Rave Build Blog. Stay up to date with sofware releases and the happenings at Rave HQ.

Update: Easier reporting to help you hit your delivery dates every time!

Amongst recent updates made by the RaveBuild team is a smooth upgrade of the Key Tasks section of the Site/Build Overview. These additions make the Key Tasks page an even more essential check-in for any project manager, allowing for better management of multiple builds – meaning you’re always on track to hit your delivery dates.  

Screen Shot 2019-04-09 at 10.51.08 AM

Let’s take a closer look at what’s new:

Filter your projects by Active and Maintenance Builds

Get a clearer view of each of your projects and key tasks, and trim your search to exactly what you want to see, with the ability to distinguish between Active and Maintenance Builds.

Start and end dates displayed for Key Tasks

Hitting delivery dates has never been easier, as you now view both the start and end dates for your Key Tasks.

Export only the information you want, by selecting specific columns of data

Create custom reports containing only the information you want to see, by selecting specific columns via checkbox, and exporting. This simple addition removes the frustration of having to sift through reports that contain excessive, irrelevant or unnecessary information. Save valuable time and energy by making the most of this efficiency boost.


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 messaging just got a whole lot better

Our team has been working hard to make RaveBuild project messaging easy – keeping all of those connected to your projects informed and up to date with any changes. Thanks to some new updates, it is now easier than ever to do just that and more.

So, in the spirit of clear communication and making things easy, here is a breakdown of the RAVE messaging update:

  • We’ve added the tag categories “maintenance” & “build updated”

Message tags allow for enhanced organisation of your project communications – making it easier to sort and find key updates.  

  • Customisation of the “Other” tag category

When you select “Other”, you’ll be prompted to enter your own tag category title – allowing more specificity to your messaging – the possibilities are endless!

  • Formatting of the message body

Format the Font, Size, Bold, Italics, Underline, Bullet points and more to better layout and highlight key points, and say exactly what you mean with any message you send.

  • Create message templates

Lock down your processes and SAVE time by saving your common messages as message templates.

Simply create your desired message in the message body, click the “Templates” button (top right of the message window), then select “Save as Template” with your chosen name.

Screen Shot 2019-03-19 at 10.42.01 AM

Your template is now saved, and ready to load in future.  You can load your template copy by clicking the “Templates” button, selecting “Load Template” and choosing your desired template.

Screen Shot 2019-03-19 at 10.42.41 AM

  • Forward or create a template from received messages

Need to forward a message on? This is super easy to do by clicking the “Action” button, then “Forward”.
Forward MessageYou’re then able to select recipients, add any additional messaging you’d like, and then complete the forwarding.

Screen Shot 2019-03-19 at 11.01.01 AM

With your received messages, you also have the ability to save any as a template to use in your future communications. This is easy to do also, just click “Action” and “Save as Template”.

savereceivedmessages

Now, just give the template a name. Your template is now saved, and ready to load in future. This is done by again, clicking the “Templates” button, and then “Load Template”. Choose your desired template, and it will be automatically filled into your message body.

Screen Shot 2019-03-19 at 10.42.41 AM

 

Updates continued…

  • Add other client contacts

You can now include your clients other contacts (from their Client Profile) in a message (to receive an email message only) to keep all key client contacts informed on an update or change.  Useful if your client’s son/daughter, father/mother, or mortgage broker etc. are a key contact on a build.


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

 

Isaac Ludlow Series Part 9: Recruitment tips to ensure a successful hire

Are you looking to grow your team? Finding it hard to recruit the right people? Are your recruitment ads getting the right people to attend interviews?

With the construction industry at the moment, you need to advertise differently than when there was plenty of staff available.

isaacarticleimage1`

Traditionally you might have marketed with a list of what you were looking for in the right team member. During a skilled labour shortage, your ads need to change, so that you are promoting the benefits of working with your business. Think of it as selling the role to prospects.

Having a strong work culture will be key for you when attracting the candidates you’re after.  

The best people often aren’t just looking for good wages, but a workplace culture they will love to be a part of.  Many tradespeople have worked in an environment they don’t like or are working in one they don’t like right now. Because of this, They’re not just looking for good pay, but a workplace culture where they will look forward to going to work and that suits their lifestyle.

Knowing this, ask yourself: What are the benefits in your business and how can you promote them in your recruitment ads?
Your ad might start out something like this:

PROJECT MANAGER WANTED

… People with Passion, People with Heart…

Have you been looking for a professional position, in a professional business, doing professional work in a professional way?

