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...