Jetbuilt

Here is a quick look at everything the Install platform offers, and how to use it.

Install Platform

An important setting to select before you start creating Install tasks!

Switching from Due Dates to Scheduled Tasks

How to add installation tasks and steps to your items and projects.

Creating and Viewing Install Tasks

How to add tasks and steps to your line items

Attaching Install Tasks to a Product

How to create Install tasks using line item labor you already defined in Builder

Creating an Install Task list based on Line Item Labor

How to assign Install tasks to your field techs.

Assigning Installation Tasks

Where to find an overview of all Install projects

Install Timeline Overview

How Install Users can Activate or Deactivate the Time Clock for your company.

Turning On/Off Time Tracking

How Install and Service techs can clock in, clock out, take a break, switch labor categories, and edit time entries.

Using Time Tracking to Track Labor

How to add new Install Time Tracking sessions without clocking in

Add Time Session

The calendar, and how to import install tasks, sales tasks, and service appointments from the calendar to apps like Google and Outlook

Syncing the Company Calendar

Set up Categories where your Install users can clock in without working on a specific project.

Non-Project Categories

Using the Install Module to look at actual labor versus projected labor for your Project

Comparing Install Budget vs. Actual

A troubleshooting checklist for when your Install User can't clock in to a project

Why can't I clock in to a project?

How to generate work orders and pick lists through a project's Install tab

Install Work Orders & Pick Lists

Define the users you want to include on your Install Team

Define Install Team

How to schedule and edit tasks in the Project Calendar

Project Install Task Calendar

Establish default Install tasks that populate in every project

Default Install Tasks

Install module users can now track project time during any project stage on their desktop computers

Track Presales Design and Engineering Time on Desktop

Support

How to use Install to track time and installation tasks. Can't find an answer? Click the chat in the bottom right.

Install

Find answers and get help from Intercom Support and Community Experts

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