Install

Christa Moody avatar Brandon Clough avatar Mason Clough avatar +1
16 articles in this collection
Written by Christa Moody, Brandon Clough, Mason Clough and 1 other

Creating an Install Task list based on Line Item Labor

How to create Install tasks using line item labor you already defined in Builder
Kelly Johnson avatar
Written by Kelly Johnson
Updated over a week ago

Attaching Install Tasks to a Product

How to add tasks and steps to your line items
Kelly Johnson avatar
Written by Kelly Johnson
Updated over a week ago

Using Time Tracking

How Install techs can clock in, clock out, take a break, switch labor categories, and edit time entries.
Mason Clough avatar
Written by Mason Clough
Updated over a week ago

Comparing Install Budget vs. Actual

Using the Install Module to look at actual labor versus projected labor for your Project
Kelly Johnson avatar
Written by Kelly Johnson
Updated over a week ago

Jetbuilt Calendar

Where to find your Jetbuilt Calendar, your calendar feed URL, and how to import it to Google Calendar
Mason Clough avatar
Written by Mason Clough
Updated over a week ago

Add Time Session

How to add new Install Time Tracking sessions without clocking in
Mason Clough avatar
Written by Mason Clough
Updated over a week ago

Why can't I clock in to a project?

A troubleshooting checklist for when your Install User can't clock in to a project
Mason Clough avatar
Written by Mason Clough
Updated over a week ago

Turning On/Off Time Tracking

How Install Users can Activate or Deactivate the Time Clock for your company.
Mason Clough avatar
Written by Mason Clough
Updated over a week ago

Non-Project Categories

Set up Categories where your Install users can clock in without working on a specific project.
Mason Clough avatar
Written by Mason Clough
Updated over a week ago

Switching from Due Dates to Scheduled Tasks

Install
Brandon Clough avatar
Written by Brandon Clough
Updated over a week ago

Install Timeline Overview

Where to find an overview of all Install projects
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Install Platform

Here is a quick look at everything the Install platform offers, and how to use it.
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Assigning Installation Tasks

How to assign Install tasks to your field techs.
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Install: How to set up Tasks/Steps

How to add tasks and steps to your items and projects.
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Subscribing/Unsubscribing to the Install Platform

How to add or remove the Install Platform from your subscription
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

How to Generate a Work Order

Brandon Clough avatar
Written by Brandon Clough
Updated over a week ago