Jetbuilt

How to opt in/out of the various types of email and Radar notifications

Adjusting Notifications

Find items in the Builder and Vendors Area using part number instead of model

Search By Part Number

How to change whether your products are favorited when added to a project by default

Automatically Favorite Items

Require projects to be approved by a manager before proposals are sent

Manager Approval

Company Setting to turn on/off the ability to push product data to the database the first time an item is used.

Turn on/off Push New Items to Database

Set which labor units open by default when editing line items

How to Set Default Labor Units

How to set up default rooms and systems that will appear in a checklist for each project you create.

Default Rooms and Systems

Setting up default shipping methods for purchasing

How to Set a Shipping Method

How to Set your Currency

How to set up default tax on equipment, shipping, and labor rates.

Default Tax Preferences

How to create and edit Labor Rates and Costs for your company

Set Default Labor Rates and Costs

Learn how to translate your labor types when using reports in different languages.

Labor Type Translations

How to edit project numbers, or change your company's default project numbering format.

Custom Project Numbers

Creating Factors

Use Labor Presets to quickly add labor to items in your projects

Labor Presets

How to set up an Equipment Pricing Program to quickly discount or markup your equipment prices.

Equipment Pricing Programs

Create customized sets of labor rates that you can apply to certain projects or clients.

Labor Pricing Programs

Creating Service Packages

Create automatic versions of your projects

Automatic Versioning

Manually define your exchange rates for your company's projects

Company-Defined Conversion Rates

How to set up your company account as a Jetbuilt Admin

Edit Company Settings

Support

Company Settings

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.