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+4
111 articles in this collection
Written by
Paul Dexter,
Christa Moody,
Brandon Clough
and 4 others
How to Use the Engineering Scrub Stage
Scrubbing, swapping, and releasing items once the project is in the Engineering Stage
Written by
Emily Reppert
Updated over a week ago
Add an Engineer and Project Manager
These are the Permissions users need to be an Engineer or Project Manager in the Engineering Workflow
Written by
Kelly Johnson
Updated over a week ago
How to Migrate a Project to a New Office Location
This workflow enables you to transfer a project from one Office Location to another.
Written by
Michael Bell
Updated over a week ago
Turn On Asset Tracking
Turn On Asset Tracking to Manage Assets or Receive Items in the Alternate Stock Workflow
Written by
Kelly Johnson
Updated over a week ago
Moving Project Stages
How to move a Project through the Project Stages
Written by
Kelly Johnson
Updated over a week ago
Purchasing Order Quantities
How to enter a custom quantity for the items in your Purchase order.
Written by
Mason Clough
Updated over a week ago
How to Turn On the Engineering/Scrub Stage
Setting up the Engineering/Scrub stage in your Company Settings
Written by
Emily Reppert
Updated over a week ago
Creating and Using Change Orders in the Builder
How to create, manage and sell change orders within the Builder.
Written by
Brandon Clough
Updated over a week ago
Replacing Items in a Project
How to Replace All Items in a Project with Another Item
Written by
Christa Moody
Updated over a week ago
Sales Tasks
Creating and Assigning Sales Tasks
Written by
Brandon Clough
Updated over a week ago
How to Render a Change Order Report
Create a report for quoting your Change Orders
Written by
Brandon Clough
Updated over a week ago
Room Breakout
See a detailed financial breakdown of each room in your project.
Written by
Brandon Clough
Updated over a week ago
Project Sharing
How to share projects with other users
Written by
Brandon Clough
Updated over a week ago
Restoring Projects from the Trash Folder
How to re-activate projects that have been moved to the trash folder
Written by
Christa Moody
Updated over a week ago
Margin vs Markup
How margin and markup are calculated
Written by
Brandon Clough
Updated over a week ago
Emptying the Trash
How to permanently delete projects
Written by
Christa Moody
Updated over a week ago
How to Add a Manufacturer Discount to a Project
Adding and editing discounts off of your dealer cost.
Written by
Christa Moody
Updated over a week ago
How to Add, Delete, or Edit Spec Sheets
Attaching spec sheets to items
Written by
Brandon Clough
Updated over a week ago
Tracking Discounts and Deposits in a Project
How to add and track discounts and deposits on a project using Factors and Line Items with negative values.
Written by
Brandon Clough
Updated over a week ago
Creating a Project Template
How to set up a Project Template
Written by
Brandon Clough
Updated over a week ago
Team Viewing
How to adjust which team members can view a particular project.
Written by
Brandon Clough
Updated over a week ago
How to Deactivate a Room or System
Deactivating a room or system to hide it from reports
Written by
Brandon Clough
Updated over a week ago
Strip Labor Tool
Written by
Brandon Clough
Updated over a week ago
How to Export Project Data to CSV File
This article explains how to export your project data to a spreadsheet.
Written by
Brandon Clough
Updated over a week ago
Creating Bundles
How to create bundles of line items
Written by
Christa Moody
Updated over a week ago
How to Mark Items 'In Stock' in the Purchasing Area
Written by
Brandon Clough
Updated over a week ago
My Quickbooks Export Didn't Work
What to do if you exported a project, but doesn't show up in your QBO account
Written by
Christa Moody
Updated over a week ago
Create Labor as a Line Item
How to create a labor line item
Written by
Christa Moody
Updated over a week ago
Exporting Your Projects to Quickbooks Online
Here's how to export your projects from Jetbuilt to QBO.
Written by
Christa Moody
Updated over a week ago
Creating Purchase Orders for Partial Quantities
How to adjust the quantity on your PO to add additional items, or account for items in stock
Written by
Christa Moody
Updated over a week ago
What is Smart Rounding?
How to use Smart Rounding in the Builder
Written by
Christa Moody
Updated over a week ago
Editing a Bundle
How to Edit a Bundle in the Builder
Written by
Christa Moody
Updated over a week ago
Copy or Move Items to Another Room
How to copy or move items from one room to another
Written by
Christa Moody
Updated over a week ago
How to mark items 'Received'
Keep track of which items have arrived by marking them as 'Received'.
