Creating Products

If your business utilises products for sale then it may be quicker to add products before starting and quoting jobs to improve speed.

To add products to to > Stock Equipment > Products

Create Product

TIP: Please note that Rakata CRM is NOT a stock management tool. It does NOT track stock in any way. If this is a requirement to please call Rakata Technology to discuss our integration with Rakata's stock management tool Agri-ERP. This would provide seamless integration to all aspects of ERP and Stock Management.

User Management (Create and Manage Users)

Set User roles for system Access

Set Employee parameters (Set contracted hours and PO creation accessibility)

Creating Products

Vehicle Management

Job Settings

Set the Job Types

Creating Suppliers

Set Labour Rates

Create Account

Create a Job

Create a Survey (if required)

Quote Job

Send for quote for Signature

Booking an Engineer (Location Timing)

Reviewing the diary

Managing Job Time Events & Jobsheets

Job Completion and Invoicing

Syncing with the Finance System

Timesheet review

Exporting Payroll

Downloading the Andriod APP

Mobile app login

Vehicle Check

Create a PO via the Andriod App

Job Management

View Reports

Creating reports

Installing GPS Trackers

GPS Vehicle Tracking - Login

Viewing & Tracking Vehicles

Playing Vehicle History

Creating Products