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Topic:
Anyone use Jetbuilt software?
This thread has 10 replies. Displaying all posts.
Post 1 made on Friday May 17, 2019 at 02:39
tca
Advanced Member
Joined:
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December 2005
793
We are looking for new proposal software. We came across Jetbuilt and at first glance it seems like a good product. Does anyone use it and have feedback?

Thanks!
Post 2 made on Friday May 17, 2019 at 10:09
MNTommyBoy
Advanced Member
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November 2010
875
Yup, solid. I just do basic proposal stuff ($50/month), but you can do a lot more. I went to it as Portal replacement last year. When I signed up they had a two week trial without a credit card, so there's that... The proposals that you do build are very customizable visually - add your own pics etc.
"Every word you just said was wrong." ~ Luke Skywalker
Post 3 made on Friday May 17, 2019 at 10:25
sceneselect
Long Time Member
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March 2012
401
I use Jetbuilt on all of my quotes even if I make them on other platforms first (I use Service App for field quotes and invoices).
We will be transifitioning to the Enterprise version of Jetbuilt next quarter as we grow.
The only negative is the learning curve, there are so many features that trying to utilize them for quick quotes can be daunting.
My approach to learn that was to go into the Designer settings and minimize everything a client would see and work it from there. My first couple of quotes were like 15 pages with a heading and one or two items per room/system.

There are training videos and the tech support sales staff are great!!
Post 4 made on Friday May 17, 2019 at 11:42
emerlin
Long Time Member
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July 2002
114
Does it do drawings or any documentation? How does it compare to D-Tools?
Post 5 made on Friday May 17, 2019 at 14:07
sceneselect
Long Time Member
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March 2012
401
BYOD-

You can easily import Visio or StarDraw files.

There is also QuickBooks integration.

Last edited by sceneselect on May 17, 2019 16:32.
Post 6 made on Friday May 17, 2019 at 21:16
cwtech
Junior Member
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April 2017
3
We've been using Jetbuilt lately as a Portal replacement. Very happy with it, and the proposals are top notch! Also trying D-Tools cloud as it's similar and not much more....the edge they might have is the whiteboard feature and slightly better product library. Between these two I think we have found our goto proposal/CRM software for sure. It's also nice that they both sync with Quickbooks as well.
Post 7 made on Friday May 17, 2019 at 21:18
cwtech
Junior Member
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3
On May 17, 2019 at 11:42, emerlin said...
Does it do drawings or any documentation? How does it compare to D-Tools?

It doesn't do drawings, but you can attach PDF files as "spec sheets" which is a nice touch. I believe you can add any type of file as an attachment to the final proposal.
OP | Post 8 made on Saturday May 18, 2019 at 01:02
tca
Advanced Member
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Posts:
December 2005
793
Seems like all positive feedback. That's good to hear.

I wish there was one program that could do it all... estimated, proposals, accounting, crm, etc.

I'm surprised no one has done it yet.
Post 9 made on Saturday May 18, 2019 at 09:40
joelusi
Long Time Member
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October 2011
313
Does jetbuilt enable you to send the proposal “through” their site? That’s one very nice feature that Portal has. we get updated when the client opens, Accepts or declines the proposal.
Post 10 made on Saturday May 18, 2019 at 09:50
james_aa
Regular Member
Joined:
Posts:
January 2018
148
We reviewed Jetbuilt, D Tools, and Simply Reliable.

Simply Reliable
Massive misnomer, was crap, lots of flaws in the data base and reporting system. Was outputting reports where rooms where not totalled correctly, tax not added etc.

D Tools
Never trialed as it was PC desktop based, and we run OSX.

Jetbuilt
Feature rich, Great support, would recommend.
Post 11 made on Saturday May 18, 2019 at 19:31 ...it's new!
cwtech
Junior Member
Joined:
Posts:
April 2017
3
On May 18, 2019 at 09:40, joelusi said...
Does jetbuilt enable you to send the proposal “through” their site? That’s one very nice feature that Portal has. we get updated when the client opens, Accepts or declines the proposal.

You can either download a pdf version or send a web link for clients. However I don’t think you can get a notification if the clients views it or not via the weblink ......however I just emailed them that question yesterday and am waiting to hear back.


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