Written by
Christa Moody
Updated over a week ago
Megabuilder
How to edit which columns are visible in the Builder
Written by
Christa Moody
Updated over a week ago
Selling a Project in a Different Currency
How to set a different selling currency for a new project
Written by
Christa Moody
Updated over a week ago
Change Labor Costs on a Project
How to update labor costs on a per-project basis
Written by
Christa Moody
Updated over a week ago
Locking Items
How to lock item prices so they aren't affected by bulk changes to your margins
Written by
Christa Moody
Updated over a week ago
Margin Worksheet
How to adjust your project margins with this Enterprise feature
Written by
Christa Moody
Updated over a week ago
Purchase Orders
How to create a Purchase Order for your Project
Written by
Christa Moody
Updated over a week ago
How to set a Room Quantity
When multiple rooms contain the same equipment, use a Room Quantity.
Written by
Christa Moody
Updated over a week ago
Adding a Service Package to a Project
How to add service packages to projects
Written by
Christa Moody
Updated over a week ago
Archiving Projects
How to archive and retrieve lost or completed projects
Written by
Paul Dexter
Updated over a week ago
Creating a Project
How to set up a brand new project
Written by
Christa Moody
Updated over a week ago
Overview
P&L Breakout
How to access the full Profit and Loss information for your project
Written by
Mason Clough
Updated over a week ago
Marking a Service Package as Sold
How to mark as Service Package as Sold in the Projects area
Written by
Kelly Johnson
Updated over a week ago
How to Export your Option/Change Order Totals (Enterprise)
Exporting your Options/CO totals to a spreadsheet
Written by
Christa Moody
Updated over a week ago
How can I see the Total Cost of my Project?
Where to find your project cost breakdown, including total project cost.
Written by
Christa Moody
Updated over a week ago
Project Overview Page
Here's a breakdown of the numbers on the Project Overview page
Written by
Christa Moody
Updated over a week ago
Project Stages Explained
A breakdown of what each of the project stages mean and when to use them.
Written by
Christa Moody
Updated over a week ago
Exporting project data to a spreadsheet
How to export your project as a CSV file.
Written by
Christa Moody
Updated over a week ago
Builder
Quoting Wire or Cable by the Foot
How to price items by the foot, or sell fractions of items
Written by
Christa Moody
Updated over a week ago
Labor and Subcontractor Line Items
How to create non-equipment hourly labor line items and subcontractor labor line items
Written by
Mason Clough
Updated over a week ago
Cost Increase Detected
What to do when a project has out of date pricing information
Written by
Mason Clough
Updated over a week ago
Changing an Item's Tax Status within a Project
How to turn tax on/off within a project for equipment, shipping, and labor.
Written by
Christa Moody
Updated over a week ago
How to add a Restocking Fee to a Change Order
Adding custom line items to your change orders for restocking fees or other charges.
Written by
Christa Moody
Updated over a week ago
Using Change Orders to Replace Items with Owner Furnished Equipment
How to use change orders to swap line items for OFE
Written by
Christa Moody
Updated over a week ago
How to Exclude Factors from Change Orders
Written by
Christa Moody
Updated over a week ago
How to Replace Items with a Change Order
Replacing equipment in your project with new items in a CO
Written by
Christa Moody
Updated over a week ago
How to Mark a Change Order as 'Sold'
Completing a Change Order - how to mark the CO as Sold and begin purchasing equipment.
Written by
Christa Moody
Updated over a week ago
Search With Part Number
Ability to search for items in Builder and Vendor Area using part number
Written by
Brandon Clough
Updated over a week ago
"Edit Items" Menu
This is where you create bundles, define markups, copy to room, copy to project, and delete items in bulk
Written by
Christa Moody
Updated over a week ago
Adding Custom Products
How to create custom line items
Written by
Christa Moody
Updated over a week ago
How to Mark an Option as 'Sold'
Once you have sold an Option, here is how to merge it to your project.
Written by
Brandon Clough
Updated over a week ago
Updating All Instances of a Line Item in a Project
How to update all instances of an item in a project
Written by
Christa Moody
Updated over a week ago
How to Un-Bundle a Bundle
How to 'explode' bundles into individual line items.
Written by
Brandon Clough
Updated over a week ago
Moving a Room to an Option
How turn an entire Room into an Option
Written by
Christa Moody
Updated over a week ago
Adding Items
How to add items to your project
Written by
Christa Moody
Updated over a week ago
Attaching PDF Spec Sheets to Items in your Project
How to attach spec sheets to items in the builder
Written by
Christa Moody
Updated over a week ago
Adding Rooms and Systems
How to add Rooms and Systems to your project
Written by
Christa Moody
Updated over a week ago
Duplicating Rooms and Systems
How to duplicate a room or system
Written by
Christa Moody
Updated over a week ago
Pushing/Pulling Individual Item data to/from the Database
How to push/pull the values of an individual item to your database
Written by
Christa Moody
Updated over a week ago
How Rooms and Systems are filtered
Rooms and Systems can be a little confusing at first if you don't understand them. This should help clear that up.
