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Onboarding

A general onboarding guide for new users.

Settings

How to setup your Settings. Can't find an answer? Click the chat in the bottom right.

Vendors and Product Data

How to set up and manage your vendor pricing. Can't find an answer? Click the chat in the bottom right.

Designer

How to use the Designer to create proposal templates. Can't find an answer? Click the chat in the bottom right.

Projects

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

Tools

How to use the tools in a project. Can't find an answer? Click the chat in the bottom right.

Clients

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

Funnel

How to use Funnel for lead management. Can't find an answer? Click the chat in the bottom right.

Install

How to use Install to track time and installation tasks. Can't find an answer? Click the chat in the bottom right.

Stock

How to use Stock to track and manage inventory. Can't find an answer? Click the chat in the bottom right.

Service

How to use Service to manage service calls. Can't find an answer? Click the chat in the bottom right.

Portal

How to use Portal to allow your clients access to view their project. Can't find an answer? Click the chat in the bottom right.

Integrations

Information about our integrations. Can't find an answer? Click the chat in the bottom right.

Misc

Miscellaneous information about various parts of Jetbuilt. Can't find an answer? Click the chat in the bottom right.