Category Archives: Best Practices
When is a location a Location?
When scheduling a job you have several Location Type options. With a new location, how do you decide which option to choose? …
Update forms for separate task times
The November 6, 2023 RB9 update included a couple of new features that require some setup on your part if you are going to use them. This article details our recommendations for updating forms that are affected by the new ability to schedule tasks at different times from their jobs. …
Update forms for hybrid job locations
The November 6, 2023 RB9 update included a couple of new features that require some setup on your part if you are going to use them. This article details our recommendations for updating forms that are affected by the new ability to schedule both in-person and Zoom meetings for the same job. …
Are you branding your RB communications?
This is another article in our series of how to use RB to market your business. …
September 2021 RB ad in the JCR
OMTI presents part 8 in a continuing series: What to look for in a partner: Acceptance …
July/August 2021 RB ad in the JCR
OMTI presents part 7 in a continuing series: What to look for in a partner: Excitement …
June 2021 RB ad in the JCR
OMTI presents part 6 in a continuing series: What to look for in a partner: Attractiveness …
Learn about RB9 with ReporterBase 101
ReporterBase 101 covers RB9’s modules, each module’s functions, and RB9 concepts in individual lessons. …
