General Update - 15 December

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General Update - 15 December

Document loading and File Management - Updates + Feature Blog

  • NEW drag & drop document and file uploading
  • Add documents and files to RAVE's 'notes' and Checklist Tasks
  • The addition of project Files sub-folders

NEW Client Portal - Updates

  • Branch users now have the ability to auto generate a client portal password
  • Customise our new ‘Client Portal Welcome’ + ‘Updated User Login + Password’ email templates.
  • Preview the email templates, edit, and save these as your very own Client Portal email templates too.

Daily Briefing Email Groups Projects by Branch - Update

  • We now group projects by Branch within the Daily Briefing email, so that it's easier to understand what is being sent out, and from who. Basically, there’s a heading for each Branch Name in the email form, and all projects are grouped under their respective Branch.

Schedule Action ‘Print’ option - Update

  • The project schedule ‘Print’ action has been renamed as ‘Print Schedule’

Site/Build Build Projects List - Update

  • We now display Branch names in the Contractors Site/Build Build Project job list.

Option to hide closed builds from Timesheets Reporting - Update

  • We have added a filter to exclude/hide closed builds when using Timesheets and generating Timesheet reports.

Edit/delete task comments and photos - Update

Comments and photos delete/edit actions will now be recorded in the audit trail, plus:

  • Branch owners can now delete comments. 
  • Users can edit their own comments.

Collapse/Expand Checklists - Update 

  • Users can now collapse (close) and expand (open) checklists.

Show file name when attaching documents to RAVE - Update

Previously files have been attached to RAVE without displaying their file name.

We will now display the file name when a Financial Management System document has been attached, and will do the same with the other sections of RAVE over time. 

Contractors can now reject a Quote Request - RAVE Financial Update

  • Contractors now have the ability to reject quote requests sent to them.

EXCL. GST references added to RAVE FMS Profitability Reports - RAVE Financial Update 

  • EXCL. GST references have been added to the Budget/Job Profitability report.

As always, if you need any support with RaveBuild, we encourage you to reach out to us at support@ravebuild.co.nz or call us at (NZ) 07-210-2228 or (AUS)1800-179-163