Written by
Christa Moody
Updated over a week ago
Copy to Room
How to copy or move items from one room to another in the Builder
Written by
Christa Moody
Updated over a week ago
Copy to Project
How to copy or move items from one project to another.
Written by
Christa Moody
Updated over a week ago
Options
How to create and use options
Written by
Christa Moody
Updated over a week ago
Room Scope
How to edit the room scope in the builder
Written by
Christa Moody
Updated over a week ago
Quoting OFE (Owner Furnished Equipment)
How to add Owner Furnished Equipment to your project (Enterprise)
Written by
Christa Moody
Updated over a week ago
Flagging Items
How to Flag items in the builder
Written by
Christa Moody
Updated over a week ago
Reports
Printing Proposals from Preview Page
This article describes how to quickly print proposals from the PDF preview page in Jetbuilt
Written by
Kelly Johnson
Updated over a week ago
Attaching Files/PDFs to Proposals
How to include PDFs in your reports to clients
Written by
Christa Moody
Updated over a week ago
How to create a Proposal
How to create and export quotes, proposals, and reports for your projects.
Written by
Christa Moody
Updated over a week ago
Project Details
Adding two tax rates for Canadian projects
How to display two tax rates on your Canadian proposals
Written by
Christa Moody
Updated over a week ago
Project Details
How to edit project-specific settings
Written by
Christa Moody
Updated over a week ago
Change Project Name
How to change the name of your project
Written by
Christa Moody
Updated over a week ago
Make a Project Tax Exempt
Written by
Brandon Clough
Updated over a week ago
Duplicating a Project
How to duplicate a project
Written by
Paul Dexter
Updated over a week ago
Opening Budget, Probability, Close Date
Written by
Christa Moody
Updated over a week ago
Tax Discounts
How to set up a Tax Discount
Written by
Christa Moody
Updated over a week ago
Change Client Name on a Project
How to change the client name on a project
Written by
Christa Moody
Updated over a week ago
Change Tax Rate on a Project
How to change the tax rate on a project.
Written by
Christa Moody
Updated over a week ago
Change Short Description on a Project
How to change the short description on a project.
Written by
Christa Moody
Updated over a week ago
Change Labor Rates on a Project
How to edit labor rates for a specific project (not company-wide)
Written by
Christa Moody
Updated over a week ago
Adding Payment Schedule
Setting up default payment schedules and editing them within projects.
Written by
Christa Moody
Updated over a week ago
Upload Project Image
How to upload an image of your project
Written by
Christa Moody
Updated over a week ago
Change Project Owner
How to change the owner of a project
Written by
Christa Moody
Updated over a week ago
Create/Change Version
How to create a new version or select a previous version of your project
Written by
Christa Moody
Updated over a week ago
Duplicating a Project
How to Duplicate a Project
Written by
Christa Moody
Updated over a week ago
Deleting a Project
How to move a project to the Trash folder
Written by
Christa Moody
Updated over a week ago
Additional Tools
Dynamic Text Fields in the Builder
How to use the extra dynamic text fields in the builder
Written by
Christa Moody
Updated over a week ago
Competition Evaluation
Help ensure that your prices are competitive with the Competition Evaluation tool
Written by
Christa Moody
Updated over a week ago
Define Markups
How to apply a markup to equipment or labor
Written by
Christa Moody
Updated over a week ago
Taxable Labor Options
How to apply or remove labor tax from all items in a project
Written by
Christa Moody
Updated over a week ago
Pushing/Pulling data to/from the database for multiple items at once
How to apply a push/pull to multiple line items within your project.
Written by
Christa Moody
Updated over a week ago
Assets
Asset Management
Track your equipment with the Asset Management tool
Written by
Brandon Clough
Updated over a week ago
Factors
Converting Factors to a Flat Price
Converting percentage factors to flat price factors.
Written by
Emily Reppert
Updated over a week ago
Trip Calculator
Enterprise Factor Method: Trip Calculator will calculate trip expenses and add it as a Travel Factor to a project
Written by
Brandon Clough
Updated over a week ago
How are Factors broken into Rooms?
Written by
Christa Moody
Updated over a week ago
Factor Methods
How to select the right method for calculating your Factor.
Written by
Christa Moody
Updated over a week ago
Hidden Factors
How to Use Hidden Factors
Written by
Brandon Clough
Updated over a week ago
Factor Categories
How to select the right category for your Factor.
Written by
Christa Moody
Updated over a week ago