Rave Help

1. Getting Started 1

• All BRANCH USERS - Start here!

2. Getting Started 1

• All BRANCH USERS - Continue here!

RAVE Financial Management System 1

• RAVE Financial Management System

Sales Staff 2

• Sales staff training
• Add Follow-Ups via the Show Home Portal!

Administration Staff 2

• Administration Staff training
• NEW Banner Alert system in Rave!

Project/Construction Managers 1

• Project/Construction Manager training

Accounts Staff 2

• Accounts Staff training
• Rave Build’s Financial Management System Overview

Business Owners & Key Admin Staff 1

• Business Owners and Key Management Staff training

Site Managers & Site Staff 1

• Site Manager & Site Staff training

Contractors and Suppliers 1

• Contractor and Supplier tutorials x3 (2020)

Building Clients 1

• Building Client Training

RAVE's Financial Management System 2

• RAVE FMS - System Overview + Getting Set Up
• RAVE FMS - 'Bills In' sub-tab

Getting Started 2023 16

• All BRANCH USERS - Watch this video first!
• Getting Started with RAVE
• How do I log into RAVE?
• I forgot my password, how do I reset it?
• Updating your User Profile, Contact Details & Changing your password within RAVE

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Sales Support 2023 41

• Sales Support 2022
• Sales and CRM - The Clients Button and Client Lists
• The Clients Button and Client Lists
• Explanation of the Client list table
• Adding/Changing the Client List’s ‘Location’

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Project Admin Support 2023 15

• The Project Admin FULL Guide to RAVE
• Accessing your Projects via the Site/Build button + Sub-Tabs
• The Project Sub-Tabs
• The Project's Overview Sub-Tab
• The Contractors/Contacts Button

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Site Manager & Site Staff Support 2023 6

• RAVE Timesheets - Guidelines for Site Staff
• Downloading the Rave Build App, and Logging In
• Logging into the RAVEBUILD App
• Adding a timesheet entry via the RAVEBUILD app - Site Staff
• Adding a timesheet entry via your Computer - Site Staff

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Contractor and Supplier Support 2023 11

• The Contractor + Supplier FULL Guide To RAVE
• Getting Set Up in RAVE - Contractor Guide
• RAVE’s Home button + the Home Page/Dashboard screen - Contractor Guide
• RAVE's Site/Build button + the My Tasks screen - Contractor Guide
• RAVE’s Site/Build button + the Build Projects screen - Contractor Guide

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Project Managers Support 2023 66

• Viewing the Details of a Project via the Build Overview
• Searching for a Build in 'Site/Build'
• RAVE Scheduling + the ‘Classic’ Scheduling Mode
• Navigation of a Project's Schedule Screen
• The 'PER' Project and 'ALL' Projects' Settings pages

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Accounts Staff Support 2023 (The Progress Payment Sub-Tab) 20

• The NEW Progress Payments (Payment Schedule) Sub-Tab­­
• 6 Reasons Why you should populate the Progress Payment tab - even if you are not using Xero
• RAVE 'Progress Payments' Accounts - Branch Set Up
• NEW - How to Add, Request Payment, and Receive Payment on an Invoiceable
• NEW - How to Add a Basic Invoiceable

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Branch and Office Managers Support 2023 20

• Branch Overview & Reports - RAVE's Reporting Portal
• Managing your Staff User Permissions
• Time Tracking
• Adding a NEW Staff Member to Your Branch
• Viewing Sales Reports

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RAVE Updates 12

• RAVE Project Overview: Project Details + Edit UPDATE (31st March 2022)
• Printing a Gantt Chart process – Update
• ‘Classic’ Task Gantt Updates
• New look RAVE Settings tabs – Update
• RAVE’s NEW My Follow-up Reports – Update

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FMS set-up articles 13

• 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
• How to Add an Additional Supplier Contact
• Financial Overview/Dashboard via the Financial Button

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Xero set-up 3

• Connecting Xero and Syncing your of Chart of Accounts
• Xero Payment Syncing
• RAVE Project + Xero Tracking

The Quotes Request sub-tab 1

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

The Quotes sub-tab 2

• How to Create a Quote via the Quotes sub-tab
• Create a Budget/Quote from a CSV file upload

The Estimate sub-tab 2

• How to Create a Client Proposal/Estimate via the Estimate sub-tab
• How to Create and Save an Estimate Template

Variations 3

• 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
• NEW - Updates to how RAVE treats Negative Variation Invoiceables/Credit Notes

The Purchase Order sub-tab 8

• 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

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The Bills In sub-tab 8

• How to Receive in Bills via the 'Bills In' sub-tab
• How to Load Supplier Bills in via a CSV File
• Branch-Level Bills (and Credit Notes)
• Branch-Level Credit Notes
• Receive Bills in to RAVE via the 'Bills In - Purchase Orders Ready to Convert to Bills' option

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The Progress Payments sub-tab 8

• The Progress Payments sub-tab
• RAVE 'Progress Payments' Accounts Set Up
• NEW - Loading and Creating Payment Schedule Templates
• The NEW Progress Payments (Payment Schedule) Sub-Tab­­
• NEW - How to Add, Request Payment, and Receive Payment on an Invoiceable

View all 8

Charge Up 5

• RAVE's FMS Charge Up Report
• How to Use RAVE's FMS to Create a Charge-Up Client Invoice
• How to Create an On Charge Invoice
• How to Create a Client Invoice from Multiple Purchase Order(s)
• How to Create a Client Invoice from Multiple Bill(s)

The Invoices Out sub-tab 1

• Bulk Payment of Multiple Invoices & Credit Notes

The Back Costing + Reporting sub-tabs 9

• Calculation Rounding
• RAVE's Financial Management System Reports
• The Project Back Costing Reports
• The Project Profitability Report
• The Project Cost Centre/Chart of Accounts Report

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Time Sheets to Bills 1

• How to Convert a Project's Time Sheet Entries to a Bill