Update: Custom reporting with new Sales and Invoice Overviews

Amongst recent updates and tweaks, our team have added two brand new report tabs for branch owners to access. These tabs contain reports on sales and invoices that can be viewed according to date range, making it easier than ever to track opportunities and payments within RAVE.

Both custom reports can be printed and/or exported to csv files. This means you can view your reports anywhere, in digital and printed form – very handy for meetings and presentations!

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Sales Overview

The Sales Overview report, displays all client projects that have had opportunities updated in a selected date range. Now, you can receive a customised report of sales activity in just a few clicks.

Simply select the Sales Overview tab, and set your start and finish dates to display your results – you can then “Print” or “Export” as required.

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Invoice Overview

The Invoice Overview report, focuses on a project-based view of raised invoices and payments received in a selected date range – keeping you in the loop with what’s going on.

Again, simply select the Invoice Overview tab, and set your start and finish dates to display your results. You can utilise the search box to drill down your results by sales person, and then “Print” or “Export” as required.

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For a complete view of all the technical updates and tweaks that have been made to RAVE recently, check out the Technical Updates section of our blog. 

As always, if you need any support with RaveBuild, we encourage you to reach out to us at support@ravebuild.co.nz or call us at (NZ) 07-210-2228 or (AUS)1800-179-163

Update: RaveBuild now tracks document’s expiry dates to keep you ahead of the game!

Amongst recent updates made by the RAVE development team is a simple yet significant addition to the Contractors Tab. This addition is the inclusion of Contractor’s documents expiry date, which can now be found beside the LBP number in the Contractor’s details.

LBP DOC SSHOTThe update means branch users can now track the expiry date of documents uploaded by contractors. RAVE already gives users a comprehensive view of all things within their project,  which is only strengthened by this update. 

Plus, RAVE now alerts you of the expiry of contractor files by adding an alert flag next to the contractor’s name i.e. expiry of their LBP, their health and safety policy, their insurance policy and any other documentation you require that has an expiry date. The expiry date is displayed in red, making sure all users are aware of these important details, allowing all to action any changes or adjustments that need to be made.

To ensure that contractors and suppliers are aware of the document expiry update, an “Expiry date” field has been added to the contractor’s login, for them to complete when files are uploaded.

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For a complete view of all the technical updates and tweaks that have been made to RAVE recently, check out the Technical Updates section of our blog. 

As always, if you need any support with RaveBuild, we encourage you to reach out to us at support@ravebuild.co.nz or call us at (NZ) 07-210-2228 or (AUS)1800-179-163

Update: New changes to Stage Claims within RaveBuild

Whilst requesting and submitting payments for Stage Claims recently, you may have noticed a few small changes within RAVE. These changes have been implemented as part of an aesthetically pleasing update where we have seen the “Edit” button replaced by a pencil icon, and the delete button has been replaced with a red “X”. These simple changes have been made to ensure your navigation throughout RAVE is as smooth and easy as possible.

These visual changes have been accompanied by a few others too. After requesting a stage claim payment in the Stage Claims tab of your Project, within the Site/Build section, the stage is now marked as “Due”, instead of “Paid”. This change removes any chance of confusion for you when navigating RAVE, as we all know invoices aren’t paid immediately after request!

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In a similar change that keeps RAVE more in line with the different accounts systems used, the “Paid Invoice” pop up has been renamed to “Invoice payment” and the “Stage Claim paid Invoice” pop up now displays as “Stage Claim Invoice payment”.InvoicePayment

RAVE now gives you the ability to issue receipts. Once a stage claim is submitted as “Paid”, a PDF receipt is generated in both the branch and client login. This is accessible from the stage claims tab and is found by clicking on the Adobe Reader icon.

It’s worth noting that while all of the project and branch details displayed on both the Invoice preview and the Receipts will be pulled straight from the details loaded into Rave, the GST number on the receipt will only display if you have added your branch’s GST number into your RAVE profile. This can be completed by heading to your profile and entering your GST number in the “Settings” Tab.

For a complete view of all the technical updates and tweaks that have been made to RAVE recently, check out the Technical Updates section of our blog.

