Projects Area

How to create and manage your projects. Can't find an answer? Click the chat in the bottom right.

Christa Moody avatar Jessie Grimmer avatar Paul Dexter avatar
70 articles in this collection
Written by Christa Moody, Jessie Grimmer, and Paul Dexter

Replacing Items in a Project

How to Replace All Items in a Project with Another Item
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

How to Un-Bundle a Bundle

How to 'explode' bundles into individual line items.
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Written by Jessie Grimmer
Updated over a week ago

Sales Tasks

Creating and Assigning Sales Tasks
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Written by Jessie Grimmer
Updated over a week ago

Quickbooks Online Integration

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Written by Jessie Grimmer
Updated over a week ago

Project Sharing

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Written by Jessie Grimmer
Updated over a week ago

How to Make a Change Order Report

Create a report for quoting your Change Orders
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Written by Jessie Grimmer
Updated over a week ago

Restoring Projects from the Trash Folder

How to re-activate projects that have been moved to the trash folder
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Emptying the Trash

How to permanently delete projects
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Written by Christa Moody
Updated over a week ago

Hidden Factors

How to Use Hidden Factors
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Written by Jessie Grimmer
Updated over a week ago

How to Add a Manufacturer Discount to a Project

Enterprise Only
Jessie Grimmer avatar
Written by Jessie Grimmer
Updated over a week ago

How to Add, Delete, or Edit Spec Sheets

Attaching spec sheets to items
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Written by Jessie Grimmer
Updated over a week ago

How to Add a Discount to a Project

Adding discounts, deposits, and other deductions to your projects
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Written by Jessie Grimmer
Updated over a week ago

Creating a Project Template

How to set up a Project Template
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Written by Jessie Grimmer
Updated over a week ago

Team Viewing

How to adjust which team members can view a particular project.
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Written by Jessie Grimmer
Updated over a week ago

Creating Bundles

How to create bundles of line items
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

My Quickbooks Export Didn't Work

What to do if you exported a project, but doesn't show up in your QBO account
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Written by Christa Moody
Updated over a week ago

Create Labor as a Line Item

How to create a labor line item
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Written by Christa Moody
Updated over a week ago

Exporting Your Projects to Quickbooks Online

Here's how to export your projects from Jetbuilt to QBO.
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Written by Christa Moody
Updated over a week ago

Adjusting your Purchase Order

How to adjust the quantity on your PO to add additional items, or account for items in stock
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Written by Christa Moody
Updated over a week ago

What is Smart Rounding?

How to use Smart Rounding in the Builder
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Written by Christa Moody
Updated over a week ago

Editing a Bundle

How to Edit a Bundle in the Builder
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Written by Christa Moody
Updated over a week ago

How to mark items 'Received'

Keep track of which items have arrived by marking them as 'Received'.
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Written by Christa Moody
Updated over a week ago

Megabuilder

How to edit which columns are visible in the Builder
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Written by Christa Moody
Updated over a week ago

Selling a Project in a Different Currency

How to set a different selling currency for a new project
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Written by Christa Moody
Updated over a week ago

Change Labor Costs on a Project

How to update labor costs on a per-project basis
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Written by Christa Moody
Updated over a week ago

Locking Items

How to lock item prices so they aren't affected by bulk changes to your margins
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Written by Christa Moody
Updated over a week ago

Margin Worksheet

How to adjust your project margins with this Enterprise feature
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Written by Christa Moody
Updated over a week ago

Purchase Orders

How to create a Purchase Order for your Project
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Written by Christa Moody
Updated over a week ago

How to set a Room Quantity

When multiple rooms contain the same equipment, use a Room Quantity.
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Written by Christa Moody
Updated over a week ago

Adding a Service Package to a Project

How to add service packages to projects
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Written by Christa Moody
Updated over a week ago

Archiving Projects

How to archive and retrieve lost or completed projects
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Written by Paul Dexter
Updated over a week ago

Adding Custom Products

How to create custom line items
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Written by Christa Moody
Updated over a week ago

Creating a Project

How to set up a brand new project
Christa Moody avatar
Written by Christa Moody
Updated over a week ago
Builder

Adding Items

How to add items to your project
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Written by Christa Moody
Updated over a week ago

Attaching PDF Spec Sheets to Items in your Project

How to attach spec sheets to items in the builder
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Written by Christa Moody
Updated over a week ago

Adding Rooms and Systems

How to add Rooms and Systems to your project
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Written by Christa Moody
Updated over a week ago

Duplicating Rooms and Systems

How to duplicate a room or system
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Written by Christa Moody
Updated over a week ago

"Edit Items" Menu

This is where you create bundles, define markups, copy to room, copy to project, and delete items in bulk
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Written by Christa Moody
Updated over a week ago

Individual Item Push/Pull DB

How to push/pull the values of an individual item to your database
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Written by Christa Moody
Updated over a week ago

How Rooms and Systems are filtered

Rooms and Systems can be a little confusing at first if you don't understand them. This should help clear that up.
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Written by Christa Moody
Updated over a week ago

Duplicating a Project

How to duplicate a project
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Written by Paul Dexter
Updated over a week ago

Copy to Room

How to copy or move items from one room to another in the Builder
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Written by Christa Moody
Updated over a week ago

Copy to Project

How to copy or move items from one project to another.
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Written by Christa Moody
Updated over a week ago

Adding Discounts

How to add a discount in your project.
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Written by Christa Moody
Updated over a week ago

Options

How to create and use options
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Written by Christa Moody
Updated over a week ago

Change Orders

How to create and use Change Orders
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Written by Christa Moody
Updated over a week ago

Room Scope

How to edit the room scope in the builder
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Written by Christa Moody
Updated over a week ago

Quoting OFE (Owner Furnished Equipment)

How to add Owner Furnished Equipment to your project
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Written by Christa Moody
Updated over a week ago

Flagging Items

How to Flag items in the builder
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Written by Christa Moody
Updated over a week ago
Project Details

Project Details

How to edit project-specific settings
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Written by Christa Moody
Updated over a week ago

Change Project Name

How to change the name of your project
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Written by Christa Moody
Updated over a week ago

Opening Budget, Probability, Close Date

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Written by Christa Moody
Updated over a week ago

Change Client Name on a Project

How to change the client name on a project
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Written by Christa Moody
Updated over a week ago

Change Tax Rate on a Project

How to change the tax rate on a project.
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Written by Christa Moody
Updated over a week ago

Change Short Description on a Project

How to change the short description on a project.
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Written by Christa Moody
Updated over a week ago

Change Labor Rates on a Project

How to edit labor rates for a specific project (not company-wide)
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Written by Christa Moody
Updated over a week ago

Adding Payment Schedule

How to add payment schedule to a project.
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Written by Christa Moody
Updated over a week ago

Upload Project Image

How to upload an image of your project
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Written by Christa Moody
Updated over a week ago

Change Project Owner

How to change the owner of a project
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Written by Christa Moody
Updated over a week ago

Create/Change Version

How to create a new version or select a previous version of your project
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Written by Christa Moody
Updated over a week ago

Duplicating a Project

How to Duplicate a Project
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Written by Christa Moody
Updated over a week ago

Deleting a Project

How to move a project to the Trash folder
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Written by Christa Moody
Updated over a week ago