Recently Updated Pages
Create a Product Range
1. Click the "+" icon next to the Flooring Type where you want to create the new Product Range 2...
Creating an Account
Tip: Accounts or Customers are the focus for the entire system. Jobs, Site Locations, Surveys, Q...
Customer Quote Acceptance
1. The customer will receive and Email and SMS with the quote details to complete Tip! It is p...
Close Job
Once a job is completed you can make the job as completed with notes. After 14 days this job is ...
Book a Fitting
Once a quote has been accepted the salesperson will automatically receive an email to confirm thi...
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. ...
Booking an Engineer (Location Timing)
Once you are ready to undertake the work agreed it is time to book engineers to attend the job an...
Syncing with the Finance System
RakataCRM can sync invoices with: Xero QuickBooks Sage Line 50 How does the sync work? O...
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...
Viewing & Tracking Vehicles
To view your vehicles ensure the eye option is selected against the vehicle you want to view. If...
Installing GPS Trackers
During the CRM setup Rakata will discuss with you how best to install th GPS trackers. There are...
Playing Vehicle History
If you want to view the history of the vehicle movements this is possible by clicking on the Hist...
GPS Vehicle Tracking - Login
If you have purchase the GPS Vehicle tracking module and integration you can access this from her...
Creating Suppliers
Suppliers are used in various aspects of the system such as creating PO's. In order to create a ...
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 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...
Set the Job Types
Job Types are simply groups of forms linked together. When creating a location timing and admin ...