Have you been looking for a position in which you’ll produce stunning results for the people you come into contact with? Are you interested in growing, expanding your knowledge, and increasing your influence?

isaacarticleimage2

Once you’ve got to the interview stage, remember, always hire on attitude.

In many cases skills are essential, but most skills can be taught, and attitude is key. Too often people get hired based on skill but end up getting fired because of their attitude.

Isaac Ludlow

Business Coach
ActionCOACH 
The World’s #1 Business Coaching Firm
Hamilton, New Zealand
Mobile: +64 27 548 3302

 

Are you interested in finding out more about how the ActionCOACH recruitment system works?  It has proven to get excellent results worldwide, time and time again. Contact Isaac at the details above for further information.

Update: Create Clients and Site/Build templates for customised exports

Within RaveBuild’s Client and Site/Build tabs, is the ability to export your information into CSV files with customised selections. Now, RAVE users can easily save their report criteria as a template for future export.

This means that you only have to enter the combination of search fields that you wish to export once, as they can all be retrieved in future via the load template feature.

For a step-by-step breakdown of how to use this new RAVE feature, continue reading below.


Custom exports in the Clients Tab

From your RaveBuild dashboard, simply select the Clients tab, then filter your clients by “Custom”. 

Client #1

Set your custom export criteria, on the next page, choosing from the dropdown fields provided.

Client #2

Once you are happy with your search criteria, give your template a name and click “Save Template”.

client extra

Your saved template is now available for future use – just select the right template and click “Load template”.  To continue with your export now, click “Export as csv”.

client #3


Custom exports in the Site/Build Tab

From your RaveBuild dashboard, simply select the Site/Build tab, then “Custom Export”.

SiteBuild#1

Like previously for the Clients tab, set your custom export criteria, on the next page, choosing from the dropdown fields provided.

Site:Build #2

Once again, when you are happy with your search criteria, give your template a name and click “Save Template”.

Site:build extra

Your saved template is now available for future use – just select the right template and click “Load Template”.  To continue with your export now, click “Export as csv”.

Site:Build #3

Template names can be edited and/or templates deleted from the templates section of either the Clients or Site/Build tabs. This feature allows for organisation within the template list, for even quicker processing when completing custom exports.

Screen Shot 2019-02-26 at 2.04.31 PM


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

RELEASE – 21st February 2019

Customised export templates in Clients and Site/Build Tabs

Users can now save their custom export selection under the Clients and Site/Build Tabs as a template.

  • New tab “Templates” is now displayed under Clients, where all the saved templates can be viewed.
  • Before exporting as CSV, custom criteria can be saved as a template.
  • Templates can be loaded from the list of saved templates.

Users can edit or delete the Saved template name from Clients –> templates, Site/Build –> Templates.

Record updates -Audit trail

  • Now in RaveBuild, some actions are recorded in more detail. For example when details are updated on a task, it is recorded as specifically what has been updated on a task in the schedule.

Following updates have been added:

  • When a template is loaded – Audit trail records the name of the template that’s been loaded.
  • When a milestone is edited – Records the name of the milestone that’s been changed.
  • When a new task is added – Records every single field that’s been modified while adding a task.
  • When a task is edited – Records start date change on task page, every detail updated on edit task page and records every update made on “Comments and photos” page.

Ability to access sales reports

  • Sales people can now access a custom sales report. They can only view their own sales in this report.

Error page issue (bug fix)

  • Navigation from “Sales overview” page to “Sales Reports” Bug Fix. 

 

Isaac Ludlow Series Part 8: The 3 essentials when it comes to your key people

If you are someone who wants to succeed in the area of business, then your environment – the key people around you, will have the biggest influence. To put it really simply, there are three top things you will need from your key people that will help you succeed in your business.

achievement-battle-black-1498958

The key people that you have around you is completely your choice. You can choose at any time. It may take some work to make the choice, but it is your choice.


Here are the top three things you will need from your key people:
  • An outside set of eyes

This is someone you can talk to about the everyday issues in your business, who will help you find solutions from an outside perspective. This means you won’t get stuck on the same problems or procrastinate when you’re not sure what to do.

  • Someone to show you the strategies, tools and systems

This is someone who knows what it takes to run a successful business and will take the time to teach you the strategies, tools, and systems as well as show you how to use them. As a RaveBuild user, you have invested your time to learn how it works and how to get the most out of it. Now that you’ve done that, I’m sure you’re stoked that you have.

  • Someone to make sure you set goals and achieve them

This is someone who will make sure you know what action you need to take and will follow up to make sure you do it. The goals need to be based around the things you need to invest in to create the future business you desire, not just the day to day tasks of running your business.


