Heather Kalinich

OverviewThe Projects feature in Rapid ERP allows you to track your larger commercial sites, forecast revenue, and monitor progress across the full lifecycle of a project — from initial bid through ...

How to complete Jobs in ROTGThe following video provides step-by-step guidance for field crew members on how to utilize and complete their tickets within the Rapid On the Go! application.

Payroll schemes define the pay rates assigned to each employee. These settings are managed from the logo menu by navigating to Payroll Objects > Payroll Schemes.Adding the Base RateNavigate to Add/...

Verifying the jobsite location ensures that field personnel are routed accurately to the correct work site, helping to prevent delays and ensure operations proceed efficiently.Establishing Jobsite ...

Viewing the Text Message Log in RapidWorks ERPOverviewIn RapidWorks ERP, all text message activity is recorded and can be viewed from the Message Log. This feature provides an easy way to review se...

OverviewIn RapidWorks ERP, users have the ability to create Text Distribution Lists to streamline internal communication. These lists make it easy to send a single text message to a designated grou...

OverviewSales regions are primarily used for reporting purposes within RapidWorks. However, they can also be color coded to provide a quick visual reference when working in the Jobs > Dispatch scre...

Within the Dispatch Grid, there are two separate indicators related to printing:PrintedThis indicator specifies whether the Comments field on the Job Ticket will be included on the printed PDF or p...

OverviewWhen working on Owner Controlled Insurance Program (OCIP) or Contractor Controlled Insurance Program (CCIP) jobs, it is important to clearly identify these projects. Proper identification e...

OverviewBeginning with the 4.9.0 update of Rapid On the Go! (ROTG), field crew members are now required to acknowledge their job tickets before they are able to make any edits to them.BenefitsWith ...