Help

1. Getting Started 8

• How do I log into RAVE?
• Welcome to Rave
• RAVE Notification and Alert Table
• Submitting a support request, issue alert, or a RAVE improvement suggestion ticket
• RAVE Recommends Google Chrome, Firefox, and MicroSoft Edge Web Browsers

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RAVE FMS - Overview, Set Up, and 'How To' Video Tutorials and FAQs 1

• RAVE FMS - 'How To' Video Tutorials and FAQs

RAVE Updates 1

• New Profile and Branch Settings

Profile Settings 4

• Branch User Profile Settings Overview
• Contractor User Profile Overview
• Profile - User Notifications
• Changing your Rave Password

Branch Settings 15

• Branch Details
• Branch CRM Settings
• Branch Contractor Settings
• Branch Financial Settings
• Branch Notification Settings

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CRM 2025 20

• Rave's NEW CRM Launch - 4th August 2025
• CRM - Homepage & Dashboard Navigation
• Rave's CRM Portal Tabs Overview
• Rave's CRM Leads & Clients Tab Overview
• Adding and Editing a Client

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The Projects Tab 21

• Projects - Projects List Tab *New*
• Projects - Different Ways to Create A Project *New*
• Projects - Your Project Overview *New*
• Projects - Adding Project Information *New*
• Projects - How to Change the Primary Client Assigned to an Project/Enquiry *New*

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Scheduling 13

• Schedule Overview
• Navigation of a Project's Schedule Screen
• Classic Scheduling
• The Schedule Action Dropdown Menu
• Creating A Schedule and Loading A Template

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Enterprise Scheduling 12

• Enterprise Scheduling Module - Customised Task Colour Coding
• Enterprise Scheduling - Constraints
• RAVE's 'Enterprise' Schedule Templates
• 'Contractor Task Acceptance' Workflow + Email Notification
• Creating Task Links between Predecessors and Successors with 'Enterprise' Scheduling

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The Closed Builds Tab 1

• Closed Builds

The Templates Tab 2

• Branch Templates
• Opening/Viewing a Schedule Template

Build Overview 8

• Cross Project Reporting - Gantt
• Cross Project Reporting - Calendar
• Cross Project Reporting - Timeframe Shift
• Cross Project Reporting - Resource Allocation
• Cross Project Reporting - Full-Time Equivalent (FTE)

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Project Minutes 2

• Managing your Project Minutes
• Searching Your Project Minutes Notes

The Progress Payment Subtab 15

• Progress Payment Subtab
• Progress Payments Accounts Set Up
• Loading and Creating Payment Schedule Templates
• How to Add/Edit a basic Invoiceable and Request Payment
• How to Add, Edit and Delete Detailed Invoiceables

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The Invoice Out Subtab 3

• How to Manually Add a Payment to an Invoice
• The 'Convert to Invoices' feature allows you to convert an invoiceable from the various sections of the progress payment sub-tab, choose specific dollar values or percentages to charge for each invoiceable, also which line items to include
• RAVE allows you to select multiple invoices & credit notes for full and partial payment via the Invoices Out sub-tab. NOTE: Clients with RAVE's Xero syncing turned on do not need to worry about this process, as Xero is already receiving th

Project Settings 1

• Project Settings

Albums 1

• Rave's brand-new Albums Feature is here!

Rave Timesheets | Payroll 16

• Rave's Advanced + Classic Timesheets Overview
• Advanced Timesheets | Payroll Update
• Adding a Timesheet Entry and Clocking In
• Rave Timesheets - Branch Settings
• Rave Timesheets - User Details and Permissions

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Timesheets 1

• Rave Timesheets

Contractors/Contacts Tab 9

• The Contractors/Contacts Tab
• How to Add a Contractor to your RAVE Contractor List
• Saving and Loading a Welcome Email Template for Contractors
• Adding Contractors via a CSV Contractor List
• How to Edit a Contractors Contact Details in RAVE

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FMS set-up articles 9

• RAVE's Financial Management System Overview (August 2022)
• How to Add a Supplier to your RAVE Contacts List
• How to Merge Duplicate Suppliers in RAVE
• Supplier Product Inventory/Price List Upload
• How to Find and Delete any Duplicates within a CSV (Inventory) File

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Xero set-up 5

• Connecting Xero and Syncing your of Chart of Accounts
• RAVE Project + Xero Tracking
• Xero Payment Syncing
• Error when sending documents to Xero
• Calculation Rounding

Estimate Categories and Sub Categories 2

• How to Create Estimate Categories and Sub Categories
• Rave's New Estimate Sub-categories

The Financial Tab 5

• RAVE's Progress Payment Forecast Report
• Financial Overview/Dashboard via the Financial Button
• Branch-Level Bills (and Credit Notes)
• Branch-Level Credit Notes
• The Progress Payment List Report

