Onboarding

A general onboarding guide for new users.

Clayton avatar
1 author1 article

Settings

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

Christa Moody avatarClayton avatar
2 authors35 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.

Christa Moody avatarClayton avatar
2 authors14 articles

Designer

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

Christa Moody avatarClayton avatar
2 authors26 articles

Projects

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

Clayton avatarMichael Bell avatarChrista Moody avatar
5 authors122 articles

Tools

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

Christa Moody avatarClayton avatar
2 authors3 articles

Clients

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

Christa Moody avatarJohn avatarClayton avatar
3 authors10 articles

Funnel

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

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1 author9 articles

Install

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

Christa Moody avatarClayton avatar
2 authors15 articles

Stock

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

Clayton avatarChrista Moody avatarPatti avatar
3 authors13 articles

Service

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

Christa Moody avatarClayton avatarJohn avatar
3 authors7 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.

Patti avatar
1 author2 articles

Integrations

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

Christa Moody avatarClayton avatarPatti avatar
3 authors15 articles

Misc

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

Christa Moody avatarClayton avatarPatti avatar
3 authors10 articles