Aside from bulk uploads, adding a new job has become even easier with the customer address book. By adding your regular customers into the system, if you need to create a new job then the option to add customers from the address book to populate the job sheets is here:
Click on Job Assist in the RAM Assist top navigation
Click on 'Address Book' tab underneath the main navigation
Click on the 'Add New Customer' button and fill out the form with the relevant customer information (multiple site addresses can be added for one customer too) and then click the create customer at the bottom of the form.
Once you have added the customers, when you go to create a job there are options to select an existing customer from the drop down list.
Below is an example where in the choose customer section you can select the customer and address to populate the job form.
Click on 'Manage Jobs' in the Job Assist Section
Click on 'Add New Job' on the far right under custom template
When the Create Job section comes up the 'Choose Customer' has the drop down to select the customer and if relevant the specific site required for the job if there are multiple addresses. Once the form is completed click on create job which can
then be assigned in 'Manage Jobs'.
