# Jetbuilt Help Center

> Help center for Jetbuilt

## English

### Getting Started

- [Getting Started](https://help.jetbuilt.com/en/articles/6035145-getting-started.md): Some basic training to get you started!

### Settings

- [Inviting Team Members to Your Account](https://help.jetbuilt.com/en/articles/368475-inviting-team-members-to-your-account.md): Here is how to add additional users to your company's account
- [User Permission Breakdown](https://help.jetbuilt.com/en/articles/4381821-user-permission-breakdown.md): Here's an explanation of the different roles/permissions a user can have.
- [Deactivate Or Reactivate A User](https://help.jetbuilt.com/en/articles/368522-deactivate-or-reactivate-a-user.md): How to deactivate a user, or reactivate a deactivated user.
- [What happens to a user's projects when they're deactivated?](https://help.jetbuilt.com/en/articles/4853510-what-happens-to-a-user-s-projects-when-they-re-deactivated.md): Where to find projects that belonged to a Jetbuilt user that is now deactivated.
- [Two-Factor Authentication](https://help.jetbuilt.com/en/articles/4712254-two-factor-authentication.md): Secure your Jetbuilt account with 2FA
- [Adjusting Notifications](https://help.jetbuilt.com/en/articles/2294681-adjusting-notifications.md): How to opt in/out of the various types of email and Radar notifications
- [Search By Part Number](https://help.jetbuilt.com/en/articles/4010226-search-by-part-number.md): Find items in the Builder and Vendors Area using part number instead of model
- [Automatically Favorite Items](https://help.jetbuilt.com/en/articles/4797631-automatically-favorite-items.md): How to change whether your products are favorited when added to a project by default
- [Manager Approval](https://help.jetbuilt.com/en/articles/4313294-manager-approval.md): Require projects to be approved by a manager before proposals are sent
- [Turn on/off Push New Items to Database](https://help.jetbuilt.com/en/articles/5896291-turn-on-off-push-new-items-to-database.md): Company Setting to turn on/off the ability to push product data to the database the first time an item is used.
- [How to Set Default Labor Units](https://help.jetbuilt.com/en/articles/1898946-how-to-set-default-labor-units.md): Set which labor units open by default when editing line items
- [Default Rooms and Systems](https://help.jetbuilt.com/en/articles/366174-default-rooms-and-systems.md): How to set up default rooms and systems that will appear in a checklist for each project you create.
- [How to Set a Shipping Method](https://help.jetbuilt.com/en/articles/2411667-how-to-set-a-shipping-method.md): Setting up default shipping methods for purchasing
- [How to Set your Currency](https://help.jetbuilt.com/en/articles/1983820-how-to-set-your-currency.md): Setting your Main Company Currency
- [Default Tax Preferences](https://help.jetbuilt.com/en/articles/4124735-default-tax-preferences.md): How to set up default tax on equipment, shipping, and labor rates.
- [Set Default Labor Rates and Costs](https://help.jetbuilt.com/en/articles/365486-set-default-labor-rates-and-costs.md): How to create and edit Labor Rates and Costs for your company
- [Labor Type Translations](https://help.jetbuilt.com/en/articles/6706447-labor-type-translations.md): Learn how to translate your labor types when using reports in different languages.
- [Custom Project Numbers](https://help.jetbuilt.com/en/articles/4092596-custom-project-numbers.md): How to edit project numbers, or change your company's default project numbering format.
- [Creating Factors](https://help.jetbuilt.com/en/articles/511215-creating-factors.md): Creating and adding factors to a project
- [Labor Presets](https://help.jetbuilt.com/en/articles/4101975-labor-presets.md): Use Labor Presets to quickly add labor to items in your projects
- [Equipment Pricing Programs](https://help.jetbuilt.com/en/articles/1983885-equipment-pricing-programs.md): How to set up an Equipment Pricing Program to quickly discount or markup your equipment prices.
- [Labor Pricing Programs](https://help.jetbuilt.com/en/articles/3048074-labor-pricing-programs.md): Create customized sets of labor rates that you can apply to certain projects or clients.
- [Creating Service Packages](https://help.jetbuilt.com/en/articles/1889828-creating-service-packages.md): How to set up and edit service packages
- [Automatic Versioning](https://help.jetbuilt.com/en/articles/9762429-automatic-versioning.md): Create automatic versions of your projects
- [Company-Defined Conversion Rates](https://help.jetbuilt.com/en/articles/10118108-company-defined-conversion-rates.md): Manually define your exchange rates for your company's projects
- [Edit Company Settings](https://help.jetbuilt.com/en/articles/4064491-edit-company-settings.md): How to set up your company account as a Jetbuilt Admin
- [Create Office Locations](https://help.jetbuilt.com/en/articles/6605023-create-office-locations.md): How to create multiple office locations within your company.
- [Connected Products Search](https://help.jetbuilt.com/en/articles/6622697-connected-products-search.md): How to tailor your Builder Search results to only show products for which you have connected dealer pricing
- [How to Turn On the Engineering/Scrub Stage](https://help.jetbuilt.com/en/articles/5996511-how-to-turn-on-the-engineering-scrub-stage.md): Setting up the Engineering/Scrub stage in your Company Settings
- [Setting Up Purchasing/Selling Currencies](https://help.jetbuilt.com/en/articles/2302391-setting-up-purchasing-selling-currencies.md): How to set your company's default purchasing and selling currencies
- [Unique Office Labor Rates](https://help.jetbuilt.com/en/articles/4734194-unique-office-labor-rates.md): Now, each Office in your company can have their own labor rates
- [Office Level Pricing Programs and Factors](https://help.jetbuilt.com/en/articles/6605006-office-level-pricing-programs-and-factors.md): This article will discuss enhanced functionality for Office locations within your Company
- [Multi-Currency](https://help.jetbuilt.com/en/articles/2302215-multi-currency.md): All about Jetbuilt's Multi-Currency Functionality
- [Jetbot Scope Preferences](https://help.jetbuilt.com/en/articles/15422996-jetbot-scope-preferences.md): Jetbot can create your scopes of work the way you need them.
- [Create Subscription](https://help.jetbuilt.com/en/articles/368378-create-subscription.md): How to subscribe to Jetbuilt
- [Manage Billing Information and Billing Email](https://help.jetbuilt.com/en/articles/4252159-manage-billing-information-and-billing-email.md): How to Change Billing Permissions and Recipients
- [Update Credit Card](https://help.jetbuilt.com/en/articles/368458-update-credit-card.md): How to update your credit card payment information
- [Change the Plan](https://help.jetbuilt.com/en/articles/368452-change-the-plan.md): How to change your subscription plan.
- [Cancel Subscription](https://help.jetbuilt.com/en/articles/368446-cancel-subscription.md): How to cancel a subscription.

