Jim Hammel
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Recent activity by Jim Hammel-
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 ...
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Customize invoice labels descriptions for all automatically generated invoice line items
Overview The user has the ability to modify label descriptions for line items generated through the pricing scheme. These labels are adjustable at the pricing scheme, pricing sheet, and individual ...
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Find Inactive Customers
OverviewIf you want to find when was the last time you have done a job for a specific customer or customers, you can arrange your customers by "Last Job Date" column.SpecificsOpen Rapid ERP and go ...
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How to Alert Dispatchers to Not Create Jobs for a Customer
While Rapid ERP does not provide for a way to block customers so as to prevent dispatchers from creating new jobs for them, it has 2 workarounds you can use.Option one, you can set a credit limit f...
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Add A New Customer Or Edit Existing Customer
Overview A new customer record can be established in the system, incorporating details about the customer, along with customer-specific settings for dispatch, accounting, and other functionalities....
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How to see all jobsites for a customer and create a job for a jobsite
The customer screen (select the Sales button from the main screen of the application, then Customers) contains a number of useful options that may help speed up viewing all jobsites created for a s...