Recently Updated Pages
Creating reports
Any administrator has the ability to create custom reports. Most standard reports can be created...
View Reports
RakataCRM has a comprehensive reporting module with many standard reports. To access the reporti...
Reviewing the diary
The Diary view provides the best graphical view of the jobs being worked on that day. To view t...
Managing Job Time Events & Jobsheets
Engineers have to create time events to work on a any job. This provides complete transparency a...
Job Completion and Invoicing
The typical configuration to complete a job is to set the job status to "Job Completed" when a wo...
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...