches for specific comments based on your chosen criteria search contacts finds contacts that match the criteria you set, helping you quickly locate specific people in your contact list search customers finds customers that match the criteria you set, helping you quickly locate specific customer records search documents searches for documents that match specific criteria you set, helping you quickly find the files you need search files finds files that match the criteria you set, making it easy to locate specific documents or file types based on your search parameters search jobs finds jobs that match the criteria you set, helping you quickly locate relevant job listings based on your preferences search locations finds and returns locations that match the name you enter, helping you quickly locate specific places search memberships searches for and retrieves membership records that match your specified criteria search payments finds payments that match the criteria you set, helping you quickly locate specific transactions based on your search filters search vendors looks up vendors in your system based on the name you provide, helping you quickly find specific vendor details update a contact updates the information for an existing contact, allowing you to modify details such as name, email address, phone number, or other contact fields update a job updates the details of a specific job using its unique id, allowing you to modify information such as job status, description, or other relevant fields update a location updates the information for a specific location, allowing you to modify details such as its name, address, or other relevant attributes update a task updates the details of a specific task, allowing you to modify information such as the task’s name, description, due date, or other properties update an account updates the details of an existing customer or vendor account, allowing you to modify information such as contact details, billing information, or other relevant account data watch events triggers when a particular event you’ve chosen takes place, allowing you to kick off automated workflows right when you need them templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} jobtread resources you can have access to more resources related to this app on the following links join discussions about jobtread on make community visit jobtread website access jobtread help documentation view jobtread api documentation visit jobtread page on make help us improve this documentation have experience with jobtread? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page contacting the developer to request public documentation https //f make com/r/reachout?app name=jobtread\&app slug=jobtread community\&app unique id=job tread nwht6n sharing your knowledge in the make community your feedback helps us create better documentation for everyone