Category Archives: Lesson
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 …
What is an Entity?
Entities in RB are individuals, businesses, places, or discrete parts of your company, such as revenue centers or branch offices …
View your job calendar as a report
Job Printout is a report with several uses, including as your future calendar and as a worksheet for assigning resources …
Help clients stay on top of their calendars
Send clients their upcoming jobs calendar with almost no effort on your part …
Review how busy your agency is
See how many jobs were set or canceled today, and review your calendar for typos, errors, and trends …
Notify resources of assignments & cancellations in batches
Save time notifying resources by emailing or texting a day’s worth of notifications at once …
Send urgent requests for help
Use Resource Blast to send email and/or text-message blasts about last-minute jobs to resources instantly …
Drag and drop to assign work quickly
In Quick Assignments you can quickly assign resources to tomorrow’s job and see if any of those jobs are not confirmed yet, so you can follow up with the client …
Give resources time off or extra hours
Use Resource Availability to grant a resource time off or add them to the pool of resources outside of their normal working hours …
What is a Notes Log?
Notes Logs contain notes related to the record in which they are entered by a user or the system and are unalterable …
