RampeatUS · NZ · AU
FAQPricing

How to Use Rampeat

Get your team running in 10 minutes. Step by step.

⊞1. Create a Job Card

  1. Go to Job Cards → + New Job Card (or use the Quick Action on your dashboard).
  2. Select the client and describe the job.
  3. Optionally ADD equipment details: make, model, serial number, and location.
  4. Assign it to a field user and set the priority.
  5. Save — the field user sees it instantly on their phone.
Tip: Draft the description with the assistant, then check every field before you save.

🔧2. The Field User Completes the Job

  1. The field user opens the job on their phone (job cards work offline).
  2. Adds parts, hours and photos as the work goes on — all queued offline.
  3. Marks the job as completed when done.
  4. Gets the client signature on the phone.
Tip: Field users can install Rampeat as an app — it works with no signal in warehouses, on site, and on the road.

📋3. Create a Quote

  1. Go to Quotes → Create New Quote (or from a Job Card → Create Quote).
  2. Select client. Line items auto-load from the job card if linked.
  3. Set pricing for each line item (labour, parts, travel).
  4. Rampeat auto-calculates tax at your company rate and totals.
  5. Download or print the quote for the client.
Tip: Use Quote Builder — describe the work and get suggested line items with pricing. You review before send.

🧾4. Invoice the Client

  1. Go to Invoices → Create New Invoice (or from a Quote → Create Invoice).
  2. Line items carry over from the quote or job card.
  3. Your company name, address and document number appear automatically.
  4. Download or print the invoice, and send it to your customer the way you already do.
  5. Track paid vs outstanding invoices on your dashboard.
Tip: From the dashboard, see exactly what clients owe you and what's overdue.

📊5. Run Statements

  1. Go to Statements → pick the clients → Generate.
  2. Rampeat builds a statement per client from that client's invoices and payments.
  3. Download the PDF to send to the client yourself, or export the book as CSV for your bookkeeper.

👥6. Manage Your Team

  1. Go to Team → Invite Member.
  2. Enter name, email, and role — office, field, bookkeeper or Ram Scan.
  3. They receive an email invitation — one click and they're in.
  4. Seats come with the plan: Solo 3, Crew 6, Shop 11.
  5. Remove team members anytime — their data stays with the company.
Tip: A field user sees only the jobs assigned to them. Office manages everything.

🔍7. Use the Assistant

  1. Click Assistant at the top (or press ⌘K / Ctrl+K).
  2. Search: type a part or model (e.g. "oil filter", "RC5500") — finds it across job cards, quotes and invoices.
  3. Create drafts: "make quote for Acme — 2x oil filter USD 180, labour 2hrs" creates a draft you review before sending.
  4. Ask how-to questions in the same box. Nothing is sent to clients until you confirm.
Tip: Try the assistant — it only drafts. You always review before anything goes out.

📱8. Install the App (PWA)

  1. Open Rampeat in Chrome or Safari on your phone.
  2. Tap the "Install Rampeat App" banner on your dashboard.
  3. Rampeat installs on your home screen like a normal app.
  4. This is a PWA — no app store download needed. It updates automatically.

📶9. Working Offline

  1. BEFORE going to site: open Rampeat while online and open each job card you need. The job details cache to your phone.
  2. You can view job details, add parts, edit hours, take photos, and capture signatures — all queued offline.
  3. Photos are saved on the phone first. The job shows an amber "photos to upload" badge while they are waiting, and the badge goes green once they are up. Up to 4MB per photo.
  4. Amber badges mean "queued" — your changes are saved locally and will sync when you reconnect.
  5. When you reconnect: job card changes, photos, and signatures sync automatically. No manual steps needed.
  6. To check status: any amber badge = still syncing. Green = all synced.
Tip: Open Rampeat at the workshop before heading out — your jobs pre-load for the day. Job cards, photos, and signatures queue up offline and sync silently when you're back in range.

📋10. What Works Offline vs Online

  1. ✅ OFFLINE: View job details, edit description, add parts, record hours, take signatures, update status, take photos.
  2. ✅ OFFLINE: Additional findings and equipment notes.
  3. ❌ NEEDS INTERNET: Quotes, invoices, statements, searching across all jobs, and smart tools.
  4. When you go back online, all your queued changes sync automatically. The amber badges disappear.

Still have questions?

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