Inventory Management is available to customers on the Innovator and Professional packages.
Adding inventory to a job allows you to track products and services used during work. This is particularly useful for auditing purposes and for monitoring higher-value items such as boilers, equipment or materials.
Add Inventory from the Web Dashboard
To add inventory to a job:
Open an existing job.
Scroll down to the Products and Services section.
Select Add Item.
Choose an item from your inventory using the dropdown menu or search bar.
Once added, the item will appear against the job, giving you visibility of what has been used during the visit.
Update Inventory Throughout the Job
Inventory can be added at different stages of the job lifecycle, including when a job is:
Assigned.
In Progress.
Pending.
This allows your team to update inventory records as work progresses and ensures job information remains accurate.
Add Inventory from the Mobile App
The same process can be completed from the RAM Job Management mobile app.
To add inventory while on site:
Open the job.
Select the Inventory Allocated section.
Search for the required item.
Add the item to the job.
If an item isn't already available in your inventory list, you can create a new item directly from the mobile app.
Why Add Inventory to Jobs?
Adding inventory to jobs helps you:
Track materials used during visits.
Maintain accurate audit records.
Improve visibility of stock usage.
Keep office and field teams aligned.