Install

16 articles
Kelly Johnson avatarBrandon Clough avatarChrista Moody avatar
Written by Kelly Johnson, Brandon Clough and Christa Moody

Creating an Install Task list based on Line Item Labor

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

Add Time Session

How to add new Install Time Tracking sessions without clocking in
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Written by Kelly Johnson. 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
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Written by Kelly Johnson. Updated over a week ago

Turning On/Off Time Tracking

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

Non-Project Categories

Set up Categories where your Install users can clock in without working on a specific project.
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Written by Kelly Johnson. 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
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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.
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Written by Christa Moody. Updated over a week ago

Assigning Installation Tasks

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

How to Generate a Work Order

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Written by Brandon Clough. Updated over a week ago