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Put plans, photos and paperwork in the right JobTread folder, tagged

Upload a plan set, a permit or a site photo straight into JobTread, filed in the folder your crew expects and tagged so it shows up in the right filter — then find it again, attach it to a budget line, comment on it and control who sees it.

What you can do now

Foreman writes into your JobTread Files tab as a normal user would. A file it uploads lands in a real folder, carries real tags and a description, and shows up in your team's filters immediately.

It can also attach files to budget line items, post and read comments on any record, fix a daily log after the fact, and tell you who a file is shared with.

  • Upload plans, permits, photos, spec sheets and paperwork onto a job
  • File into folders and tag from your organization's tag catalogue
  • Search files by name, folder, type or date, on one job or across all of them
  • Attach files to budget lines, comments and documents
  • Read and post the comment thread on a job, file, task or document
  • See and change who has access to a file
Attach the approved plan set to the job.
Upload these site photos to the Miller job under Progress Photos.
Find the septic permit on this job.

Upload a file into the right folder with the right tags

Ask Foreman to put a file on a job and it does the whole thing in one step: the upload, the folder, the tags and the description together. Before it uploads it can check which folders that job actually uses and which tags your organization has, so the file lands where your crew looks for it rather than loose at the top of the Files tab.

The file can come from three places — something you attached to the chat or that already lives in your Foreman project, a public web link that JobTread fetches itself, or text you dictate that gets saved as a file.

Files do not only live on jobs. JobTread also accepts them on a daily log, a task, a document, a location, a contact, a customer or vendor account, or the organization itself — so a certificate of insurance can sit on the vendor rather than being copied onto every job.

  • A folder name — an existing one, or a new one created on the spot
  • Up to ten tags, chosen from your organization's catalogue
  • A description that stays with the file
  • The display name and file type
Attach the approved plan set to the job, in Plans & Permits, tagged Plans.
Upload this inspection report to the Miller job and tag it Permits.
What folders does this job use?
What file tags do we have?

Find a file again

Search by part of the name, by folder, by file type or by upload date, on one job or across your whole organization. Results come back with the folder and tags on every row, and Foreman pages past JobTread's row cap on its own.

For any single file it can read everything JobTread holds: folder, description, tags, size and type, who uploaded it and when, whether it has markups on it, which job, task, document or daily log it hangs off, its comment thread and who has been granted access.

One caveat on tags: JobTread cannot filter by tag on its side, so Foreman fetches the rows first and filters them itself. If you search by tag alone on a job with hundreds of files, ask for a wider search so nothing is missed.

Find the septic permit on this job.
Show me every PDF uploaded to the Miller job this month.
Which photos across all jobs are tagged Issues?
Who uploaded this plan set and when?

Re-file, rename, re-tag and copy

Anything already in JobTread can be tidied up. Rename a file, move it to another folder, rewrite its description, or clear either one back to empty. Tags can be added, removed, or replaced wholesale.

A whole folder can be renamed on one job, which moves every file inside it. That touches your crew's files in bulk, so Foreman asks first, and it refuses if the folder you named is empty — a safeguard against a typo creating a phantom folder.

A file can also be copied onto another record without re-uploading anything. That is how a signed change order that lives on the document ends up in the job's Signed Documents folder too, or how a vendor's insurance certificate gets pinned to the vendor account.

Move these photos into the Progress Photos folder.
Tag this drawing set Plans and Pre-construction.
Rename the Photos folder on this job to Progress Photos.
Copy the signed change order into Signed Documents.

Your tag catalogue

Tags are how your Files tab filters, and they are shared across your whole organization rather than per job. Foreman can list what you have, with each tag's colour and description, and it will use an existing tag rather than making a near-duplicate.

It can create a new tag, recolour or rename one, or delete one — but all three change shared company settings that everybody sees, so it confirms with you before it does. Deleting a tag removes it from every file on every job and cannot be undone.

What file tags do we have and what colour is each?
Add a Warranty tag in green.
Rename the Changes tag to Change Orders.

Attach files to budget lines and documents

Files can hang off a budget or estimate line item — the spec sheet, the cut sheet, the supplier quote or the photo that justifies a price. Foreman adds to whatever is already attached rather than wiping it, unless you ask it to replace the list. JobTread allows up to ten attachments per line.

