FILE Menu



New - Click on New and follow the arrow for New things that can be created. 

Acquire Image - Click here to link an image to a job or file. 

Preferences - This will open the User Preference box where the user can make changes to the appearance of RBS. (See above for details). 

Exit - This will close you out of RBS.


LIST Menu




Jobs by Code - Click here for a screen which will allow you to search for jobs using certain criteria. Search by Department, House Type, Lead, etc. 


Job Related - Click on the arrow to search for things related to a job. 


Accounts - Click on Accounts and a search screen will appear. You can search for accounts based on different criteria. You can also add a new Account from this window. 


Assets - Click on Assets and a search screen will appear. You can search for assets based on different criteria. You can also add a new Asset from this window.


Contacts - Click on Contacts and a search screen will appear. You can search for contacts based on different criteria. You can also add a new Contact from this window. 


Employee List - Click on Employees and a search screen will appear. You can search for employees based on different criteria. You can also add a new Employee from this window. 


Products - Click on Products and a search screen will appear. You can search for products based on different criteria. You can also add a new Product from this window. 


Reference - Click on Reference and the Reference Admin screen will appear. This is where you can view entries in the database. 


Document Link - Click on Document Link to pull up a search screen. You can search for any linked document by document type.


CALENDAR Menu



Appointment - This will open an activity screen. You can enter an Appointment/Activity to put on the calendar or you can attach the activity to a specific job. 


Daily - This will open a daily scheduler. Here you can add or view any activities scheduled for that day. 


Monthly - This will open a monthly scheduler. Here you can add or view any activities scheduled for that month. 


Yearly - This will open a yearly scheduler. Here you can add or view any activities scheduled for that year. 


Planner - This will open the entire scheduling function. Here you can view any activities scheduled


ADMIN Menu



Company Info - This is where you go to add or edit your company information. (See Set Up Company Info for details). 


System Defaults - This will bring up a list of system defaults. 


Update License - This is where you will go to add additional licenses to your ImproveBuild Remodeler’s Business Solution 3 


Reference Admin - This is where you set up the records in the database.


Commissions - Click on Commissions and a search screen will appear. You can add a new commission or search for commissions based on different criteria. 


Cost Database - Click on Cost Database to set up your costs, map categories, link categories by action verb and update costs.


Access Security - This is where you will set up your Users and User Groups.


Scheduling Defaults - You can separate categories and costs by color using this function. 


UDF Designer - Click on this and a box will appear that will allow you to define User Defined Fields.

 

Templates - Click here to set up or change the pre-set templates.


Time Tracking - This will be used as part of the accounting function. You will be able to track time worked on jobs by each employee. 


Support - You will only use this function if you are contacted by an ImproveBuild representative about modifying your database.


ACCOUNTING Menu



VIEW COMPANY INFO



VENDORS Menu



Vendor List - This is another way you can search for an Account/Company (vendor, subcontractor, etc.) Click here to bring up a search menu. 


Add vendor products Click here to view products under a specific vendor.


EMPLOYEES Menu



Weekly Timesheet - Click here for time tracking. You can create a timesheet for each employee for job costing purposes. 


Commission Request - Click on Commission Request and a search box will appear. You can search for commissions on a specific employee. Click OK to view all commission requests. 


Change Password - This is where each employee can change their password. 


Change e-mail address - Click here to add or change employee e-mail address. This will give you the ability to e-mail through RBS. 


My Inbox - Click here to show any jobs you moved to your In-Box 


Employee List - This will bring up a search box. Click OK to view all employees or search by any of the listed criteria


REPORTS Menu



Run Reports - This will bring up a Generate Report screen. Choose the reports you would like to run and click OK to print reports.

 

Analysis - Click on Analysis to bring up a screen that will allow you to create reports. Click on the drop down boxes to design your analysis.


Sales Summary - This function can print several different reports designed around your salespeople.


Marketing Statistics - This function can generate several different reports based on the Referral Source field from the General Screen.


Production Report - This function can generate several different reports based on your lead carpenter.

 

Job Master Schedule - This is where you can view a master job schedule of all jobs. 


Work In Progress Report - Click here to create a WIP report.


UTILITIES Menu




Run Utilities - Click here to open a screen where you can run utilities.


Color Click on Color to open a color palette. 


Spelling - Click on spelling to activate the spell check feature. 


Mail Labels - Click on Mail Labels to print out mailing labels for a list of customers. You must first do a search and select a group to do a mailing to. Once the search screen returns the results, mailing labels can be generated. 


Print Label - Click on Print Label to print a single label from a DYMO label maker. 


Fax Log -This will open a log that will tell you that status of faxes received and sent through the fax server. 


Import Leads - This is where you can import lists of “Leads” from other sources.

 

Sent E-mail - Click here to send an e-mail from RBS.

 

Sync Appointments - Click here to Sync appointments from RBS to Outlook.


WINDOWS Menu



Cascade - Click on this to cascade the windows within RBS 

Horizontal - Click on this to arrange your windows horizontally 

Vertical - Click on this to arrange your windows vertically 

Arrange Icons - Click on this to arrange your icons 

Close All - Click on this to close all open windows within RBS


HELP Menu



On-line Help - Click here to get help 


About - Click here to view a splash screen about ImproveBuil


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