JobTread Pro Spotlight: Crafting Custom Formulas - Elevate Your Budgeting Skills

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. --- 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 --- 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. Keep Up With JobTread: FACEBOOK:   / jobtread   LINKEDIN:   / jobtread   INSTAGRAM:   / jobtread   TWITTER:   / jobtread   GOOGLE: https://g.page/jobtread SUBSCRIBE TO OUR YOUTUBE CHANNEL:    / @jobtread   construction, contractor, estimating, budgeting, scheduling, customers, CRM, bid requests, contracts, signatures, purchase orders, daily logs, customer portals, QuickBooks integration, change orders, job costing