Search Results

Job Types are simply groups of forms linked together.  When creating a location timing and admin will select which jobsheets they require the operative to complete.  By setting the Job Types (groups of worksheets) it will save the Administrator adding all work...

Suppliers are used in various aspects of the system such as creating PO's.  In order to create a PO against a supplier the supplier must have already been created. Create a supplier Configuration > Suppliers Create a supplier Complete all details TIP:...

Labour rates are set on a per user basis.  Rakata CRM allows difference labour rates per employee but doesn't support different rates per employee per job.  To set the labour rates follow this user management guide here Set Employee parameters and set the lab...

From the Andriod Tablet click the Rakata CRM M&E icon Set the URL Insert the URL provided by your Administrator  Top tip:  The URL will always end with a / e.g. https://demomande.rakata.tech/   Once you have inserted the URL click the Check URL button...

Depending on your system settings engineers may be forced to undertake a vehicle check either daily or per job.  To do this click Vehicle check Top tip:  If an engineers fails the vehicle check the engineer will NOT be able to start any jobs.  This requires...

If an engineer is authorised to create POs (Set Employee parameters) via the Andriod APP they can create POs by clicking the create PO button. Complete the PO details.  Top Tip:  Engineers are forced to take a photo of the receipt/note from the supplier ...

The most important aspect of an engineers day is their jobs.  To view an engineers Jobs for the day click the My Jobs icon. This will show all the engineers jobs for the day and jobs for the following day.  Top tip:  Engineers can view their jobs for the f...

Engineers have to create time events to work on a any job.  This provides complete transparency and detailed information on the number of hours taken to complete the job and the hours each engineer has worked on the job. To view this click on the T/S tab of t...

Once the timesheet has been created this will include labour calcuations based on the time events for that job.  These are: Timesheet details Operative hourly rate at the time of the timesheet hourly rate If the GPS and Vehicle integration is used and if ...

Creating payroll extracts that meet every customers needs is very complex.  Every customers payroll needs differ and therefore it is highly likely that Rakata will tweak the payroll extract to suit your needs.  Once this is exported the Payroll extract will pr...

RakataCRM has a comprehensive reporting module with many standard reports.  To access the reporting module click the reports link: View reports You can view standard reports by clicking on the report link. For example here you can see the total amount i...

Any administrator has the ability to create custom reports.  Most standard reports can be created from the reports module.  You do not need to know SQL or code to create basic reports. Create a report Click on the Create Report button Select the core modu...

The Diary view provides the best graphical view of the jobs being worked on that day.  To view the diary click the diary link and select the diary layout you want to view.  There are 3 diary views to choose from.  They all show the same data but presented in ...

How to Install or Upgrade the APP on your Android Tablet Open: https://forms.rakata.tech/mande/ Step 1  Click on the latest App Download link on the page with certain CRM.  This will download the files. Step 2  Goto Files within ...

The system has an advanced set of system roles that determine what users can see and do.  Users must have roles applied to them to do certain tasks.  For example an engineer must have the role "Engineer" assigned to them to selectable for a location timing to ...

If you have purchase the GPS Vehicle tracking module and integration you can access this from here: https://maps.rakata.tech:8443/track/ Login with the details provided by Rakata Technology.  

To view your vehicles ensure the eye option is selected against the vehicle you want to view.  If you want to track the vehicle click on the follow icon. Top Tip:  If you are tracking more than one vehicle the system will automatically resize to show both veh...

If you want to view the history of the vehicle movements this is possible by clicking on the History tab. Select your options.  Once all are selected click SHOW Top tip:  Rakata record vehicle data for 60 days from which you can retrieve data and review. ...

During the CRM setup Rakata will discuss with you how best to install th GPS trackers.  There are number of ways this can be achieved.  Rakata will provide the GPS Trackers unless the customer has a GPS tracker that is compatible with the Rakata Vehicle Tracki...

System Administrators can manage users to ensure they have the correct access, functionality and roles.  Create users If you are a system Administrator you can manage all settings via Advanced System Settings > Advanced Settings 1. Click "Advanced Settings"...