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Tip: Accounts or Customers are the focus for the entire system. Jobs, Site Locations, Surveys, Quotes and Invoices all must be linked to an Account. An Account can be either a single person e.g. Mr Joe Bloggs or a company e.g Persimmon Homes 1. Click "Accoun...

1. Click "Jobs" button in the main header 2. Click the + Create Job Icon Tip: Tip! There are two types of Job. Select the option most appropriate. Walk In A walk-In job is a job that will NOT require an on-site survey. This might be a customer who has ...

Rooms can be added in two ways.  1.      The Surveyor can use the Android APP on site 2.      The surveyor can take notes and return to this page and complete the survey. This guide explores option 2. 1. Click "Add Room" 2. Select the room type Tip!...

Within RakataCRM a Survey is a critical piece of the system.  Every order, quote, fitting etc has to be based on a Survey.  A Survey is where the Order is created and products/costs etc set.  Tip! The Word "Survey" can be renamed to a term more specific to yo...

1. Click the "Create Customer Quote" button. Tip! The system allows you to create different quotes based on rooms. For example a customer might want a quote for the downstairs and a separate quote for the upstairs. 2. Select the rooms you want to create th...

Once a quote has been accepted the salesperson will automatically receive an email to confirm this.  The job status will automatically update to “Job Raised Awaiting Instruction” Once you have arranged a date with the customer for a ‘Fit Date’ you can boo...

There are 3 methods for the fitter to be informed of the job timings and details.  These are: The Fitter uses the Android App and logs in to see their upcoming schedule. Fitter logs into the simple fitter website to see the basic details and download the f...

Once a job is completed you can make the job as completed with notes.  After 14 days this job is then automatically updated to Archived.

The Account or Customer record is where all details of that Account are held.  This will include contact details, related Job, Quotes and Invoices.  To create an Account goto CRM > Accounts From the Account List view you can create a new account (1) or vie...

There are a number of ways to create a job.  This method views the Account first.  We recommend this so you can see details of the Account before creating a new job.  For example does the Account already have jobs not completed, are they on stop etc.  From th...

If a Site Survey is required you can set this in the Job Survey section TIP: Remember to set the drop to Survey Creation Status to "Create Surveyor Calendar Entry" in order to create the Survey.  If this is NOT set to Create Survey Celendar Entry to Survey ...

If you are quoting the job (e.g. once completing the survey) prior to starting the job then the would create the quote from within the job record. Financial Tab Create Quote Generate the quote and all details required to send to the customer  

There are a number of ways to send a quote for a customer to sign.   These are: Print and send Download the PDF and send in an email Send for an digital signature If you want to send for a digital signature & sign-off do the following: Within the quot...

Once you are ready to undertake the work agreed it is time to book engineers to attend the job and undertake the work.  To do within the job click on the Location Timings tab. Location Timings > Create Location Timing Tip:  There is NO limit to the number of...

The typical configuration to complete a job is to set the job status to "Job Completed" when a worksheets are either Completed or Completed with Issues". In the example below the Job will be set to Completed once Zach has completed both worksheets.  TIP:  Th...

If your business utilises products for sale then it may be quicker to add products before starting and quoting jobs to improve speed. To add products to to > Stock Equipment > Products Create Product TIP:  Please note that Rakata CRM is NOT a stock mana...

Many customers utilise vehicles within their business and want to track what Engineers are linked to which vehicle and ensure they provide a vehicle check sheet each day or even each job. Create Vehicles From the menu > Vehicles > Vehicles Create Vehicles...

System Administrators can manage users to ensure they have the correct access, functionality and roles.  Create users If you are a system users select the dropdown from your name and > Admin Click User Managment Create New User Complete all required...

There are number of settings that need to be set to ensure Jobs are easy to setup and manage.  Create Job Types.   Job Types are simply groups of forms linked together.  When creating a location timing and admin will select which jobsheets they require the ...

Once a user has been created you can set various Employee settings that manage employee behaviour. Employees Select the Employee to set/update Set the contracted hours.  This is important when determining overtime worked if you track hours. PO creat...