### Vendors and Product Data

- [Connecting to Dealer Pricing](https://help.jetbuilt.com/en/articles/365467-connecting-to-dealer-pricing.md): How to set up vendor pricing connections
- [Dealer Pricing Status](https://help.jetbuilt.com/en/articles/368194-dealer-pricing-status.md): How to check the status of your Vendor connections
- [Denied Price Sheet](https://help.jetbuilt.com/en/articles/368374-denied-price-sheet.md): Reasons why your price sheet has been denied.
- [Distributor Pricing](https://help.jetbuilt.com/en/articles/4840236-distributor-pricing.md): How to select dealer pricing from your Distributors for an item
- [How to Add a New Purchasing Source](https://help.jetbuilt.com/en/articles/2410584-how-to-add-a-new-purchasing-source.md): Setting up Purchasing Sources for your Vendors
- [How to Change or Edit a Purchasing Source](https://help.jetbuilt.com/en/articles/2410646-how-to-change-or-edit-a-purchasing-source.md): Changing or Editing Purchasing Sources for your Vendors
- [Your Item Database](https://help.jetbuilt.com/en/articles/3009819-your-item-database.md): Navigating your company's database of products
- [How to Edit Items in your Database](https://help.jetbuilt.com/en/articles/2411671-how-to-edit-items-in-your-database.md): Editing items in your product database
- [Deleting Custom Items](https://help.jetbuilt.com/en/articles/2411686-deleting-custom-items.md): How to delete and item from your Custom Products Database
- [How to Delete a Bundle](https://help.jetbuilt.com/en/articles/2441672-how-to-delete-a-bundle.md)
- [Product Technical Data for Line Items](https://help.jetbuilt.com/en/articles/6524355-product-technical-data-for-line-items.md): This articles describes what technical data is, how it will be collected, and how it will be made available for your products in Jetbuilt.
- [Manufacturer Ranking](https://help.jetbuilt.com/en/articles/4837121-manufacturer-ranking.md): Give search priority to certain Manufacturers and mark preferred Purchasing Sources
- [Changing an Item's Tax Status in your Company Database](https://help.jetbuilt.com/en/articles/4148053-changing-an-item-s-tax-status-in-your-company-database.md): How to sync your tax settings to the database for future use.
- [Global Purchase Order List](https://help.jetbuilt.com/en/articles/4188719-global-purchase-order-list.md): Search for POs by PO number or Vendor
- [Adding Multiple Purchasing Sources to a Manufacturer](https://help.jetbuilt.com/en/articles/10828369-adding-multiple-purchasing-sources-to-a-manufacturer.md): Define multiple purchasing sources for a manufacturer, then choose from them in the Builder and on the Purchasing tab of a project

### Designer

- [Showing Sold Change Orders on Acceptance Page](https://help.jetbuilt.com/en/articles/9745533-showing-sold-change-orders-on-acceptance-page.md): Display the sold Change Order totals and new Project Total on the Change Order Acceptance Page
- [Adding and Deleting Company Pages](https://help.jetbuilt.com/en/articles/392442-adding-and-deleting-company-pages.md): How to add or delete pages in Designer
- [Report Pages - Selecting a Language](https://help.jetbuilt.com/en/articles/6728996-report-pages-selecting-a-language.md): How to set up Proposals in Different Languages
- [Company Page Folders](https://help.jetbuilt.com/en/articles/9588589-company-page-folders.md): Organize your Company Pages with folders
- [Designer Edit Options](https://help.jetbuilt.com/en/articles/2890175-designer-edit-options.md)
- [How to Show/Hide Columns on Your Proposals](https://help.jetbuilt.com/en/articles/365456-how-to-show-hide-columns-on-your-proposals.md): Using "Edit Options" menu to adjust which columns show up on your proposals.
- [How to Display Labor Line Items on Line Item Pages](https://help.jetbuilt.com/en/articles/3273102-how-to-display-labor-line-items-on-line-item-pages.md)
- [Upload Image to Library/Add Image to Report Page](https://help.jetbuilt.com/en/articles/3961517-upload-image-to-library-add-image-to-report-page.md): Designer
- [Add Product Images to Reports](https://help.jetbuilt.com/en/articles/4044845-add-product-images-to-reports.md): How to add item images to reports using Designer
- [Dynamic Images](https://help.jetbuilt.com/en/articles/4879690-dynamic-images.md): How to add dynamic images to your report pages and projects
- [Dynamic Text](https://help.jetbuilt.com/en/articles/358558-dynamic-text.md): Use this convenient feature to automatically add project-based content to you proposals.
- [Default Headers and Footers](https://help.jetbuilt.com/en/articles/4642225-default-headers-and-footers.md): How to copy headers and footers from one page to another in the Designer
- [Terms and Conditions on Proposal Page](https://help.jetbuilt.com/en/articles/791862-terms-and-conditions-on-proposal-page.md): How to edit the Terms and Conditions that show up in the Summary section of your proposal
- [Displaying Discounts on Proposals](https://help.jetbuilt.com/en/articles/6561767-displaying-discounts-on-proposals.md): This article will discuss the option to add a column for discount percentage or discount amount to Proposals
- [Room Scope in Reports](https://help.jetbuilt.com/en/articles/2409780-room-scope-in-reports.md): How to show/hide room scope in the Line Items page
- [How to use the Discussion Page](https://help.jetbuilt.com/en/articles/368274-how-to-use-the-discussion-page.md): How to type pages of text in your project which can appear in your proposal.
- [Purchase Order Design](https://help.jetbuilt.com/en/articles/3314122-purchase-order-design.md): Editing your Purchase Order page within the Designer
- [How to Create a Change Order Report Template](https://help.jetbuilt.com/en/articles/791892-how-to-create-a-change-order-report-template.md): Setting up your Change Order Pages and Report Groups within the Designer
- [Box Sales](https://help.jetbuilt.com/en/articles/3444410-box-sales.md)
- [PO page cutting off the Notes section?](https://help.jetbuilt.com/en/articles/4228883-po-page-cutting-off-the-notes-section.md): How to adjust your PO page so the notes don't run into the body section.
- [Report Groups](https://help.jetbuilt.com/en/articles/365468-report-groups.md): Using Report Groups to set up your proposal template
- [How to Add Pages to a Report Group](https://help.jetbuilt.com/en/articles/4045049-how-to-add-pages-to-a-report-group.md): Adding Company Pages into your Report Groups
- [How to Reorganize a Report Group](https://help.jetbuilt.com/en/articles/4045068-how-to-reorganize-a-report-group.md): If your pages are out of order, here's how to fix it!
- [How to Remove a Page from a Report Group](https://help.jetbuilt.com/en/articles/4045060-how-to-remove-a-page-from-a-report-group.md): Deleting Company Pages from Report Groups
- [Deleting a Report Group](https://help.jetbuilt.com/en/articles/4045128-deleting-a-report-group.md): How to permanently remove a Report Group from your company's list
- [Adding Spec Sheets to a Report Group](https://help.jetbuilt.com/en/articles/582357-adding-spec-sheets-to-a-report-group.md): How to add your spec sheets to your reports.
- [Report Group Folders](https://help.jetbuilt.com/en/articles/9572343-report-group-folders.md): Organize your Report Groups with folders

