Email Proposal Delivery, Project Management

Happy Friday! InfoComm Orlando is right around the corner. We look forward to seeing many of you there. Please come by booth 1135 and say hello to us and the great folks at VidCAD.

In this update we bring you yet more functionality to both Sales and Project Management platforms. Read on...

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Send To Client

The residential installer community finally gets its wish! We pushed back on this feature for years,  but the community wins this one - for some projects and some clients this is just the right approach.

Click the SEND TO CLIENT button, write a note for the email, then send it off.  Your client will get a link to view the proposal. You can also be notified every time that proposal is viewed online. 


Select-All Checkboxes in Builder

We have added  SELECT-ALL boxes on top of every checkbox column in the builder. In EDIT MODE simply click this button to select every visible item in your list and SAVE.  This is especially handy for certain columns such as tax, among others.

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Reply to Discussion by Email

You can now quickly and easily reply to any Discussion Comment by simply replying to the email. Your comment will be sent to everyone in the project, and also posted to the Discussion thread in the Project.

Drag images into the email reply and they will be included as well.

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Icebox Project Stage

The long-awaited ICEBOX stage is now live! Projects that have been put on hold for any reason can now be put on ice. Icebox stage is in the Archive section so it is pulled out of your company's financial pipeline as well.

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Project Management Updates


Require Photos in Tasks

You can now require a photo to be uploaded from the field for any task steps. 

Perhaps the task is to install a wall plate. As great as your installers are, you keep finding their plates installed at a 10 degree angle.

In the task you can gently remind them to install it level, but also require a photo so that you can verify the work.

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Reply to Task Comments by Email

Okay, this is the same feature we mentioned above regarding Project Discussions. 

It's worth mentioning, however that it is also part of Project Management task comment threads. Now you can reply to a comment in your email without opening the app to respond.

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We sure hope you enjoy these new features. You keep telling us what you need and we keep working to provide that functionality. Thank you again for using Jetbuilt!

Cheers,

Paul

Project Management, Vendors, and More!

Happy Friday!  This update presents a host of new features both for Sales and Project Management platforms. Watch the short video for the full story, or just scan through the list below:

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New Vendors Area

You guys have been asking for more tools to view and manipulate your database.

Here's your new Vendors area with new filters and searching for customized items, fully-custom items and Bundles.


Delete your Custom Items

You can now freely delete any of your custom-built items in your database without first deleting them from current projects.

We will leave the old instance of the item in those projects.

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Discontinued Items Indicator

We continue to show you recently discontinued items for 45 days to allow for existing inventory, but now you are now made aware of that status.

Look for the italic text and the "Stop" icon, as in "the manufacturer stopped making this" (clever, right?) 


Bundles Stay Open/Closed

Now, if you view a bundle open then leave that room and return later, the bundle will still be open for you. 

Yes, we know. It should have always been that way. Sorry that one took a while to get to you.

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Project Management Updates


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Commenting and Attachments for Tasks

You can now create instructional notes and comments for each task. Drag a photo in or upload a schematic PDF.

From the field, techs can view comments and images and comment back within the phone app.


New Task List Page

We widened the task list page to display a growing amount of detail and columns. Notice the Comments icon, indicating if there are notes or discussion to that task. Click on a task to see the steps and discussion thread.

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JetbuiltGO Field App

Based on your feedback we refined the navigation on mobile for smoother operation.

We added the commenting and photo viewing and uploading abilities from phones as well. 

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We sure hope you enjoy these new features. You keep telling us what you need and we keep working to provide that functionality. Thank you again for using Jetbuilt!

Cheers,

Paul

New Features Blast Off!

We have been launching new features at a record pace! Here are some new tools that should speed up your workflow:

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🚀 Explode Your Bundles

Hover over any Bundle in the builder and you will now see a bomb icon. This will "explode" your bundle, placing all of its contents in that spot.


🚀 Push/Pull Selected Items to DB

We have moved the project-wide Push/Pull function into the "Edit Items" mode. You can easily select any (or all) items with the builder's filter tools then push or pull the values of those items to and from your database.

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🚀 Custom Items Indicator

Easily spot your custom items when searching for products. This handy new indicator will appear to the right of any item your company has manually created.

• Enterprise users can also turn this indicator on as a new custom column in the Mega Builder.


🚀 Export Assets as CSV

You can now export any or all data from the Assets area. This will include all critical item information to deliver to your client or techs. 


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🚀 PM Task and Step Creation Streamlined

We have streamlined the process of creating Tasks and Steps dramatically in both the Builder and the Management areas.

