Project Summary Page, e-Sign and more!

Today I attempt to bring you a video update with no edits. There are some interesting features to cover, so here goes:


There is a new proposal page in town: Project Summary. This optional page can be placed anywhere in your proposal groups. Use it to break out the location and system totals of a project - all on a single page. There are options in the Designer to include shipping, taxes and factors in these totals, as well as selecting which columns to present.

Since rooms or systems are often dependent on others, we included a simple way to put an (optional) disclaimer below the list. This disclaimer could also mention that other charges or credits may be added at the end of the proposal.  BTW, our oldSummary page is now more appropriately called the Acceptance page.

Here is an example:


Thanks again for using Jetbuilt. And keep those comments coming!

Bundles Get Superpowers!

Today we are thrilled to show you the update we have done with bundles! Early next week you will see all the original power of bundles plus:

  • Give your bundle a fully custom name (not tied to the name of any item)
  • Give your bundle a custom image (not tied to an item)
  • Edit the sequence of items within the bundle
  • Push/Pull bundle edits to your database (the same way you do single items)
  • Delete bundles from your database (without disrupting existing projects with those bundles)
  • Create a "one time" bundle, which does not save to your database (helpful for custom or one-time packages where you want to show the closed package to your client, but still account for each item internally)

Here is a short video previewing these updates:

In other news, here is a new tutorial for our Woo Commerce integration. If you do box sales through a web store, you may want to take a look. Push, edit, categorize, and remove items in your web store all from your familiar Jetbuilt environment.

Jetbuilt Florida Video Update


 We just came off of a terrific InfoComm show this week. It was a record-setting show with 44,077 attendees. InfoComm attributes much of this growth to the Jetbuilt Micro-Lounge concept, but our lawyers disagree.

Here is a short video update on the show, including some exciting new things in Jetbuilt:

Drag your Bundles, Jetbuilt Microlounge and more!

Here's a quick update before a welcome weekend.

Old friends and new, be sure to drop by the Jetbuilt Microlounge #5689 at InfoComm in Orlando. Kick your feet up and take in some refreshment while we chat, solve problems, and otherwise make the world a better place through AV. 

We are excited to announce that you can now drag your bundles up and down in the builder.  Gone are the days when your bundles could only appear on the bottom of each room in the builder and on proposals.

You can now add Bundles to your Options/Change Orders. Technical reasons held this obvious function back for some time, but we are thrilled to let you know that this is now live!

Lastly, you can now perform your favorite bulk editing tasks in Options/Change Orders. Moving/copying/deleting batches of items, creating bundles and more can all be done in Options the same as you do in Rooms.

New Reports, WooCommerce, and more!

It's been another wild week at Jetbuilt. We spent most of last week debating a new jingle for some video quick-tips. I lost the battle but not the war. We WILL produce micro-tutorials with personality!

We spent the rest of the week debating our InfoComm strategy. Demos and Pubs blended brilliantly in Amsterdam for ISE, but in it was settled that a booth is in order for Orlando.

So don't forget to come relax at the first ever InfoComm Jetbuilt Microlounge - all 100 square feet of it (Lounge #5689).

And now on to the updates:

Enterprise users can now push any of your Jetbuilt items to your web store with our WooCommerce integration. Like everything else in Jetbuilt, we keep this moving quickly:

You drop a projector into a project. You then realize that you should get this unit into your online store as well. Click "Push to Web Store", give it a web price and click "Update". It's now for sale in your store. 

This is one feature that you have all been asking for:  Auto-saving draft text in Scope and Discussion text fields! 

While editing your text, if you click to another page, Jetbuilt will now ask if you want to discard your work, giving you opportunity to cancel and save. Additionally we are auto-saving your draft text. You can click the new Draft icon to recall the previous version of your text.


We have added a host of new dynamic fields for use in your report pages:

  • Primary Contact Email
  • Primary Contact Phone
  • Project Owner Email
  • Project Description
  • Equipment Total
  • Labor Total
  • Shipping Total
  • Tax Total
  • Project Total

We have added a new pair of company reports for Enterprise: Pipeline by Client, and Pipeline by Client Detail. This pair gives you a clear view of the projects on your radar. 

In addition to showing your upcoming pipeline, you can alternately set the filters to display current or closed projects, allowing you to see historical information as well.

Got Boxes? Use the new Box Sales page type!

Another week, another batch of functionality in Jetbuilt:


Many of you have been using workarounds for quoting Box Sales. Starting today you can use our new Box Sales page type. 

From the Designer, click "Add New" and select the Box Sales type then customize as needed.  Create a Box Sales Group with that new page and you are ready to start moving boxes!


You can now add a default payment schedule for each of your clients. This means you can keep a default for your company as well as clients. Each new project will first pull from the client. If no default exists for client, it will pull from your company. You can still edit the text inside each project as needed. 

