New to Jetbuilt?

New Hire?

Helping a team member get up to speed?

This guide will walk you through the basics, and help you get up and running in Jetbuilt!

Library

Before we get started, we'll include links to our Help Article library and our Tutorial Video library.

Help Articles

Tutorial Videos

Connecting to Your Dealer Pricing via Jetbuilt

When you get started with Jetbuilt, you'll want to make sure to connect to your dealer pricing so that the cost of the items in your proposals match your dealer pricing.

Connecting to Dealer Pricing

Keeping Pricing Up to Date

Dealer Pricing Status

Video: Dealer Pricing Integration

When you submit your prices sheets it will typically take a few days to process and get you set up with your connections. In the meantime, you can start building your first Project.

Company Settings

Some users find it helpful to set up their Company Settings first, before creating their first project. If you would rather jump into creating a project first, skip down to "Setting up You First Project", and come back to this step later.

Set Company Settings

Setting up Your First Project

We try to make the process of building a project with our software as intuitive as possible. We hope you find this process fun and easy. Here are some examples to show you the way!

Creating a Project

Adding Items

Project Details, project-specific parameters

Video: Your First Project

Now that you've built your first project, time to create a proposal to share with a client.

Creating Your First Proposal

You can start with the default pages set up in your account to quickly create a professional looking proposal. However, we find that many users like to create their own proposal template designs, and we've given you the tools to do that.

You'll work in Designer to create the report pages that you will use for your project.

Video: Proposal Designer

Adding a Designer Page

Designer Edit Options are page specific

How to Generate a Report for your Project

P&L Breakout

If you want to look at your project financials, here is one way to do so.

P&L Breakout

Creating Your First Change Order

After the client has accepted your proposal, you may want to make a change that requires client approval. We do that by creating a Change Order.

Creating a Change Order

Exporting to Projects to Integrated Platforms

Jetbuilt has the ability to integrate with multiple downstream platforms to help with your downstream Accounting needs.

Connecting to Acumatica

Connecting to Quickbooks Online

Exploring areas beyond the Project Platform: Funnel, Install, Stock

Getting started with Funnel

Getting started with Install

Getting started with Stock

If you don't already have Funnel, Install, or Stock, you can add them to your account by going to Settings>Team>User, and adding the module there for each user!

Each module can be added individually, here's an example of how to add a module using Install.

Hope this helps! You can always feel free to reach out to us in Support Chat with any questions or feedback!

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