Silviya Grigorova

Job flags in Jobs / Dispatch are used to highlight jobs in the grid, making them easier to spot at a glance and helping ensure important jobs are not missed. Flags can be applied to indicate specia...

There are two options in Rapid ERP for applying a surcharge to invoices, depending on whether the surcharge should be calculated as a percentage or applied as a fixed dollar amount. Percentage Surc...

When you need help resolving an issue in Rapid ERP, our Support Team can connect to your computer remotely using TeamViewer. This secure connection allows a technician to view your screen, diagnos...

OverviewThe Payments dashboard provides deeper insight into all incoming payments, payout information, and transaction details.Sections of the Payments Dashboard1. Portal & Links Payment SummarySho...

In Rapid ERP, employees can be added through the Human Resources module. This guide outlines the steps required to add a new employee record.1. Navigate to the Employee SectionGo to Human Resources...

OverviewThe Virtual Terminal allows you to take payments over the phone or in person by manually entering customer payment information.How to Create a Virtual Terminal Payment1. Start a New Payment...

OverviewThe Authorization dashboard lets you manage credit card holds (pre-authorizations) for upcoming work or estimated job costs.Dashboard Sections1. Authorization OverviewDisplays:Total active ...

OverviewUse this tool to place a hold on a customer’s credit card for upcoming jobs.Steps to Create an Authorization1. Start a New AuthorizationFrom either:Home Dashboard → New AuthorizationAuthori...

OverviewYou can create Pre-Authorizations at the time of scheduling jobs in Rapid Works ERP.Steps to Create an Authorization1. Create a new Job in Jobs -> Dispatch or open an existing job without a...

OverviewThe Link Performance dashboard shows how customers interact with the payment links sent with invoices.Key Components1. Engagement MetricsTracks:Total links sentInvoice viewsCustomer viewsTo...