Category Archives: Function
Create & manage label templates
Set up custom label templates for company-wide use …
Customize & create your own forms
RB gives you the ability to email and print forms and letters to clients, resources, and others. The forms and letters that are produced are all customizable to fit your business …
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 …
