Control JobTread from Foreman AI

Overview

Control JobTread from the Foreman AI command center.

Foreman AI is the AI command center for your construction workflows. When JobTread is connected, you can control JobTread from the same conversation where you review plans, build estimates, draft RFIs, prepare documents, and manage project work.

Foreman AI will ask for confirmation before making changes in JobTread.

JobTread keeps the project records. Foreman AI gives your team the control surface to search, analyze, draft, prepare, and confirm JobTread work without jumping between screens.

Find JobTread jobsSearch projects by name, client, address, or keyword.

Pull financial summariesRetrieve project-level financial totals where available.

Review budget detailAnalyze budget and cost line items returned by JobTread.

Retrieve cost codesUse JobTread cost codes for budget, estimate, and takeoff workflows.

List job documentsView document metadata attached to JobTread jobs.

Draft updatesDraft RFIs, daily logs, notes, comments, estimate data, and bid information.

Availability

The integration is available to Foreman AI accounts with JobTread access enabled.

Some capabilities are currently available. Others are being expanded.

Capability	Status
Job lookup	Available
Project financial summary	Available
Budget line item review	Available
Cost code lookup	Available
Job document metadata	Available
RFI/task drafting	Available with confirmation
Notes/comments	Available with confirmation
Estimate/bid staging	Available with confirmation
Document upload	Expanding
Full JobTread document content extraction	Expanding
Change orders	Planned/expanding
Email-to-JobTread linkage	Planned/expanding
Line-level actuals and invoices	Expanding

Setup

Connect JobTread, save the grant key, then run read-only verification prompts.

Prerequisites

Before connecting JobTread to Foreman AI, confirm that you have:

An active Foreman AI account.
JobTread integration access enabled for the Foreman AI account.
Access to the contractor's JobTread account.
A valid JobTread grant key or integration key.
Permission to connect third-party tools for that JobTread account.

Do not share grant keys in public chats, screenshots, emails, or support tickets unless your organization's security process specifically allows it.

Connect JobTread

Open Foreman AI.
Go to the account, workspace, or integration settings area.
Select JobTread.
Paste the JobTread grant key into the connection field.
Save the connection.
Use the test connection option if available.

After a valid key is saved, Foreman AI can access supported JobTread tools for that account.

Verify the connection

After setup, use read-only prompts to verify the connection.

How many jobs are in JobTread?

Find the job for <project name>.

What is the total budget for <project name>?

A successful setup should allow Foreman AI to retrieve JobTread job data directly. Foreman AI should not use web search for JobTread account-data questions.

Supported read actions

Foreman AI can retrieve supported data from JobTread.

Jobs

Foreman AI can search for jobs by project name, client name, address, or project keyword. If Foreman AI finds one clear match, it will continue using that job. If multiple jobs match, it should ask the user to choose.

Find the job for <project name>.

Pull up the JobTread project for <client name>.

Search JobTread for the job at <project address>.

Project financial summary

Foreman AI can retrieve project-level financial information from JobTread. Project-level totals come from JobTread's financial summary. Budget line items are supporting detail and should not be treated as the authoritative project total.

Approved priceProject-level approved price where available.

Cost to completeCurrent cost-to-complete value where available.

Projected profitProjected profit returned by the financial summary.

Projected marginProjected margin returned by the financial summary.

Actual costActual cost when available.

What is the total budget for <project name>?

Approved price: $X. Cost to complete: $Y. Projected profit: $Z. Projected margin: N%.

Budget and cost line items

Foreman AI can retrieve JobTread budget or cost line items and summarize them by category, trade, or scope. It may group returned line items by scope when cost codes are missing or uncategorized.

Pull the budget for <project name> and summarize the biggest cost categories.

Show me the largest cost items on this project.

Review this budget and flag margin risks.

Budget line item detail may be paginated. If JobTread returns a limited set of line items, Foreman AI should state that the breakdown is based on returned detail only.

Cost codes

Foreman AI can retrieve JobTread cost codes and use them to support budget, estimate, and takeoff workflows.

Show me the JobTread cost codes.

