Customer & Job Management
There are many different ways to accomplish tasks with the CRM. This quick guide illustrates a simple logical flow. As you get more familiar with the system you may use better flows that work for you.
The following guide provides details based on the following flow:
Create Account
The Account or Customer record is where all details of that Account are held. This will include ...
Create a Job
🎬 Job Screen Overview 🎬 How to Create a Job There are a number of ways to create a job. Th...
Create a Survey (if required)
🎬 Jobs: Undertake Survey If a Site Survey is required, you can set this in the Job Survey sectio...
Quote Job
🎬 Create a Quote If you are quoting the job (e.g. once completing the survey) prior to startin...
Send for quote for Signature
There are a number of ways to send a quote for a customer to sign. These are: Print and send...
Booking an Engineer (Location Timing)
Once you are ready to undertake the work agreed it is time to book engineers to attend the job an...
Reviewing the diary
The Diary view provides the best graphical view of the jobs being worked on that day. To view t...
Managing Job Time Events & Jobsheets
Engineers have to create time events to work on a any job. This provides complete transparency a...
Job Completion and Invoicing
🎬 Create an Invoice The typical configuration to complete a job is to set the job status to "...
Syncing with the Finance System
RakataCRM can sync invoices with: Xero QuickBooks Sage Line 50 How does the sync work? O...
Timesheet review
Once the timesheet has been created this will include labour calcuations based on the time events...
Exporting Payroll
Creating payroll extracts that meet every customers needs is very complex. Every customers payro...