Attachments on a line item or a comment are their own kind of record, so Foreman can read one on its own — name, size, type, download link, markup state and the line or comment it belongs to — and rename it in place. Renaming is all JobTread allows on an attachment; to swap the file itself, attach the new one and drop the old.

Document attachments work the same way. Upload the file first, then it can be attached to a proposal or invoice.

Attach the window spec sheet to the windows line in the budget.
Rename that attachment to Andersen 400 Series cut sheet.
What's attached to the framing line item?

Comments and the job feed

Foreman can read and post on the comment thread of any JobTread record — a job, a file, a daily log, a task, a document, a time entry, a customer or vendor account, or the organization. It reads the whole thread including replies, attachments, authors and who each comment is visible to.

Posting notifies everyone watching that record, including your customer if the comment is customer-visible, so Foreman only posts when you ask it to. You control the audience per comment: everyone, internal staff only, the customer, or the vendor. A comment can be pinned to the top of the feed, given a subject line, carry file attachments, or be a reply or a reaction to an existing comment.

Comments can be edited afterwards — text, subject, pin state and audience. Attachments are the exception: setting them replaces the list, so ask for every file you want to keep. A comment can also be marked unread so it comes back to the top of your JobTread inbox as a reminder.

Post an internal note on this job that the inspection is rescheduled to Friday.
What has the customer said on this change order?
Pin the site access instructions to the top of the job feed.
Mark that comment unread so I deal with it tomorrow.

Daily logs

An existing daily log can now be edited — its notes, its date, its custom fields, or which job it belongs to. Until this release the only way to fix a typo was to delete the log, which took its photos with it.

Foreman can also list logs across your whole organization or one job, filtered by date range or by what the notes say, with the weather, the author and the attached photos. That is what answers "what happened on site last week" across every job at once.

Fix yesterday's daily log — it should say six yards, not sixty.
What happened on site last week across all jobs?
Show me every daily log that mentions rain delays this month.
That log went on the wrong job — move it to the Miller job.

Who can see it

JobTread shares records person by person. Foreman can list who currently has access to a job, a file, a tag, a document, a daily log, a comment, a location or an account — which is how you answer "can the customer see this file?" before you upload something sensitive.

It can grant access to someone already in your organization, and revoke a grant just as easily. Granting to a role rather than a person only works on file tags and comments; everywhere else JobTread requires a named person. Granting access to an email address that is not in your organization invites that person into your JobTread account, so Foreman asks for explicit confirmation before doing that.

Sharing is silent by default — nobody is emailed unless you say so. If you do want the person told, Foreman can send JobTread's share notification, and it will confirm with you first because that is a real email to a real person.

Can the customer see this file?
Share the plan set with our project manager.
Revoke the sub's access to that folder.
Who has access to this job?

Your JobTread inbox

Foreman can read your JobTread notifications — task reminders, comment mentions, document activity — newest first, with a link to each record, and filter to unread only. That is the fastest answer to "what needs my attention in JobTread?"

It can also show which events you are subscribed to and whether each arrives by email or push, which is how you find out why somebody is not getting told about comments or daily logs.

What needs my attention in JobTread?
Why am I not getting emails about daily logs?

Limits worth knowing

  • Files Foreman uploaded before this release landed unfiled and untagged at the root of the Files tab. They are still there and can be re-filed and tagged now — ask Foreman to sort them.
  • The folder list JobTread shows on a job is a template of suggested folders, not the folders actually in use. Foreman reports both, plus how many files are unfiled.
  • Any folder name is allowed. A name Foreman does not recognise creates a new folder rather than failing, so watch for typos.
  • Ten tags maximum per file, and ten attachments per line item or comment.
  • Tag filtering happens after the search rather than inside JobTread, so widen the search when filtering a large job by tag alone.
  • Files cannot be filed directly onto a comment or a budget line — attach them there instead, which Foreman does automatically.
  • Setting a comment's attachments replaces the whole list. Ask for every file you want to keep.
  • Deleting a comment deletes its replies too, and a comment on a file that has already been deleted can no longer be removed. Clean up in that order.
  • Roles can only be granted on file tags and comments. Everywhere else, name the person.
  • Plan markups and annotations drawn in JobTread can be read but not written — Foreman does not create markup geometry.

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