General

Viewing Proposals on Mobile App

When viewing Jetbuilt proposals on an iPhone or other mobile app, here is quick guide

Written by Kelly Johnson
Updated over a week ago

Product Technical Data for Line Items

This articles describes what technical data is, how it will be collected, and how it will be made available for your products in Jetbuilt.

Written by Kelly Johnson
Updated this week

On-boarding Guide

Get started using Jetbuilt with this step-by-step guide

Written by Kelly Johnson
Updated over a week ago

Item Lead Times

Written by Brandon Clough
Updated over a week ago

Unexpected Characters in Excel from Jetbuilt CSVs

How to change your encoding in excel to match that of Jetbuilt CSV exports.

Written by Mason Clough
Updated over a week ago

Dashboard Pipeline

Written by Brandon Clough
Updated over a week ago

How to Create a Pick List

Export the items in your Purchasing Area to a Spreadsheet

Written by Brandon Clough
Updated over a week ago

Add Product Images to Reports

How to add item images to reports

Written by Brandon Clough
Updated over a week ago

Email Me Views

Written by Brandon Clough
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.

Written by Paul Dexter
Updated over a week ago

Create Pick List

Purchasing

Written by Brandon Clough
Updated over a week ago

Room Breakout

Enterprise Feature

Written by Brandon Clough
Updated over a week ago

Labor Breakdown

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

Written by Brandon Clough
Updated over a week ago

How to Quote Rental Equipment

Renting/Leasing equipment to your clients with Jetbuilt

Written by Christa Moody
Updated over a week ago

How to Hide Items on Proposals

Written by Brandon Clough
Updated over a week ago

Creating a Request for Quote

How to set up an RFQ page

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

Written by Christa Moody
Updated over a week ago

Creating a Bill of Materials

How to set up a BOM

Written by Christa Moody
Updated over a week ago

How to Delete a Bundle

Written by Brandon Clough
Updated over a week ago

Deleting Custom Products

How to delete and item from your Custom Products Database

Written by Christa Moody
Updated over a week ago

How to Edit Custom Products

Editing items in your custom product database

Written by Christa Moody
Updated over a week ago

JetbuiltGO for iPad/Tablet

How to use JetbuiltGO on tablet devices

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

Written by Christa Moody
Updated over a week ago

Multi-Currency

All about Jetbuilt's Multi-Currency Functionality

Written by Christa Moody
Updated over a week ago

How to Use 'Tags'

Categorizing your Rooms and Systems with Tags

Written by Brandon Clough
Updated over a week ago

Shipping Markup

How to set up a Shipping Cost

Written by Christa Moody
Updated over a week ago