At the top of the Home screen/Dashboard, you can see the main navigation buttons to the top right - and here’s a run down of those.
Home - Clicking this button will take you back to the Home screen.
Clients - This is where we add new Clients, and maintain Client information.
Site/Build - This is where we manage our Projects and Project information.
Financial - This is where you can access RAVE’s powerful financial reporting.
Contractors/Contacts - This is where you can add your contractors and suppliers, and where you can also assign Site Managers and Site Staff.
Calendar - This button provides a month-by-month snapshot of any Follow-ups, Tasks, and Appointments pertaining to the person who’s currently logged in
Rave Help - Your link to the Rave Help portal, where you can access RAVE's video tutorials, our FAQS, and to log a ticket to request additional support or provide development suggestions.
Additionally, we can see our unread messages (white bubble) and notifications (red bubble) to the left and right of our user drop-down, on the right hand side displaying your login initials.
On the right-hand side, you’ll spot the “Next 7 Days” table, which is a rolling 7 Day calendar, essentially this is a feature to ensure you’re never surprised by any upcoming follow-ups, tasks or appointments that are assigned to you. These are clickable links taking you to the client profile or follow-up.
NOTE: Anything in the teal colour can be clicked on - whether it is a button, or a link taking you to the client profile, follow-up, project, or a relevant action.
On the left, you’ll see the “My Follow-Up” table, which will show in red any follow-ups that become overdue.
Below that, you’ll see the “My Clients” table, displaying your most important clients with links to their Client Profile and Project.
Further down, you’ll see “My Hot Leads”. Leads can be classified as “Hot, Warm or Cold” depending on how close they are from being secured - and leads you've classified as Hot, that have also moved beyond the 10% initial enquiry/sales opportunity will be found here i.e. enquiries that have moved to a face to face or initial meeting. This table displays your most important leads to be worked on - right there on the dashboard - including the project's potential value and the month that you expect to sign the contract.
Continuing down the page you'll find your “Active Builds” table, this is a table primarily for the Project Managers. This table contains all of the Projects that are currently active, that your Contractors and Suppliers can access. There are a lot of columns here containing a lot of key project management info, including - a link to the Client Profile, the site address, and the Project Managers name. The Job Number, Building Consent number if loaded, and a link to the project's Files sub tab - plus key information around your projects milestones.
