Jim Hammel
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Recent activity by Jim Hammel-
Invoice File Attachments
OverviewJob attachments, located in the Job Gallery tab, can be included to the invoice emails directly form Rapid ERP. Benefits The user has the job related files in one place and can decide which...
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Ticketed Jobs
OverviewUsers can see which jobs are ticketed and which are not. There is column called "Ticketed" which shows exactly this.Then the user can send a reminder to the operators to transmit their tick...
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Gallery Enhancements
OverviewIf the uploaded files in the Gallery have metadata, it is shown in the Miscellaneous. This metadata helps the operator to find the jobsite, for example, or some specific information about t...
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Double-Booking Settings for Equipment Units
OverviewUsers can receive a warning message if there is a double-booking of an equipment unit.Double-booking means that the working hours of the equipment unit for a job are overlapping with the wo...
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Send Job Information to Crew
OverviewSend SMS/Text Job information to operators for more than one job simultaneously.SpecificsOpen Jobs -> Dispatch.Mark two or more jobs as selected.Right-click on one of them and select Crew -...
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Manually adjust total job site and travel hours
OverviewYou can adjust On Job Hours and Travel Hours manually in the job Invoice Information window.Until now, the two values were calculated automatically, after filling-in Left Yard At, Arrived A...
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Equipment Utilization
OverviewThe equipment utilization report illustrates the utilization of each equipment unit based on the hours worked per week throughout a selected period , and can be displayed on a daily, weekly...
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Track and display operator responses for OSHA alert reports
Track and display operator responses for OSHA alert reportsHow does this feature work?This is a report that shows both OSHA alerts sent out to employees, as well as their responses. To generate it,...
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Active Customers With No Recent Job Activity Report (Customers No Longer Working For)
From Reports choose, Report CentralCategory of report – CustomerReport – Customer ListRange – choose dates that you want to run the report for.Along the left hand side choose the options that you w...
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How To Export Your Active Customer List to Excel for Mail Merge or Labels
How To Export Your Active Customer List For Mail Merge / LabelsGo into Rapid ERP Reporting.Select report category as “Customer”Report “Customer List”Range “Current Year” (or change dates to custom ...