Help me map these estimate items to JobTread cost codes.

Customers

Foreman AI can search JobTread customer records where supported.

Find the customer record for <client name>.

Search JobTread customers for <client name>.

Job documents

Foreman AI can list documents attached to a JobTread job. Full PDF or document content extraction from JobTread documents is still being expanded.

Document nameThe document title or filename returned by JobTread.

Document typeThe document category or type when available.

StatusThe current document status when available.

Signed dateThe signed date when available.

What documents are attached to <project name>?

Supported write actions

Foreman AI can prepare supported JobTread updates, but write actions require confirmation.

Supported or partially supported write workflows

Notes and commentsCreate notes or comments where supported.

RFIs and tasksDraft RFIs or tasks before sending.

Cost itemsAdd, add multiple, update, or delete cost items.

Estimates and bidsCreate estimates and prepare bid or estimate data.

FilesUpload files where supported.

Customers and jobsCreate or update customer/job information where supported.

Confirmation behavior

Foreman AI should ask for confirmation before any action that creates, updates, deletes, uploads, sends, or pushes data to JobTread. Only after the user confirms should Foreman AI perform the write action.

I'll create an RFI on <project name> asking: "<question>." Confirm?

If a user does not confirm, Foreman AI should not write to JobTread.

Creating a job.
Updating a job.
Creating a customer.
Creating an RFI or task.
Creating a note or comment.
Adding, updating, or deleting cost items.
Creating estimates.
Sending documents or uploading files.
Creating or updating cost codes.
Pushing bid or estimate data into JobTread.

Example workflows

Use clear prompts to review, draft, stage, and confirm JobTread work.

Review a project budget

Pull the budget for <project name> and summarize the biggest cost categories.

Search JobTread for the project.
Pull the project financial summary.
Retrieve available budget line items.
Summarize the largest cost categories or line items.
Flag missing categories, margin risks, or unusual items when available.
Clearly distinguish project totals from line-item subtotals.

Draft an RFI

Create an RFI for <project name> asking whether the owner or contractor is responsible for <scope item>.

Search JobTread for the project.
Draft the RFI.
Ask for confirmation.
Create or save the RFI only after approval.

Draft a daily log

Draft today's daily log for <project name>. Crew was <crew>. Work completed: <notes>. Issues: <issues>. Tomorrow: <plan>.

Resolve the JobTread job.
Use project context where helpful.
Format the notes into a clean daily log.
Ask before saving or pushing the log to JobTread.

Useful daily log details include date, weather, crew on site, work completed, deliveries, subcontractors, inspections, issues or delays, photos taken, and next steps.

Prepare estimate items for JobTread

Turn these estimate items into JobTread budget line items and map them to cost codes.

Parse the estimate or line items.
Match items to available JobTread cost codes where possible.
Stage the prepared items for review.
Ask for confirmation before pushing anything to JobTread.

Prepare takeoff data for JobTread

Convert this takeoff into JobTread estimate line items.

Review the takeoff output.
Extract quantities and scopes.
Convert quantities into line items.
Map items to JobTread cost codes where possible.
Stage the output for review.
Ask for confirmation before pushing to JobTread.

This workflow is being expanded and may not be fully available in all accounts.

Troubleshooting

Use read-only checks first, then escalate with the right details if needed.

JobTread tools do not appear

Check that JobTread access is enabled, a valid grant key has been saved, the app environment has JobTread enabled, the user has permission, and the service has been restarted or redeployed if required.

The connection test fails

Check that the grant key is valid, active, copied correctly, belongs to the expected organization, and has access to the expected jobs. Do not paste raw grant keys into public support notes.

Foreman AI cannot find a job

Try a different search term: project name, client name, project address, project number, or distinctive project keyword. If multiple jobs match, Foreman AI should ask the user to choose.

The budget number looks too low

Ask whether the number is the project-level approved price or a returned line-item subtotal. Line-item subtotals may be partial if the data is paginated.

Document data is incomplete

Foreman AI may currently retrieve document metadata without the full PDF or document body. Full document content extraction is being expanded.

