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Project Registration

Find out how to request Project Registration with a vendor for collaboration, information sharing, and discounts.

Clayton avatar
Written by Clayton
Updated over a week ago

Jetbuilt designers and integrators can request Project Registration with a specific vendor.

You will be able to share with a vendor the products used in your project. Depending on that vendor's partner level with Jetbuilt, you will be able to share your products with them via email with an attached .csv, or directly in-app within Jetbuilt.

Registration Requests

Once you are in a project, go to the Registration tab and it will populate with vendors whose items you have added to the Builder to use in your project.

NOTE: Only vendors for which you have connected pricing (i.e., you've submitted price sheets) will appear on the Registration tab. If you use a vendor's items in your project, but you are not connected to their pricing via a price sheet, that vendor will not appear on the Registration tab.

On the Registration tab, you will be able to see which vendors are participating with in-app vendor requests. You can click the blue Request text, and send your registration to the in-app vendor.

If a vendor is not set up as an in-app partner, you can still send them a registration request via email by clicking the blue Vendor setup and request text, and filling in your vendor contact's email in the "Vendor Information" section of the "Vendor Setup & Request Project Registration" window. Your contact will receive the products you share with them via .csv file. They will have the option to reply to you directly by email, or join the Jetbuilt in-app registration program.

Submitting a Registration Request

In the "Request Project Registration" window, you will be able to edit the project's client information (if needed), and enter in any relevant project information in the Project Description and Project Installation Schedule fields.

NOTE: Please take care when editing the Client Name in the "Request Project Registration" window. To make any project-only changes to Client Name, a best practice is to use the Project Details tab/window before initiating the registration request to change the client.

(If you make any changes to the Client Name in the "Request Project Registration" window, this will change the Client Name for the client for your Jetbuilt account, and all projects related to that client.)

Finally, before clicking Submit, you can choose what information will be shared with the vendor. You must always share, at a minimum, that vendor's line items.

You can also choose to share all the line items in the project (to see if any further deals/discussions can be had with the vendor), as well as the Room Scopes from the Builder tab in your project. (NOTE: Only in-app partners may view Room Scopes when shared by you.)

In-App Vendor Requests

Viewing Submitted Registration Requests

Requesting registration with an in-app vendor will share a Builder view of the line items in your project. After a request, you can continue to interact with your project in any way you need.

The vendor's view will be an active and live link to your shared items, meaning any changes that you make will be reflected live in the vendor's view of the project in real-time. You will be able to collaborate with the vendor and receive feedback on your alternatives or additions in real time using the Discussions tab in a project.

Discussing a Registration Request

You can use the Discussions tab in a project to discuss any aspect of this project with the vendor in real-time. A thread titled with the Vendor Name will be created to share information between your team and the in-app vendor contact.

Your request will be in a "Pending" status until it is approved, or declined, by the vendor.

Approved Requests

When a Vendor approves your registration request, they have the option to apply special dealer pricing. If the vendor applies any special dealer pricing (i.e., discounts), when they click "Approve" on your registration request, those discounts will be applied directly to the items in your project, updating the costs for those items in the Builder.

We hope this helps! Please reach out to us in support chat if you have any questions 🙂

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