Overview
The JobTread and Controllr integration connects the money side of every job to JobTread. Controllr syncs coded transactions to JobTread, works with your JobTread purchase orders, and pulls in JobTread budgets so WIP reflects what was actually planned for each job. What it covers: • Sync to JobTread: send the receipt or bill image and all transaction details to JobTread, directly or through QuickBooks. • Purchase orders: match bills and costs to the right JobTread PO so committed costs stay accurate. • Budgets and WIP: code costs to the budget lines that exist in each job's JobTread budget, and use those budgets to track over and under billing in WIP.
How it works
Once a transaction in Controllr has a job, Controllr pulls that job's JobTread budget and purchase orders. The cost item dropdown only shows budget lines that exist in that job's budget, and costs can be matched to an open JobTread PO. Controllr can also fill in the Job, Cost Item and PO for you with a high degree of accuracy. From there, sync works one of two ways depending on your setup: Option 1 - Sync direct to JobTread: Controllr sends the image and all the transaction details straight to JobTread. Option 2 - Sync to JobTread via QuickBooks: Controllr sends the image and transaction details to QuickBooks, and QuickBooks pushes the transaction into JobTread. Because costs land on real JobTread budget lines and POs, Controllr's WIP compares actual costs against the JobTread budget for every job, so you can see over and under billing and push the journal entries to QuickBooks.
Configure - implementation details
In JobTread, navigate to Profile.
Scroll to the bottom of the page and click "Show Grants."
Copy the generated Grant Key.
In Controllr, navigate to the Integrations page and select JobTread.
Click "Enable" and paste the Grant Key into the available field.