Last but not least, you can now change the "Owner" of a project. This update is not groundbreaking enough to demand a fancy header, but worthy of mention nevertheless.
*In order to use this new functionality, you must first purchase, upgrade, or install absolutely nothing! A continuously improving Jetbuilt is all part of your subscription. Enjoy!

Jetbuilt Power Tools / Taxing Shipping


This week we introduce some much anticipated new functionality inside of Jetbuilt.


In the "Edit Item" overlay of the builder you have a new section of Power Tools:

UPDATE ITEM  This function will update every instance of the current item across every room in your project. You can now update the price for 200 speakers across 45 rooms with a single action. 

REPLACE ITEM  Need to swap out every one of your speakers with a different model? Simply add the new model, then select which model you want to replace. In one action every instance of the old item will be replaced across all rooms, preserving the original quanitites.


You can now collect tax on shipping. In your company settings you can select to charge tax on shipping by default. Inside your projects you can override for each item as needed.
For the full stories and more, here's the video:

Paul risks cutting off his leg (and other critical body parts) to show us just how powerful some of the new features are in Jetbuilt.

The Evolution of Project Management, Google Sheets and More


...and not just inside of Jetbuilt. The way we manage our projects has been evolving at a rapid pace, from Clipboards and Gantt Charts to Scrum and Phone apps and more. 

We built our reputation by saving you time budgeting, presenting and closing your projects. Having achieved that, we can now look forward to saving you time by helping you manage those projects as well.

Over the last year or so I have received feature lists, charts, diagrams and ideas from many of you, and have been designing a platform around those concepts. Before we move this into production, I am going to reach out to the whole community to ask for any additional input. Please reply to this email or give us a call to discuss your thoughts. We really want to hear of your successes and failures between various methods and processes, so that we can present a solid, focused platform that best serves our community.

Here is a glimpse of some of the features:

  • Tracking shipped items to warehouse or site
  • Serial number and warantee tracking for each device
  • Assign tasks for projects, which are then divided into smaller steps
  • Optional dependencies for tasks and steps
  • Due dates for tasks and steps
  • Photos and notes for each task and step
  • Full and automatic notifications on progress
  • "Field Tech" user type with phone access on project site
  • Time tracking which pushes to your DB for future labor estimating

And much more, all with the Jetbuilt speed and experience you are used to.




You can now connect Jetbuilt to your Google account and push any Jetbuilt project to a Google Sheet. With this export you will see all fields, calculations, margins, totals, factors and more. 

From Google, you can then use tools such as Zapier to flow this data into other online applications or simply share and manipulate the data as desired.


We receive constant feedback that our proposals are extremely clear and easy to read and take in quickly. Some of this comes from how we organize large projects into rooms and systems, along with page breaks for each room. 

But for those projects where there are only a few items in each room, there can be a lot of wasted space. We have now added a "Page Break Between Rooms" checkbox in the Report Designer. When this box is deselected, new rooms will start midway on a page after the room before it. Enjoy!


This week we launched a pair of new reports for our Enterprise users. Pipeline by Manufacturer, and Pipeline by Manufacturer Detail. 

You can quickly analyze how much product your company will be buying from each of your vendors and with as much detail as you wish. 

You can filter these reports by dates, team members, project stages and more.

Multi-Office Location, VidCAD Video!

We have a couple of quick updates to share with you this week:


This week we launched our multiple office locations functionality to our Enterprise Platform.

You can now establish local office locations, each with their unique company name and address. You can limit each person on your team to one location or to multiple. You can establish these locations now in your Settings area.


Below is a video that the folks at VidCAD have put together showing the first phase of our integration. Since we announced this, we have been getting a lot of requests for more information.

Take a look, and please visit for more information on their platform and availabiltiy. In the coming months the integration will also include project creation and product population going both directions.


Define Markup Tool, Default Payment Schedules

We have a couple of quick updates to share with you this week:


This tool has been widely used since the beginning, but this week we made two terrific improvements to it:

1- We moved it into the Edit Items tools, making it no longer project-wide (unless you want it to be).  You can select only the items you want to edit, and apply the tool to those. You can filter down rooms and systems, then use Select-All (or select just a few items) for quick margin-setting. You can also select ALL ROOMS and ALL SYSTEMS then Select-All, to have the tool affect every item in your project.

2- Define Markup or Margin. In addition to defining the markup % from your cost, you can now define your profit margin %. The tool will set your price field to achieve the margin you define - based on your cost (basically math magic).


While large-scale projects usually require custom payment terms, many projects can use a company's standard terms. 

You now have a default payment terms section in your company settings. Simply populate this with anything you like, and this will populate into any new project. You will still be able to edit them inside the project as needed. 

