Welcome to the Rave Learning Hub (1)
Getting Started with Rave
Rave User Groups & Permissions (1)
All our paid user group options laid out with their default and optional permissions across all modules
Client Access (1)
Guides for your Clients on Setting up, Navigating and using Rave
Contractor Access (3)
Guides for Contractors on Setting up, Navigating and using Rave
User Profile Menu (4)
Profile and Branch settings from the User Dropdown Menu
CRM (11)
Comprehensive CRM Guides
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CRM - Homepage & Dashboard Navigation
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Rave's CRM Leads & Clients Tab Overview
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Rave's CRM Portal Tabs Overview
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Adding and Editing a Client
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Transferring an enquiry to a new Client
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Merging an existing Client into a new Client
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CRM - The Enquiry Screen
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Adding an Enquiry - to your CRM Client Profile
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CRM - Merging and/or Transfering an enquiry
Projects (15)
Comprehensive Project Guides
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Projects - Projects List Tab
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Project Creation skipping CRM enquiry
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Projects - Workflow (Kanban style view of Projects Page)
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Projects - Different Ways to Create A Project
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Projects - Your Project Overview
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Projects - Adding Project Information
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Projects - Project Notes
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Projects - Project Client Notes
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Projects - Branch Project Notes and Client Project Notes
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Cross Project Reporting - Gantt
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Cross Project Reporting - Calendar
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Cross Project Reporting - Timeframe Shift
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Rave's Albums Feature is here!
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Albums - Album Permissions
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Albums - Exporting album item to PDF or to another part of Rave
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Progress Payment Subtab
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Progress Payments Accounts Set Up
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Loading and Creating Payment Schedule Templates
Scheduling (4)
Comprehensive Classic and Enterprise Schedule Guides including Reporting
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Classic Scheduling
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Creating a Schedule and Loading a 'Classic Schedule Template
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Classic Schedule CSV upload
Financial (14)
Comprehensive Financial Management Articles
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Understanding Profit Margin + Markup
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How to Add 'Internal Notes' to RAVE FMS Documents
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RAVE's Financial Management System Workflow Overviews
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Branch Settings - Integrations - Xero
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Branch Settings - Integrations - Xero - Manage Settings
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Branch Settings - Integrations - Xero - Payment Syncing
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Financial - Dashboard
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Financial - Branch Level Quotes and Variation Quotes
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Financial - Branch Level Purchase Orders
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Project Quotes - List Page
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Handling Quotes loaded by a Contractor
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Project Quotes - How to create a Quote & Quote Template
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Estimates - Client Variations
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Sending an Accepted Variation from the Estimate Sub-Tab toProgress Payment Sub-Tab
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Variation Accept/Decline Notifications via the Estimate sub-tab
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Purchase Order - Expected Bill date
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Purchase Order List Page
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How to Create a Purchase Order from an Accepted Quote
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Bills in - List Page
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Loading a progress claim Bill against a Purchase Order
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Bills in - Purchase Orders Ready to Convert
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Progress Payments Subtab
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Progress Payments Accounts Set Up
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Loading and Creating Payment Schedule Templates
Timesheets (4)
Comprehensive Timesheet and Timesheet Advanced Guides including labour budget reporting
Contacts (1)
Setting up/Managing Contractors and Contacts
Branch Reporting (3)
Comprehensive Branch Level Reporting
Company Reporting (2)
Comprehensive Company Level Reporting for Multi Branch Clients