Girderly brings your JobTread contacts, jobs, status, and finances into your inbox sidebar — on Gmail and Outlook. Using CompanyCam or QuickBooks? See Girderly for CompanyCam and Girderly for QuickBooks. Here’s how to get set up and make the most of it.
Get set up
About two minutes from install to your first connected email.
1. Install
Install Girderly from the Google Workspace Marketplace (Gmail) — search for Girderly and choose Individual install (just you) or Admin install (your whole team). Approve the permissions, reload Gmail, and the Girderly icon appears in the right-hand add-on rail. On Outlook, install Girderly from the Microsoft Marketplace the same way.
2. Connect JobTread
Open any email, click the Girderly icon, and click Connect JobTread — no API keys to copy. Sign in to JobTread if needed, pick your organization, and set Access to Read and Write. You’re connected and on your dashboard. Disconnect anytime from Settings.
How to use Girderly
Step-by-step for everything you can do — right in your inbox.
Find & understand your inbox
Open an email and Girderly shows you the sender’s JobTread world — and what the email is about.
Sender to JobTread contact match
Where: automatic — open any email.
Open an email and Girderly matches the sender to their JobTread contact and opens their card. Nothing to click.
Good to know: no match means the address isn’t on a JobTread contact yet — use Search JobTread to find them by name.
Other contacts on the account
Where: contact/account card → Contacts.
See and open any other contact on the account in one tap.
Search JobTread
Where: sidebar → Search (or the Home view).
- Tap Search.
- Type a contact, job, or account name.
- Open the result’s card.
Good to know: works even with no email open.
Home view
Where: open Girderly with no email selected.
Shows your connection status, quick actions, and your most recent jobs.
Highlight the job/document an email is about
Where: top of the contact/vendor card — “Relevant to this email.”
Automatic — Girderly reads the open email and pins the job(s) and document(s) it references at the top of the card. Tap a pinned item to open it.
Good to know: it matches on job names, a document’s reference (e.g. “Purchase Order 3-2”), and dollar amounts. And when an email asks about timing (“behind schedule?”) or cost (“over budget?”) but names no job, it pins a shortcut straight to that job’s Schedule or Budget view. Especially handy when a customer has several jobs.
Contact snapshot
Where: top of the contact card (automatic).
Shows the contact’s name, whether they’re a customer or vendor, title/role, email, phones, and the account they belong to.
Account financial snapshot
Where: contact/account card → Financials.
Shows contract value, invoiced, paid, and outstanding balance for the account, with money owed highlighted.
Good to know: hide it anytime via Settings → Show financials. Needs financial-view permission in your JobTread role.
Jobs at a glance
Where: contact/account card → Jobs.
Every job on the account with live status, open/closed, dates, and contract / invoiced / balance. Tap a job to open its full detail.
Job detail card
Where: tap any job (from a card or search).
Opens the job’s status and timeline, financials, custom fields, open to-dos, and linked documents and files.
Open to-dos for the account
Where: contact/account card → To-dos.
The account’s open to-dos with due dates. Tap one to complete, edit, or reassign it.
Multi-property view
Where: contact/account card → Other properties.
Related jobs across other accounts on the same company domain — built for property managers.
Good to know: toggle via Settings → Show other properties.
Recent activity (comments)
Where: contact/account card → Recent activity.
The latest comments on the account, each linked back to its thread in JobTread.
Account details (custom fields)
Where: contact/account card → Account details.
Every custom field your org tracks on the account, shown in JobTread’s own order.
Work your jobs
Create, update, clone, and schedule jobs and to-dos — and see the budget — without leaving Gmail.
New job
Where: Home or a contact/account card → Create → New job.
- Tap New job.
- Pick the location.
- Fill in your org’s job fields.
- Create.
Who: anyone with create-job permission in JobTread.
Update a job’s status
Where: job card → Update status.
Pick the new status and save.
Edit any job field
Where: job card → Edit fields.
Edit any job field your org tracks, then save.
Close or reopen a job
Where: job card → Close job (or Reopen).
One tap.
