Category Archives: Lesson
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 …
See which miscellaneous services your clients are buying
View miscellaneous sales charges totals & averages by client …
