A general onboarding guide for new users.
How to setup your Settings. Can't find an answer? Click the chat in the bottom right.
How to set up and manage your vendor pricing. Can't find an answer? Click the chat in the bottom right.
How to use the Designer to create proposal templates. Can't find an answer? Click the chat in the bottom right.
How to create and manage your projects. Can't find an answer? Click the chat in the bottom right.
How to use the tools in a project. Can't find an answer? Click the chat in the bottom right.
How to create and manage your clients. Can't find an answer? Click the chat in the bottom right.
How to use Funnel for lead management. Can't find an answer? Click the chat in the bottom right.
How to use Install to track time and installation tasks. Can't find an answer? Click the chat in the bottom right.
How to use Stock to track and manage inventory. Can't find an answer? Click the chat in the bottom right.
How to use Service to manage service calls. Can't find an answer? Click the chat in the bottom right.
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.
Information about our integrations. Can't find an answer? Click the chat in the bottom right.
Miscellaneous information about various parts of Jetbuilt. Can't find an answer? Click the chat in the bottom right.