As always, if you need any support with RaveBuild, we encourage you to reach out to us at support@ravebuild.co.nz or call us at (NZ) 07-210-2228 or (AUS)1800-179-163

Update: The Build Overview feature is now even faster

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Our team has given the Build Overview tool on our mobile App a welcome boost, so now you can enjoy even faster loading times. Not only does our App allow you to access your projects wherever you are, but now you can get to where you need to go even quicker!

Time on site can be as precious as anything when you have multiple projects to manage and direct, and we know how frustrating delays and hold-ups are. Because of this we strive to ensure RaveBuild moves and operates like it should, at a quick and responsive pace, whilst all changes and adjustments are updated at real time through our cloud-based system.

As part of our recent update, the Build Overview now has quicker load times thanks to some reprogramming and an adjustment to the Project Images section. Project images now load as thumbnails, until you need a better look, resulting in faster loading times and less data usage.

So, how will these updates help you and your team? 

Let’s say a project manager is on the site of one of their most important projects.  Everything seems to be tracking along nicely.  IMG_5048
Then they receive a call from the client of another build, and they need to quickly access this project’s information. With the RaveBuild smart phone or tablet App, they are able to check in on any project at any time, the Build Overview updates allows them to pull up this project’s details easily and more quickly access the build details.

Contractors also have faster access to all of the details they need – this means less downtime and less calls to the project manager for project details and schedule information.

Want to know more about the Build Overview and how it saves you time?
  • All relevant project information can be found in one place – the Build Overview. This includes the Site address, Council information, Compliance #s and more.
  • Specific information that you want contractors and suppliers to be aware of can be included in the Notes section.
  • Because the Build Overview is a feature often used by contractors and suppliers, the faster load times should further improve engagement, meaning more time-saving opportunities for you and them on each project!
  • Photo’s uploaded to the project images folder, are also displayed in the Build Overview, adding a visual element to each project.
  • The project’s schedule is just one click away, providing quick access to the current tasks and stage of your build in real time.

RaveBuild should save project managers at least 2 hours per week, per project – the improvements made to the Build Overview will help to ensure you can take full advantage of these time-savings!

As always, if you need any support with RaveBuild, we encourage you to reach out to us at support@ravebuild.co.nz or call us at (NZ) 07-210-2228 or (AUS)1800-179-163

Become a RaveBuild Pro with Contractor Self-Help Guides

Learning something new can take time, and as a busy contractor, time is a limited resource. Luckily, RaveBuild is here to help with our new contractor Self Help Guides!

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Available when you next log in to your desktop version of RaveBuild, the Self Help Guide appears as a little blue clipboard in the lower right-hand corner of your screen.  It’s easy to get started with the guide – just click on the Guide Me button of the welcome pop up screen.

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We start by giving you a quick tour of the RAVE home page – showing where to find the toolbar, where you can add and schedule tasks, and also your profile dropdown menu.  These are the main elements of the home page, which allow you to do everything from managing your daily schedule to viewing project plans, specs and other job files.

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From here, we give you the option to explore RaveBuild on your own, or click on the Self Help clipboard to access more tutorials.  Starting with the Rave navigation walkthrough which you just completed.

Next, is a quick walkthrough – showing you how to change your password.  

The third tutorial takes you inside the “Site/Build tab”, with a brief guide of how to find all of your jobs using the sort and filter functions.

Next on the list is how to search for scheduled tasks. This actually takes place on the homepage, and shows you how to manage your upcoming tasks, and how to sort them by job, or their due date. This is an incredibly useful tool, and goes hand in hand with your Next 7 Days Schedule, also located on the home page.

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Finally, we go back into the “Site/Build” tab, and learn how to upload files to a job. Since Rave is completely cloud-based, being able to upload files is an important part of getting the most out of our software, and allows you to share quotes, certificates of compliance, and other important files quickly and easily with the project manager in real time.

Once you’ve completed the tutorials, the RAVE self help clipboard is replaced by a little blue self help tab, available via the desktop version of RAVE should you ever need a quick tutorial in the future!

As always, if you have any issues when getting started with RaveBuild, we encourage you to reach out to us at support@ravebuild.co.nz or call us at (NZ) 07-210-2228 or (AUS)1800-179-163

 

 

 

 

 

 

Share your projects on Facebook with RaveBuild

Social media is the easiest and fastest way to communicate with a mass amount of people. It’s a way that you can target your audience, it’s cost effective and simple to use.

