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

Friday the 13th Update

There's nothing scary about the updates we launched this week. Here's what's new in Jetbuilt:

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Flag Line Items

Ever drop a placeholder item into your project?  Now you can "Flag" any line item within Jetbuilt so that you don't forget to finalize it before presenting to your client.

You can also hover over the flag to view the "Internal Notes" for that item. 

 

Equipment and Labor Totals at End of Room

You can now show your Equipment and/or Labor totals at the bottom of each room on your reports.

This may be helpful where you have many systems, and you want to summarize the total of equipment or labor before the Room total.

 

 

 

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 Labor Detail in Project Summary Page


You can now optionally present your labor details in a Project Summary page. This includes your custom labor names for Enterprise users.

 

 
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Project Management

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Bulk-Assign Tasks


You can now select many (or all) tasks in a project, system or phase and assign them to a tech in one action.

 

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 Days of Labor Indicators


You can now see the total days of labor for your list of tasks. In the Bulk-Assign view we even show you the total based on the currently-selected batch.

This should help you set reasonable due dates for batches of tasks.

 


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

Project Management Update

Two weeks ago we announced our new Project Management solution. Paul has a quick update on the platform as well as some pricing information.

 

Paul gives us an update on the Project Management solution.

PM Updates This Week:


• We are currently testing bulk-editing and bulk-assigning of all selected tasks in your project. This works the same way you edit line items in the Builder.  Launches this week.

• Project Management will be $30 per month per user. Priced on par with many PM platforms today, but with the power of seamless integration into your sales platform.

• We have added two very clear roles for PM: "Create Tasks" and "Perform Tasks". You can assign one or both of these to your team members as needed.

Love Project Management

Jetbuilt has just taken a dreaded and often overlooked aspect of your workflow and automated it. Beginning today you can create installation tasks for your items and projects, then quickly assign them to your techs for completion in the field.  Watch the  quick demo:

Paul takes us through our new Project Management solution with an example project.

Build Tasks for Your Items

As you populate your project you can build the installation tasks for each item. As you use these items in future projects, your tasks will be created passively project-wide.

Large tasks are divided into smaller steps for control and organization.

 

Invite your PM's and Field Techs

In the same way that you invite your sales and management team to Jetbuilt, you can now invite your project managers and installers. Since access is limited to tasks, feel free to invite outside contractors.

 

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Assign Tasks by Phase

Assign tasks to your installers individually, by phase, or for the whole project. They will receive notices of tasks assigned to them. You will also be notified as they complete tasks.

Field Mobile Access

Your installers in the field interact with their tasks from their phones.
*Currently browser-based, as our IOS and ANDROID field apps will be released in October.

 

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Designed and Built by Jetbuilt

Our solution was designed and built in California by Jetbuilt. So you know it's easy to learn, simple to use, and supported with love.

We invite you to try it free for the next 30 days.

CEDIA Loved Project Management

We took the Jetbuilt Micro Lounge to CEDIA in San Diego where folks could experience the connection between quoting and task management. The response was even more enthusiastic than we expected.

Paul gives us a couple of observations from the CEDIA show floor

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Just a Couple More Days

We'll shoot out an email later this week with a video tutorial on Task Management. You will be able to invite your Field Techs and PMs into your account at no charge while you evaluate the system and see if it is the right fit for your installation workflow.

The Jetbuilt Lounge

Once again, the Jetbuilt Micro Lounge proved to be a welcome oasis to weary CEDIA travelers. Apparently Paul is talking about the fish he caught before the show. 

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Thanks again for using Jetbuilt and for all the great comments. 

Until next time,
Paul

New Features, CEDIA Lounge, PM Preview!

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Here is a quick Jetbuilt update - starting with a quick video:

From the Great Pacific Northwest Paul tells us about two new helpful features.

If you prefer to get our video updates faster, just subscribe to our YouTube channel. Here's a handy button:
 


Here's a screenshot of the new price list date indicators - showing both direct and distribution instances:

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CEDIA 2017 SAN DIEGO

The Jetbuilt Micro-Lounge will make another appearance at CEDIA next month!  

Visit us at 5705. Relax and have a beverage while we explore solutions to all things AV. 

September 7-9 

 

 


PROJECT MANAGEMENT SNEAK UPDATE

For those of you that have expressed interest in our upcoming PM functionality, here's sneak peek at some of the progress. We are currently testing task creation in the Jetbuilt Builder. 

As you add items to your projects, you can optionally create your installation tasks. Large tasks are broken into smaller steps - as granular as you like. You can see this in the image below.

Once your project is in construction, simply assign each task to the appropriate techs (individually or in bulk). 

You can opt to create your tasks manually in the task area, but consider the long-term power of hundreds of tasks and steps being automatically created as your sales team quotes their projects. 

More updates on this to come!

Until next time, thanks again for using Jetbuilt and keep those comments coming!

Cheers from California,

Paul Dexter

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:

PROJECT SUMMARY PAGE

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

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 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.

JETBUILT MICROLOUNGE
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. 

DRAGGING BUNDLES UP IN THE BUILDER
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.

ADD BUNDLES TO OPTIONS
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!

BULK EDITING INSIDE OPTIONS
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:

WOOCOMMERCE INTEGRATION
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. 

AUTOSAVE SCOPE AND DISCUSSION TEXT
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.


NEW DYNAMIC FIELDS FOR REPORTS

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

NEW ENTERPRISE REPORTS
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:

BOX SALES PAGE TYPE*


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!
 

DEFAULT PAYMENT SCHEDULE FOR CLIENTS


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

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

POWER TOOLS

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.

CHARGING TAX ON SHIPPING

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

PROJECT MANAGEMENT IS EVOLVING

...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.

NOW, ON TO THE LATEST FEATURE UPDATES:
 

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GOOGLE SHEETS INTEGRATION

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.

PAGE BREAK BETWEEN ROOMS

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!

PIPELINE BY MANUFACTURER REPORTS

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:

MULTIPLE OFFICE LOCATIONS

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.

VIDCAD + JETBUILT INTEGRATION UPDATE

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 VidCAD.com 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.

WATCH THE VIDEO HERE

Define Markup Tool, Default Payment Schedules

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

DEFINE MARKUPS TOOL (UPDATE)

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).

DEFAULT PAYMENT TERMS

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:

FACTORS
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

SPECIFICATION SHEETS
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:

VALENTINES DAY ALERT!

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!

MEET JOSE

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.

YOUR FIRST PROJECT VIDEO TUTORIAL

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.

ISE AND VIDCAD INTEGRATION

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 Jetbuilt.com/ISE 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