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Getting Started

A quickstart guide for new users

1 author1 article
Settings

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

1 author38 articles
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.

1 author15 articles
Designer

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

1 author27 articles
Projects

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

1 author130 articles
Tools

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

1 author3 articles
Clients

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

1 author10 articles
Funnel

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

1 author10 articles
Install

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

1 author18 articles
Stock

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

1 author19 articles
Service

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

1 author12 articles
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.

1 author2 articles
Integrations

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

2 authors16 articles
Misc

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

1 author16 articles