This month’s release introduces Customer Management and Job Cost Foundations, two major building blocks for Ribbiot’s future financial visibility. These updates make it easier to manage the companies you work with and standardize how labor, equipment, and pricing are defined across the platform—laying the groundwork for upcoming features like real-time job margin insights.
Customer Management
What’s New
✅ A new Customer Management system lets you create and manage customer company records directly in Ribbiot.
✅ Store and reuse customer contacts and billing addresses to avoid entering the same information repeatedly.
✅ Search and select customers when creating jobs or quotes for faster setup.
✅ Jobs, quotes, and invoices are now linked to a customer record, helping you track your history with each company.
✅ Add attachments and notes to customer records for better context across teams.
✅ Mobile users can easily select existing customers when creating jobs or forms in the field.
How This Helps
Previously, customer details had to be manually re-entered on every job or quote, which created duplicate records and slowed down workflows. Customer Management centralizes this information so teams can quickly find the right customer, reuse details, and keep records organized.
This also lays the groundwork for future integrations with accounting and financial systems.
Job Cost Foundations
What’s New
✅ Admins can now manage labor roles, equipment categories, and pricing structures directly within Ribbiot.
✅ Create and organize resource groups for crew, equipment, and miscellaneous billable items.
✅ Define rates and units of measure for each resource to standardize pricing across jobs and quotes.
✅ Manage crew occupations (roles) in the platform without needing engineering support.
✅ Built-in safeguards prevent deleting roles or rate groups that are actively used in jobs, equipment, or timecards.
How This Helps
Understanding job profitability starts with accurate cost data. These improvements centralize how labor, equipment, and other billable resources are defined in Ribbiot, creating a consistent foundation for quoting, dispatching, and billing. This groundwork enables upcoming capabilities that will provide clearer financial insights and real-time job margin visibility.
To take advantage of these new features, ensure your app is updated to the latest version.
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🚀 Stay tuned for more updates as we continue to improve Ribbiot based on your valuable feedback! 🚀