Welcome to RAM Job Management. This guide will walk you through the initial setup of your account, from adding your company details to creating your first job.
Step 1: Add Your Company Details
Begin by setting up your company profile.
Navigate to the Company Profile section and complete the following information:
Company name
Business type
Contact details
Business address
Legal information (optional)
Tax registration number (optional)
These details will appear on customer-facing documents, so it's important to keep them up to date.
Upload Your Company Logo
Click Choose Image to upload your company logo from your device.
Enable Mobile App PIN Login
We recommend enabling PIN Login. This allows mobile app users to sign in using a secure four-digit PIN instead of entering their email address and password each time.
Once you've completed your company profile, click Save & Finish.
Step 2: Invite Your Team
Next, create accounts for the people who'll be using RAM Job Management.
Go to Settings > Manage Team and create a profile for each team member.
For each user you can:
Enter their profile details.
Assign them to an existing category or create a new one.
Add an hourly rate (optional).
Choose a colour to identify them on the scheduler.
Upload a profile picture (optional).
Configure User Permissions
Use the available settings to control:
Mobile app access.
Dashboard access.
User permissions for both the mobile app and web dashboard.
Mobile App Sync
We recommend setting the Mobile App Sync period to a couple of days. This keeps upcoming jobs available on the user's device and allows them to continue working even without an internet connection.
When you're finished, click Save or Save & Add Another.
Step 3: Import Your Clients
Before creating jobs, import your existing client list.
We recommend reviewing your data first and removing any outdated or duplicate records.
Import Using a CSV File
Click Download Format to download the CSV template.
Copy your client information into the template.
Complete all mandatory fields shown in the guidance notes.
Leave any unused columns blank.
Keep all column headings unchanged.
Remove the guidance notes.
Save the file as a CSV.
Once your file is ready:
Click Choose File.
Select your CSV.
Click Import.
Your clients will then be added to RAM Job Management.
Step 4: Create Your First Job
You're now ready to create your first job.
Open the Jobs module or use the Quick Create button.
Complete the required information, including:
Job name
Client
Category
Add a Client Location
If your client has multiple sites, click the + icon to add a new sub-location.
You'll also see + icons throughout the system, allowing you to quickly add new records without leaving the page.
Add Additional Information
You can also include:
Purchase order number
Job notes
Assigned team member (or leave the job unassigned to schedule later)
Select a Workflow Form
A workflow form is required before the job can be created.
Open the Workflow Forms tab and select the appropriate form for the job.
When you're finished, click Save & Finish.
What's Next?
Your account is now set up and you're ready to start scheduling jobs and managing your work with RAM Job Management.
If your team will be completing jobs in the field, the next step is to install and set up the RAM Job Management mobile app.