Rype :: Book, Do, Charge, Collect.

We considered writing a help manual for Rype, but we felt that people learn more easily and quickly by actually 'seeing', therefore we created a whole lot of video based training.

The videos are broken up into modules, and we have tried to keep them all under 5 minutes each. Click on one of the sections in the list below to be taken straight to that section. If you are on a slow internet connection, the video may take awhile to load, make yourself a cup of your favorite and please be patient.

We recommend that you watch the Getting Started, Preferences and Sessions videos to get started.

• Getting Started
• Clients
• Sites
• Jobs
• Sessions
• Parts

• Expenses
• Invoicing
• Payments
• Reporting
• Preferences
• Import & Export

Getting Started

A brief introduction to Rype, including setting up your account and navgating through the product.

Clients

Here we look at how to add, edit and maintain clients. We also look at how to setup customer specific billing information.

Sites

Sites are not always used in Rype, if you do use Sites, these videos will show you how to add a site, what information is required and why you would use this function.

Jobs

A key module of the system and here we review a job, look at the job specific billing information and we review 'quoted' jobs versus 'do and charge' jobs. We have a quick look at invoicing a job & how to view activity associated with a job.

Sessions

The primary transaction in Rype is a session and here we review how to add a new session including adding parts, expenses & travel costs. We look at the workflow associated with managing your sessions, we review the filters and summary panel in the transaction grids.

Parts

A look at how to add items to the system. We review creating a new item, adding cateogries, managing your cost & sell prices via markup's as well as looking at low stock thresholds and system alerts when stock is low.

Expenses

We demonstrate the ease of adding a new expense item to the system including how to manage expense categories as well as cost price & markup for your expenses.

Invoicing

Here we review the three ways in which you can invoice out of Rype, direct invoicing, invoicing from a session & job based invoicing. We check out the workflow around invoicing and how to email invoices to clients.

Payments

A quick look at managing the payments in the system as well as how to add new payments against an invoice. We also work through adding part payment to invoices.

Reporting

Here we look at how to view your information in more meaningful ways.

Preferences

An important look at how you can configure Rype specifically to your business needs. A thorough analysis of the key steps in defining the billing rules that will determine how Rype calculates total charges. A must watch training video!

Import & Export

We review how to get your historical information into Rype via our import tools, with a strong emphasis on the initial import of your client information. We also look at how to export transactional information out of Rype.