### Projects 

- [Jetbot Drawings - Schematic Line Drawings](https://help.jetbuilt.com/en/articles/12587144-jetbot-drawings-schematic-line-drawings.md): Create schematic line drawings of your projects
- [Jetbot Drawings - Rack Elevations](https://help.jetbuilt.com/en/articles/13127764-jetbot-drawings-rack-elevations.md): Create drawings of rack elevations for your project
- [Links on Proposals](https://help.jetbuilt.com/en/articles/14471243-links-on-proposals.md): Add clickable website links to items and text on your report pages
- [Jetbot Recommend](https://help.jetbuilt.com/en/articles/14811215-jetbot-recommend.md): Our new AI tool aimed at helping you build projects faster
- [Projects List](https://help.jetbuilt.com/en/articles/8452060-projects-list.md): Learn about the Projects list and its features
- [Creating a Project](https://help.jetbuilt.com/en/articles/366109-creating-a-project.md): Walk-through of setting up a new project
- [How to Migrate a Project to a New Office Location](https://help.jetbuilt.com/en/articles/6789334-how-to-migrate-a-project-to-a-new-office-location.md): This workflow enables you to transfer a project from one Office Location to another.
- [Selling a Project in a Different Currency](https://help.jetbuilt.com/en/articles/2305807-selling-a-project-in-a-different-currency.md): How to set a different selling currency for a new project
- [Emptying the Trash](https://help.jetbuilt.com/en/articles/2577294-emptying-the-trash.md): How to permanently delete projects
- [Project Overview](https://help.jetbuilt.com/en/articles/4101863-project-overview.md): Here's a breakdown of Project Overview page.
- [Project Stages Explained](https://help.jetbuilt.com/en/articles/791923-project-stages-explained.md): A breakdown of what each of the project stages mean and when to use them.
- [Moving Project Stages](https://help.jetbuilt.com/en/articles/5998750-moving-project-stages.md): How to move a Project through the Project Stages
- [Creating a Project Template](https://help.jetbuilt.com/en/articles/2460225-creating-a-project-template.md): How to set up a Project Template
- [Archiving Projects](https://help.jetbuilt.com/en/articles/374628-archiving-projects.md): How to archive and retrieve lost or completed projects
- [Room Breakout](https://help.jetbuilt.com/en/articles/3273214-room-breakout.md): See a detailed financial breakdown of each room in your project.
- [Adding a Service Package to a Project](https://help.jetbuilt.com/en/articles/1948117-adding-a-service-package-to-a-project.md): How to add service packages to projects
- [Including Service Packages in the Project Total](https://help.jetbuilt.com/en/articles/7856299-including-service-packages-in-the-project-total.md): How to mark a Service Package 'Included' so that the total is reflected in your Project Total
- [Marking a Service Package as Sold](https://help.jetbuilt.com/en/articles/6103725-marking-a-service-package-as-sold.md): How to mark as Service Package as Sold in the Projects area
- [Labor Breakdown](https://help.jetbuilt.com/en/articles/2969351-labor-breakdown.md): Breaking down your labor costs depending on crew size and Hours worked in a day.
- [How Can I See a Project's Total Cost?](https://help.jetbuilt.com/en/articles/4105654-how-can-i-see-a-project-s-total-cost.md): Where to find your project cost breakdown, including total project cost.
- [Sales Tasks](https://help.jetbuilt.com/en/articles/2883474-sales-tasks.md): Creating and Assigning Sales Tasks
- [Adding Discounts \(and Tracking Deposits\) in a Project](https://help.jetbuilt.com/en/articles/2466424-adding-discounts-and-tracking-deposits-in-a-project.md): How to add and track discounts and deposits in a project using Factors and Line Items with negative price values.
- [How to Export your Option/Change Order Totals \(Enterprise\)](https://help.jetbuilt.com/en/articles/4105754-how-to-export-your-option-change-order-totals-enterprise.md): Exporting your Options/CO totals to a spreadsheet
- [How to Export a Project as a CSV File](https://help.jetbuilt.com/en/articles/2423798-how-to-export-a-project-as-a-csv-file.md): This article explains how to export your project data to a spreadsheet.
- [Project Import](https://help.jetbuilt.com/en/articles/11485988-project-import.md): Use a .csv file to import item information, Rooms, and Systems directly into your project
- [Factor Methods](https://help.jetbuilt.com/en/articles/3996184-factor-methods.md): How to select the right method for calculating your Factor.
- [Factor Categories](https://help.jetbuilt.com/en/articles/4000907-factor-categories.md): How to select the right category for your Factor.
- [How Are Factors Broken Into Rooms?](https://help.jetbuilt.com/en/articles/3996087-how-are-factors-broken-into-rooms.md)
- [Converting Factors to a Flat Price](https://help.jetbuilt.com/en/articles/6079858-converting-factors-to-a-flat-price.md): Converting percentage factors to flat price factors
- [Trip Calculator](https://help.jetbuilt.com/en/articles/4211898-trip-calculator.md): Enterprise Factor Method: Trip Calculator will calculate trip expenses and add it as a Travel Factor to a project
- [Factors: Hours per Day of Labor](https://help.jetbuilt.com/en/articles/2959312-factors-hours-per-day-of-labor.md): How to create a factor to add specific labor-type hours per days a labor category.
- [Hidden Factors](https://help.jetbuilt.com/en/articles/2559982-hidden-factors.md): How to Use Hidden Factors
- [Adding Rooms and Systems](https://help.jetbuilt.com/en/articles/366098-adding-rooms-and-systems.md): How to add Rooms and Systems to your project
- [How Rooms and Systems are Filtered](https://help.jetbuilt.com/en/articles/358472-how-rooms-and-systems-are-filtered.md): Rooms and Systems: Demystified.
- [Duplicating Rooms and Systems](https://help.jetbuilt.com/en/articles/358470-duplicating-rooms-and-systems.md): How to duplicate a room or system
- [How to Set a Room Quantity](https://help.jetbuilt.com/en/articles/1983592-how-to-set-a-room-quantity.md): When multiple rooms contain the same equipment, use a Room Quantity.
- [How to Deactivate a Room or System](https://help.jetbuilt.com/en/articles/2559885-how-to-deactivate-a-room-or-system.md): Deactivating a room or system to hide it from reports
- [Adding Items](https://help.jetbuilt.com/en/articles/366073-adding-items.md): How to add items to your project
- [Megabuilder](https://help.jetbuilt.com/en/articles/2306499-megabuilder.md): How to edit which columns are visible in the Builder
- ["Edit Items" Menu](https://help.jetbuilt.com/en/articles/366123-edit-items-menu.md): Create bundles, define markups, smart rounding, copy to room, copy to project, strip labor, push/pull to database, & delete items in bulk
- [Creating Bundles](https://help.jetbuilt.com/en/articles/366141-creating-bundles.md): How to create bundles of line items
- [Editing a Bundle](https://help.jetbuilt.com/en/articles/2411698-editing-a-bundle.md): How to Edit a Bundle in the Builder
- [How to Un-Bundle a Bundle](https://help.jetbuilt.com/en/articles/2887314-how-to-un-bundle-a-bundle.md): How to 'explode' bundles into individual line items.
- [Define Markups or Margins for Equipment](https://help.jetbuilt.com/en/articles/402305-define-markups-or-margins-for-equipment.md): How to apply a markup or profit margin to items in a project