You can now type in all tasks and steps in a single, fast window


Coming Next Week: Product Area Updates

We are updating your Custom Products list in the Vendor area. The list is condensed to fit more items on a page, and we are providing filters for Customized Jetbuilt items, your Custom items, and Bundles. We are also improving the search tool in this area.

And finally - the ability to delete your custom items!


You keep telling us what you need and we keep working to provide that functionality. Thank you again for using Jetbuilt!

Cheers,
Paul

Designer Workflow, Reporting and More

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Today we launched a major update to the way you interact with groups and pages within the designer. Rather than working in separate lists, you can now click into a report group, then design and manipulate the pages within that group. This will dramatically speed up your report design workflow. 

Additionally, Enterprise users can now hide groups. Rather than working with a long list of groups, you can reduce your list to only those that you personally use. This also applies to the list of groups you select from when rendering a proposal within a project. 

Here is a new help article with detailed instructions on the Designer update

Don't forget the video! Paul takes us through the newly launched features and also discusses some vision for where Jetbuilt is going in CRM, PM and more.

Paul walks us through the new designer workflow. Now you can interact with your proposal groups and pages in one combined list. Also a nice reporting update and more about Asset Management.

We also launched three new functions to our Enterprise Reporting section. In addition to the existing filters, you can now filter your reports by:

  1.  Project Close Date (editable field in Project Details)

  2.  Company Locations (select one or more office locations)

  3.  Added ALL to the date range presets, so you can run lifetime reports. 

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Thanks for using Jetbuilt. Until next time,

Paul and the Jetbuilt team

Asset Management, Versioning, ISE Amsterdam

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 Today we launched the first phase of our Asset Management functionality! You have asked over and over if you could store for your project:

  • Serial Numbers

  • MAC & IP Addresses

  • Login Credentials

  • Warranty Expiration Dates

  • End of Life Expectancies

  • and much more...

We have been listening, and we have built it. The video below gives you a short tour of the functonality:

Watch the super short Asset Management tutorial here:

Watch the super short Asset Management intro video here!

Asset Management is available in all accounts while in beta. Enjoy it and give it a run. Once we finalize the functionality we will move it into its home in the Project Management platform.


Project Versioning Update

Last week we introduced a major update to the look and feel of project versioning. Now you can lock versions, view the total price of each version and use the new description field. You can also see the currently open version from within the window. Enjoy!

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Hide Bundles on Proposals

Just like individual items, Bundles can now be hidden on proposals. Yes, this one seemed obvious, but it was trickier than it sounds :) 


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Join us at ISE!

Come by booth 15-M245 February 5-8 in Amsterdam. We will once again be sharing space with our friends at VidCAD. Learn more about how Jetbuilt and VidCAD can work together for your company.

Once again thanks for using Jetbuilt. Until next time,

Paul and the Jetbuilt team

Bundle Presentations, Factor Breakouts...

This update brings us more Jetbuilt feature updates than we have ever seen in a single post. It could be a plethora of updates. Watch the video to get the full run-down or just scan this email.

Also in this video, Paul has a realization that building Jetbuilt might actually be more rewarding than being a rock star. We're not sure that Bono or Taylor Swift would agree, but hey, they don't know you guys. Your continuous stream of comments and appreciation for what we are building means more than you know. 

Paul realizes that building Jetbuilt is more rewarding than being a rock star. More importantly he brings us a plethora of Jetbuilt updates!


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FACTOR BREAKOUT

If you use Factors to automate pricing for things like Hardware or Travel, you now have the option to present those at the ROOM level. Your factors will be presented near the bottom of each room above the room total. This is helpful if you want to show how Factors affect each room's price.


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BUNDLE PRESENTATION

You can now present your bundles in many ways. The newest way is to show the name of the bundle, then under that the contents can appear- with or without content pricing. 


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ENCRYPTED SPEC SHEET FATIGUE

Those of you who present cutsheets in your proposals for items within your project have likely suffered from ESSF or Encrypted Spec Sheet Fatigue. Jetbuilt found the cure, and will now alert you and reject the upload of any encrypted PDF spec sheet. You're welcome.


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MARGIN WORKSHEET EXPORT

The Margin Worksheet is a powerful tool to verify and manipulate your margins on a global level. For those of you who want to funnel it outside for high-level business analytics, there's now an EXPORT button for that. 


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ADMIN-ONLY EMPTY TRASH

We have now safeguarded your project trashcan. While many users can put a project into the trash, only a company Admin can empty the trash, protecting against accidental project deletion.


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CUSTOMER API IS COMING!

