Category Archives: Function
Automate letter writing to contacts, witnesses, & others
Correspond with contacts, witnesses, and others about turned-in jobs with job data automatically included …
Print FedEx/UPS labels & track shipments
Use the Shipping function to send products via FedEx or UPS, and track an order’s current location without leaving RB9 …
Print envelopes & labels from your RB database
Generate labels and envelopes with information from your RB database automatically included …
Your production To-Do list
Production Sheets show who’s ordering what on a job and how many units need to be produced …
Monitor items in your production flow & beyond
Keep track of where items are in your production cycle and physically in your office …
Turning in transcripts & preparing invoices
A complex process made easier with guided turn-in and time-savers like prefiling job parties and services ordered …
Analyze job assignments by resource
Use the Assignment Analysis report to see how often each resource has been assigned and balance out the workload in future assignments …
Notify resources their work is overdue
Email your resources their own prioritized To-Do list of outstanding tasks …
Analyze resources’ workloads
Monitor & manage how busy resources are …
Know where your business is coming from
See who your best clients are based on the number of jobs they order from you instead of invoice amounts which can be inaccurate due to 3rd-party billing on a lot of jobs …