- [What is Smart Rounding?](https://help.jetbuilt.com/en/articles/2330691-what-is-smart-rounding.md): How to use Smart Rounding in the Builder
- [Copy or Move Items to Another Room](https://help.jetbuilt.com/en/articles/792299-copy-or-move-items-to-another-room.md): How to copy or move items from one room to another
- [Turning a Room into an Option](https://help.jetbuilt.com/en/articles/3088441-turning-a-room-into-an-option.md): How turn an entire Room into an Option
- [Copy to Project](https://help.jetbuilt.com/en/articles/392222-copy-to-project.md): How to copy or move items from one project to another.
- [Strip Labor Tool](https://help.jetbuilt.com/en/articles/2430726-strip-labor-tool.md)
- [Pushing/Pulling Data to/from the Database for Multiple Items at Once](https://help.jetbuilt.com/en/articles/402378-pushing-pulling-data-to-from-the-database-for-multiple-items-at-once.md): How to apply a push/pull to multiple line items within your project.
- [Dynamic Text Fields in the Builder](https://help.jetbuilt.com/en/articles/402006-dynamic-text-fields-in-the-builder.md): How to use the extra dynamic text fields in the builder
- [Taxable Labor Options](https://help.jetbuilt.com/en/articles/402336-taxable-labor-options.md): How to apply or remove labor tax from all items in a project
- [Room Scope](https://help.jetbuilt.com/en/articles/811414-room-scope.md): How to edit a Room's Scope in the Builder
- [Creating and Using Change Orders \(& Options\) in the Builder](https://help.jetbuilt.com/en/articles/3012019-creating-and-using-change-orders-options-in-the-builder.md): How to create, manage, and replace items with Change Orders and Options.
- [How to Replace Items with a Change Order \(or Option\)](https://help.jetbuilt.com/en/articles/4088746-how-to-replace-items-with-a-change-order-or-option.md): Replacing equipment in your project with new items in a CO
- [Using Change Orders to Replace Items with Owner Furnished Equipment](https://help.jetbuilt.com/en/articles/4109457-using-change-orders-to-replace-items-with-owner-furnished-equipment.md): How to use change orders to swap line items for OFE
- [How to Merge a Change Order \(or Option\)](https://help.jetbuilt.com/en/articles/4074597-how-to-merge-a-change-order-or-option.md): How to merge a Change Order to your project.
- [Marking a Change Order \(or Option\) as "SOLD"](https://help.jetbuilt.com/en/articles/7913230-marking-a-change-order-or-option-as-sold.md): How to mark a Change Order \(or Option\) as "SOLD" in your Project
- [Changing an Item's Tax Status Within a Project](https://help.jetbuilt.com/en/articles/4148048-changing-an-item-s-tax-status-within-a-project.md): How to turn tax on/off within a project for equipment, shipping, and labor.
- [How to Exclude Factors from Change Orders](https://help.jetbuilt.com/en/articles/4105545-how-to-exclude-factors-from-change-orders.md)
- [Cost Increase Detected](https://help.jetbuilt.com/en/articles/4219913-cost-increase-detected.md): What to do when your project costs are out of date
- [How to Use the Engineering Scrub Stage](https://help.jetbuilt.com/en/articles/6004508-how-to-use-the-engineering-scrub-stage.md): Scrubbing, swapping, and releasing items once the project is in the Engineering stage
- [How to Hide Items on Proposals](https://help.jetbuilt.com/en/articles/3394306-how-to-hide-items-on-proposals.md)
- [Margin vs Markup](https://help.jetbuilt.com/en/articles/2563306-margin-vs-markup.md): How margin and markup are calculated
- [How to Use Tags](https://help.jetbuilt.com/en/articles/2632270-how-to-use-tags.md): Categorizing your Rooms and Systems with Tags
- [Create a Scope of Work with AI](https://help.jetbuilt.com/en/articles/8732050-create-a-scope-of-work-with-ai.md): We've integrated AI into Jetbuilt to help you create scopes!
- [Hide a System on Proposals](https://help.jetbuilt.com/en/articles/10535661-hide-a-system-on-proposals.md): How to hide an entire System on a proposal
- [Restoring Deleted Builder Items](https://help.jetbuilt.com/en/articles/10445248-restoring-deleted-builder-items.md): Items deleted from the Builder will be moved to Builder's Trash Can
- [Adding Custom Items](https://help.jetbuilt.com/en/articles/1135701-adding-custom-items.md): How to create custom line items
- [Create Labor as a Line Item](https://help.jetbuilt.com/en/articles/1983937-create-labor-as-a-line-item.md): How to create a labor line item in a project
- [Labor and Subcontractor Line Items](https://help.jetbuilt.com/en/articles/5211799-labor-and-subcontractor-line-items.md): How to create non-equipment hourly labor line items and subcontractor labor line items
- [How to Add, Delete, or Edit Spec Sheets](https://help.jetbuilt.com/en/articles/2463858-how-to-add-delete-or-edit-spec-sheets.md): Attaching spec sheets to items
- [Pushing/Pulling Individual Item Data to/from the Database](https://help.jetbuilt.com/en/articles/581576-pushing-pulling-individual-item-data-to-from-the-database.md): How to push/pull the values of an individual item to your database
- [Locking Items](https://help.jetbuilt.com/en/articles/2083312-locking-items.md): How to lock item prices so they aren't affected by bulk changes to your margins
- [Shipping Markup](https://help.jetbuilt.com/en/articles/1983749-shipping-markup.md): How to set up a Shipping Cost
- [Quoting OFE \(Owner Furnished Equipment\)](https://help.jetbuilt.com/en/articles/1279977-quoting-ofe-owner-furnished-equipment.md): How to add Owner Furnished Equipment to your project \(Enterprise\)
- [Flagging Items](https://help.jetbuilt.com/en/articles/1280032-flagging-items.md): How to flag items in the Builder tab
- [Updating All Instances of a Line Item in a Project with the Update Tool](https://help.jetbuilt.com/en/articles/792368-updating-all-instances-of-a-line-item-in-a-project-with-the-update-tool.md): How to update all instances of an item in a project
- [Replacing Items in a Project](https://help.jetbuilt.com/en/articles/2971348-replacing-items-in-a-project.md): How to Replace All Items in a Project with Another Item
- [Turn On Asset Tracking](https://help.jetbuilt.com/en/articles/5998809-turn-on-asset-tracking.md): Turn on asset tracking to manage assets \(or to receive items in the Alternate Stock Workflow\)
- [How to add a Restocking Fee to a Change Order](https://help.jetbuilt.com/en/articles/4113229-how-to-add-a-restocking-fee-to-a-change-order.md): Adding custom line items to your change orders for restocking fees or other charges.
- [Quoting Wire or Cable by the Foot](https://help.jetbuilt.com/en/articles/5705613-quoting-wire-or-cable-by-the-foot.md): How to price items by the foot, or sell fractions of items
- [Item Lead Times](https://help.jetbuilt.com/en/articles/5559037-item-lead-times.md)
- [Item Types](https://help.jetbuilt.com/en/articles/9367116-item-types.md): Item Types are a way to store a user-identified category for each item
- [Project Details](https://help.jetbuilt.com/en/articles/392179-project-details.md): How to edit project-specific settings
- [Define Project Team](https://help.jetbuilt.com/en/articles/2456925-define-project-team.md): How to adjust which team members can view a particular project.
- [Change Project Name](https://help.jetbuilt.com/en/articles/392342-change-project-name.md): How to change the name of your project
- [Opening Budget, Probability, Close Date](https://help.jetbuilt.com/en/articles/811436-opening-budget-probability-close-date.md)