Many of you have asked for a public API where you can build your own integrations into other applications. This is under construction and should be to you shortly. Yipee!

Hidden Factors, Manufacturer Discounts...

Here's another update for you!  As usual, the video below gives you all the updates without all of that tiresome reading. 

Paul announces a few new features and more!


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HIDING FACTORS

If you use Factors to automate pricing for things like Hardware or Travel, you now have the option to blend those figures into your rooms and systems. This prevents the Factor's description and pricing from appearing on your acceptance page. 


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MANUFACTURER PROJECT DISCOUNTS

You can now account for manufacturer discounts inside of your projects. In Project Details simply search your connected manufacturers, select, then insert the % discount. Any item from that manufacturer will reflect this project-specific discount. 


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PURCHASING UPDATE

In the Purchasing area you can now select items and mark them Received. You can also make custom notes for any items to keep your team updated, or to just make witty office banter. 

CEDIA Update - ConnectWise, Copy to Option...

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Here's another update for you!  As usual, the video below gives you all the updates without all of that tiresome reading. 

NEW EDIT FIELDS IN BUILDER!

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Two weeks ago we launched the Mega Builder with editable viewing columns. We have now launched the ability to edit the values of every field when in Edit Itemsmode.  This means that you can bulk edit to your hearts content your margins, labor and more!


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COPY TO OPTION

At long last- you can now copy from a room to an Option. In Edit Itemsmode click Copy to Room, and you will now see the option to copy to any active Options.

Yippee!


CONNECTWISE UPDATE

You are now welcome to connect to ConnectWise within your company settings. Know that we are waiting on CW regarding some known API issues, but so many of you have asked about this integration in the last couple of weeks that we figured we would open this up for widespread testing.

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Once again thanks for using Jetbuilt. Until next time,

Paul and the Jetbuilt team

MEGA BUILDER, Smart Rounding and more!

Summer is winding down, but Jetbuilt is ramping up as usual. This week we bring you some Mega Updates...


MEGA BUILDER (EDITABLE COLUMNS)

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Enterprise users can now customize their columns in the builder. If you have an 80" monitor you may be able to see all of them at one time. Enjoy!


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SMART ROUNDING IN BUILDER

As promised, the Smart Rounding tool we introduced in our Service Packages functionality has now been brought into the Builder.
Select any or all of your items, and apply our variable rounding to that set


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PM TASK SORTING

PM users can now drag to sort all Tasks and Steps right from the Edit Item list (tasks associated with items) and the Management page of each project as well.  

This should speed up your workflow with more easily customizable sequence of tasks. 


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CONNECTWISE COMING

Our ConnectWise integration is very close to release. We launched it into beta and a couple of companies are testing project syncing. 

Next week this should launch system-wide. 


We hope you are enjoying the remainder of your summer! It's going to get dark early and temps are going to start dropping before you know it. 

Until next time,

Paul and the Jetbuilt team

Project Management Home, Multi-Currency Updates and more!

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Summer is well in swing! Things are really heating up at Jetbult as well. Here is all you need to know...


PROJECT MANAGEMENT HOME

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Early this week we launched the long-awaited PM home page. Now you can view all projects in construction, and monitor the open and past-due tasks as well as see your timelines.


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NEW FACTOR TYPE

We launched a new Factor type: Hours per day of installation. This can be used in various ways. One example is to account for a certain number of hours of project supervision for every day of installation labor in your project. Enjoy!


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STRIP LABOR TOOL

The new "Strip Labor" tool is a new option in the Builder's "Edit Items" mode. Select any or all items, and apply. This tool will strip out all labor values for those items. 


MULTI-CURRENCY IMPROVEMENTS

We improved the way that the Jetbuilt database handles other purchasing currencies even if you are not connected to dealer pricing.  You can now use the item and establish the cost you pay in the currency you purchase it in.


CONNECTWISE INTEGRATION COMING

We will be launching ConnectWise integration in the coming weeks. You CW faithfuls will be soon be able to push and pull various data about clients, opportunities, projects and more.


Enjoy your summer and thanks again for using Jetbuilt!

Cheers,

Paul and the Jetbuilt team

Margin Worksheet, Crew Size, and More

A lot has been going on at Jetbuilt since InfoComm! Watch the video for the full update:


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MARGIN WORKSHEET

For Enterprise users we present our high-level margin worksheet. Easily view and manipulate your global margins for all Equipment, Labor, Shipping and Factors.


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UNIQUE LABOR COSTS PER PROJECT

Jetbuilt now allows you to define unique labor costs per project inside your Project Details overlay.

