Rapid Applications Group, LLC.

FAQ 2

• What operating systems does Rapid Apps ERP run on
• How to start a TeamViewer Session for Remote Live Support

Getting Started 6

• Billing Central
• Create Invoice
• Collections Central
• Receivables Central
• Customize the Main Title Bar - Disabling Alerts

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Rapid On The Go! 5

• Add Job and Jobsite through Rapid On The GO!
• On The GO! Job Ticket and Time Sheet Advanced Configuration
• Where To Find Your Client ID
• Changes in Rapid On The GO! v 3.0
• END USER LICENSE AGREEMENT

Release Notes 6

• Rapid ERP version 2.2301.26.1
• Rapid ERP version 2.2211.18.1
• Rapid ERP version 2.2210.28.1
• Rapid ERP version 2.2210.2.1
• Rapid ERP version 2.2209.15.1

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Customer 3

• How to Issue a Credit Report for a Customer
• What is GeoTab?
• New Action Types in Operator Checklist

Rapid On The Go - ROT 1

• Customize Rapid on the Go (ROTG) Job Ticket Fields

Customers 6

• Hydrovac - Job & Site Disposal Location
• How to see all jobsites for a customer and create a job for a jobsite
• Adding A New Customer
• Adding A Contact or Adding Contact Information to a Customer
• How to Alert Dispatchers to Not Create Jobs for a Customer

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Pricing 2

• How to Apply Surcharge
• Customize invoice labels descriptions for all automatically generated invoice line items

Sales Reports 1

• How To Export Your Active Customer List to Excel for Mail Merge or Labels

Customer Reports 2

• Active Customers With No Recent Job Activity Report (Customers No Longer Working For)
• Filter By Date and Time in Dispatch Multiple Day Reports Specify the date and time in Report Range Selector to generat

Employee Reports 1

• Track and display operator responses for OSHA alert reports

Equipment 1

• Equipment Utilization By Month

Dispatch 43

• Manually adjust total job site and travel hours
• Send Job Information to Crew
• Double-Booking Settings for Equipment Units
• Gallery Enhancements
• Ticketed Jobs

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Timeline View 1

• Customize Tiles in Timeline View

Receivables 4

• NSF Checks or Credit Card Refunds
• Posting Payments
• Seeing the Payment History on an Invoice
• How to Apply Overpayment Funds from an Older Payment

Billing 10

• Manual Invoicing
• Searching For An Invoice
• Filtering To See Which Invoices Are Not Processed
• Invoicing Utilizing the Pricing Feature
• How to bill and invoice for tax only

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Collections 2

• Collection Reports
• Running Monthly Statements

Finance Charges 2

• How to Assess Finance Charges
• How to add Finance Charge for Overdue Invoices

Ledger 1

• Ledger Feature

Fleet 4

• Equipment Types and Sizes
• Assigning A Crew Member To A Specific Piece of Equipment
• Removing An Assigned Operator From Equipment
• Adding Equipment / Pumps

Maintenance 4

• How To Add a New Maintenance to be performed
• Completing a Currently Scheduled Maintenance
• RapidApps Rapid ERP: How to view submitted DVIR reports
• Adding a Recurring Maintenance

Locations 1

• Adding Yard Locations

Permits & Licenses 4

• Safety, Permits and Licenses
• Adding a Permit Or License Type
• Adding a Permit or License
• Assigning a Permit / License

Gallery 1

• Gallery for Company Files

Employees 6

• Adding Employees
• Rapid Apps Rapid ERP: How to view OSHA Weather Alerts
• How to Add Out of Office Reasons
• How to Ban an Employee From a Customer or Jobsite
• On Call Operators

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Payroll 4

• Rapid Apps Rapid ERP: How to add a new payroll period
• Operator Time Sheets
• Allow Multiple Manual Payroll Tasks to be Assigned at Once
• Crew Central: Why there are missing GPS times for job status changes?

Clocking Log 1

• Verifying Clocking Activity While Viewing / Editing

Crew Central 1

• Overlapping Ticket Times in Crew Central

My Company 10

• User Permissions
• Job Ticket "Signed By" and Signatures
• Separate Filled Job Ticket disclaimers for Pre-Job and Post-Job
• Setting Company Defaults
• Linking Your GeoTab Account

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Users 7

• Adding A User To Rapid Apps
• Suspending A Pump Magic User Account
• Assigning User Licenses
• How to view, assign and remove Rapid ERP Licences
• User Access Templates

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Internet 1

• Internet Speed Minimum Requirement

Manual 1

• Rapid Service Request (RSR) Manual

Dispatchers 16

• Introduction
• Schedule a New Job
• Assign Operators and Equipment
• Cancel/Reschedule a Cancelled Job
• Customize the Dispatch Central

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Accountants 0

Managers 0

Payroll 9

• Introduction
• Add New Pay Period
• Edit Payroll Period
• Generate Payroll
• Export the Payroll Timesheet to Excel

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