General

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22 articles in this collection
Written by Paul Dexter, Christa Moody, Jessie Grimmer and 1 other

Dashboard Pipeline

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Written by Jessie Grimmer
Updated over a week ago

How to Create a Pick List

Export the items in your Purchasing Area to a Spreadsheet
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Written by Jessie Grimmer
Updated over a week ago

Add Product Images to Reports

How to add item images to reports
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Written by Jessie Grimmer
Updated over a week ago

Email Me Views

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Written by Jessie Grimmer
Updated over a week ago

How to see the pipeline for a client

This shows you how to see the potential project totals for any given client.
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Written by Paul Dexter
Updated over a week ago

Create Pick List

Purchasing
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Written by Jessie Grimmer
Updated over a week ago

Room Breakout

Enterprise Feature
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Written by Jessie Grimmer
Updated over a week ago

Labor Breakdown

Breaking down your labor costs depending on crew size and Hours worked in a day.
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Written by Brandon Clough
Updated over a week ago

How to Quote Rental Equipment

Renting/Leasing equipment to your clients with Jetbuilt
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Written by Christa Moody
Updated over a week ago

User Permissions

A explanation of each of the user permissions in detail
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Written by Christa Moody
Updated over a week ago

How to Hide Items on Proposals

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Written by Jessie Grimmer
Updated over a week ago

Creating a Request for Quote

How to set up an RFQ page
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Written by Christa Moody
Updated over a week ago

Exporting Projects to Quickbooks Desktop

How to create an IIF export of your Jetbuilt project and import it into Quickbooks Desktop
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Written by Christa Moody
Updated over a week ago

Creating a Bill of Materials

How to set up a BOM
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Written by Christa Moody
Updated over a week ago

How to Delete a Bundle

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Written by Jessie Grimmer
Updated over a week ago

Deleting Custom Products

How to delete and item from your Custom Products Database
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Written by Christa Moody
Updated over a week ago

How to Edit Custom Products

Editing items in your custom product database
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Written by Christa Moody
Updated over a week ago

JetbuiltGO for iPad/Tablet

How to use JetbuiltGO on tablet devices
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Written by Christa Moody
Updated over a week ago

Exporting from D-Tools to Jetbuilt

How to export a single project or your entire product library as a CSV file from D-Tools and import it into Jetbuilt
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Written by Christa Moody
Updated over a week ago

Multi-Currency

All about Jetbuilt's Multi-Currency Functionality
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Written by Christa Moody
Updated over a week ago

How to Use 'Tags'

Categorizing your Rooms and Systems with Tags
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Written by Jessie Grimmer
Updated over a week ago

Shipping Markup

How to set up a Shipping Cost
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Written by Christa Moody
Updated over a week ago