Thanks again for using Jetbuilt! These features and nearly every other feature you see implemented have all come from your suggestions. We continuously ask for your input. While we don't build every idea that comes in, we do carefully consider them against our overall values of fast process and clean interface. It is easy to bolt-on feature after feature, but we are committed to keep Jetbuilt from bloating out of control. In doing this we have been able to grow Jetbuilt into a robust platform to close more projects while saving you time - and making us a ton of new friends along the way.

Vegas Roadtrip Update - Probability, Multi-Office, Google Sheets And More!

Hi << Test First Name >>

Last week I had business in Las Vegas. On the drive I started thinking about the power and speed of Jetbuilt. So I turned on the video to share a story, and also to announce a batch of new features coming in the next few weeks.

Spoiler Alert! They are:

  • CRM Probability ratings with weighting in pipeline
  • Multi-Office location functionality for our Enterprise users
  • Google Sheets integration
  • A new batch of Company Admin Reports for Enterprise

For the full story and more, here's the video:

Cheers from Jetbuilt in California,

Paul Dexter

Factors & Spec Sheets Tutorial Videos!

This has been a terrific week at Jetbuilt, rolling out two long-awaited features. There were also a handful of small updates the last couple of weeks you may not have noticed - such as the project Trash Can (it works just like it sounds).

But the big news is:

Now you can charge and credit amounts to the bottom line of your project.
Here are a few examples:

  • Charge shipping as a % of equipment price
  • Charge travel expenses as price per day on the project
  • Credit 10% off the total as a discount to a customer
  • Charge hardware as a % of equipment cost
  • You get the idea

Many of you are required in your bids, or simply see closing power in attaching product spec sheets to your proposals. You have been able to do this up to now with third party PDF editors. You can now automate this inside of Jetbuilt. 

Simply drag your PDF spec sheets into any item you want to present (in the Jetbuilt Builder). We will store it with your item for future uses. Those sheets will then automatically be added to each proposal as desired.

We hope you enjoy the savings in time with this new batch of functionality. As always, these updates happened while you were sleeping, and we didn't even charge you for an upgraded license :)

Here are links to the tutorial videos - enjoy!

Cheers from Jetbuilt in California,

Paul Dexter

ISE, Spec Sheets, Factors, And Valentines Day!

This has been a crazy couple of weeks, both with ISE Europe, and all the recent planning and building at Jetbuilt. 

It's all in the video this week:


I have never talked about anything but Jetbuilt in these updates, but this keeps coming up, During many web demos, trade shows, and phone conversations I am asked about my career as a record producer. Certainly no George Martin, but I did work on a lot of gratifying projects and was recognized by my peers through losing a Grammy to another nominee - an honor nevertheless.

Valentines Day is just around the corner. My wife Kim and I decided that we should help folks get in the Valentine spirit with a simple pop love song. We actually wrote the song years ago when we were touring full-time, but never recorded it.

I hope you can share it with your Valentine!

Cheers from Jetbuilt in California,

Paul Dexter

Meet Jose, VidCAD Integration, New Tutorial!


Those of you who know Jetbuilt know that our support team stands out among the AV/IT industry. You also know that we don't even charge extra for it. (You can do that?)

In today's video update you meet Jose, and connect one of the faces and voices to the support you have enjoyed.


We just updated our popular "Your First Project" video. you can click below to watch it.  This video takes you on a fast-paced tour of Jetbuilt. Not just for new users of Jetbuilt - experienced users can pick up a few new tricks as well.


If you will be at ISE Europe in a couple of weeks, drop by the VidCAD booth 2-E70 to see what they are up to, and to ask about the coming Jetbuilt integration. They will be showing the first implementation at the show.

Visit to check out our show page.  Send the link to any friends you have going to the show as well. There you can book a demo, a free beer, as well as follow along with the show from home.

From Jetbuilt in California,

The Jetbuilt Team

ISE Europe & Jetbuilt CRM



ISE is only a month away, and we are looking forward to another great time meeting new and familiar faces.  Last year our stand was a bit hard to find to put it nicely. So this year we decided to take our budget and put it into Beer. We are setting up demos in pubs, cafes and hotels around the RAI this year. 

Let us buy you a beer or lunch while we show you the power of Jetbuilt. A bit of a break from being on your feet all day. 

Just visit to check out our show page.  Send the link to any friends you have going to the show as well. From there you can book a demo, a beer, as well as follow along with the show from home.


Our Client Management has grown into a full CRM over the last several months. Many of you have been holding off from moving into a new CRM in hopes that ours would provide the minimum set of features you are looking for. Many of you who use other CRMs tell us you only use a portion of the features, and have been hoping to roll that into your Jetbuilt workflow. 

Well, the Jetbuilt CRM is here, and we are getting great response to it already. Not only can you manage all your clients and contacts in Jetbuilt, you can assign tasks for you or your team to clients and their projects. 

