(NOTE: Please be aware that this is still in the beta testing stages!)

When a Jetbuilt Project user builds a project for you, they can invite you to join their Portal. In the Portal, you can track real time progress on existing projects, initiate requests for new projects, view assets, share files, and maintain communication.

When a Jetbuilt Project user sends you an invitation to join their Portal, you'll receive an email with a link to set up your account. Just click the link, create your login, and you'll be directed to the Dashboard of the Portal. The Dashboard will include an overview of your projects and the latest updates. You can also initiate a project request from here.

If you are already using the Portal, anytime you are given access to a new project, you will receive an email about the project, and the project will appear in your Projects list.

While Jetbuilt Project users can create a project, then give you access to it, thus adding that project to your Portal, you can also initiate project requests from the Jetbuilt Project user by clicking +Initiate Project.

In the window that pops up, enter all relevant information you have regarding your requested project, and click Create Project. The project will then appear immediately within the Jetbuilt Project user's account so they can begin working on it.

The Projects list is separated into 3 different project stages that the Jetbuilt Project user has control over:

Project proposals can be viewed directly in your Portal. You'll see the information listed directly on your Dashboard, and you'll also see notifications within the project itself.

To view the proposal, you can click the links on the Dashboard or the Discussion tab of the project. You can also access the proposal by clicking the green proposal icon in the Projects list, or by opening the project and clicking the Proposals tab.

If the project user has invited you to utilize the eSign feature, you'll also see a blue button that says Sign Online. Click it, and in the window that pops up you'll have the opportunity to select any available options or service packages and sign the proposal.

After you click Buy Project, the signed agreement will be sent back to the Project user and a signed copy will now show in your "Signed Agreements" list with the green eSign signature icon.

You can maintain communications through the Discussion tab for each project. Notifications will appear on the Dashboard, the Projects list, and within the project when any new comments are added.

You can click on the discussion icon to go directly to the Discussion tab of a project. You can also access a discussion thread directly from a Dashboard update, and by clicking on the Discussion tab within the project.

You can share and receive files relating to the project in the Files tab. To access the Files tab, you can click the files icon in the Projects list, or select the Files tab from within the project.

If you want to share a file with the Jetbuilt Project user, click +Add Files, and either upload or drag and drop your file into the pop up window. It will be instantly viewable within the project for both you and the Jetbuilt Project user.

Additionally, any files added and shared by the Jetbuilt Project user will appear immediately in the Files tab of the corresponding project in your account.

If the Jetbuilt project user is tracking items in a project as assets, you will be able to view these in the portal. You will see a list of each item, the item's corresponding project, the description of the item, the room the item is assigned to, the system the item is assigned to, and the item's serial number (if one is provided by the Jetbuilt project user).

You can view a full list of all assets in all of your projects on the Assets tab on the main menu.

If you want to view the assets that are in a specific project, you can navigate to the assets tab within the project.

Clicking on an asset name will bring up the Asset Detail window. If an asset is in a project that is in the Completed stage, you may also have the ability to request service for that item (see below section on Service).

If the Jetbuilt project user has included Service on the account, you are able to view current and closed service tickets and initiate new service ticket requests. You can track real time progress, communicate through discussion comments and request new appointments, and share files right in the portal. All new updates will also appear on the Dashboard of your account.

The service case list will include the name of the service ticket, the corresponding project (if applicable), description, discussions, files, and appointments.

Clicking on the name of a service case in the Service Case list will display the Overview page of the service case. There, you'll see the next event scheduled and the ticket details.

The files notification icon will turn blue to notify you of new files added, and clicking it will bring you to the files page of the service case. Please note: Files can only be added to service cases that are tied to a project. These files can also be viewed from within the project.

The discussion notification icon will turn orange if there are new comments, and clicking it will bring you directly to the timeline of the service case.

The timeline will display all discussion comments and events in the service case from case creation to closing the case.

You also have the ability to initiate new service tickets by clicking on the +Initiate Service button either next to the search bar or in the service ticket list.

In the window that pops up, you can indicate if the service request is for an item from a previously completed project in the account, enter a name for the service, and a brief description of your issue or request. Then click Add Service Case, and this service ticket will appear immediately within the Jetbuilt project user's account so they can begin working on it.

If you want to initiate a service ticket request from an asset in your account, navigate to the assets page (either within the project or from the global assets list) and click on the name of the asset to bring up the Asset Detail window.

If the asset is in a project that is in the completed stage, you'll see an orange button that says Request Service. Click this button, and you'll be directed to the service request window with the project and asset information already filled in, so you'll only need to enter the information in the Ticket Name and the Short Description fields.

Then, click Add Service Case, and this service ticket will appear immediately within the Jetbuilt project user's account so they can begin working on it.

We hope this helps! Please reach out to us in support chat if you have any questions 🙂 (You can live chat with us by clicking the blue chat icon at the bottom right of this page.)