Rakata CRM for Business Operations (Mechanical and Engineering providers)
This is your go to place for all your training material needs for Rakata CRM for M&E service based companies.
General Settings
Set the CRM to ensure it works for you.
User Management (Create and Manage Users)
System Administrators can manage users to ensure they have the correct access, functionality and ...
Set User roles for system Access
The system has an advanced set of system roles that determine what users can see and do. Users m...
Set Employee parameters (Set contracted hours and PO creation accessibility)
Once a user has been created you can set various Employee settings that manage employee behaviour...
Creating Products
If your business utilises products for sale then it may be quicker to add products before startin...
Vehicle Management
Many customers utilise vehicles within their business and want to track what Engineers are linked...
Job Settings
There are number of settings that need to be set to ensure Jobs are easy to setup and manage. ...
Set the Job Types
Job Types are simply groups of forms linked together. When creating a location timing and admin ...
Creating Suppliers
Suppliers are used in various aspects of the system such as creating PO's. In order to create a ...
Set Labour Rates
Labour rates are set on a per user basis. Rakata CRM allows difference labour rates per employee...
Customer & Job Management
There are many different ways to accomplish tasks with the CRM. This quick guide illustrates a s...
Create Account
The Account or Customer record is where all details of that Account are held. This will include ...
Create a Job
There are a number of ways to create a job. This method views the Account first. We recommend t...
Create a Survey (if required)
If a Site Survey is required you can set this in the Job Survey section TIP: Remember to set t...
Quote Job
If you are quoting the job (e.g. once completing the survey) prior to starting the job then the w...
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...
Book and Engineer 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
The typical configuration to complete a job is to set the job status to "Job Completed" when a wo...
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...
Andriod App - Engineer use
This chapter outlines the how the engineer manages their day to day activities.
Downloading the Andriod APP
How to Install or Upgrade the APP on your Android Tablet Open: https://forms.rakata.tech/mande/ ...
Mobile app login
From the Andriod Tablet click the Rakata CRM M&E icon Set the URL Insert the URL provided by ...
Vehicle Check
Depending on your system settings engineers may be forced to undertake a vehicle check either dai...
Create a PO via the Andriod App
If an engineer is authorised to create POs (Set Employee parameters) via the Andriod APP they can...
Job Management
The most important aspect of an engineers day is their jobs. To view an engineers Jobs for the d...
Reports
GPS Vehicle Tracking
GPS Vehicle Tracking and Integration
Installing GPS Trackers
During the CRM setup Rakata will discuss with you how best to install th GPS trackers. There are...
GPS Vehicle Tracking - Login
If you have purchase the GPS Vehicle tracking module and integration you can access this from her...
Viewing & Tracking Vehicles
To view your vehicles ensure the eye option is selected against the vehicle you want to view. If...
Playing Vehicle History
If you want to view the history of the vehicle movements this is possible by clicking on the Hist...