Watch time: 2 minutes
BuilderBid allows you to export your estimate to JobTread, enabling a seamless transfer of your project budget. This process preserves your estimate’s structure; including sections, groups, line items, and cost codes, so you can continue managing your budget effectively in JobTread.
Watch this video to learn more(2 minutes):
Steps
1. Export your estimate from BuilderBid
From the Estimate tab, click “Export.”
2. Select the JobTread export option
Click “JobTread.”
This will download a CSV file formatted specifically for JobTread.
3. Open your JobTread account
Log in to JobTread.
Navigate to your Jobs.
Click on the Budget tab.
Hit the Import button.
4. Upload the CSV file
Select the CSV file you exported from BuilderBid.
Verify the mapping of line items to ensure accuracy.
5. Review your imported budget
Once imported, your JobTread budget will maintain the same hierarchy as in BuilderBid:
Sections
Groups
Line Items
Cost Codes (if used)
Your estimate is now ready to use within JobTread for budgeting and tracking.
