Category Archives: RB8
Moving to RB8 Cloud: ‘a no-brainer’
Christine Phipps, Phipps Reporting, recently switched to RB8 Cloud with a little nudge from a big hurricane named Matthew. She wanted to share her story to help other RB users disaster-proof their businesses. …
RB8 plug-ins
[RB8 is no longer available for sale.] RB Web The online repository and calendar your clients ask for by name: RB Web. This essential plug-in to RB8 gives clients, reporters, sales reps and management online access to essential information in…
How to solve RB8 invoice problems caused by recent Microsoft update
A work-around for a Microsoft problem …
OMTI’s next generation led 2015 Team RB user conference
Yong Lee handed the reins over to Jason Yee & Ted Yoo for this year’s conference that covered the latest RB8 & RB Web updates and answered everyone’s questions about RB8 Cloud. …
What our current RB8 Cloud users think
RB8 Cloud We launched RB8 Cloud 7 months ago and currently have 25 clients. In preparation for this year’s Team RB user conference, we asked them about their reasons for moving to the cloud and their satisfaction with our new…
How to change job deadlines
If some clients expect a different turn-around on jobs, you can change your default “Job Due In” length of time for specific clients. …
How to add a credit card payment option to invoices
Change your invoices to include a credit card payment box and a customized invoice message. …
RB8 free online training
Find relevant RB8 training videos based on what you use RB8 for. …
