Branch Settings

Please note: branch settings are permission based

Branch Details
Branch Details: Starting at Branch Details, this is where you will find all of your Branch/Company information including your GST Number, Address, Conta...
Fri, 13 Sep, 2024 at 12:08 PM
Client Settings
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...
Fri, 13 Sep, 2024 at 12:19 PM
Contractor Settings
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....
Fri, 13 Sep, 2024 at 12:41 PM
Financial Settings
Financial Settings is where you can upload your Terms and Conditions for both estimates/quotes and variations that are attached to Client Proposals. There i...
Wed, 13 Nov, 2024 at 9:05 AM
Timesheet (Tags)
The Timesheet settings allows you to edit your Max Edit Days, update your Timesheet Tags and also choose if you wish to include breaks when converting a tim...
Fri, 13 Sep, 2024 at 12:58 PM
How to Create a New User + Edit User Permissions
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
Managing Users
To manage your users (this is permission dependent), click on your user dropdown at the top right of the screen, then expand the Branch Settings and click o...
Tue, 10 Sep, 2024 at 2:41 PM
*NEW* Welcome Email When Creating a User
Rave will now send out a Welcome Email when new users are created! The email will include the Users username with a link to click on to reset their passwor...
Tue, 27 Aug, 2024 at 8:58 AM
How to Suspend/Unsuspend a Staff Member Login from your Branch
If a team member leaves your company, you will want to suspend their login to prevent any further access to your branch.  For audit trail purposes, we do no...
Wed, 23 Oct, 2024 at 4:47 PM