1. Getting Started (10)
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Rave User - Introduction to Rave
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Welcome to Rave - Downloading our App
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Submitting a support request, suggestion/upgrade Ticket
Welcome to the Rave Learning Hub (3)
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 (2)
Guides for Contractors on Setting up, Navigating and using Rave
User Profile Menu (4)
Profile and Branch settings from the User Dropdown Menu
CRM (13)
Comprehensive CRM Guides
CRM overview and Dashboard (13)
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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
Adding/Editing and Deleting a Client (6)
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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
Adding/Editing and Deleting Enquiries (6)
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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
The Projects Tab (12)
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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)
Adding, Editing, Deleting, Viewing a Project (7)
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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
The Templates / Custom Templates Tabs (5)
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Checklist, Estimate, Folder and Quote Request Templates
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Projects - Custom Templates - Project Export
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Projects - Custom Templates - Mail
Project Reporting (7)
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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
Project Checklists (7)
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Checklists - Adding/Editing Checklists and Todos
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Branch Settings - Checklist Status Groups
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Checklists - Saving to template and loading from template
Project Albums * (4)
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Project - Albums
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Albums - Exporting album item to PDF or to another part of Rave
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Project Albums - Downloading album item to ZIP file
The Progress Payment Subtab (17)
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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
Classic Scheduling - Rave's Default Scheduling Mode (11)
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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 (15)
Comprehensive Financial Management Articles
FMS overview - Tips and Tricks (9)
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Understanding Profit Margin + Markup
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How to Add, Edit or Delete Internal Notes on Financial Documents
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RAVE's Financial Management System Workflow Overviews
Xero set-up (5)
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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
The Financial Tab (10)
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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
The Quotes sub-tab (6)
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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
Variations (4)
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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
The Purchase Order sub-tab (12)
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Purchase Order List Page
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Purchase Order - Expected Bill date
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How to Create a Purchase Order from an Accepted Quote
The Bills In sub-tab (8)
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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
The Progress Payments sub-tab (17)
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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
The Invoices Out sub-tab + Charge up (9)
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Invoices Out - List Page
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How to Create an On-Charge Invoice
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Adding Payments to Invoices and Multiple Invoices & Credit Notes
Timesheets (4)
Comprehensive Timesheet and Timesheet Advanced Guides including labour budget reporting
Rave Timesheets Overview and Audit Trail (4)
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Rave's Advanced + Classic Timesheets Overview
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Timesheets Audit Trail
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Managing User Profiles and Permissions for Advanced Timesheets
Contacts (1)
Setting up/Managing Contractors and Contacts
Branch Reporting (3)
Comprehensive Branch Level Reporting
CRM Reports (10)
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Branch Reporting - CRM - Source of Lead
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Branch Reporting - CRM - Enquiry Pipeline Changes
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Branch Reporting - CRM - New Enquiries
Company Reporting (2)
Comprehensive Company Level Reporting for Multi Branch Clients