Creating and Managing a Job

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.

Printing Labels:

To connect your items to the job and streamline tracking the chain of custody, utilize the print IDs feature. You can access this feature through the Print IDs tab within a job. These barcodes/QR codes can be applied to boxes or directly to items for efficient tracking.

  1. Under Main, click on Jobs.
  2. Click into the job you are working on then navigate to the Print IDs tab.
  3. Choose the label type: Select either barcode or QR code and choose a corresponding Avery label setup or a custom Zebra label.
    1. When selecting a Zebra custom label, you can input the width and height dimensions in inches.
    By clicking on the ? icon next to the label types, you can view the supported Avery product IDs.
  4. Select whether to display the customer's name or the company's name associated with the job.
    1. Choosing the company name option will prompt a custom field to appear, enabling you to input the name of the company you are working with.
  5. Choose a specific room if desired.
  6. Specify the starting cell for label IDs.
  7. Determine the quantity of IDs to populate.
    1. Once the initial set of IDs has been printed, it will indicate the current quantity to prevent duplicate label IDs.
  8. Adjust the font size as needed.
  9. Optionally, access advanced settings to further customize the barcode labels. Remember to save any changes.
  10. Review the ID preview and click Print to download the PDF. Open the PDF on your computer to send it to your printer.
To reprint previous labels, access the history section where you can redownload or view details of previous print jobs.

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.

Room Creation and Management

Rooms can be generated either by mobile users assigned the packout task or online. If a room is created online before being distributed to mobile, it will appear in the mobile task.

Creating Rooms:

  1. Under Main, click on Jobs.
  2. Choose the specific job you wish to add inventory to, then access the Inventory tab.
  3. Click on the room drop down then click on the + icon.
  4. Input necessary details then click Save.

Adding Photos to a Room:

  1. Under Main, click on Jobs.
  2. Choose the specific job you wish to add inventory to, then access the Inventory tab.
  3. Check the box next to the room where you want to add a photo.
  4. Click on the camera icon, then upload the photos in the popup window.
  5. After adding all the photos and necessary details, click Save.

Editing a Room:

  1. Under Main, click on Jobs.
  2. Choose the specific job you wish to add inventory to, then access the Inventory tab.
  3. Check the box next to the room you'd like to edit.
  4. Click on the pencil icon, then make the necessary changes.
  5. Once finished, click Save.

Merging a Room:

  1. Under Main, click on Jobs.
  2. Choose the specific job you wish to add inventory to, then access the Inventory tab.
  3. Check the box next to the rooms you'd like to merge.
  4. Click on the merging arrows icon.
  5. Select which room you'd like the contents to be merged into, then click Merge.

Deleting a Room:

  1. Under Main, click on Jobs.
  2. Choose the specific job you wish to add inventory to, then access the Inventory tab.
  3. Check the box next to the room(s) you want to delete.
  4. Click the trash icon, then select OK to confirm.
Once a room is deleted you cannot recover it.

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