Category Archives: Saving time
Uploading files
You can upload files of any type and size to the repository. However, you should be mindful of the following when uploading large files …
Offer direct deposit
Did you know you could save anywhere from $1.00 to $2.50 per payment by using direct deposit instead of paper checks? In addition to substantial cost savings, there are other benefits: …
Email request acknowledgment as soon as job is set
When you receive a new job request from a client, it is a good practice to send an acknowledgment to let the client know that you have received the request and will call a day before to reconfirm the job. …
Email cancellation confirmation as soon as job is cancelled
When a job is cancelled or rescheduled by a client, it is critical to send a confirmation to let the client know that the original job setting has been cancelled by the client. This will protect your firm from a possible law suit in the future. …
Confirm next day’s jobs by email
Instead of calling each client to confirm the next day’s job, send confirmation request emails to all clients at once first thing in the morning. …
Using the global clipboard
You can copy text from look-up fields in one function, then paste into the same type of fields in another function. …
Know what clients prefer
With today’s cutthroat competition from all sides, trying to compete on price can be a quick road to ruin for a small company. …
Assigning resources quickly
RB8’s Quick Assignments allows you to quickly assign reporters to all of a day’s jobs with no clicking required. …
Searching for resources at the last minute
When a client puts you in panic mode by calling in a last-minute job, use this new function to send out an email (or SMS) blast to all of the qualified resources at once. …
Set up a case repository
To give parties to a case online access to case files, you must set up the case in RB8, add parties to the case (entering their firms and other information into RB8), assign passwords and user IDs to parties, scan and upload documents into RB8 and turn on access through RB Web. …