Questions
Answers to common questions about rastr.
Updated
General
Do I pay to start?
No. There is no trial to run out: every shop starts on the Free plan, with no time limit. Upgrade when you need more. See Plans and limits.
What user roles are there?
Three, and each can do what the one before it can:
- Member: sees the records and moves jobs on the board.
- Manager: also creates and edits customers, quotes, orders, invoices and receipts.
- Admin: also manages users, products, settings, integrations and reports.
How do I get started?
Start with the Quick start. It covers your company details, products, team and job board.
Can I customize rastr for my shop?
You set up your own products, taxes, shipping and payment methods, printers and cutters, and the columns on your job board. rastr does not offer custom builds.
Quotes and orders
How are quotes linked to orders?
When you create a sales order from a quote, rastr keeps the link, so you can follow a sale from quote to order to invoice.
Can I change an order after I create it?
Yes, until it is completed or void. An invoiced order cannot go back to draft. See Sales orders.
Can customers accept a quote online?
Yes. The quote email carries a link where the customer can accept or decline. See Quotes.
Can customers approve artwork?
Yes. See Customer proofing.
Production
How does the job board work?
Each column is a stage you define. When you invoice an order, its line items become jobs. You drag a job to the next column. See Production.
Can I change the columns?
Yes. Admins can add, rename and recolor columns and pick the done column, in Company Settings, Other Settings.
How do I assign work?
Assign a job to a person on the board. Sales orders also carry sales representatives and production managers.
QuickBooks
Which plan has QuickBooks?
QuickBooks sync needs the Business plan. See QuickBooks.
What syncs?
Customers, products, invoices and payments. Quotes do not.
How often does it sync?
When you save. There is no schedule to wait for.
What if the sync fails?
Invoices and payments are refused when QuickBooks refuses them: you see the error and nothing is half saved. Fix the cause, often a tax or payment method not yet matched in the QuickBooks settings, and save again. Customer and product changes are saved in rastr even if the QuickBooks update fails, so check that they reached QuickBooks. If it keeps failing, contact support.
Plans and apps
What happens if I stop paying?
Your shop moves to the Free plan and keeps working. Nothing is deleted.
Is there a mobile app?
Yes, for iPhone, iPad and Android phones and tablets. See Mobile apps for the store links.
Support
Where can I get more help?
How do I report a problem?
Email support@rastr.ai with what you were doing and a screenshot if you can.