Clone a job (copy budget, schedule, to-dos)
Where: job card → Clone this job.
- Open the job you want to copy and tap Clone this job.
- Name the new job.
- Keep the same customer, search for a different existing one, or create a brand-new customer + location inline.
- Tap Create clone — you land on the new job with the budget, schedule, to-dos, and description copied.
Good to know: matches JobTread’s own Clone a Job.
[Schedule] Quick to-do from email
Where: any card → Create to-do.
- Tap Create to-do.
- Name it, set a due date, type, and assignee.
- Create.
On a job it’s a job to-do; on a contact or vendor it’s an account to-do.
[Schedule] Recurring task
Where: Create to-do or Schedule event → the Repeat dropdown.
Set Repeat to Daily, Weekly, Every 2 weeks, Monthly, or Weekdays.
[Schedule] Schedule event at the account level (customer/vendor)
Where: contact/vendor card → Schedule event.
Book an event or appointment on a customer or vendor before a job exists (e.g. a sales-rep visit). Set the date/time, assign teammates, and optionally notify them — so JobTread is your record even at the lead stage.
[Schedule] Add schedule item
Where: job card → Add schedule item.
Create a schedule (Gantt) task with start/end dates, type, assignees, and predecessors.
[Schedule] Assign / reassign task + notify
Where: a to-do or task → Edit → Assignee.
Add or swap assignees and optionally notify them.
[Schedule] Mark complete / update %
Where: any card showing to-dos → the to-do → Complete (or set progress).
Mark a task done, or update its percent complete.
[Budget] View job budget in inbox (tree + subtotals)
Where: job card → Financials → View budget.
Shows every cost group with its line items — each line’s price and cost (and quantity when it isn’t 1) — plus the group’s cost/price subtotal. Read-only.
[Budget] Job budget summary (projected cost/price/margin, actual)
Where: job card → Financials → View budget (top of the card).
The summary shows the job’s projected price, projected cost, projected margin (dollars and %), and actual cost to date. Figures come straight from JobTread, so tax and margin match the app.
[Schedule] View job schedule
Where: job card → View schedule.
Shows the job’s schedule: overall progress (tasks complete + %) and date range up top, then each phase with its tasks — date range, task type, and a Done / In progress marker — plus any loose to-dos and unscheduled tasks. Read-only.
Documents, selections & billing
Open a document, approve a selection, send it, record a payment, and turn a vendor invoice into a bill.
[DocType] Create/Edit Vendor Bill
Where: vendor card → Create bill.
- Open the vendor’s invoice email — Girderly pins the right PO at the top.
- Tap Create bill, pick the approved PO/amount, and attach the invoice PDF.
- Submit — the bill is recorded in JobTread with the invoice attached.
Who: anyone with vendor-document management permission.
[DocType] Bill a vendor invoice across jobs
Where: vendor card → Bill invoice across jobs.
One vendor invoice covering several jobs? Girderly bills it against each job’s approved PO at once, attaching the invoice to each bill.
[DocType] Create Purchase Order
Where: job or vendor card → Create PO.
- Pick the vendor and the budget cost items.
- Girderly drafts the purchase order with the recipient.
- Submit.
[Documents] Document drill-down viewer
Where: tap any document on a contact, vendor, or job card.
Opens the document’s status, totals, dates, parties, full line-item tree, recipients (with signature/open state), payments, and references.
[Documents] Record a payment
Where: open a document → Record payment.
Log a payment and apply it to the document.
[Documents] Show balance due / paid
Where: open a document → totals.
Displays balance, amount paid, and a per-payment breakdown. Read-only.
Attach an email to a document’s messages
Where: open a document → Attach email to messages.
Posts the open email’s text into the document’s Message thread — internal by default, or shared to the customer/vendor portal. Great on a Selection to record the client’s choice as proof.
[Documents] Approve / deny / mark pending
Where: open a document → the status action.
Move the document through its status: approve, deny, or mark pending.
[Documents] Send to customer/recipient
Where: open a document → Send.
- Add recipient(s).
- Send — Girderly emails the document (one send per recipient).
