Projects Area

How to create and manage your projects. Can't find an answer? Click the chat in the bottom right.

Paul Dexter avatar Christa Moody avatar Jessie Grimmer avatar +2
97 articles in this collection
Written by Paul Dexter, Christa Moody, Jessie Grimmer and 2 others

Creating and Using Change Orders in the Builder

How to create, manage and sell change orders within the Builder.
Brandon Clough avatar
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
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Sales Tasks

Creating and Assigning Sales Tasks
Jessie Grimmer avatar
Written by Jessie Grimmer
Updated over a week ago

How to Render a Change Order Report

Create a report for quoting your Change Orders
Jessie Grimmer avatar
Written by Jessie Grimmer
Updated over a week ago

Room Breakout

See a detailed financial breakdown of each room in your project.
Jessie Grimmer avatar
Written by Jessie Grimmer
Updated over a week ago

Project Sharing

How to share projects with other users
Jessie Grimmer avatar
Written by Jessie Grimmer
Updated over a week ago

Restoring Projects from the Trash Folder

How to re-activate projects that have been moved to the trash folder
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Margin vs Markup

How margin and markup are calculated
Jessie Grimmer avatar
Written by Jessie Grimmer
Updated over a week ago

Emptying the Trash

How to permanently delete projects
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

How to Add a Manufacturer Discount to a Project

Enterprise Only
Jessie Grimmer avatar
Written by Jessie Grimmer
Updated over a week ago

How to Add, Delete, or Edit Spec Sheets

Attaching spec sheets to items
Jessie Grimmer avatar
Written by Jessie Grimmer
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.
Jessie Grimmer avatar
Written by Jessie Grimmer
Updated over a week ago

Creating a Project Template

How to set up a Project Template
Jessie Grimmer avatar
Written by Jessie Grimmer
Updated over a week ago

Team Viewing

How to adjust which team members can view a particular project.
Jessie Grimmer avatar
Written by Jessie Grimmer
Updated over a week ago

How to Deactivate a Room or System

Deactivating a room or system to hide it from reports
Jessie Grimmer avatar
Written by Jessie Grimmer
Updated over a week ago

Strip Labor Tool

Jessie Grimmer avatar
Written by Jessie Grimmer
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.
Jessie Grimmer avatar
Written by Jessie Grimmer
Updated over a week ago

Creating Bundles

How to create bundles of line items
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

How to Mark Items 'In Stock' in the Purchasing Area

Jessie Grimmer avatar
Written by Jessie Grimmer
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
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Create Labor as a Line Item

How to create a labor line item
Christa Moody avatar
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.
Christa Moody avatar
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
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

What is Smart Rounding?

How to use Smart Rounding in the Builder
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Editing a Bundle

How to Edit a Bundle in the Builder
Christa Moody avatar
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
Christa Moody avatar
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'.
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Megabuilder

How to edit which columns are visible in the Builder
Christa Moody avatar
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
Christa Moody avatar
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
Christa Moody avatar
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
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Margin Worksheet

How to adjust your project margins with this Enterprise feature
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Purchase Orders

How to create a Purchase Order for your Project
Christa Moody avatar
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.
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Adding a Service Package to a Project

How to add service packages to projects
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Archiving Projects

How to archive and retrieve lost or completed projects
Paul Dexter avatar
Written by Paul Dexter
Updated over a week ago

Creating a Project

How to set up a brand new project
Christa Moody avatar
Written by Christa Moody
Updated over a week ago
Builder

Cost Increase Detected

What to do when a project has out of date pricing information
Mason Clough avatar
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.
Christa Moody avatar
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.
Christa Moody avatar
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
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

How to Exclude Factors from Change Orders

Christa Moody avatar
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
Christa Moody avatar
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.
Christa Moody avatar
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
Jessie Grimmer avatar
Written by Jessie Grimmer
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
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Adding Custom Products

How to create custom line items
Christa Moody avatar
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.
Jessie Grimmer avatar
Written by Jessie Grimmer
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
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

How to Un-Bundle a Bundle

How to 'explode' bundles into individual line items.
Jessie Grimmer avatar
Written by Jessie Grimmer
Updated over a week ago

Moving a Room to an Option

How turn an entire Room into an Option
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Adding Items

How to add items to your project
Christa Moody avatar
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
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Adding Rooms and Systems

How to add Rooms and Systems to your project
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Duplicating Rooms and Systems

How to duplicate a room or system
Christa Moody avatar
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
Christa Moody avatar
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.
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Adding Discounts

How to add a discount in your project.
Christa Moody avatar
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
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Copy to Project

How to copy or move items from one project to another.
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Options

How to create and use options
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Room Scope

How to edit the room scope in the builder
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Quoting OFE (Owner Furnished Equipment)

How to add Owner Furnished Equipment to your project (Enterprise)
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Flagging Items

How to Flag items in the builder
Christa Moody avatar
Written by Christa Moody
Updated over a week ago
Project Details

Project Details

How to edit project-specific settings
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Change Project Name

How to change the name of your project
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Make a Project Tax Exempt

Jessie Grimmer avatar
Written by Jessie Grimmer
Updated over a week ago

Duplicating a Project

How to duplicate a project
Paul Dexter avatar
Written by Paul Dexter
Updated over a week ago

Opening Budget, Probability, Close Date

Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Tax Discounts

How to set up a Tax Discount
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Change Client Name on a Project

How to change the client name on a project
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Change Tax Rate on a Project

How to change the tax rate on a project.
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Change Short Description on a Project

How to change the short description on a project.
Christa Moody avatar
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)
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Adding Payment Schedule

How to add payment schedule to a project.
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Upload Project Image

How to upload an image of your project
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Change Project Owner

How to change the owner of a project
Christa Moody avatar
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
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Duplicating a Project

How to Duplicate a Project
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Deleting a Project

How to move a project to the Trash folder
Christa Moody avatar
Written by Christa Moody
Updated over a week ago