The Preliminary Budget sub-tab 2

• Creating a Preliminary Budget
• Uploading your Preliminary Budget via CSV

The Quote Request sub-tab 1

• How to Request Quotes via the Quote Request sub-tab

The Quotes sub-tab 3

• How to Create a Quote via the Quotes sub-tab
• Create a Budget/Quote from a CSV file upload
• How to Create a Client Invoice from Multiple Quote(s)

The Estimate sub-tab 5

• How to Create a Client Proposal/Estimate via the Estimate sub-tab
• How to Create and Save an Estimate Template
• How to Create a Variation from the Estimate subtab
• Sending and Accepting Client Proposals
• Estimate Accept/Decline Notifications via the Estimate sub-tab

The Purchase Order sub-tab 9

• How to Create Purchase Orders via the Purchase Order sub-tab
• How to Create Purchase Orders - Using a CSV File
• Create a NEW Purchase Order from an Accepted Quote
• Create a NEW Purchase Order from scratch
• How to Cancel a Purchase Order line

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The Bills In sub-tab 6

• How to Receive in Bills via the 'Bills In' sub-tab
• How to Load Supplier Bills in via a CSV File
• Receive Bills in to RAVE via the 'Bills In - Purchase Orders Ready to Convert to Bills' option
• Create a Supplier Credit Note via the 'Bills In' sub-tab
• Receive Bills in to RAVE via the 'Bills In - Add a Bill' button

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The Progress Payments sub-tab 15

• The Progress Payments (Payment Schedule) Sub-Tab­­
• Progress Payments Accounts Set Up
• How to Send an Accepted Estimate from the Estimate Sub-Tab to the Progress Payment Sub-Tab
• Loading and Creating Payment Schedule Templates
• How to Add/Edit a basic Invoiceable and Request Payment

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The Invoices Out sub-tab 3

• How to Manually Add a Payment to an Invoice
• Bulk Payment of Multiple Invoices & Credit Notes
• How to Create an On Charge Invoice

Variations 4

• How to Send an Accepted Variation from the Estimate Sub-Tab to the Progress Payment Sub-Tab
• How to Create a New Client Variation via the Estimate/Proposal Sub-Tab
• Updates to how RAVE treats Negative Variation Invoiceables/Credit Notes
• Variation Accept/Decline Notifications via the Estimate sub-tab

Client Invoices - Charge Up 5

• How to Use RAVE's FMS to Create a Charge-Up Client Invoice
• How to Create a Client Invoice from Multiple Purchase Order(s)
• How to Create a Client Invoice from Multiple Bill(s)
• Uninvoiced vs Uninvoiced and Partially Invoiced Filter
• Invoice/Settlement Statement for Charge up Clients

Labour 2

• How to Account for Building Labour Costs in RAVE
• RAVE FMS Charging Labour TIP: Add your Builders as Product Inventory Item(s)

Project Reporting 8

• New Project Reporting Tab
• Back Costing Report
• The Project Profitability Report
• The Project Assigned Accounts Report (Formally Cost Centre Report)
• RAVE's FMS Charge Up Report

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Latest Updates 2

• Ability to Bulk Delete Cancelled or Draf Documents in FMS
• New XERO Status Column on Purchase Orders, Bills and Invoices List Pages

CRM Reports 10

• Branch Reporting - CRM - Source of Lead
• Branch Reporting - CRM - Enquiry Pipeline Changes
• Branch Reporting - CRM - New Enquiries
• Branch Reporting - CRM - Won Enquiries
• Branch Reporting - CRM - Lost Enquiries

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Project Reports 4

• Branch Reporting - Projects - Projects Won
• Branch Reporting - Projects - Contract Price Change
• Branch Reporting - Projects - Key Task Report
• Branch Reporting - Projects - Build Type Changes

Financial Reports 11

• Client Invoice Reports
• Cost to Complete Branch Report
• Quote Request Report
• Quote/Variation Quote Report
• Purchase Order Report

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Contractor Setup 5

• Getting Set Up in RAVE - Contractor Guide
• How to edit your Profile
• Contractor Notification Settings
• Updating or Resetting your Password
• Uploading Documents/Files to your Contractor Profile

Navigating RAVE 7

• RAVE’s Home Page/Dashboard
• Site/Build Tab
• Contractor Accepting/Declining Quote Requests and Submitting Quotes
• Quotes
• Purchase Orders

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Guides for your Client 7

• How to Log In to Rave
• Client Log in: Viewing My Project Information
• Client Log in: Your Profile Drop-Down Menu - Your Initials in a Circle
• Client Log in: The Progress Payment - Sub-Tab
• Client Log in: The Activities and Enquiries Tabs

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