Category Archives: Function
Target your marketing for better results
Use tags — keywords or phrases — to organize entities like clients or resources. Send emails or regular mail to all entities tagged the same …
Globally update settings for jobs & entities
Quickly update different clients, jobs, resources, and locations at the same time …
Import your address book into RB9
Instead of re-keying, save time and eliminate errors by importing existing client and resource information from other applications …
See how well your company is hitting productivity goals
Analyze productivity by item, step, manager, or resource if you use RB9 tracking …
Document your daily progress
Generate reports of all jobs with completed tracking steps within a specified period …
Analyze resources’ turn-around time
View how quickly resources turn around jobs on average for a specified period …
Pay incentives based on original page production
View jobs for a specific time period, broken out by resource, and provide resources with their own copies of these reports …
View resource production via invoices
View invoices for a specific time period, broken out by resource, and provide resources with their own copies of these reports …
Show insurance companies their invoices by law firm
Produce reports for insurance companies breaking down their invoices by client …
