Category Archives: Lesson

Manage billing sheets

If you have resources turn in jobs via RB Connect, view details about their billing sheets and download the billing sheets


Audit resource pay overrides

Search historical data about Override Resource Pay payments separately from the resource pay total


Send clients & reporters invitations to your RB Connect

After entering contacts or resources into RB9, simplify everyone’s lives by emailing them invitations to RB Connect that automatically includes their login credentials and onboarding info


Email clients automatic payment receipts

Quickly acknowledge client payments with automated receipts


Monitor tasks in a calendar format

Use the Tasks (Monthly View) function to monitor and manage tasks in a calendar page layout


Add boilerplate text to notes without typing

Eliminate redundant typing by creating templates of boilerplate text for job and case notes


Set up your RB the way you want

Before using RB9/RB Lite, you must set 2 personal defaults; but there are a lot of other options you can set to customize your RB experience


Override data locks when needed

When you absolutely need to edit something that another user is currently editing, you can take this extreme measure


Change your password anytime

Update your password periodically and/or change your password to one you prefer


Send and receive notifications/messages within RB

Communicate within RB using this quasi-email function