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

Use a .csv file to import item information, Rooms, and Systems directly into your project

Project Import

Support

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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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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