Jetbuilt

Project Details

How to adjust which team members can view a particular project.

Team Viewing

Change Project Name

Opening Budget, Probability, Close Date

How to change the client name on a project

Change Client Name on a Project

How to change the short description on a project.

Change Short Description on a Project

How to update labor costs on a per-project basis

Change Labor Costs on a Project

How to edit labor rates for a specific project (not company-wide)

Change Labor Rates on a Project

Adding and editing discounts off of your dealer cost.

How to Add a Manufacturer Discount to a Project

Use Jetbuilt to look up the sales tax rate to be used in your project.

Tax Lookup

Change Tax Rate on a Project

Tax Discounts

Make a Project Tax Exempt

How to display two tax rates on your Canadian proposals

Adding Two Tax Rates for Canadian Projects

Setting up default payment schedules and editing them within projects.

Adding Payment Schedule

Change Project Owner

These are the user permissions needed to be an Engineer or Project Manager in the Engineering Workflow

Add an Engineer and Project Manager

Market Segments

Upload Project Image

Keep track of how much your client has paid on a project

Client Payments to Date

How to create a new version or select a previous version of your project

Create/Change Version

Duplicating a Project

How to move a project to the Trash folder

Deleting a Project

Christa Moody

Clayton

Project Details Window

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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