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Resources/Switching/From JobTread

Switching guide

How to switch from JobTread to ECHOPS

What JobTread’s public pages say about exporting, where your data goes in ECHOPS, and what its terms say about cancelling.

What you can bring

JobTread export: what comes with you

Last updated October 16, 2026. What JobTread lets you export comes from JobTread’s own public pages, checked October 16, 2026. Where its public pages don’t describe an export, we say so.

What JobTread exports
Where it goes in ECHOPS
Notes
Customers and leadsJobTread’s blog says you can “Export any table to a custom CSV report.” Its public pages don’t give a menu path for this data.
Leads import (CSV). Add an ID column so a re-import updates rows instead of adding duplicates.
Check JobTread’s Help Desk for the exact steps.
JobsJobTread’s blog says you can “Export any table to a custom CSV report.” Its public pages don’t give a menu path for this data.
Past jobs import (CSV), into the archive. Service work can come in as service tickets, matched by number, phone, email or name.
Check JobTread’s Help Desk for the exact steps.
Estimates and invoicesJobTread’s blog says you can “Export any table to a custom CSV report.” Its public pages don’t give a menu path for this data.
No invoice import. Keep the files for your records and the PDFs on the project; set up what’s still owed on open jobs as a payment plan in ECHOPS. Rebuild open estimates in ECHOPS so clients can sign online.
Save PDFs of signed documents before you cancel.
Cost catalogThe Cost Catalog page mentions import only; no export is described.
Price book import: download, edit, import, and preview every row before it saves.
Ask JobTread how to export your catalog.
Time trackingApproved hours push into QuickBooks Time Activities; no file export is described.
Time sheets import (CSV).
Ask JobTread how to export hours.
Files and photosNot described on its public pages.
Files go on projects, in folders.
Ask JobTread how to download files in bulk.
SchedulesNot described on its public pages.
No schedule import. Use the export as your checklist to book upcoming visits in ECHOPS.

Step by step

Switch from JobTread in five steps

  1. Before you cancel: export everything.

    JobTread’s terms of service say you own your customer data (§7.1). On termination, all subscriptions and rights end immediately and JobTread may deactivate the account right away (§5). The terms have no clause on exporting data and no retention period, so save every file you need first.

  2. Export from JobTread.
    • Tables: open each list you rely on and use JobTread’s export to a custom CSV report.
    • Documents: save PDFs of signed contracts, estimates and change orders.
    • Files: get copies of the photos and files you need, and ask JobTread how to download them in bulk.

    JobTread’s public pages don’t list the menu paths, so check its Help Desk or ask JobTread support.

  3. Import into ECHOPS.
    • Leads: import from CSV. Add an ID column so a re-import updates rows instead of adding duplicates.
    • Past jobs: import from CSV into the archive.
    • Service tickets: import old tickets from CSV, matched by number, phone, email or name.
    • Time sheets: import from CSV.
    • Price book: download it, edit it, import it and preview every row before it saves.
    • Files and photos: upload them to the right project, in folders.
  4. Set up what doesn’t import.
    • Add your team with roles (owner, admin, member, viewer) and require 2-step sign-in for everyone.
    • Set up your online booking page and appointment types, and have each person connect their Google Calendar or Outlook calendar.
    • On Crew and Company, review the built-in automations and their pause switches, and add your own rules.
    • Turn on phone & texts if you want calls and texts on a business number ($79/mo on Solo and Crew, included in Company).
    • Set up email templates and signatures, payment plans, the client portal, and the crew portal (English or Spanish).
  5. Go live.
    • Price book imported and spot-checked.
    • Open jobs entered with their stage and payment plan.
    • Website forms sending new leads to ECHOPS.
    • Calendar connected and booking page set up.
    • Team invited, roles set, 2-step on.
    • A test quote sent to yourself, opened and signed.
    • Clients on open jobs invited to the portal.
    • Old files saved on the right projects.
Run both side by side for a while. Keep finishing jobs already in progress in JobTread, and start new leads and quotes in ECHOPS. When the open jobs are done and your exports are saved, cancel JobTread. Check your billing terms first so you know when access ends.

Want a hand?

White-glove setup is $499 once, and free with Company billed yearly. There’s no setup fee if you do it yourself, and the 14-day free trial needs no credit card.

Start free trialSee onboarding

Compare first: ECHOPS vs JobTread. Or read how switching to ECHOPS works.

FAQ

Questions about leaving JobTread

Can I export my JobTread data?

JobTread’s blog says you can “Export any table to a custom CSV report.” Its public pages don’t give step-by-step paths for each type of data, so check its Help Desk or ask its support team.

Does ECHOPS import old estimates and invoices?

No. ECHOPS imports leads, past jobs, service tickets, time sheets and your price book from CSV. Save PDFs on the project, and rebuild open estimates in ECHOPS so clients can sign online.

What happens to my JobTread data after I cancel?

JobTread’s terms say all rights end immediately on termination and JobTread may deactivate the account right away. They don’t include a clause on exporting data, so export everything first.

Can the ECHOPS team help with the move?

Yes. White-glove setup is $499 once, and free with Company billed yearly. See onboarding.

How do I cancel JobTread?

Email JobTread support at support@JobTread.com; its terms say that’s how you cancel, and the plan then ends at the next renewal date. On termination JobTread may deactivate the account right away, so export every table you need first (checked October 16, 2026). This isn’t legal advice. When your files are saved, start your ECHOPS trial.

Who uses JobTread?

JobTread’s home page lists home builders, remodelers, commercial contractors, pool builders, outdoor living contractors, specialty contractors, roofers and franchises. It focuses on construction work, with takeoff, budgets, schedules and sub portals. ECHOPS serves many of the same trades and adds service calls, layout drawings and a business phone number. See ECHOPS for home builders.

Can I get a refund from JobTread?

JobTread offers a 30-day money-back guarantee on monthly subscriptions; its pages don’t list conditions. Otherwise its terms say fees are non-refundable, and cancelling mid-term ends the plan at the next renewal date without a refund (checked October 16, 2026). This isn’t legal advice. ECHOPS has a 14-day free trial with no credit card; see ECHOPS pricing.

Sources

  1. Custom Views and Reporting (JobTread blog)
  2. Construction Reporting & Dashboards (feature page)
  3. Construction File Management (feature page)
  4. Time Tracking (feature page)
  5. Cost Catalog (feature page)
  6. JobTread Software Terms of Service

JobTread help pages checked October 16, 2026. Menus and limits change; follow JobTread’s current help center if it differs. ECHOPS details are from our pricing and features pages.

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