With access permission you are able to log into your Rave Client Portal to view important information relevant to your Enquiry/Project in Rave.


Once you have logged into Rave you will be able to see a number of Tabs across the top of your page:

  • Activities - Appointments scheduled with you and your sales or projects team
  • Enquires - Information about your project before it's been signed 
  • Projects - Information about your project once the sale has been completed and work has begun




The Activities Tab


Here you can see all upcoming or completed activities/appointments that you have been invited to be a participant on.  You can view the Activity description, the type of activity i.e meeting, the time and date, if it's online with a link or in person with an address, who organised the meeting, who is coming/participating and the enquiry the activity is for.  Clicking on the calendar will allow you to accept Yes, Decline No or mark as tentative/maybe.




The Enquiries Tab 


With permission from your building partner, you can access your enquiry information under the Enquiries tab.  You will see all enquiries where you are the Primary or Secondary contact for.  Your Name, Email and Phone, who your Salesperson is, and the Enquiry Reference name/number per enquiry will be displayed on this main page.

If your enquiry already has a project and you're invited to see that, you will also see a screwdriver and wrench icon to the right of the enquiry's reference. Clicking this icon will take you straight to your Project Information.

 

Clicking on the Enquiries Reference, which is the blue icon under the header Enquiries, will open your Enquiry Information.  To the top right is your salesperson's name, email and phone number so you can easily call them if you need to.  If there is a project attached to your enquiry, there will be a View Project button as well. 


Next are your enquiry sub-tabs:



The Details Tab

  • This tab has all the details loaded that are relevant to this enquiry
    • The enquiry reference, the estimated budget, and when the enquiry was created
    • The location of your enquiry and the site address
    • Important dates like the conditional contract date and the expected close date
    • We also show other contacts linked to your enquiry, if applicable






The Messages Tab

  • This tab has any messages that have been created by your Building Partner/Sales Team to you from their messages tab, you can also create and send a message - much like an email.
  • When creating a new message, there are mandatory fields to fill out.  
    • To - who the message is for.  The drop-down will give you options to choose from within your Builders business.
    • Subject - this is so you can filter for messages by subject later on if you need to, so a well-worded subject makes it easy to filter later on.
    • The body of the email is mandatory before the send button is activated.




Creating a New Message



          

The Files Tab

This tab has any files that your Building Partner/Sales Team has uploaded - you can also drag and drop files in here to share with them.



The Albums Tab

  • This tab stores photos and videos up to 1GB in size.  You can upload 20 photos or videos at a time into Albums by clicking on the Album and clicking the Upload button.  You can also export items to a PDF that are in your Album
    • The timeline icon has filters where you can search by description, album, or photo creation date.  You can select a date range by picking a date or choosing a pre-determined timeframe.  You can also move or delete albums, which will be found in the trash can.  
    • The timeline icon also lets you toggle to view your uploads only, and has an ascending or descending order toggle
    • You can also download, export to PDF or delete your image or video within the timeline icon
    • The Trash Tab (folder icon with an x on it) will take you to the trash folder, where deleted images or videos are stored




The Albums / Timeline Tab



The Albums / Trash Tab 




My Activities - Calendar View 

This tab has all the activities in a calendar form or a list form that can be viewed by week, day or month when in the calendar form. 



My Activities / List View