Job Email Communication

Move a job from Completed status to Pending

Completed Job to Pending

Job Scheduling, Job Status, Job Reports, Editing Jobs & More

JOB MANAGEMENT: Jobs &amp;amp; Scheduling

How to Create a Job and Assign to a Team Member

Creating a New Job

How to Schedule a Job for Reactive Maintenance on Client Assets.

Create a Job for Reactive Maintenance on Client Assets

How to Schedule a Job for Client Assets that are due Planned Servicing.

Create a Job for PPM Servicing of Client Assets

Schedule Multiple Team Members to a Single Job

Teams: Scheduling A Support Team To A Job

Drag / Drop Scheduler & Dispatch

How to Create and Assign a Job to a Team Member

Create a New Job on The Web Dashboard

Scheduling &amp; Job Creation

Jobs that have been approved and marked as complete by a team member on the web dashboard

Completed Jobs

Job Grids (Assigned, In Progress, Pending & Completed) only displays Last 30 Days

Auto Archiving on Job Status Grids

Jobs that have been synced from the assigned team member's mobile app back to the web dashboard and are in pending status for review

Pending Jobs

Jobs that have been Synced to the Assigned Team Member's Mobile App and are In Progress

In Progress Jobs

Jobs That are Not Assigned to a Team Member

Unassigned Jobs

Jobs that are Assigned to a Mobile Team Member

Assigned Jobs

Job Status Meaning

Edit The Data Entered Into Your Workflow Forms By Team Members On The Mobile App.

Admin Edit Job Data

Reassign or Edit A Job

A dashboard showing the status of Jobs for an individual client and associated client locations.

Job Status

Client Job Status Dashboard

Allow Your Team Members to See Their Jobs In Their Own Calendar External To Klipboard

Team Members: Add Jobs to a Google Calendar, Outlook Calendar, etc

External Calendar

Generating Insight Reports on the Web Dashboard.

Insight Reports

Export Excel Reports for Jobs in Any Job Status

Job Reports

Insight Reports &amp; Job Reports

Support

RAM Tracking

RAM Assist

RAM Live

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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JOB MANAGEMENT: Jobs &amp; Scheduling

Scheduling & Job Creation

Job Status Meaning

Reassign or Edit A Job

Client Job Status Dashboard

External Calendar

Insight Reports & Job Reports

JOB MANAGEMENT: Jobs &amp;amp; Scheduling

Scheduling &amp; Job Creation

Job Status Meaning

Reassign or Edit A Job

Client Job Status Dashboard

External Calendar

Insight Reports &amp; Job Reports

JOB MANAGEMENT: Jobs & Scheduling

Scheduling & Job Creation

Insight Reports & Job Reports