Nick Genov

Overview An important aspect of invoicing, creating and assigning invoicing terms in Rapid ERP is set at the customer level, with the ability to use different terms based on either the date of the ...

In this session, we discussed: Customized Line itemsRapid ERP lets you tailor line items to specific customers — including unique pricing. We'll walk through your options and how to set them up. Ne...

The mobile scheduling feature of the mobile application Rapid On The GO! allows users with the correct permissions to add new customers.   Setting your user permissions: The user should be allowed ...

In this session, we discussed:Operator-Equipment RestrictionsRapid ERP gives you the ability to flag operators who should not be assigned to specific equipment. We will walk you through how to comp...

Rapid On The GO! users who have access to the Jobs > Write permission in ERP, can not only create new jobs, they can also define new jobsites for existing customers. Starting with ROTG 4.2.0, users...

During this session, we covered:How to Add Disclaimers, terms & conditions, or custom messages to job tickets and invoicesLate FeesConfigure when and where late fees applyCustomize Grids for Report...

The ability to cancel a scheduled job from the Scheduling tab in our Rapid On The GO! mobile app requires users to have both Jobs > Delete, and ROTG - Jobs > Delete permissions in their User Profil...

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...

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...

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