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 Branchinformation including your GST Number, Address, Contact Inform...
Wed, 30 Jul, 2025 at 8:08 PM
Branch CRM Settings
The CRM settings screen contains multiple sections where you can customise certain parts of your CRM settings and selctions.  You can access your branch CRM...
Thu, 31 Jul, 2025 at 3:12 PM
Branch Contractor Settings
Contractor Settings:  Your Profile Dropdown / Branch Settings /  Under Contractor Settings you have the option to turn on and off Contractors ability to...
Mon, 5 May, 2025 at 5:16 PM
Branch 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...
Tue, 18 Mar, 2025 at 5:43 PM
Branch Notification Settings
Branch Notification Settings Under this sub heading we show Both Project and Financial BRANCH  notification control options.  Access to the Branch S...
Thu, 12 Jun, 2025 at 3:49 PM
Branch Timesheet Settings and Tags
Those with permissions can edit their Rave Timesheets branch settings - including the new payroll 'entry type' and 'timesheets require a task...
Tue, 5 Aug, 2025 at 7:48 PM
Branch Xero Settings
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
Branch Product Inventory
To view the FAQ on Setting up and managing your Product Inventory please click here 
Tue, 18 Mar, 2025 at 5:44 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...
Fri, 25 Jul, 2025 at 3:37 PM
Branch Project Settings
The Project Settings screen contains multiple sub-tabs where you can customise certain parts of your Project's selctions.  You can access your branch Pr...
Thu, 31 Jul, 2025 at 3:33 PM