- [Change Client Name on a Project](https://help.jetbuilt.com/en/articles/393687-change-client-name-on-a-project.md): How to change the client name on a project
- [Change Short Description on a Project](https://help.jetbuilt.com/en/articles/393702-change-short-description-on-a-project.md): How to change the short description on a project.
- [Change Labor Costs on a Project](https://help.jetbuilt.com/en/articles/2083360-change-labor-costs-on-a-project.md): How to update labor costs on a per-project basis
- [How to Add a Manufacturer Discount to a Project](https://help.jetbuilt.com/en/articles/2475397-how-to-add-a-manufacturer-discount-to-a-project.md): Adding and editing discounts off of your dealer cost.
- [Tax Lookup](https://help.jetbuilt.com/en/articles/5672301-tax-lookup.md): Use Jetbuilt to look up the sales tax rate to be used in your project.
- [Change Tax Rate on a Project](https://help.jetbuilt.com/en/articles/393698-change-tax-rate-on-a-project.md): How to change the tax rate on a project.
- [Tax Discounts](https://help.jetbuilt.com/en/articles/1995656-tax-discounts.md): How to set up a Tax Discount
- [Make a Project Tax Exempt](https://help.jetbuilt.com/en/articles/3889095-make-a-project-tax-exempt.md)
- [Adding Two Tax Rates for Canadian Projects](https://help.jetbuilt.com/en/articles/6042249-adding-two-tax-rates-for-canadian-projects.md): How to display two tax rates on your Canadian proposals
- [Adding Payment Schedule](https://help.jetbuilt.com/en/articles/397408-adding-payment-schedule.md): Setting up default payment schedules and editing them within projects.
- [Change Project Owner](https://help.jetbuilt.com/en/articles/811978-change-project-owner.md): How to change the owner of a project
- [Add an Engineer and Project Manager](https://help.jetbuilt.com/en/articles/6287301-add-an-engineer-and-project-manager.md): These are the user permissions needed to be an Engineer or Project Manager in the Engineering Workflow
- [Project Market Segments](https://help.jetbuilt.com/en/articles/8451488-project-market-segments.md): A.K.A. Project Markets, help you organize your projects into a variety of markets
- [Upload Project Image](https://help.jetbuilt.com/en/articles/397415-upload-project-image.md): How to upload an image of your project
- [Client Payments to Date](https://help.jetbuilt.com/en/articles/7940174-client-payments-to-date.md): Keep track of how much your client has paid on a project
- [Create/Change Version](https://help.jetbuilt.com/en/articles/811989-create-change-version.md): How to create a new version or select a previous version of your project
- [Duplicating a Project](https://help.jetbuilt.com/en/articles/812008-duplicating-a-project.md): How to Duplicate a Project
- [Deleting a Project](https://help.jetbuilt.com/en/articles/812017-deleting-a-project.md): How to move a project to the Trash folder
- [Project Custom Fields](https://help.jetbuilt.com/en/articles/10917058-project-custom-fields.md): Create customized fields to add more information in the Project Details
- [How to Generate a Proposal](https://help.jetbuilt.com/en/articles/367973-how-to-generate-a-proposal.md): How to create and export quotes, proposals, and reports for your projects.
- [How to Render a Change Order Report](https://help.jetbuilt.com/en/articles/2741964-how-to-render-a-change-order-report.md): Create a report for quoting your Change Orders
- [Customizing a Report Group within a Project](https://help.jetbuilt.com/en/articles/8201947-customizing-a-report-group-within-a-project.md): How to create a custom Report Group for a specific Project without using Designer
- [Printing Proposals from Preview Page](https://help.jetbuilt.com/en/articles/6000581-printing-proposals-from-preview-page.md): This article describes how to quickly print proposals from the PDF preview page in Jetbuilt
- [Attaching Files/PDFs to Proposals](https://help.jetbuilt.com/en/articles/4228774-attaching-files-pdfs-to-proposals.md): How to include PDFs in your reports to clients
- [Email Me Views](https://help.jetbuilt.com/en/articles/3936526-email-me-views.md)
- [eSign for Estimates and Proposals](https://help.jetbuilt.com/en/articles/8341508-esign-for-estimates-and-proposals.md): Learn how Jetbuilt's e-sign feature works
- [Project Registration](https://help.jetbuilt.com/en/articles/7053106-project-registration.md): Find out how to request Project Registration with a vendor for collaboration, information sharing, and discounts.
- [The Project Files Section](https://help.jetbuilt.com/en/articles/4300048-the-project-files-section.md): Uploading, Downloading, Filtering, and Managing Access to Files on Your Projects
- [Project Sharing](https://help.jetbuilt.com/en/articles/2883395-project-sharing.md): How to share projects with other users
- [Sending Requests for Proposal](https://help.jetbuilt.com/en/articles/7885143-sending-requests-for-proposal.md): Bid Processing allows for Enterprise users to create and share projects, as well as allows integrators to respond to those bids.
- [Receiving Bid Requests](https://help.jetbuilt.com/en/articles/7921283-receiving-bid-requests.md): How to respond to Bid Requests once they have been received.
- [Status Indicators on the Purchasing Tab](https://help.jetbuilt.com/en/articles/8417792-status-indicators-on-the-purchasing-tab.md): Learn what the various texts mean under the STATUS column
- [Purchase Orders](https://help.jetbuilt.com/en/articles/812058-purchase-orders.md): How to create a Purchase Order for your Project
- [Purchasing Order Quantities](https://help.jetbuilt.com/en/articles/5560755-purchasing-order-quantities.md): How to enter a custom quantity for the items in your Purchase order.
- [Creating Purchase Orders for Partial Quantities](https://help.jetbuilt.com/en/articles/2330863-creating-purchase-orders-for-partial-quantities.md): How to adjust the quantity on your PO to add additional items, or account for items in stock
- [How to Mark Items 'Received'](https://help.jetbuilt.com/en/articles/2326520-how-to-mark-items-received.md): Keep track of which items have arrived by marking them as 'Received'.
- [Marking Items as "In Stock" on the Purchasing Tab](https://help.jetbuilt.com/en/articles/2414527-marking-items-as-in-stock-on-the-purchasing-tab.md): Help keep your projects organized by marking items as "In Stock" to denote available items
- [Request for Quote](https://help.jetbuilt.com/en/articles/3323619-request-for-quote.md): How to set up and generate an RFQ
- [Creating a Bill of Materials](https://help.jetbuilt.com/en/articles/3323545-creating-a-bill-of-materials.md): How to set up a BOM
- [Changing the Purchasing Source on the Purchasing Page](https://help.jetbuilt.com/en/articles/10600103-changing-the-purchasing-source-on-the-purchasing-page.md): How to change the Purchasing Source for your items on the Purchasing page of a project
- [Sending a Purchase Order](https://help.jetbuilt.com/en/articles/11056563-sending-a-purchase-order.md): How to send a purchase order directly to your vendor through Jetbuilt
- [Global Purchasing](https://help.jetbuilt.com/en/articles/11333160-global-purchasing.md): Create purchase orders for items using the same source across multiple projects.
- [Asset Management](https://help.jetbuilt.com/en/articles/4109582-asset-management.md): Track your equipment with the Asset Management tool

