Finding your clients is now easier than ever before…
Here at RAVE, we love hearing your feedback so we can tailor New Zealand’s only end-to-end construction management app to you, and your needs. We’re excited to tell you about some great new updates that we’ve been working on. Our Clients Page has been revamped with new search features and improved functionality to make finding clients easier on both desktop and mobile versions. Learn more about the Clients Page here.
Sail through your Clients Page with the new advanced search filter
Whatever you’re searching is now automatically filtered so you can do away with manually selecting search categories. No need to select a first or last name – just type in Sam or Neil, and the dynamic search will do the rest! Learn more about searching for clients here.
Find specific clients within three new search categories
You can now filter your searches using three additional categories: ‘Client Lead’, ‘Created Date’, and ‘Floor Size’. If you’re interested in clients based on how close you are to closing the sale with them, just select Client Lead and choose from Hot, Warm, or Cold. Easy!Learn more on how to search for clients based on:
Sort data alphabetically
You can order data in columns alphabetically by clicking the arrow in the top right corner of each column. Read more here.
Refresh your search with the new ‘Refresh’ button
You can now ‘Reset’ your results page with a handy button instead of refreshing your entire web page. Read more here.
Make the most of valuable client data
The new ‘Export’ option allows you to export data from your search results as a CSV file for Excel. Learn more on exporting your client search here.
Don’t forget about post-sale clients!
All updates to the ‘Clients’ page apply across the ‘Closed Clients’ page too.
Drop us a line!
Don’t forget to let us know how you like the new features – you can email us at email@example.com
If you have any queries or need help, please don’t hesitate to give us a call on +64 (0)7 210 2228 (NZ) or 1-800-179-163 (Australia).
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 firstname.lastname@example.org or give us a call on +64 (0) 7 210 2228 (NZ) or 1-800-179-163 (Australia)
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We are proud and excited, to announce Pro Rave Build is HERE!
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We’re super excited to announce that Pro Rave Build Beta is currently being tested.
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