Do you already have people like this in your life who provide you with these three essential things? If you do you’re very fortunate. If you don’t, then you’ll need to choose whether you’ll settle for business as it is, or lift your game and create the kind of business you do want.  

What level are you playing at? Are you an amateur or a professional?

Now you have a choice. Do you have the people in your life to give you the objective eyes, the business learning, and the accountability to move you forward already, or will you need to invest time, energy and maybe even money to get those kind of people around you?  

accounting-application-business-1483938
Image Source

Are you willing to take the steps to get the people around you that you want? In my construction business, over several years I spent over $50,000 on paying to spend time with the right people who gave me the objective eyes, business learning and accountability to achieve my goals. It seemed like a lot to invest at the time, but the increased income and the increased value of the business over time gave me a return of over four times the money I invested.

You know what, the increased income was one of the least important outcomes. Most importantly, it gave me more confidence, more time with the family and more opportunities to spend my time doing the things I enjoyed the most.

If you’re looking for more time, money, and freedom to do the things you love, take the steps required to get the right people in your life.

Isaac Ludlow

Business Coach
ActionCOACH 
The World’s #1 Business Coaching Firm
Hamilton, New Zealand
Mobile: +64 27 548 3302

If you’d like to hear how Isaac achieved these kinds of results in his construction business or have him do a free assessment and plan with you, then get in touch using the details above and he’ll show you how.

RELEASE – 5th February 2019

New Custom Sales Report 

There are 2 new sales report tabs (Sales Overview and Invoice Overview) available to branch owners via Sales Reports in their User Profile dropdown menu

  • The Sales Overview report, is an opportunity cascade report with date range picker.  This report displays all the client projects that have had updated opportunities in the selected date range.
  • The Invoice Overview report, is an invoice report with date range picker.  This report is project-based and displays the total raised and paid amounts in the selected date range.
  • By default, the current month’s results are displayed on both reports.
  • A search box is also available, allowing the user to narrow down search results by filtering by sales person. These results are able to be printed, or exported to csv files.

Add filter for project status

  • New tab “Maintenance” is added under Site/Build
  • This tab lists all tasks from a “Maintenance”, “Post Handover” and “Post Hand over” milestones in a build with status “Maintenance”.

 

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!

ravepic1

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.

ravepic2

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.

ravepic3


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

Isaac Ludlow Series Part 7 : Investing in knowledge to guarantee a successful year

So, you’ve got a dream of how you’d like your business to look and maybe you have some goals but what is the main thing that will guarantee you the results?

Do you know what you need to do in order to guarantee you achieve your desired business success in 2019?

Image Source
Image Source

People have lots of different ideas about what to invest in, but I have found there is only one thing that will guarantee you a good return. The only way to guarantee a better return is investing in knowledge, if you do it well it will provide a return for multiple generations.  

I’m not saying you won’t have to put in some hard work, but as you get better at understanding money it gets easier, and as you get better at understanding business it gets easier.

Let me ask a question – What is your goal for this year?  Whatever your goal is, maybe to double your business, think about what books you need to read, what seminars or courses do you need to take, what mentor or coach do you need to talk to, what systems do you need to put in place, to get you from where you are now to where you want to be?

Image Source
Image Source

If you knew already knew what to do, you would be where you want to be. It’s a knowledge gap. Going to seminars, getting mentors or coaches, reading books, listening to audiobooks or podcasts, investing in some proven business systems (or learning how to better use the systems you already have) are some of the best ways to learn.

It takes some effort – there is a level of investment in gaining knowledge. Whatever your goals are, knowledge is the foundation for getting a massive return.

The late Business Guru Jim Rohn always said that if you want to get wealthy read a book a week. Knowledge is the key, it’s the number one investment, the best way to get lifelong success. Work out where you are now, decide what you want to achieve, then go and learn how best to do it.

You can’t get there as you are today, you need to learn more and take actions to grow into your goals.

When you try something new – before you have learnt how to do it, it’s natural to have self-doubt. But as a learner, you can achieve anything you want. Read the books, go to the seminars, do the learning, get a coach, put in the systems – whatever you need to do to get the knowledge and skills to achieve your goals.

Image Source
Image Source

Isaac Ludlow

Business Coach
ActionCOACH 
The World’s #1 Business Coaching Firm
Hamilton, New Zealand
Mobile: +64 27 548 3302

In the next article, you’ll get some more awesome strategies as Isaac shares the key processes that business coaches use with their clients to build better businesses.

To book in a free 2019 strategy session – or even get a book recommendation on how to solve your business issues, contact Isaac directly at Isaacludlow@actioncoach.com