Welcome to your 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 (2)
Guides for Contractors on Setting up, Navigating and using Rave
User Dropdown Menu (2)
Profile and Branch settings from the User Dropdown Menu
CRM (9)
Comprehensive CRM Guides
Projects (15)
Comprehensive Project Guides
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Projects - Projects List Tab *New*
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Projects List Page - Bulk Action Tick Box - *New*
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Hiding Project and Client Information from Site Staff, Timesheet Users and Contractors
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Projects - Different Ways to Create A Project *New*
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Projects - Your Project Overview *New*
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Projects - Adding Project Information *New*
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Projects - Branch Project Notes *New*
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Projects - Rave + Chat GPT **new**
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Projects - Setting up your ChatGPT Templates for Rave Notes **new**
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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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Progress Payment Subtab
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Progress Payments Accounts Set Up
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Loading and Creating Payment Schedule Templates
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How to Manually Add a Payment to an Invoice
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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
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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
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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If your 'Classic' Schedule 'Sample_CSV_File' Upload Fails
Timesheets (4)
Comprehensive Timesheet and Timesheet Advanced Guides including labour budget reporting
Contractors/Contacts Tab (1)
Setting up/Managing Contractors and Contacts
RAVE Branch Reporting (3)
Comprehensive Branch Level Reporting
RAVE Company Reporting (2)
Comprehensive Company Level Reporting for Multi Branch Clients
Financial Management (FMS) (18)
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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Accounting for Provisional Sums and or PC Sums
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Connecting Xero and Syncing your of Chart of Accounts
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RAVE Project + Xero Tracking
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Xero Payment Syncing
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Financial Overview/Dashboard via the Financial Button
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Branch-Level Bills (and Credit Notes)
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Branch-Level Credit Notes
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How to Create a Client Proposal/Estimate via the Estimate sub-tab
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How to Create and Save an Estimate Template
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How to Create a Variation from the Estimate subtab
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How to Create Purchase Orders via the Purchase Order sub-tab
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How to Create Purchase Orders - Using a CSV File
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Create a NEW Purchase Order from an Accepted Quote
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How to Receive in Bills via the 'Bills In' sub-tab
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Receive Bills in to RAVE via the 'Bills In - Add a Bill' button
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Receive Bills in to RAVE via the 'Bills In - Purchase Orders Ready to Convert to Bills' option
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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
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How to Send an Accepted Variation from the Estimate Sub-Tab to the Progress Payment Sub-Tab
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How to Create a New Client Variation via the Estimate/Proposal Sub-Tab
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Updates to how RAVE treats Negative Variation Invoiceables/Credit Notes
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How to Use RAVE's FMS to Create a Charge-Up Client Invoice
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How to Create a Client Invoice from Multiple Purchase Order(s)
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How to Create a Client Invoice from Multiple Bill(s)