Recently Updated Pages
Set User roles for system Access
The system has an advanced set of system roles that determine what users can see and do. Users m...
Set Labour Rates
Labour rates are set on a per user basis. Rakata CRM allows difference labour rates per employee...
Create a PO via the Andriod App
If an engineer is authorised to create POs (Set Employee parameters) via the Andriod APP they can...
User Management (Create and Manage Users)
System Administrators can manage users to ensure they have the correct access, functionality and ...
Vehicle Check
Depending on your system settings engineers may be forced to undertake a vehicle check either dai...
Mobile app login
From the Andriod Tablet click the Rakata CRM M&E icon Set the URL Insert the URL provided by ...
Job Management
The most important aspect of an engineers day is their jobs. To view an engineers Jobs for the d...
Downloading the Andriod APP
How to Install or Upgrade the APP on your Android Tablet Open: https://forms.rakata.tech/mande/ ...
View Reports
RakataCRM has a comprehensive reporting module with many standard reports. To access the reporti...
Creating reports
Any administrator has the ability to create custom reports. Most standard reports can be created...
Managing Job Time Events & Jobsheets
Engineers have to create time events to work on a any job. This provides complete transparency a...
Send for quote for Signature
There are a number of ways to send a quote for a customer to sign. These are: Print and send...
Quote Job
If you are quoting the job (e.g. once completing the survey) prior to starting the job then the w...
Create a Survey (if required)
If a Site Survey is required you can set this in the Job Survey section TIP: Remember to set t...
Create a Job
There are a number of ways to create a job. This method views the Account first. We recommend t...
Create Account
The Account or Customer record is where all details of that Account are held. This will include ...
Reviewing the diary
The Diary view provides the best graphical view of the jobs being worked on that day. To view t...
Job Completion and Invoicing
The typical configuration to complete a job is to set the job status to "Job Completed" when a wo...