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JobTread Integration Built Around Your Business—Not a Template

Implement JobTread the Right Way

Your software should reflect your workflow, your estimating philosophy, and the level of service you promise your clients—not force your team to change the way they work.
 
On the Mark Advisory builds a complete, customized JobTread system that strengthens your operations and supports predictable project delivery.

Why Most JobTread Implementations Fall Short

Growing design-build and custom home companies often reach a stage where their systems can’t keep up. Transitioning to JobTread promises efficiency—but without the right guidance, the shift can create confusion instead of clarity.​

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Do Any of These Challenges Sound Familiar?

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Resource-intensive transitions from Buildertrend, CoConstruct, or Excel
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Teams relying on workarounds because the system wasn’t built for them
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Estimating workflows that don’t fit standard JobTread templates
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Leadership stretched thin by the setup and migration work
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Software that doesn’t match your actual client journey
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Partial implementations that disrupt operations instead of improving them

These issues slow down your team, reduce accuracy, and undermine your client experience.

A JobTread System That Works the Way Your Business Works

Operational Software Designed Around Your Process

 

Instead of forcing your company into a basic template, your JobTread system is shaped around how your team already operates—your workflow, your estimating structure, your internal language, and your client experience.

Your JobTread Integration Includes:​

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✔ A complete JobTread environment aligned with your real workflow

✔ Templates, cost codes, and schedules that strengthen consistency

✔ A fully functioning estimating system with accurate structure

✔ Communication and accountability tools tailored to your team

✔ Clear process maps for each department

✔ A smooth migration from spreadsheets or other platforms

✔ Seamless transitions from Buildertrend or CoConstruct—without disrupting active projects

The Impact You’ll See:

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✔ A system that mirrors your actual operations

✔ Faster, more accurate estimating

✔ Clear communication between departments

✔ Fewer dropped details between design, estimating, and production

✔ Better visibility into budgets, workload, and schedules

✔ A predictable, confident client experience

A Proven Framework for Translating Your Processes Into JobTread

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STEP 1

Business Diagnostic & Roadmap​

 

Before anything is built, we assess the workflows, habits, spreadsheets, and systems that define your business.

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  • Diagnostic review of operations, leadership, and process gaps

  • Full mapping of your client journey and internal workflow

  • Identification of what must be built or translated into JobTread

  • ​Clear priorities for migration and setup

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STEP 2

System

Buildout

 

While your team keeps working, we build your JobTread ecosystem behind the scenes.

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  • Workflow translation into JobTread modules

  • Accurate estimating structure and cost code mapping

  • Setup of schedules, tasks, templates, and communication tools

  • Department-level process maps and accountability structures

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STEP 3

Rollout & Team Onboarding

 

We prepare your team to use the system confidently and consistently.

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  • Training sessions tailored to each department

  • Guided adoption of new workflows

  • Adjustments and refinements once the team begins using the system

  • Leadership alignment to reinforce consistent execution

Trusted by Builders and Contractors Who Demand Clarity and Performance

“I worked with Mark years ago as his business coach, and when he launched On the Mark Advisory, I didn’t hesitate to refer clients to him. I help business owners understand who they are, what they need to do, and how to build a plan—but many struggle with execution and bandwidth. That’s where Mark is exceptional. He steps in to implement the work, pull leaders out of the weeds, build foundational systems, train new hires, and drive real operational progress. When my clients need someone they can trust to execute at a high level, Mark is always my first recommendation.”
 

— Peg Buehrle

Why Work With
On the Mark Advisory?

 

Operational Expertise You Won’t Find in Typical Software Consultants

 

Mark is a seasoned design-build operations leader with decades of experience translating complex processes into practical, usable systems. He brings deep pattern recognition, strong leadership insight, and a grounded understanding of how successful companies truly operate.

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What Sets This Integration Apart​

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✔ Decades of design-build operational experience

✔ Expertise across sales, design, estimating, and production

✔ Practical, no-fluff systems built for real-world teams

✔ Ability to stabilize overwhelmed teams and improve communication

✔ A process that supports predictable project delivery

Engagement Structure & Investment

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JobTread Integration engagements are tailored to the size, maturity, and needs of your company. All implementations begin with the Business Diagnostic & Roadmap, followed by a structured rollout that reflects your workflow and growth goals.

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Ready to Implement JobTread the Right Way?

Your software should elevate your process—never slow it down.

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Let’s explore whether a custom JobTread integration is the right next step for your business.

Your Next Step Toward a Smarter, Stronger Business Starts Here.

Ready to get started? Let’s connect.

Haymarket, VA

571-480-1212

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