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Quickbooks Integration
To integrate with Quickbooks please contact your Account Manager. They will work with you to set...
Video Guides
🎬 How to Create a Job 🎬 Job Classification 🎬 Job Screen Overview 🎬 Config – Job Type ...
Creating reports
🎬 Managing and Creating Reports Any administrator has the ability to create custom reports....
Job Completion and Invoicing
🎬 Create an Invoice The typical configuration to complete a job is to set the job status to "...
Quote Job
🎬 Create a Quote If you are quoting the job (e.g. once completing the survey) prior to startin...
Create a Survey (if required)
🎬 Jobs: Undertake Survey If a Site Survey is required, you can set this in the Job Survey sectio...
Job Types
🎬 Config: Job Type Job Types are simply groups of forms linked together. When creating a locati...
Job Classification
🎬 Job Classification Job Classification is a way to add certain parameters to a job or to simpy ...
Create a Job
🎬 Job Screen Overview 🎬 How to Create a Job There are a number of ways to create a job. Th...
Quick start guide
This guide is a quick flow to get going as quick as possible. Follow the steps to get booking jo...
Return products into stock for reuse
Your business may have products that are returned from jobs that can be used again. The inventor...
Bulk Import Products
Click the Products Import button Download the Template and populate the template with your pro...
Automatically create tasks related to a Job type
RakataCRM has the ability to dynamically create tasks on jobs based on the Job Type. For example...
Inventory Manager
The Inventory Manager page is your inventory hub. Here you can: View what product you have in ...
Introduction
The Stock & Inventory management module has significant capabilities for customers who want to ma...
Product Management
If your business utilises products for sale then it may be quicker to add products before startin...
Warehouse Management
Warehouses are required to get the best of out the Inventory Manager. A warehouse can be any loc...
Labour Rates
Labour rates are set on a per user basis. Rakata CRM allows difference labour rates per employee...
Supplier Management
Suppliers are used in various aspects of the system such as creating PO's. In order to create a ...
Vehicle Management
Many customers utilise vehicles within their business and want to track what Engineers are linked...