### Tools

- [P&L Breakout](https://help.jetbuilt.com/en/articles/5195903-p-l-breakout.md): How to access the full Profit and Loss information for your project
- [Competition Evaluation](https://help.jetbuilt.com/en/articles/6695826-competition-evaluation.md): Help ensure that your prices are competitive with the Competition Evaluation tool
- [Margin Worksheet](https://help.jetbuilt.com/en/articles/2075341-margin-worksheet.md): How to adjust your project margins with this Enterprise feature

### Clients

- [How to Add New Clients](https://help.jetbuilt.com/en/articles/368189-how-to-add-new-clients.md): How to add new clients so that you can track them and create projects for them.
- [How to Add Contacts to My Clients](https://help.jetbuilt.com/en/articles/368209-how-to-add-contacts-to-my-clients.md): How to add multiple contacts into a Client with their individual contact information.
- [How to Bulk Upload Clients](https://help.jetbuilt.com/en/articles/2471931-how-to-bulk-upload-clients.md): How to import a list of clients from a spreadsheet
- [How to Edit Client Information](https://help.jetbuilt.com/en/articles/4281345-how-to-edit-client-information.md): How to change a client's address, phone number, website, contacts, etc.
- [Setting a Client Currency](https://help.jetbuilt.com/en/articles/2305880-setting-a-client-currency.md): How to assign a default currency to a client
- [Client Delinquent Status](https://help.jetbuilt.com/en/articles/7940197-client-delinquent-status.md): Notify your team if a client is overdue on their payments
- [How to Set a Separate Project Site Address and Billing Address](https://help.jetbuilt.com/en/articles/4281298-how-to-set-a-separate-project-site-address-and-billing-address.md): When your client's billing address and project address are different, here's how to handle it.
- [How to See the Pipeline for a Client](https://help.jetbuilt.com/en/articles/368233-how-to-see-the-pipeline-for-a-client.md): This shows you how to see the potential project totals for any given client.
- [Sub-Clients](https://help.jetbuilt.com/en/articles/7892507-sub-clients.md): Keep track of clients, locations, and contacts by breaking them down into Sub-Clients.
- [Deleting a Client](https://help.jetbuilt.com/en/articles/1165523-deleting-a-client.md): How to delete a client
- [Client Custom Fields](https://help.jetbuilt.com/en/articles/16240728-client-custom-fields.md): Create customized fields to add/track more types of data for your clients

### Funnel

- [Funnel Company Settings](https://help.jetbuilt.com/en/articles/3972437-funnel-company-settings.md): Funnel platform company settings
- [Create a Lead in Funnel](https://help.jetbuilt.com/en/articles/3968591-create-a-lead-in-funnel.md)
- [Transform Lead to Project](https://help.jetbuilt.com/en/articles/3969065-transform-lead-to-project.md): How to transform a lead into a project using Funnel
- [Sales Forecast Detail Report](https://help.jetbuilt.com/en/articles/3932086-sales-forecast-detail-report.md): Sales forecast report
- [Sales Forecast Summary Report](https://help.jetbuilt.com/en/articles/3931907-sales-forecast-summary-report.md)
- [Funnel on JetbuiltGO App](https://help.jetbuilt.com/en/articles/4059258-funnel-on-jetbuiltgo-app.md): JetbuiltGO for iPad and iPhone now has Funnel
- [Setting the Heat of a Lead in Funnel](https://help.jetbuilt.com/en/articles/10810145-setting-the-heat-of-a-lead-in-funnel.md): How to manually set the heat to track leads in the Funnel module
- [Setting up Email Sync](https://help.jetbuilt.com/en/articles/3865117-setting-up-email-sync.md): Sync your email server to seamlessly send emails to your clients through Jetbuilt in the Funnel and Service modules.
- [Email Sync for Office 365](https://help.jetbuilt.com/en/articles/4816824-email-sync-for-office-365.md): How grant access to Email Sync with Office 365
- [Whitelisting Jetbuilt for Google Workspace Admins](https://help.jetbuilt.com/en/articles/6672444-whitelisting-jetbuilt-for-google-workspace-admins.md): Whitelist Jetbuilt to sync your Google Workspace email account to your Jetbuilt account.
- [Re-Syncing Contact Emails \(Email Sync\)](https://help.jetbuilt.com/en/articles/15170703-re-syncing-contact-emails-email-sync.md): How to manually prompt the pull-in of emails for a specified client contact using Email Sync

### Install

- [Install Platform](https://help.jetbuilt.com/en/articles/2286554-install-platform.md): Here is a quick look at everything the Install platform offers, and how to use it.
- [Switching from Due Dates to Scheduled Tasks](https://help.jetbuilt.com/en/articles/3936642-switching-from-due-dates-to-scheduled-tasks.md): An important setting to select before you start creating Install tasks!
- [Creating and Viewing Install Tasks](https://help.jetbuilt.com/en/articles/2286590-creating-and-viewing-install-tasks.md): How to add installation tasks and steps to your items and projects.
- [Attaching Install Tasks to a Product](https://help.jetbuilt.com/en/articles/6062923-attaching-install-tasks-to-a-product.md): How to add tasks and steps to your line items
- [Creating an Install Task list based on Line Item Labor](https://help.jetbuilt.com/en/articles/6063128-creating-an-install-task-list-based-on-line-item-labor.md): How to create Install tasks using line item labor you already defined in Builder
- [Assigning Installation Tasks](https://help.jetbuilt.com/en/articles/2287761-assigning-installation-tasks.md): How to assign Install tasks to your field techs.
- [Install Timeline Overview](https://help.jetbuilt.com/en/articles/2294683-install-timeline-overview.md): Where to find an overview of all Install projects
- [Turning On/Off Time Tracking](https://help.jetbuilt.com/en/articles/4593939-turning-on-off-time-tracking.md): How Install Users can Activate or Deactivate the Time Clock for your company.
- [Using Time Tracking to Track Labor](https://help.jetbuilt.com/en/articles/4600217-using-time-tracking-to-track-labor.md): How Install and Service techs can clock in, clock out, take a break, switch labor categories, and edit time entries.
- [Add Time Session](https://help.jetbuilt.com/en/articles/4616508-add-time-session.md): How to add new Install Time Tracking sessions without clocking in
- [Syncing the Company Calendar](https://help.jetbuilt.com/en/articles/4779180-syncing-the-company-calendar.md): The calendar, and how to import install tasks, sales tasks, and service appointments from the calendar to apps like Google and Outlook
- [Non-Project Categories](https://help.jetbuilt.com/en/articles/4597084-non-project-categories.md): Set up Categories where your Install users can clock in without working on a specific project.
- [Comparing Install Budget vs. Actual](https://help.jetbuilt.com/en/articles/6249944-comparing-install-budget-vs-actual.md): Using the Install Module to look at actual labor versus projected labor for your Project
- [Why can't I clock in to a project?](https://help.jetbuilt.com/en/articles/4616753-why-can-t-i-clock-in-to-a-project.md): A troubleshooting checklist for when your Install User can't clock in to a project
- [Install Work Orders & Pick Lists](https://help.jetbuilt.com/en/articles/2418429-install-work-orders-pick-lists.md): How to generate work orders and pick lists through a project's Install tab
- [Define Install Team](https://help.jetbuilt.com/en/articles/9984766-define-install-team.md): Define the users you want to include on your Install Team
- [Project Install Task Calendar](https://help.jetbuilt.com/en/articles/10034773-project-install-task-calendar.md): How to schedule and edit tasks in the Project Calendar
- [Default Install Tasks](https://help.jetbuilt.com/en/articles/11089513-default-install-tasks.md): Establish default Install tasks that populate in every project
- [Track Presales Design and Engineering Time on Desktop](https://help.jetbuilt.com/en/articles/14826214-track-presales-design-and-engineering-time-on-desktop.md): Install module users can now track project time during any project stage on their desktop computers