Write action did not happen

Foreman AI may be waiting for confirmation. If it asks "Confirm?", the user must confirm before the write action is performed.

Useful troubleshooting prompts

Search JobTread for the job containing <project keyword>.

Is that the project-level approved price or just the returned line-item subtotal?

Write action happened unexpectedly

This should not happen. Record the user prompt, Foreman AI response, time of the action, affected JobTread project, action that occurred, and whether the user confirmed the action. Then escalate to Foreman AI support.

Support checklist

Include enough context to diagnose the integration issue without exposing credentials.

Foreman AI account email.
Whether JobTread integration access is enabled.
Whether a JobTread grant key has been saved.
Whether the issue affects all JobTread actions or one workflow.
Example prompt used.
Error message, if any.
Whether the issue is read-related or write-related.
Whether the job exists in JobTread.
Whether the user can access the same job directly in JobTread.
Whether Foreman AI asked for confirmation before a write action.
Approximate time the issue occurred.

Do not include raw grant keys in support notes.

Security notes

Treat JobTread grant keys like credentials.

Keep keys privateDo not paste grant keys into public chats, screenshots, or support tickets.

Rotate exposed keysRotate keys if they are exposed.

Remove unused accessRemove access when a user no longer needs the integration.

Review before confirmingReview staged write actions before confirming.

Confirm organizationConfirm that the connected JobTread account is the expected organization.

Verify with read-only promptsUse read-only test prompts when verifying a new connection.

Recommended first test sequence

After connecting JobTread, run these read-only tests first.

How many jobs are in JobTread?

Find the job for <project name>.

What is the total budget for <project name>?

What documents are attached to <project name>?

Create an RFI for <project name> asking <question>.

For the RFI test, Foreman AI should ask for confirmation and should not write to JobTread until the user approves.

Current limitations

The JobTread integration is actively expanding.

Full takeoff-to-JobTread workflow

Foreman AI can help structure takeoff and estimate data, but the complete workflow from plan takeoff to JobTread estimate push is still being expanded.

Upload plans.
Extract quantities.
Convert quantities into estimate or budget line items.
Map line items to JobTread cost codes.
Review the staged output.
Push approved items into JobTread.

Change orders

Change order creation and tracking are planned but may not be fully available yet. Planned capabilities include creating, pricing, attaching support, pushing approved change orders, and tracking status.

Email linkage

Direct email-to-JobTread linking is planned, including drafting emails from project context, saving email summaries, attaching related content, and linking conversations.

Full document content

Foreman AI can list document metadata from JobTread. Full PDF or document content extraction from JobTread is still being expanded.

Line-level actuals and invoices

Project-level financials are available, while deeper invoice and actual-cost analysis is still being expanded.

Pull this JobTread proposal, analyze it, and improve the scope language.

Best practices

Use clear references, separate totals from detail, and review staged writes before confirming.

Use specific project references

Use clear project names, client names, or addresses when asking Foreman AI to find JobTread data. Clear references reduce ambiguity.

Separate totals from detail

For project totals, ask for the project-level financial summary. For detailed analysis, ask for budget or cost line items.

Review write actions

Before confirming, review project name, action type, content, dollar amounts, cost codes, recipients, and attached documents.

Use daily logs

Daily logs preserve project history when they include crew, weather, completed work, deliveries, inspections, delays, photos, and next steps.

Pull the budget for <project name>.

Pull that job.

What is the approved price for <project name>?

Break down the largest cost items for <project name>.

Status

JobTread Core MVP is live.

Foreman AI can currently perform core JobTread job lookup, project financial review, budget line-item analysis, document metadata lookup, cost-code lookup, and safe write staging.

Upcoming work includes full takeoff-to-estimate workflow, change orders, email linkage, JobTread document content extraction, actuals and invoices analysis, and additional document upload and send workflows.

The long-term goal is to make JobTread fully controllable from the Foreman AI command center: reading project data, analyzing it, preparing documents, staging updates, and safely pushing approved work back into JobTread.

Back to Help Center

Connect JobTread to Foreman AI