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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...
Review Incorrect Setup Products
Incorrectly configured products will NOT show when selecting products in the survey. If you cann...
Overview of Product Management
The setup of Products is one of the most important aspects of the setup of Rakata CRM for Floorin...
Create a Product
1. Click the "+" icon from the Product Range where you want to the create the Product 2. Compl...
Create a Product Range
1. Click the "+" icon next to the Flooring Type where you want to create the new Product Range 2...
Create a Flooring Type
1. Click + ADD FLOORING TYPE button 2. Complete the required fields 3. Select the Calculation T...
Creating and Managing Suppliers
1. From the Main Configurator page view the Supplier tab 2. Clicking the Information icon will s...
User Management (Create and Manage Users)
System Administrators can manage users to ensure they have the correct access, functionality and ...
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. ...
Creating an Account
Tip: Accounts or Customers are the focus for the entire system. Jobs, Site Locations, Surveys, Q...
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...
Exporting Payroll
Creating payroll extracts that meet every customers needs is very complex. Every customers payro...
Timesheet review
Once the timesheet has been created this will include labour calcuations based on the time events...
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...
Viewing & Tracking Vehicles
To view your vehicles ensure the eye option is selected against the vehicle you want to view. If...