Category Archives: Lesson
What is Prefill?
Instead of entering parties and services one at a time every time, use prefill to automatically add parties and/or services to a job, case, or invoice …
Turning in transcripts & preparing invoices
A complex process made easier with guided turn-in and time-savers like prefiling job parties and services ordered …
Analyze job assignments by resource
Use the Assignment Analysis report to see how often each resource has been assigned and balance out the workload in future assignments …
Notify resources their work is overdue
Email your resources their own prioritized To-Do list of outstanding tasks …
Analyze resources’ workloads
Monitor & manage how busy resources are …
Know where your business is coming from
See who your best clients are based on the number of jobs they order from you instead of invoice amounts which can be inaccurate due to 3rd-party billing on a lot of jobs …
What is an Entity?
Entities in RB are individuals, businesses, places, or discrete parts of your company, such as revenue centers or branch offices …
View your job calendar as a report
Job Printout is a report with several uses, including as your future calendar and as a worksheet for assigning resources …
Help clients stay on top of their calendars
Send clients their upcoming jobs calendar with almost no effort on your part …
Review how busy your agency is
See how many jobs were set or canceled today, and review your calendar for typos, errors, and trends …