[Documents] Track signature & open status
Where: open a document → Recipients.
See who signed, when, their IP, and email delivery/open state. Read-only.
[Selections] View selections for a job
Where: job card → Selections.
Lists the job’s selection groups and options with their chosen state, prices, and allowances.
[Selections] Record a customer’s choice
Where: job card → Selections → an option → Approve.
Marks the option selected on the customer’s behalf. You can attach the customer’s email as proof at the same time.
[Selections] Track selection approval status
Where: job card → Selections.
Shows each selection’s status — pending, approved, or denied — and signature state.
Good to know: if a signature is required, Girderly records the pick and reports it’s awaiting signature rather than forcing approval.
Communicate & log
Message, notify, log the email, attach files, add contacts, and keep the daily log — all logged back to JobTread.
New customer
Where: Home or a contact card → Create → New customer.
- Fill the required fields, an optional primary contact, and a first location.
- Create.
Who: anyone with create-customer permission.
New vendor
Where: Create → New vendor.
Create a vendor account without leaving your inbox.
Who: anyone with create-vendor permission.
Add a contact to an account
Where: account card → Add contact.
Add a contact with all of that account’s contact fields.
Add a contact to a job (+ portal)
Where: job card → Add contact.
Creates the contact on the account and, optionally, grants client-portal access with an emailed invite.
Add a location to an account
Where: account card → Add location.
Add a location — address, name, and your org’s location fields — to the account.
Update account fields
Where: account card → Account details → Edit.
Edit the account’s fields in place.
Edit a contact
Where: contact card → Edit.
Edit a contact’s name, title/role, and custom fields.
New lead from an email
Where: open an email from someone not yet in JobTread → Create customer + contact.
One click creates the customer and primary contact and logs the email onto the account.
Who: anyone with create-customer permission.
[DailyLogs] Log today’s note from inbox
Where: job card → Daily log.
Create a daily log for the job with the date and your notes.
Who: anyone with create-daily-log permission.
[DailyLogs] Set daily-log custom fields
Where: daily log → custom fields.
Populate your org’s daily-log custom fields as part of the log.
Log this email onto a record
Where: any card → Log email.
Drops the open email — sender, subject, and body — onto a job, customer, or vendor as an internal note.
[Files] Attach email attachment to Job/Contact/Vendor
Where: any card → Attach files.
One tap sends the email’s attachments to that job, contact, or vendor’s JobTread Files.
[Messages] Job message feed in inbox
Where: job card → Messages.
Lists a job’s comment thread right in the sidebar. Tap a message to reply in thread.
[Messages] Mention/notify teammates
Where: a message or note → Notify.
Tag teammates to notify them; they’re notified in JobTread.
[Messages] Suppress/enable notifications
Where: message composer → Notify toggle.
Post quietly, or notify the recipients.
[Messages] Post a message to job/task/doc
Where: a card → Add note / Message.
Compose and send a comment from the open email.
[Messages] Reply in thread
Where: Messages → a message → Reply.
Reply to a specific comment, in thread.
[Messages] Control customer visibility
Where: message composer → visibility toggle.
Choose whether the message shows in the customer or vendor portal (role-based).
Track time
Clock in, clock out, or log a completed timesheet against a job.
[Time] Clock In from inbox
Where: job card → Clock in.
One tap opens a time entry for you against the job and cost item.
[Time] Clock Out from inbox (break/OT)
Where: job card → Clock out.
Ends your running time entry now, with optional break deduction or overtime.
[Time] Log completed timesheet entry
Where: job card → Log time.
Record a past entry with start/end, job, cost item, and notes.
Who: anyone with time-entry create permission.
Plans & billing
How seats, pricing, and the billing portal work.
Per-seat subscription
Where: girderly.com/pricing and the billing portal.
$10/user/month or $96/user/year — the same on Gmail and Outlook, and every seat includes everything. Starts with a free 7-day trial.
Buy for your team
Where: the billing portal.
Purchase any number of seats in a single subscription — one invoice, one owner.
Assign seats by email
Where: billing portal → Seats.
