Branch Settings
Please note: branch settings are permission based
Branch Details: Starting at Branch Details, this is where you will find all of your Branch/Company information including your GST Number, Address, Conta...
Tue, 18 Mar, 2025 at 4:44 PM
Client Settings: In your Client Settings, you have the ability to upload/update your Company Logo along with your unique URL to your personalised portal...
Tue, 18 Mar, 2025 at 5:43 PM
Contractor Settings: Under Contractor Settings you have the option to turn on and off Contractors ability to see notes added under the Site/Build Notes....
Tue, 15 Apr, 2025 at 11:03 AM
Financial Settings is where you can upload your Terms and Conditions for both estimates/quotes and variations that are attached to Client Proposals. There...
Tue, 18 Mar, 2025 at 5:43 PM
Branch Notification Settings Under this sub heading we show Both Project and Financial BRANCH notification control options. Access to the Branch S...
Tue, 18 Mar, 2025 at 5:42 PM
The Branch Settings Page is managed by permission and is available to be turned on for selected users by Branch Owners. If you dont see the Branch Settings...
Tue, 18 Mar, 2025 at 5:43 PM
To view the FAQ on Setting up and managing your xero connection with rave please click here
Tue, 18 Mar, 2025 at 5:43 PM
To view the FAQ on Setting up and managing your Product Inventory please click here
Tue, 18 Mar, 2025 at 5:44 PM
To create a new user in your branch (this is permission dependent), click on your user dropdown at the top right of the screen, then expand the Branch Setti...
Tue, 10 Sep, 2024 at 2:41 PM
The Project Settings Tab contains two sub tabs. Project Stages and Project Key Tasks. Users with permission to edit these fields will find them under the B...
Tue, 18 Mar, 2025 at 5:01 PM