Recently Updated Pages
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...
GPS Vehicle Tracking - Login
If you have purchase the GPS Vehicle tracking module and integration you can access this from her...
Downloading the Andriod APP
How to Install or Upgrade the APP on your Android Tablet Open: https://forms.rakata.tech/mande/ ...
Job Management
The most important aspect of an engineers day is their jobs. To view an engineers Jobs for the d...
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 ...