Rave Help

Getting Started 2023 17

• 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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