Setting Up Custom Project References

Rave lets you automatically create a new Project and replace the default project reference with your customised project numbering system once an enquiry reaches a selected pipeline stage. You can also choose to update the enquiry reference to match the newly created project. 

This is useful if your business uses a consistent job numbering format such as RBA25187 rather than Rave’s standard project reference.

How custom project references work

By default, a project will use a reference based on the client's last name and project ID.

For example: smith_12345

Using the Project Custom Reference settings, you can choose when Rave should replace this default reference with your custom project number.

Select when the custom reference is applied

You can select one or multiple stages, such as:

0%, 10%, 25%, 40%, 50%, 75%, 90% or Won.

Once the enquiry pipeline reaches or exceeds any of the selected stages, Rave will create a new project for you with the custom reference using the next available custom project number.

If you create a project manually, its existing default reference will remain in place until the enquiry pipeline reaches one of the selected stages.

Setting up your custom project number

One of the Rave Customer Support team must enable this feature, as clients can't change it. 

Email help@ravebuild.co.nz and provide our team with the information we need to enable this.

Which pipeline stages do you wish to start the auto project creation and reference trigger in?

Also let us know if you would like us to change Project Reference from default to custom reference and if we should also update the enquiry reference to match.

The Configuration is 

Prefix

Enter any letters or characters you want to appear before the project number.

For example: RBA

Pad (left) length

This controls the minimum number of digits used for the numerical portion of the reference.

For example, if the Pad Length is 3:

• 1 would display as 001
• 25 would display as 025
• 125 would display as 125

Numbers longer than the selected pad length will not be shortened.

Next number

Enter the next number you want Rave to use when generating a custom project reference.

For example, with:

Prefix: RBA
Pad Length: 3
Next Number: 25187

The next project reference will be:

RBA25187

If you would like to always have a project created every time a new lead comes in, you would request Rave to set it up from 0% so that you can create a new project using the + Project button, and that lead would automatically be created for you, with the enquiry and project numbering triggered.

If you would only like a project created and reference to kick in from 25% onwards you would select 25% all the way to won.