Heather Kalinich
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Recent activity by Heather Kalinich-
Utilizing the Projects Feature
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 ...
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Rapid on the Go! Video Walkthrough
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.
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Payroll Schemes
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/...
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How to Verify a Jobsite Address
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 ...
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Text Message Logs
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...
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Creating a Text Distribution List
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...
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Sales Regions and Color Coding
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...