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.
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.
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.
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!
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
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.
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.
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 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!