Skip to main content

Job & Account Management - Introduction

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
  • Create Survey
  • Add Rooms and Products (both from the CRM and the Andriod App)
    • Make any room adjustments
  • Create the customer quote
    • Customer Sign-off
  • Book a fitting
  • Manage the fitting
  • Close the job



Creating an Account

Tip: Accounts or Customers are the focus for the entire system. Jobs, Site Locations, Surveys, Q...

Alternatively, you can create a Job from the Kanban (“Walk In” or “On-Site Survey”)

1. Click "Jobs" button in the main header 2. Click the + Create Job Icon Tip: Tip! There ar...

Create a Job Survey/Order (Measure Up)

Within RakataCRM a Survey is a critical piece of the system.  Every order, quote, fitting etc has...

Create the order (Adding rooms and products)

Rooms can be added in two ways.  1.      The Surveyor can use the Android APP on site 2.      ...

Create the Quote > Send the quote > acknowledge the quote!

1. Click the "Create Customer Quote" button. Tip! The system allows you to create different qu...

Customer Quote Acceptance

1. The customer will receive and Email and SMS with the quote details to complete Tip! It is p...

Book a Fitting

Once a quote has been accepted the salesperson will automatically receive an email to confirm thi...

Inform the Fitter

There are 3 methods for the fitter to be informed of the job timings and details.  These are: ...

Close Job

Once a job is completed you can make the job as completed with notes.  After 14 days this job is ...
Back to top