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Jobs

Repfabric Knowledge Base > Blog > CRM > Jobs
Jobs

Set Default Follow Up Days for Opportunities, Jobs, Quotes, and Lend Items

The default setting for “Follow-up Date” was set to 7 days in the past. You now have the option of setting them individually and to the...
  • Kim Kininmonth
  • July 27, 2023
Activity Journals

What Makes You A Repfabric Active User?

Your company has made a large investment with Repfabric. We really appreciate that investment and are glad you are part of the Repfabric team. A part...
  • Mike Smith
  • February 18, 2022
CRM Sync

Oasis CRMSync Configuration Steps

This tutorial discusses how to establish connections between your Repfabric cloud server and your local Oasis database. Your IT administrator will...
  • Learning Administrator
  • December 21, 2021
Email

How to Use Webrun to Drag File Link into a Job Using RF Sync+

If you have not yet downloaded and installed Webrun, click here for detailed instructions. If you go 3 minutes into this video, John does a demons...
  • Kim Kininmonth
  • October 20, 2021
Jobs

How to Download, Install & Use Webrun to drag files to “Jobs” in Sync+

Webrun – This application allows you to access files on your computer (from “File Explorer” in Windows and “Finder” on a Mac)...
  • Kim Kininmonth
  • October 20, 2021
Job Detail

Importing IS Quote Information

There are two methods for importing information from IS Quote. In order for this to work, please make sure you have configured your IS Quote to Re...
  • Learning Administrator
  • March 8, 2021
Job Detail

Watchers Using the “@” symbol

A watcher is a specific person on your team that you want to include in to an opportunity, a job, or a quote where the person normally would not see...
  • Learning Administrator
  • March 3, 2021
CRM Sync

Quote and Job Tracking Processes with IS Quote Integration (video)

This training is intended for owners, administrators and quote preparers in your company. Let’s talk about best practices for when you h...
  • Learning Administrator
  • February 27, 2021
CRM Sync

Configuration of ISQuote for Repfabric

ISQuote is an industry leader in quote preparation and job tracking for the construction industry. Repfabric and ISQuote have built a bridge betwee...
  • Learning Administrator
  • August 7, 2020

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