Adjust your regional settings


Install the Software:

For multi-user versions of RBS you will need to install the software on the server first and then install each workstation. 

For single user version, you will only to to install on one machine.


Attach your license file. You will need to log in to RBS for the first time to get the prompts to update your license.


Set up your Company Configuration.


Set up your Document Templates.


Set up your Lookup Data (Reference Admin)


Set up your Cost Database

- If you are having a HomeTech database imported you won’t need to set up your cost database. 

- If you are NOT using HomeTech then follow the instructions for setting up your cost database.


Enter Users (Employees) Set up Groups, Set up Group Functions and Assign Users to Groups.


Set up other entities: 

- Contacts

- Vendors

- Subcontractors

- Customers 

- Assets

- Products