JobTread
App details
First Release
June 2026
JobTread price
Starts at $199/mo.
JobTread integration overview
JobTread is the industry-standard construction estimating and project management platform built for remodelers, custom builders, and contractors to scale their businesses and manage jobs from budget to completion. The CallRail integration connects your call tracking data directly to your JobTread account, so your team sees the full marketing attribution on every inbound lead — without adding to their busywork.
Every time a lead calls, texts, or submits a form, CallRail manages the data entry behind the scenes by checking JobTread for a matching record. It seamlessly updates existing accounts or creates a new customer account and contact on the spot, automatically logging attribution details—including the source, medium, campaign, and landing page—directly into custom fields on the JobTread account. If you have Conversation Intelligence enabled, CallRail automatically adds an AI-generated call summary to the running log on the account, allowing your team to quickly understand the context of a call without needing to listen to the entire recording.
This real-time sync also powers Voice Assist. When a call comes in, your AI agent instantly references your JobTread records, recognizing exactly who is calling before the conversation even starts.
Integration Features
- Automated Account & Contact Management: CallRail automatically creates or updates a Customer Account and Contact in JobTread for every tracked call, text, and form submission, keeping your records accurate without the need for manual data entry.
- Detailed Marketing Attribution: Pinpoint exactly what is driving your best leads. CallRail automatically writes first-touch attribution details—including marketing source, medium, campaign, and landing page—directly into dedicated custom fields on each JobTread account.
- AI-Generated Call Summaries: For accounts with Conversation Intelligence enabled, CallRail automatically appends a concise, AI-generated summary to a running log on the JobTread account each time a call comes in. This allows your team to quickly understand the context of a call without needing to listen to the entire recording.
- Customizable Data Filtering: Choose exactly which interactions flow into JobTread. Easily filter your data sync by tracker, source, or tag to give your team control over how CallRail data maps to your account.
- Personalized Caller Recognition: Voice Assist integrates with JobTread to recognize existing contacts instantly, allowing your AI agent to greet known leads by name and skip redundant intake questions.