### Stock

- [Stock](https://help.jetbuilt.com/en/articles/5574265-stock.md): Tracking inventory with Jetbuilt's inventory module, Stock!
- [Stock Locations](https://help.jetbuilt.com/en/articles/5574046-stock-locations.md): How to create Company and Project Locations and generate QR codes to mark where your items can be found
- [Marking Items 'Received' with Stock \(aka Receiving Items to Stock\)](https://help.jetbuilt.com/en/articles/5625235-marking-items-received-with-stock-aka-receiving-items-to-stock.md): For Stock users: How to receive items into your inventory with Purchase Orders
- [Printing & Downloading Stock Item QR Codes](https://help.jetbuilt.com/en/articles/6287177-printing-downloading-stock-item-qr-codes.md): How to print/download Stock item QR labels.
- [Moving Items in Stock](https://help.jetbuilt.com/en/articles/5697939-moving-items-in-stock.md): Moving items and viewing the Item Movement Log within Stock
- [Unassigning/Un-Allocating Items in a Project \(Returning to Stock\)](https://help.jetbuilt.com/en/articles/8548415-unassigning-un-allocating-items-in-a-project-returning-to-stock.md): Unassigning and Un-Allocating Items in a Project and returning Items to Stock
- [Installing Items to Final Locations using QR Codes](https://help.jetbuilt.com/en/articles/6229356-installing-items-to-final-locations-using-qr-codes.md): Moving \(a.k.a. Installing\) items to Final Locations by using QR labels
- [Quantity Columns in Stock \(and Allocation vs Assignment\)](https://help.jetbuilt.com/en/articles/8417991-quantity-columns-in-stock-and-allocation-vs-assignment.md): Understanding the Available, Allocated, Assigned, and Total columns in Stock
- [Stock Inventory Report](https://help.jetbuilt.com/en/articles/6990733-stock-inventory-report.md): An inventory report to display your current inventory.
- [Accurate Cost in Stock Inventory Report](https://help.jetbuilt.com/en/articles/7039221-accurate-cost-in-stock-inventory-report.md): How to get an accurate cost for your items in Stock when running an Inventory Report.
- [Printers and Scanners for Stock Module](https://help.jetbuilt.com/en/articles/5577882-printers-and-scanners-for-stock-module.md): A brief rundown of the equipment you'll want in order to use Stock to its fullest potential
- [Stock: Alternate Workflow](https://help.jetbuilt.com/en/articles/5905379-stock-alternate-workflow.md): Use this workflow to receive and track items when your company is not using Jetbuilt for Purchase Orders \(POs\)
- [Bulk Importer for Stock Items](https://help.jetbuilt.com/en/articles/6804168-bulk-importer-for-stock-items.md): How to use the Bulk Import functionality of Stock to input multiple Stock Items at once
- [Adding Serial Numbers To Existing Stock Items](https://help.jetbuilt.com/en/articles/10769273-adding-serial-numbers-to-existing-stock-items.md): Add serial numbers to items that have already been received in Stock
- [Uninstalling Items from Final Locations](https://help.jetbuilt.com/en/articles/11132570-uninstalling-items-from-final-locations.md): Removing \(a.k.a. Uninstalling\) items from Final Locations
- [Bulk Generate Stock Location and Item QR Codes](https://help.jetbuilt.com/en/articles/11185542-bulk-generate-stock-location-and-item-qr-codes.md): Get all your QR labels at once!
- [Minimum and Maximum Stock Inventory Levels](https://help.jetbuilt.com/en/articles/11194630-minimum-and-maximum-stock-inventory-levels.md): How to track the minimum and maximum inventory levels for Stock items
- [Stock Pick List](https://help.jetbuilt.com/en/articles/11250298-stock-pick-list.md): How to generate a Stock pick list
- [Stock Pods](https://help.jetbuilt.com/en/articles/11488084-stock-pods.md): Use Jetbuilt's pallet system to further organize and move your Stock inventory in bulk
- [Installing Items to Final Locations on Desktop \(no QR codes\)](https://help.jetbuilt.com/en/articles/11132708-installing-items-to-final-locations-on-desktop-no-qr-codes.md): Moving \(a.k.a. Installing\) items to Final Locations manually on the Desktop without using QR labels

### Service

- [Service Module Preview](https://help.jetbuilt.com/en/articles/6242762-service-module-preview.md): Overview of the service ticketing module
- [Defining Service Module Settings](https://help.jetbuilt.com/en/articles/6228950-defining-service-module-settings.md): Overview of the Basic Settings to Set Up your Service Module
- [Service Case Notification Emails for Clients](https://help.jetbuilt.com/en/articles/6485256-service-case-notification-emails-for-clients.md): How to select which automated emails to send to clients for Service cases
- [Creating Service Cases](https://help.jetbuilt.com/en/articles/6242646-creating-service-cases.md): How to create a new service ticket using the Service Module
- [Generate QR Codes to Allow Client Service Case Requests](https://help.jetbuilt.com/en/articles/6732059-generate-qr-codes-to-allow-client-service-case-requests.md): Allow your clients to create service case requests using a Project and Asset item QR codes
- [When Your Client Scans a Service QR Code](https://help.jetbuilt.com/en/articles/6229291-when-your-client-scans-a-service-qr-code.md): Here's what your client will see, and what info you will receive, when your client scans a QR code.
- [How to Close a Service Case](https://help.jetbuilt.com/en/articles/8141380-how-to-close-a-service-case.md): Closing a case in the Service Module
- [Service Case Notification Emails for Jetbuilt Users](https://help.jetbuilt.com/en/articles/10982485-service-case-notification-emails-for-jetbuilt-users.md): How to manage notifications for newly opened and closed Service Cases
- [Service Package Expense Tracking](https://help.jetbuilt.com/en/articles/11386327-service-package-expense-tracking.md): How to use Service Cases to track time and expenses against Service Packages that have been sold in projects.
- [Creating and Editing Time Tracking Sessions for Service Cases](https://help.jetbuilt.com/en/articles/11488089-creating-and-editing-time-tracking-sessions-for-service-cases.md): How to manually create, edit, and view time entries for Service Cases on the desktop
- [Service Invoice](https://help.jetbuilt.com/en/articles/11591315-service-invoice.md): Generate an invoice for a Service case
- [Jetbot Service Desk](https://help.jetbuilt.com/en/articles/10297135-jetbot-service-desk.md): How to utilize the Jetbot Service Desk for troubleshooting installed items
- [Service Case Website Form](https://help.jetbuilt.com/en/articles/15265334-service-case-website-form.md): Generate and add a code snippet to your website so your customers can submit Service cases from your website to Jetbuilt

