Nick Genov

In this session:Dispatch best practicesHow to enter job information correctly the first time and fields that matter mostConsistent dispatch data = accurate invoices: the downstream impact on billin...

During this session, we covered: Newly Released Features & Improvements •    Walk through of the latest product updates shipped on June 8th – what’s new, what’s improved, and what it means for your...

Topics covered:Timeline and Summary View in Jobs > DispatchHow to create and manage credit memos and debit memos

Topics covered:Knowledge Center Walk-Through  

Topics covered:QuickBooks integration updateReportsEmployee status scheduling.

OverviewWhen viewing jobs in Jobs > Summary View, you may notice that some jobs appear in bold text. This article explains what that formatting means and how it can help you manage your schedule.Wh...

Overview When an operator has not clocked in for a scheduled job, an automated escalation process is triggered to prompt acknowledgement and, if needed, notify the appropriate company contact. Thi...

Overview When an operator has not clocked in for a scheduled job, an automated escalation process is triggered to prompt acknowledgement and, if needed, notify the appropriate company contact. Thi...

Job Ticket CustomizationCustomize ROTG job tickets directly from ERP •Configure clock-in and clock-out comments for ROTG from ERPTimesheetsSet up and edit timesheets within ERP •Complete timesheets...

OverviewRapid ERP allows you to add alphabetic or alphanumeric prefixes to invoice numbers. The prefix is configured at the company level and is automatically applied to all invoices generated ther...