System Updates 9/25/2023

We've made a number of updates to improve your experience with the RAES Platform. Read on for a rundown of the changes and some quick help videos.

1. Improved Quote/Invoice Layout

We've updated the look of the Manage Quote/Manage Invoice windows to provide a cleaner and easier to navigate interface. It's now easier to take advantage of all of the tools and features in this key area of the RAES System. Watch the video below for a quick overview of the changes:

2. New Opportunity Update

We've made the flow of adding a new opportunity into the system more intuitive. Now you can enter all of the client information without having to scroll down. When you've finished entering client info, then you can scroll down to enter jobsite info, and finish with any relevant notes. Watch the video below for a quick walkthrough:

3. Hour-Tracking Updates

We've made it easier to accurately track your hourly installers' hours. Production managers will now have easy visibility into which crew members are already checked into a jobsite, and which are available for assignment. If a crew forgets to check out at the end of day, RAES will automatically log them out at midnight. When this happens, the hours icon on the Job Overview will display in red indicating that hours need to be manually adjusted. See how it works below:

4. Post-Production Photo Reports

We've enhanced our recent photo-checklist update to produce a post-production photo report based on the photos submitted through an assigned checklist. As your installer completes their checklist, photos will automatically be added to a post-production photo report categorized in the order of the checklist. You can easily download and attach this photo report for invoices, coc's, or any other necessary documentation of completed work. Check it out here:

5. Claim Tasks

It's now easier than ever to assign, track, and manage tasks directly on the Manage Claim page. See how it works here: