Jetbuilt

Here's a breakdown of Project Overview page.

Project Overview

A breakdown of what each of the project stages mean and when to use them.

Project Stages Explained

How to move a Project through the Project Stages

Moving Project Stages

Creating a Project Template

How to archive and retrieve lost or completed projects

Archiving Projects

See a detailed financial breakdown of each room in your project.

Room Breakout

Adding a Service Package to a Project

How to mark a Service Package 'Included' so that the total is reflected in your Project Total

Including Service Packages in the Project Total

How to mark as Service Package as Sold in the Projects area

Marking a Service Package as Sold

Breaking down your labor costs depending on crew size and Hours worked in a day.

Labor Breakdown

Where to find your project cost breakdown, including total project cost.

How Can I See a Project's Total Cost?

Sales Tasks

How to add and track discounts and deposits in a project using Factors and Line Items with negative price values.

Adding Discounts (and Tracking Deposits) in a Project

Exporting your Options/CO totals to a spreadsheet

How to Export your Option/Change Order Totals (Enterprise)

This article explains how to export your project data to a spreadsheet.

How to Export a Project as a CSV File

Clayton

Christa Moody

Overview Tab

How to select the right method for calculating your Factor.

Factor Methods

How to select the right category for your Factor.

Factor Categories

How Are Factors Broken Into Rooms?

Converting percentage factors to flat price factors

Converting Factors to a Flat Price

Enterprise Factor Method: Trip Calculator will calculate trip expenses and add it as a Travel Factor to a project

Trip Calculator

How to create a factor to add specific labor-type hours per days a labor category.

Factors: Hours per Day of Labor

Hidden Factors

Factors

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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