Each teammate is licensed by the email they run Girderly in; add or remove seats anytime.
Self-serve billing portal
Where: Settings → Manage billing (owner).
Manage your subscription, payment method, invoices, cancellation, and seats from a hosted portal.
Trust, privacy & control
How Girderly connects, what it can and can’t see, and the preferences you control.
List / view custom field definitions
Where: account and job detail views.
Shows the custom fields defined for your org, with each field’s type and target entity. Read-only.
Set / clear custom field values on a record
Where: any record → Edit fields.
Fill or clear custom field values on a job, account, contact, cost item, daily log, or location.
Permission preflight (fail-closed gate)
Where: automatic — nothing to configure.
Before any action, Girderly checks your JobTread grant allows it and only shows the buttons your role permits.
Good to know: missing a button you expect? Your JobTread role may not allow it — or your connection Access is set to Read Only. Reconnect from Settings and choose Read and Write.
Your own JobTread key (OAuth)
Where: Settings → Connect JobTread.
Girderly connects with your own JobTread grant — no shared super-account. Disconnect anytime from Settings.
Role-based permission gating
Where: automatic.
You only see and do what your JobTread role allows; Girderly can never exceed your JobTread permissions.
Nothing cached or shared
Where: by design.
Girderly reads only the sender’s email and calls JobTread directly; your JobTread data isn’t stored on Girderly’s servers.
Display preferences
Where: Settings.
Toggle financials, other properties, and recent activity; filter and sort your jobs list. Settings are per user.
Girderly AI
Three one-tap AI actions on the email you have open. You review the result before anything is saved.
Summarize an email with AI (save as a note)
Where: contact/vendor/job card → Summarize with AI. Open the email, tap Summarize with AI, review the summary, and save it as a JobTread note on the contact, vendor, or job.
Answer from JobTread
Where: job card → Answer from JobTread. Girderly drafts a reply to the sender, grounded in that job’s live JobTread data — schedule, dates, financials, and selections. Review it, tweak if you want, and send.
Create to-dos from an email with AI (action items)
Where: contact/job card → Create to-do with AI. Girderly extracts the action items into a checklist; set each item’s due date, type, and assignee, and create them as JobTread to-dos.
Nothing is stored on Girderly’s servers — the open email is sent to Girderly’s AI provider only to produce what you asked for. See our Privacy Policy.
Troubleshooting
- “No match” for a sender — the address isn’t on a JobTread contact yet; use Search JobTread to find them by name and open the same card.
- Can’t connect — in Girderly, open Settings → Disconnect, then Connect JobTread again and grant access (choose your organization and Read and Write).
- Nothing appears — reload Gmail and confirm Girderly is installed for your account.
- “Grant permission” or a permission error — the first time Girderly reaches JobTread, Google asks you to approve one permission (“Connect to an external service”). Click Grant permission → Continue; you only do it once. On a managed work account that blocks sensitive permissions, your Google Workspace admin approves Girderly once — either via Admin install from the Marketplace, or by marking it Trusted in Admin console → Security → Access and data control → API controls → App access control.
- Some buttons are missing — Girderly mirrors your JobTread access in two ways. First, your JobTread role: if it only lets you view (not create or edit) customers or jobs, those buttons stay hidden — ask your JobTread admin if you need more. Second, and more often the cause: your JobTread authorization may be set to Read Only (it defaults there). If your role allows editing but the buttons still don’t appear, open Settings → Disconnect in Girderly, then Connect JobTread again and set Access to Read and Write.
Still need help?
Head to our Support page to report an issue — we’ll create a Support Ticket and get back to you, typically within one business day.
Girderly is not affiliated with, endorsed by, or sponsored by Google, Microsoft, CompanyCam, Intuit, or JobTread. Gmail™ is a trademark of Google LLC. Microsoft, Outlook, and Microsoft 365 are trademarks of the Microsoft group of companies. CompanyCam is a trademark of CompanyCam, Inc. Intuit and QuickBooks are registered trademarks of Intuit Inc. JobTread is a trademark of JobTread Software, LLC.