Creating and Setting up a Job

Torrey Rawlings Updated by Torrey Rawlings

Jobs serve as the cornerstone of ContentsTrack, constituting the foundation for storing and tracking the inventory of items gathered from your company's assignments.

Job Creation and Management

Creating a Job:

  1. Navigate to the Main menu and select Jobs.
  2. Click on Add Job.
  3. Enter a job name and click Create.

Filling in Job Information:

Once a job is created you'll want to fill in the following information:

  • Job Name: Enter the name of the job.
  • Name: Input the name of the customer or client.
  • Address: Provide the street, city, country, state, and zip code for the job location.
  • Phone Number: Enter the client's phone number and alternate phone number.
  • Email: Input the client's email address.
  • Claim Number: Insert the corresponding claim number.
  • Policy Number: Insert the corresponding policy number.
  • Job Preferences:
    • Supervisor: Select the person supervising the job.
    • Job Label: An internal label for the job.

Closing and Deleting Jobs:

Closing a job signifies its completion, while deleting it will permanently remove the job from the instance.

  1. Under Main, click on Jobs.
  2. Check next to the jobs you want to either close or delete.
  3. Click Delete Selected or Close Selected.
  4. To confirm, click OK.

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Printing Labels for a Job

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