You can also create Opportunities with a starting budget, so that you can track your pipeline of all future projects including these projects that don't yet haven't yet been populated/estimated.


In the next few weeks look for Project Factors. Factors allow you to sell or credit amounts to your projects on a global basis. You can set them to charge based on a percentage or Equipment, Labor or Both. You can charge a price per days on the job, or just flat pricing as desired. 

Also, as Admin, you can setup certain Factors to be required for all new projects. These factors will automatically appear on projects and are only editable or deletable by Admin.

Merry Christmas from Jetbuilt

From all of us at Jetbuilt to all of you, we wish you the very best holiday season. We hope you celebrate and reflect with those you love while looking forward with anticipation to 2017.

While you are out celebrating, Jetbuilt will continue to build and enhance our solutions. Look forward to more tools and shortcuts to help roll in the new year.


• Our new Proposal Previewer. Now as you preview a report for your project, you will see thumbnails, zoom tools, page breaks, and more. This gives you a much better final look at your proposal before shooting it off.

• Formatting your Payment Schedule. Now you can perform various text formatting in the payment schedule box including paragraph returns, bold, Iialics, bullet lists and more.

• New Help Area. We have finally moved the pesky Chat icon from the bottom right of every page. A new Help link is now located on the bottom left of each page. This link now takes you to common answers based on the page you are on.

If you don't see the answer you need, the old chat icon once again appears. Don't worry, the personal support you know and love won't ever go away, we just wanted to get you instant answers for the most commonly asked questions before you bother asking.


Click Here  to read the full article at TechDecisions Magazine.

Thanks again from Jetbuilt in California,

The Jetbuilt Team

Polar Vortex Update - CRM and more


But things are heating up at Jetbuilt. We just launched our new Client Detail page! So many of you are looking for simple and fast CRM features within Jetbuilt. This week we brought the first of such features to you with this new area. Enter much more information on your clients and their contacts. Also track their pipeline of open projects. Next week you will also see our Task section appear giving the power to drop less balls.

Watch the video below as Paul runs down the new Client Detail area and more... 



This week we also launched some highly requested updates in this area. We added the ability to tie your optional packages to rooms. This allows you to present an upgrade right in the room it lives, rather than at the end of the line item pages. You can also have your upgrade or change order items replace multiple items within your project, rather than the one to one relationship in the past.

We hope you enjoy this new flexibility and trust that it will help you save even more time, and close even more projects!

Jetbuilt Is Just Like Disneyland


But in this one tiny way, we do share a very critical value: We believe that bolting on feature after feature is not always in the best interest to us or to our users long-term. We take a very careful approach analyzing what can and should be done inside of Jetbuilt, with what can and should be happening in the industry as a whole.  Watch the video below for the whole story.


We have rolled out a first iteration of our work order functionality. This is exciting, as so many of you have been asking for this. Like the video discusses, this is a minimal work order, and we are already taking in some terrific feedback which we are now beginning to design in. Rather than us designing the complete functionality, we are once again allowing you the users to design where it goes.

Miami Video Update


This week we were at InfoComm’s AV Executive Conference in Miami. I was asked to write and present the “Homework Express” exercise for the event. The theme of the event was selling “experiences” rather than boxes, or functionality. This has been a passion of mine during my career in AV. After all, our tech systems should inspire, excite, or even deeply sadden if that is the goal (the tech systems at Auschwitz Holocaust Museum is an example of that). 

I put together an exercise where we listened to the "rant" of a client, then curated results that delivered the experience we felt the client was looking for.  Let me know if you are interested in learning more about this experience exercise. I would be happy to send you some of the materials.


1 - Scope and Discussion Page text fields are no longer in small overlays. They are now full-screen text fields right on the builder page itself. This makes it much easier for you to type, paste and edit large multi-page text for your projects. 

2 - All labor categories are not optionally taxed. You can now select to collect tax on each and every installation type independently. This allows you far more flexibility to properly collect tax on certain labor types and not others. Isn't tax fun?


Watch the video below as Paul discusses selling experiences, explains these new features, and gives a sneak-peek at two exciting features coming in the next few weeks.

JetbuiltGO iPad app and More


This demo-style video shows the power of our iPad application in a real-world environment. I will walk us through a basic conference room consultation -- creating a new project, adding the items, then selling the project.

Remember, our iPad application is the perfect consultation tool for larger projects, and for smaller projects it can be a complete sales tool: building, quoting, and selling a project.


This week we have reworked how you enter text to your Scope and Discussion Page areas. Rather than the small overlay box, you can now type right on the full-width Builder page.

Click "Edit Scope" as you always have, and you will see the new text area. The area will continue to expand as you type.. This update allows for longer pages of text to be edited and proofed with more efficiency. Enjoy!