Our newest feature in Rave Build enables you to instantly share project photo updates with millions of people on Facebook. This means that you can keep the world updated on current projects and invite people in to get to know your brand and how you work.

The simple act of sharing images is an easy and effective way to share your work with the world. This is an opportunity for you to spread the word about what you do and how you do it. It provides another touchpoint, an avenue of communication with your followers, clients and potential customers.

To help you along with your Facebook journey here are a few facts and know-hows to make the most out of using Facebook.

Use the 80/20 rule – 80% of the posts you make should be fun and industry related – but not direct advertising.

The highest traffic on facebook according to Zephoria.com is mid-week between 1-3 pm, however, engagement goes up 18%on Thursday and Friday.

Posting 1-2 times per day will get you more engagement!

So now you’re in the know, get sharing, get building, and don’t forget to like Rave Build on Facebook while you’re at it! We love to see updates from you.

So get sharing!

Reporting Keeps getting Easier and Easier

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Reporting is not always the most exciting part of running a business. So we made it easier for you. Our aim is to help our Rave Builders make the most of their time, and that means cutting down on the desk work to free up your time for more practical tasks.

You are now able to download the reports from your Company Dashboard as a CSV file onto your computer.

It’s really simple to do, in fact, all you need to do is choose the specifications of your report and then click “Download CSV”. – Yes it really is that easy!

The new Rave Build App

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Finally, you can throw out your computer, and board up your office, you don’t need those anymore. With our new Rave Build app, you are able to update your schedule, add photos, and add comments on-site!

The new Rave Build App makes your life less chaotic and more simple. Make changes to your schedule instantly rather than waiting to get back to the office, saving you time.

The new Rave Build App is perfect to use on your cell phone or tablet. You can download the app from the Google Play store or the App Store.

New updates on Rave Build

We’re always innovating at Rave Build and we’re excited to show you what we’ve been working on the past few weeks!

Here’s a list of everything that been going on:

  • You can now share images from your Rave Build account to your Facebook account. This will allow you and your clients to share progress images from your Rave Build account to Facebook. This is a great way to keep your followers updated as wells as expand your client base. Imagine reaching not only your followers but friends of your clients too! All with the click of a button – so get sharing! For help search “Sharing images on Facebook” on our Help Desk.
  • Are you still using  Excel spreadsheets? or a whiteboard to track key tasks? Chuck it out, you don’t need them when you have the ability to identify and track key tasks with or new Key Task Build Overview feature. It’s a great way to keep everything centralised and in one place. The best thing about it is if you have a business with many branches, branch level access mean all branch users can assign key tasks and can view the Key Task Build overview.For help search “Key Task Build Overview” on our Help Desk.
  •  You’ve always been able to control what contractors can see, but now you have the ability to control this in more detail. you can choose to hide what your contractors can and can’t see so that only in-house can view the entire schedule. More control is always a good thing. For help search “Controlling what contractors can view” on our Help Desk.
  • Keeping up to date on your projects post-handover is important, keeping up with your clients and ensuring satisfaction is the last milestone you have. With this in mind we have made post hand over easy, once a project is finished you can change the build status from active to maintenance, making it easier to search and maintain post-handover. For help search “changing your build status to maintenance” on our Help Desk.
  • Fine tune your schedule and enable more accuracy by locking your schedule. This new tool will help you get more accurate scheduling, no more going over time on a project, accurately predict time frames and best of all saving you time and money.For help search “Locking your schedule” on our Help Desk.

If you would like to know more about these updates head to our Help Desk for helpful articles on how to use these new features!

Feel free to give us a call let us know how you’re going, we love hearing from our Raving Fans,  your feedback is important to us, email us at support@ravebuild.co.nz or give us a call on +64 (0) 7 210 2228 (NZ) or 1-800-179-163 (Australia)

 

Bridging with Xero!

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It’s a match made in heaven with this beautiful accounting software and our powerful construction management tools!

We’re excited to tell you, you are now able to link your Xero account with your Rave Build account. Your progress payments will never be the same!

It’s about to get a whole lot easier with less double handling and more productivity!

For more information head to our help desk or email us at support@ravebuild.co.nz