If you prefer to lock your labor costs globally, you can turn this on or off in company settings.


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DEFINE CREW SIZE

On your Project Overview page you can now define your installation crew size. This will assist in your estimating work as well as your scheduling forecasts.

This will also affect any "Days on Project" Factors, allowing for more precise automation.


VIDCAD INTEGRATION

In case you missed our last update, you can now activate our VidCAD integration in your Jetbuilt Company/Integrations area. This will allow you to pass your projects to and from VidCAD.

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Watch the video for additional update and thanks again for using Jetbuilt!

Cheers,

Paul and the Jetbuilt team

InfoComm Vegas Edition

INFOCOMM VEGAS EDITION

INFOCOMM VEGAS

If you are at the show this week, come on by the Micro-Lounge and say hello. We are extremely easy to find near the main entrance between Blackmagic and Legrand brands. C3888.

Our friends at VidCAD are right next door and they can show you more on our integration - passing projects back and forth between platforms for the best in project proposals and documentation.


VIDCAD INTEGRATION UPDATE


ITEM PRICE LOCK

Click the new LOCK checkbox next to any item's sell price field. This will lock that price in as you perform any global markup/margin adjustments. All unlocked items will be updated, but any locked items will be left alone.

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Coming Soon

A HOME FOR PROJECT MANAGEMENT

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Coming soon is your new Project Management Home Page, giving you the status of all your projects in construction at a glance.  Open one up to see a full timeline for the project and its status. 


Thanks again for using Jetbuilt - happy quoting!

Cheers,

Paul and the Jetbuilt team

Road Trip Update

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We trust that your week has been an awesome one, and that your weekend will be even better.  Here is this week's news from Jetbuilt:

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PM TASKS IN MORNING COFFEE EMAILS

This week we added Project Management tasks to the Morning Coffee Email.  Project Managers will see the coming week of tasks across the team, while Field Techs will just see what's on their plate. Overdue tasks display in red. We trust your team will never see red:)


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SET YOUR LABOR PREFERENCE

You can now set your company's preference for working in "MinutesHours or Price".  This will allow your team to continuously work in the denomination of your preference each time they add or edit items.


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OPTION PAGE UPDATE

We updated the header bar to the Options and Service Package pages in proposals. This helps them to stand out in your proposals from the dark headers for each Room page


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INFOCOMM LAS VEGAS

If you are in Las Vegas for InfoComm next month, don't forget to stop by and say hello! We are at C3888 right between Blackmagic and Milestone/Legrand in our first ever 20x20 mega-booth (but we will still bring the Micro-Lounge:)


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JETBUILT SUMMIT

The response to a potential Jetbuilt Summit was very strong. We are now thinking about Dallas, TX later this year. (Partly because it's a great central location, and partly because "we know a guy with a venue".


Thanks again for using Jetbuilt - happy quoting.

Cheers,

Paul and the Jetbuilt team

Got Trucks? - Service/Support Packages in Jetbuilt

Starting today you can now automate the pricing, presentation, and selling of service and support packages for your projects. Watch the video for the full story...


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Service/Support Packages

Jetbuilt now handles the pricing and presentation of optional long-term support of your projects. Automate the pricing through a host of variables including our new Smart Rounding!

Watch the video for a quick run-through.


Paul does his best to discuss the week's updates as quickly as possible.


Later this week: Set your Labor Preference


In the next few days you will be able to set your company's preference for "Minutes, Hours or Price".  This will allow your team to continuously work in the denomination of your preference!


Jetbuilt Summit?

I am being asked more often about a sort of Jetbuilt Summit. In a group environment ideas and solutions can be discovered and shared.  This could be a place to get answers to things you didn't know you had questions for. Just reply if you would be interested as we evaluate if this is something we should consider.


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Acumatica Integration

The response about our Acumatica integration was heavy (sorry that I mistakenly announced a partial integration). This week we wrap up the pushing of projects into Acumatica. We will share more details next week!

 


Thanks again for using Jetbuilt - happy quoting.

Cheers,

Paul and the Jetbuilt team

Room Quantities And More!

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This weekly update has been delayed due to the recent untenable weather in Southern California. Light but very steady rainfall multiple days over the last month and temperatures actually requiring a hoodie. We are grateful that the worst is behind us and we are pleased to bring you another update.

This week we are pleased to announce a couple of highly requested features as well as some refinements to the application. 


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Room Quantities


Enterprise users can now define quantities of rooms. This allows for faster estimating and focused presentation of identical conference rooms, classrooms, bedrooms and more


 


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Acumatica Integration


We are pleased to announce our integration with Acumatica ERP. The ERP that shares our vision for the power of collaborative cloud enterprise solutions.

