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 1

• RAVE FMS - 'How To' Video Tutorials

Profile Settings 3

• Profile Overview
• Changing your Rave Password
• Notification Control

Branch Settings 9

• Branch Details
• Client Settings
• Contractor Settings
• Financial Settings
• Timesheet (Tags)

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The Build Projects Tab 10

• Build Projects
• Project Overview subtab
• Project Files
• People Subtab
• Check List Subtab

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The Closed Builds Tab 1

• Closed Builds

The Templates Tab 2

• Branch Templates
• Opening/Viewing a Schedule Template

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

Timesheets 5

• How to Convert a Project's Time Sheet Entries to a Bill
• Adding a Timesheet Entry and Clocking In
• Project Timesheets
• My Timesheets
• Branch Timesheets

FMS set-up articles 8

• 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 Cost Centres
• 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
• 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

• How to Create a Preliminary Budget proposal via the Preliminary Budget sub-tab
• 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 7

• 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
• Convert a Client Estimate to a Progress Payment/Charge Up Invoiceable
• 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 Push 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

Charge Up 4

• 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

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

• Back Costing Report
• The Project Profitability Report
• Rave's New Cost to Complete Report
• The Project Cost Centre/Chart of Accounts Report
• RAVE's FMS Charge Up Report

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Branch Business Performance Reports 4

• The Overview Report
• Signed Contracts
• Activated Builds
• Forecast

Sales Reports 4

• Overview
• Pipeline
• Top Salesperson
• Contract Price Change

Project Reports 3

• Key Task Report
• Build Type Change Report
• Job Summary Report

Financial Reports 10

• Client Invoice Reports
• Branch Detailed Transaction Report
• Cost to Complete Branch Report
• Quote Request Report
• Purchase Order Report

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Clients Report 3

• Client Search and Conversions
• Client Loss and Lead Reports
• Opportunity and Follow-Up Reports

Contractor Setup 4

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

Navigating RAVE 6

• RAVE’s Home Page/Dashboard
• Site/Build Tab
• Quote Requests
• Quotes
• Purchase Orders

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Clients Subtab 8

• Client Dashboard Overview
• Adding a Client and editing a Client
• The Client Opportunity/Client Lead/Estimated Budget/Expected close date
• Adding an additional contact to a Client Profile
• Client Overview tab

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Closed Clients 1

• Closed Clients Subtab

My Follow Up 2

• Adding a Follow-Up
• Client Follow-Up Reporting Tab

Show Home Portal 1

• The Show Home Portal

Guides for your Client 6

• How to Login
• The Site/Build Tab
• Profile drop-down menu
• The Files Subtab
• The Messages Subtab

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