All Collections
General
General
+2
26 articles in this collection
Written by
Paul Dexter,
Christa Moody,
Brandon Clough
and 2 others
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 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