 

 

 


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Designer Improvements


We have made some nice improvements to the way we handle uploading and selecting of images within the designer. In other words: it now works as you would expect it to. 


 
Next Week:
Optional Service Packages


We are currently testing a feature that helps you automate one of the most discussed areas of our industry: Long-term support programs. You will be able to automate the creation and pricing of these packages and present them as options to your clients within your proposals.


Thanks again for using Jetbuilt and happy quoting.

Cheers,

Paul and the Jetbuilt team

Post-ISE Update - Sorting, Multi-Currency And Schnitzel Beer?

ISE in Amsterdam was a tremendous show, and not just for those that came by the Jetbuilt booth.  This was the largest show yet, and there was so much to take in. 

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Multi-Currency is Live


If you purchase items in multiple currencies, you can now set up your purchasing currencies in "Settings/Locations/Currencies".  Later this week we will be posting a video tutorial on the full functionality.


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Project List Custom Sort

Beginning today, you can click each column header to sort your project and client lists. This sort then "sticks" with each user for a more personalized workflow.

 


Multi-Currency, Margin/Cost Viewing And More!

This week we have a lot to discuss! As usual, the video brings you ALL the details, but we typed up some of the highlights below:

 

Multi-Currency Quoting

At ISE we will be launching our new Multi-Currency quoting! Assign various purchasing currencies for your company, then add items to your project from those currencies, while we handle the real-time currency conversion. Finally present in yet another currency to your client.

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Margin/Cost Viewing

You can now flip the Margin view to show Costs in your project overview. This makes it very fast and easy to monitor costs as well as margins while estimating and budgeting your project. 

 

Once again, watch the short video for more updates and information. Thanks again for using Jetbuilt!

Cheers,

Paul and the Jetbuilt team

Happy New Year!

We wish you a Happy New Year and a terrific 2018 to come!  Here's a quick video greeting and update:

 

Sort Page Groups

This week we added the ability to custom sort your Designer pages and groups.

Now you can drag your go-to page groups to the top, so they appear on the top of your list when creating reports for your projects.

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Just click on the video for the whole story - all that we are currently working on at Jetbuilt.

Once again we wish you all the best for 2018!

Paul and the Jetbuilt team

New Tutorial, Tax Feature, IPhone App

This week we have a lot to show you:

  • A new Sales Tax Discount function
  • The long-awaited iPhone app for PM use
  • A video tutorial on the Pricing Programs feature

As a sales tool one of the ways we help you win projects is through clarity of presentation - not tricky tactics. This is not always the case in automotive sales, as Paul discovered recently...

 
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Pricing Programs Video

We just posted a Tutorial for our Pricing Programs functionality. While very simple to use, there's a lot of hidden power under the hood. Check the video to take full advantage.

Tax Discount Function

Tomorrow we launch our Tax Discount function. (An example would be "Tax Exempt" with a 100% discount). The Description field appears in the tax area on your acceptance page so that your client is made aware. Discounts can be attached to clients for all of their future projects. 

 
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iPhone App Released

Last week the JetbuiltGO app was released to iPhone for Project Management use in the field.  The Android version is following close behind.

Our iPad app is still the right tool for the job when it comes to mobile quoting and selling.

Thanks again for using Jetbuilt. Until next time!

 

Thanks again for using Jetbuilt. Until next time!

Paul and the Jetbuilt team

Pricing Programs and More

It's been a couple of weeks since our last update. This can only mean that we have more to show you than usual! Paul ducked into his kid's music room late at night to give you the video rundown:

 
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Pricing Programs

Enterprise users can now create various Pricing Programs for their company.

These allow you to preconfigure pricing for each project. Various factors such as % above cost, % below MSRP, Profit Margin % can be used. 

 

 

Attach Programs to Clients

You can optionally attach a program to clients, so that each new project for that client will populate pricing accordingly. 

Each project can sell be overriden globally or per item.

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2 New Proposal Price Columns

We increased the available pricing columns from 5 to 7 with the addition of MSRP price, and our new Combo Price.

Combo price shows the unit price of the item and/or the labor attached to it in a single field.

 

 

Monday Only Coffee Email

Many of you love the daily Morning Coffee emails as a quick way to keep tabs on what is happening in your company.

But you now have an option to receive these only on Monday mornings. Nothing wrong with being a little less informed :)

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Thank you again for using Jetbuilt. We continue to request and welcome your comments as we work to build a better platform. 

Cheers,

Paul