Category Archives: Lesson
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 …
What is Prefill?
Instead of entering parties and services one at a time every time, use prefill to automatically add parties and/or services to a job, case, or invoice …
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 …
