Update to Dashboard 

Add links to report pages 

Only Show Products With “Connected Pricing” option available for Lite accounts

See what modules a user has when viewing all users in Settings > Team 

Delete your own comments in project discussions (and Install tasks and Service cases) 

Add Folders to the Files area of projects (and Service cases) 

Add up to 8 custom asset fields

A viewable “Onboarded On” list for admins to view platform and module onboarding dates

Project activity log to see who changed what and when

Show date and time on comments in project discussions (and Install tasks)

Add multiple Ship To addresses for Purchase Orders

Display important item information when swapping the item during an Engineering stage

Database of generic items for consultants

“Margin/Markup” toggle field in the Add Item and Edit Item windows

“Margin/Markup” lock in Add Item window and as a Builder column

Markup column in Builder

Reporting report showing active/expired service packages purchased on projects

“Close Date” as an optional column in main Projects list 

Generate additional purchase orders for partially ordered items to fulfill the remaining order quantity

“Purchasing Notes” field for items which will transfer to the Purchasing page

Select either Project Quantity or Order Quantity when generating a BOM from the Purchasing page

Factors by Room and Change Order

User setting for projects to default to specific Room/System combination

Add an additional equipment tax rate in a project

Work In Progress report included inside each project under Tools

Reason Codes for projects (and leads) when they are moved to another project stage

Company Setting to enable editing of MSRP/MAPP of items in a project

Better error message if you didn’t select a room, system, or both when adding an item to a project

Update to Change Order line items page to show Rooms

The “Replace” checkbox is available when adding an item to a project

Change whether a factor is taxed or untaxed within the project

Auto-populate tax rate for projects when an existing client’s address populates

Load to the newest comment when viewing a project’s Discussion page

Add Rooms and Systems on JetbuiltGO mobile app

Sort projects list on a Client’s page

Jetbot Recommendation Engine

Enhancing how marking as sold works for Change Orders

Notification when service package is about to expire

Office filters on main projects list

Enhance Time Log Detail Report

Project and module filters in the Reporting area

Search by client address when searching for a client 

Add up to 8 custom client fields

Relabeling “Description” field to “Description/Notes” in Add/Update Client window

CSS code injection into Designer pages

PDF Designer template

Trash can for deleted report pages

Enhanced Designer functionality, such as grids and layers

“+Add Lead” button to the top of the Funnel page

Export a list of projects in Funnel based on the selected filters

Automated follow-up email reminders

Transform a lead into a project using a project template

Filter by multiple sales rep at the same time to see their projects/leads

Add selectable office filters

Opt out a specific client email from Funnel (and Service) email sync functionality

Track time during any stage of a project

Create Install tasks at the bundle level

Create Install tasks on the JetbuiltGO mobile app

Swap between minutes or hours for an Install task’s estimated time

Clickable calendar tasks that take you to the Install task (or Sales task or Service appointment)

Select multiple filters of the same type at the same time on the calendar

Set team members as busy/unable to schedule

Jetbuilt users and Portal client can invite multiple people to their Portal client 

Option to show Portal client view-only security information for assets

New Features log displayed in Radar

Clicking an Install task in Radar will take you to the task

Service report for most serviced items from Service cases and a “Frequently Serviced Item” warning in Add Item window

Generate a script to be placed on your website for customers to create Service cases

Add case number to Service case list on JetbuiltGO mobile app

See project assets and info on web app when Service case is attached to a project

Add asset tracking checkbox to equipment expense window

Hide prices of projects under Client Projects section for non-Project users

Sync specific emails to specific Service cases

Estimate the time of a service appointment

Display Service case number on calendar

Ability to tax labor/services on a Service case

See closed Service cases on JetbuiltGO mobile app 

Display discontinued items in Builder search when the item is in inventory

Generate and receive purchase orders for items not on a project 

Stock report for items received/not received 

Export a .csv file of the Projects Area > Stock page

Ability to add up to 5 digits for the quantity of items in Stock

Update Stock’s Add Item window to show name, image, and short description

Use the full project or service location address for a more accurate tax rate lookup.

Bulk delete products in Vendor Databases to streamline product management.

Update the purchasing source directly from the Project > Purchasing page.

Restore deleted items with the new Builder Trash Can feature.

Save payment methods in the Client Portal when Jetpay is enabled.

Access the new Work in Progress (WIP) report for detailed labor tracking.

Hide systems from proposals while keeping project totals intact.

See the Project ID next to project names throughout Jetbuilt, including adding the Project ID, client name, and version to every page of a project.

Define additional purchasing sources to a manufacturer

Create and name up to eight custom Project Details fields.

Generate purchase orders across all projects.

Email purchase orders directly to your vendors.

Sort by an additional 20+ columns in the Builder.

Filter the main Projects list also by Project Managers and Engineers.

Sort by status, source, item, and quantity columns in Purchasing.

Run a report that shows which projects contain a specific item.

Bulk edit project stages (for certain stages, to be determined).

See complete list of Sales Tasks listed on the Dashboard, filterable by user. (in testing)

Set a default number of days in settings that will establish the Price Valid Until date.

Edit the Price Valid Until date while generating a report/proposal.

Remain in your current Room/System combination in the Builder when adding or deleting Rooms/Systems, deleting options and change orders, and copying to project. (in testing)

View labor hours on the project csv export.

Manually set the heat of a lead.

Import leads from a CSV template.

Use new search bar functionality to find leads.

Add a new lead from a client’s main page.

See the Project ID next to project name in emails sent out for Install tasks.

Sort by all columns on the Install page of a project.

Print and export Install task lists.

Create a default list of Install tasks that populate for each project.

Generate a version of a pick list from the Work Orders section.

See Project ID next to project name under the Project Assignment column.

See location information for items that were pulled from Stock into a project.

Permission for deleting items.

Install items to final location without the use of QR codes.

Undo an item’s move to final location.

Bulk download and print Stock item and location QR codes.

Add a serial number to an item after it has been received.

Generate pick lists that contain location information.

Set minimum and maximum Stock quantities for items, and have a notification go out when the minimum has been reached.

Palletize items into a single group to move items in bulk.

See Project ID next to project name in the Clients Projects list.

Use new company notifications for cases that have been opened and closed.

See case numbers in the Service Cases list when viewing a client.

Sort by a new column for case number.

Search for a case by its case number and ticket name.

Use elements related to Purchasing and the Stock module. (in testing)

Manually enter and edit hours and labor for a case.

Generate an invoice for a case. (in testing)

Track hours or price used against a sold Service Package.

View the details of a Service Package while in the case.

Sort by a new status column the contains statuses like RMA, waiting for parts, ready to bill, and more.

Add multiple quantities of an item under Expenses. (in testing)

Create cases from the JetbuiltGO mobile app.

See Project ID, case name, and case number in Service task emails.

See the case number in the email subject to clients.

See when a technician is already scheduled when assigning tasks. (in testing)