Heather Kalinich
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Articles
Recent activity by Heather Kalinich-
Printed Indicators on the Dispatch Grid
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...
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OCIP and CCIP Projects
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...
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Acknowledging the Job Ticket on ROTG
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 ...
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Creating a Tax Assignment
BenefitSetting up a tax assignment will enable taxes to be automatically applied to relevant invoices, eliminating the need for manual tax assignment.StepsNavigate to the Logo menu up at the top le...
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Mobile Scheduling on Rapid On The Go! (ROTG)
Overview In ROTG version 4.1.0, we are introducing the ability to manage your company's schedule via Rapid On The Go! This article will describe what the new behavior is and how you can use it to ...
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Understanding the Email Queue Options
Overview Understanding the options in the Email Queue is a very important aspect of emailing out invoices. Benefits Numerous configurations allow full customization of how an organization batch ema...
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How to Add Invoices to the Email Queue and Send Them
Overview Multiple invoices can be emailed out as a batch, enhancing efficiency by allowing simultaneous distribution. Benefits Batch emailing invoices offers numerous benefits for businesses seekin...
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How to Process and Print Multiple Invoices
Overview Efficient invoice management is paramount for businesses seeking to optimize their financial processes. One key aspect of invoice management is the ability to process and print multiple i...
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How to add Finance Charge for Overdue Invoices
Finance charges can be applied to overdue invoices in Rapid Apps ERP based on the criteria you define. Follow the steps below to configure and apply these chargesPrerequisite: Enable Finance Charge...
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Schedule Multiple Units to a Jobsite
OverviewWhen multiple equipment units are required on a jobsite on the same day, there is now an easy way to create additional jobs for each equipment unit required. This functionality works in con...