UpRate

Getting started with UpRate

Updated on First published Approx. 2 min read

UpRate connects customer records, contracts and the work carried out for them. Start with the modules available to your company.

Work from customer to invoice

  1. Open Sales Manager to find or add a customer. Open that customer to manage its contracts.
  2. Open the saved contract to maintain its site, contacts, documents and Hire Contracts.
  3. Open Asset Scheduler for plant or Labour Scheduler for people. Book the appropriate resource against the contract.
  4. Open Timesheets to inspect uploaded sheets by worker and week.
  5. Open Weekly Invoices to process one invoice week, or All Invoices to search historical weeks.

Each view has a specific purpose. A locked module preview cannot operate on live records.

A contract is the ongoing record of the work. A Hire Contract is a document with its own versions and authorisation. An assignment books a resource onto dates. An invoice records the charges for its invoice week.

Continue with adding a customer, creating a contract or booking resources.

FAQ

Where do I start each task?

Start in Sales Manager for customers and contracts, use the schedulers for resources, Timesheets for uploads and Invoice Manager for charges. Available modules determine access. See work from customer to invoice for the steps.