Jetbuilt

Jetbuilt is a platform designed for AV, IT, and Security professionals to create proposals, track projects, manage installations, and fill their sales funnel. It is suitable for companies of all sizes and caters to various industries.

Key Features

Fast Proposal Creation: According to the vendor, users can create complex proposals in hours, not days, with an intuitive interface and customizable templates. The platform offers access to millions of pre-populated items to streamline the proposal process and connect to dealer pricing for accurate product costs.

Powerful Collaboration: The platform enables real-time collaboration with internal and external teams, facilitating seamless communication between clients, vendors, and team members. Users can track team activity in real time to stay updated on project progress. The vendor claims that integrated labor and costing features provide accurate project estimates.

Easy Project Management: Users can efficiently track opportunities and projects in their pipeline using a comprehensive dashboard that provides a high-level view of ongoing projects and their status. The platform integrates labor time and costs into the project management process, simplifying financial management by tracking margins.

Millions of Pre-Populated Items: The platform offers a vast library of AV, IT, and Security items, saving time and effort in item selection. The intuitive interface ensures easy navigation and selection, with favorite items highlighted for quick access and reuse.

Professional Proposal Creation: Users can compile finished projects into professional proposals or RFPs within minutes. The platform automatically converts data into winning proposals and offers customizable templates. Customized items can be saved for future projects, and labor costs can be added to each item or to the bottom line.

Efficient Project Building: The platform allows users to build projects quickly and easily by consolidating all project-related information in one place. Integrated labor time and costs ensure accurate estimates, while simplified margin tracking enhances financial management. Users can also save items and bundles for faster project building in the future.

Install Module: Users can track time and progress during project installations, efficiently schedule installations through the installation calendar, and monitor project timelines to ensure projects stay on track. The platform facilitates communication and issue resolution during installations.

Funnel Module: The platform provides a comprehensive view of the sales funnel, allowing users to track sources and goals. Users can monitor sales progress and identify hot leads and those that are losing momentum through the heat indicator. The platform also offers a high-level view of all leads and projects in the pre-sale stages.

Stock Module: The platform helps users manage inventory by showing stock availability in the project builder. Users can pull items from stock during the purchasing process to fulfill project requirements. Stock locations can be created for efficient warehouse management, and item movements and locations can be tracked for better inventory control.

Service Module: According to the vendor, end users can create service requests from the field by scanning QR codes on malfunctioning items. The service dashboard provides an overview of all service cases and their status, with detailed case information and a timeline view for easy tracking and management. Technicians can access case details, asset information, and associated files for efficient service delivery.