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

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