Designer

Info on using the Designer area in Jetbuilt. Can't find an answer? Click the chat in the bottom right.

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26 articles in this collection
Written by Paul Dexter, Christa Moody, Brandon Clough and 2 others

Upload Image to Library/Add Image to Report Page

Written by Brandon Clough
Updated over a week ago

Dynamic Images

How to add dynamic images to your report pages and projects

Written by Mason Clough
Updated over a week ago

Designer Edit Options

Written by Brandon Clough
Updated over a week ago

Box Sales

Written by Brandon Clough
Updated over a week ago

Purchase Order Design

Editing your Purchase Order page within the Designer

Written by Christa Moody
Updated over a week ago

Room Scope in Reports

How to show/hide room scope in the Line Items page

Written by Christa Moody
Updated over a week ago

How to Display Labor Line Items on Line Item Pages

Written by Brandon Clough
Updated over a week ago

Pages Area

PO page cutting off the Notes section?

How to adjust your PO page so the notes don't run into the body section.

Written by Christa Moody
Updated over a week ago

Report Pages - Selecting a Language

How to set up Proposals in Different Languages

Written by Christa Moody
Updated over a week ago

Adding and Deleting Pages

How to add or delete pages in Designer

Written by Christa Moody
Updated over a week ago

Adding Spec Sheets to a Report Group

How to add your spec sheets to your reports.

Written by Christa Moody
Updated over a week ago

Groups Area

Deleting a Report Group

How to permanently remove a Report Group from your company's list

Written by Christa Moody
Updated over a week ago

How to Re-Organize a Report Group

If your pages are out of order, here's how to fix it!

Written by Christa Moody
Updated over a week ago

How to Remove a Page from a Report Group

Deleting Company Pages from Report Groups

Written by Christa Moody
Updated over a week ago

Report Groups

Using Report Groups to set up your proposal template

Written by Christa Moody
Updated over a week ago

How to add Pages to a Report Group

Adding Company Pages into your Report Groups

Written by Christa Moody
Updated over a week ago

How to bring hidden report groups back into your main list

How to "un-hide" a Report Group

Written by Christa Moody
Updated over a week ago

How to View Hidden Report Groups

How to find Report Groups that were hidden in your account

Written by Christa Moody
Updated over a week ago

Hiding Report Groups (Enterprise)

How to hide Report Groups from your list to keep things tidy.

Written by Christa Moody
Updated over a week ago

Discussion Pages

How to use the Discussion Page

How to type pages of text in your project which can appear in your proposal.

Written by Paul Dexter
Updated over a week ago

Proposal Pages

Default Headers and Footers

How to copy headers and footers from one page to another in the Designer

Written by Mason Clough
Updated over a week ago

Displaying Discounts on Proposals

This article will discuss the option to add a column for discount percentage or discount amount to Proposals

Written by Kelly Johnson
Updated over a week ago

How to show/hide columns on your proposals

Using "Edit Options" menu to adjust which columns show up on your proposals.

Written by Christa Moody
Updated over a week ago

Terms and Conditions on Proposal Page

How to edit the Terms and Conditions that show up in the Summary section of your proposal

Written by Christa Moody
Updated over a week ago

How to Create a Change Order Report Template

Setting up your Change Order Pages and Report Groups within the Designer

Written by Christa Moody
Updated over a week ago

Dynamic Text

Dynamic Text

Use this convenient feature to automatically add project-based content to you proposals.

Written by Christa Moody
Updated over a week ago