### Portal

- [Project Users and the Portal](https://help.jetbuilt.com/en/articles/8949625-project-users-and-the-portal.md): The Portal allows your clients to view real time progress on projects you give access to
- [Jetbuilt Portal for Clients](https://help.jetbuilt.com/en/articles/8954846-jetbuilt-portal-for-clients.md): The Portal allows you to view and track progress of projects

### Integrations

- [How to Set Up Your Quickbooks Online Integration](https://help.jetbuilt.com/en/articles/791706-how-to-set-up-your-quickbooks-online-integration.md): How to connect your Jetbuilt account to Quickbooks Online
- [Exporting Your Projects to Quickbooks Online](https://help.jetbuilt.com/en/articles/2348068-exporting-your-projects-to-quickbooks-online.md): Here's how to export your projects from Jetbuilt to QBO.
- [My Quickbooks Export Didn't Work](https://help.jetbuilt.com/en/articles/2347996-my-quickbooks-export-didn-t-work.md): What to do if you exported a project, but doesn't show up in your QBO account
- [Connecting to Acumatica](https://help.jetbuilt.com/en/articles/2968822-connecting-to-acumatica.md): Setting up the integration with Acumatica
- [Acumatica Exporting](https://help.jetbuilt.com/en/articles/2966034-acumatica-exporting.md): Quick how-to on Exporting to Acumatica
- [Adding Items to Acumatica](https://help.jetbuilt.com/en/articles/2966109-adding-items-to-acumatica.md): How to add individual items into Acumatica.
- [Google Sheets Integration](https://help.jetbuilt.com/en/articles/811386-google-sheets-integration.md): How to export your project to your Google account
- [Troubleshooting the Google Sheets Integration](https://help.jetbuilt.com/en/articles/4320508-troubleshooting-the-google-sheets-integration.md): If you are having trouble connecting to Google Sheets, here's what to do!
- [ConnectWise Integration](https://help.jetbuilt.com/en/articles/4336048-connectwise-integration.md): Connecting and Setting Up our ConnectWise Integration
- [DocuSign Integration](https://help.jetbuilt.com/en/articles/1404718-docusign-integration.md): How to connect and use our DocuSign Integration
- [Vectorworks Integration](https://help.jetbuilt.com/en/articles/6296042-vectorworks-integration.md): This an import/export solution, so that no matter where your project starts, you can hit the ground running in the other application.
- [VidCAD Integration](https://help.jetbuilt.com/en/articles/2577827-vidcad-integration.md)
- [WooCommerce Integration](https://help.jetbuilt.com/en/articles/768726-woocommerce-integration.md): How to connect and use our WooCommerce online store integration
- [Importing Projects to Q360](https://help.jetbuilt.com/en/articles/8708581-importing-projects-to-q360.md): How to import your projects into Q360 from Jetbuilt
- [API Integrations](https://help.jetbuilt.com/en/articles/10514108-api-integrations.md): Pull data or set up custom integrations using the API
- [Entra ID SSO Integration](https://help.jetbuilt.com/en/articles/11655296-entra-id-sso-integration.md): Utilize your Microsoft Entra ID for SSO capabilities

### Misc

- [Subscribing/Unsubscribing to Modules](https://help.jetbuilt.com/en/articles/1898947-subscribing-unsubscribing-to-modules.md): How to add or remove the modules from your subscription
- [Jetbuilt Dashboard](https://help.jetbuilt.com/en/articles/3949057-jetbuilt-dashboard.md): Customize the information you want to see on your personal dashboard
- [Viewing Proposals on Mobile](https://help.jetbuilt.com/en/articles/6000650-viewing-proposals-on-mobile.md): Viewing a shared Jetbuilt proposals on mobile devices.
- [AVSO Projects](https://help.jetbuilt.com/en/articles/7877819-avso-projects.md): How to set up your company to quote AVSO projects in Canada.
- [How to Quote Rental Equipment](https://help.jetbuilt.com/en/articles/2741810-how-to-quote-rental-equipment.md): Renting/Leasing equipment to your clients with Jetbuilt
- [JetbuiltGO for iPad/Tablet](https://help.jetbuilt.com/en/articles/2331101-jetbuiltgo-for-ipad-tablet.md): How to use JetbuiltGO on tablet devices
- [Exporting from D-Tools to Jetbuilt](https://help.jetbuilt.com/en/articles/808799-exporting-from-d-tools-to-jetbuilt.md): How to export a single project or your entire product library as a CSV file from D-Tools and import it into Jetbuilt
- [Restoring Projects from the Trash Folder](https://help.jetbuilt.com/en/articles/2577306-restoring-projects-from-the-trash-folder.md): How to re-activate projects that have been moved to the trash folder
- [Unexpected Characters in Excel from Jetbuilt CSVs](https://help.jetbuilt.com/en/articles/5138363-unexpected-characters-in-excel-from-jetbuilt-csvs.md): How to change your encoding in excel to match that of Jetbuilt CSV exports.
- [Labor Forecast Reports](https://help.jetbuilt.com/en/articles/8795759-labor-forecast-reports.md): How to use the Labor Forecast and Labor Forecast Detail Reports
- [Company Calendar](https://help.jetbuilt.com/en/articles/10041418-company-calendar.md): Where to find and how to use the Company Calendar
- [Project P&L Reporting](https://help.jetbuilt.com/en/articles/10184436-project-p-l-reporting.md): Using the Project P&L Detail and Summary reports
- [Jetpay](https://help.jetbuilt.com/en/articles/10336649-jetpay.md): Receive payments from your Clients directly through Jetbuilt
- [Work in Progress Report](https://help.jetbuilt.com/en/articles/10545945-work-in-progress-report.md): The Work in Progress report \(a.k.a. the WIP\) details important project data, as well as labor progress for those using Install Time Tracking
- [Radar](https://help.jetbuilt.com/en/articles/11704634-radar.md): See all activity updates for all of your projects in one place
- [Why am I seeing this sidebar?](https://help.jetbuilt.com/en/articles/6366049-why-am-i-seeing-this-sidebar.md): What is Value Spotlight and why is it showing up in my item search?

## Deutsch

### Onboarding

- [Onboarding-Leitfaden](https://help.jetbuilt.com/de/articles/6035145-onboarding-leitfaden.md): Eine Grundschulung für den Einstieg!