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Job Details

When you open a job in ContentsTrack you are taken to the Job Info page and a Job menu appears above the main menu with the following options: Job Info, Inventory, Distribute Task, Images, Generate IDs, and Reports.

From these pages, you can complete many job-related tasks including editing job info, managing inventory, distributing tasks, adding images, generating IDs, and creating reports.

Related: Manage Jobs, Warehouse Management

Edit Job Info

Job Info is the default page for a job. You can also select this option in the Job menu. This page shows the information you entered about the job when the job was created.

1. On the Job Info page, click Edit.
2. Make your changes.
3. Click Save.

Manage Inventory

In the Job menu, select Inventory. See Warehouse Management for information about adding, editing, tracking, and exporting items. You can also manage inventory from the Tracking and Stations pages.

Distribute task

After you create a job, you can distribute the job as tasks to multiple users and mobile devices.  In this way, several employees can work on one job at the same time. Tasks can be distributed as Onsite Inventory tasks (new job with inventory for capture) or Pack Back tasks (inventory to be returned to the customer site and packed back into the home).

Administrators can add users and devices on the Users/Devices page.

The instructions for distributing Pack Out Tasks and Pack Back Tasks are the same:

1. In the Job menu, select Distribute Task.
2. You will see two tables: Onsite Inventory Tasks and Pack Back Tasks. Click Select Device(s) under the heading of the task type you want to send. A dialog box appears.
3. For Pack Back tasks, you will see the following options: Exclude Attachments and Exclude Status check boxes. Select the Exclude Attachments check box to reduce the download size for the mobile user. And select an Exclude Status check box to exclude items with specific statuses from the task export. The "Replace" status is selected by default.
4. In the Select Device(s) table, select the check box for the devices you want to send the task to. Devices need to be registered to receive tasks.
5. Click Distribute (for Onsite Inventory) or click Send Pack Back (for Pack Back) to export the task.
6. On the Distribute Task page, click Refresh. The Status will be "Queued" until the mobile user syncs their device. Then the status will change to "Delivered".

Images

If you are managing images for the job, select Images from the Job menu. For example, this could be images of the job site.

If you are managing images for a room on the Inventory page, select the room, then select the images icon in the rooms menu.

If you are managing images for an item on the Inventory page, select the item Description link, then select the Images tab.

Add an image

1. On the Images page, click  Add.
2. Select a file and click Open to upload an image. The image is added and saved.
3. Select the image thumbnail to enter comments and edit details.
4. Click Save.

Edit an image

1. On the Images page, select the image thumbnail.
2. Enter or edit comments and details.
3. Click Save.

Delete an image

1. On the Images page, select the image thumbnail.
2. Click Delete.

Generate IDs

You will need to generate and print ID labels for your inventory items and boxes. ContentsTrack is designed to print on standard Avery labels. If you have a partial page of labels, click the bar code icon to preview the page and select a starting cell.

1. In the Job menu, select Generate IDs.
2. The Job Name and Customer Name fields are auto-completed with the information from the Job Info page.
3. Select a Type (Barcode or QR code and the number of labels per page). Click the question mark icon  to see compatible Avery products for your selection.
4. Click the barcode icon to select a Starting Cell, if you are using a partial page of labels.
5. Enter a Quantity.
6. Click Print. A PDF is generated and opens in a new tab.
7. Print the PDF onto your labels.

After you print your first batch of labels for a job, ContentsTrack keeps a history. The next time you print, the IDs will start with the next highest number. You can also re-print previous batches.

Reports

Use this page to generate reports about the job that you can save or print and give to customers.

1. In the Job menu, select Reports.
2. Select a report from the menu (see report descriptions below).
3. Select additional report options (company header, model statement, and orientation).
4. Select the status check boxes for items you would like to include. Clear a check box to exclude items with that status.
5. Select condition codes you would like to include. Selecting a condition will filter out items with all other conditions. Leaving the filter at <NONE> will include items with all conditions.
6. Select the check box for report items you would like to include (cover sheet, job summary, room summary, item details, and internal notes).
7. In the Report Comments field, enter any comments you want to include in the report.
8. Preview your report.
9. Click Generate Report.
10. Click Download Report to open the report PDF in a new tab where you can save and print.

 

Report Descriptions

• Customer Report: Shows the job information and a job summary including all the rooms, items, and boxes (full inventory). This report was created for sharing with customers.

• Signed Reports: Shows reports and authorizations signed by the customer and uploaded to the online instance.

• Inventory Report: Lists inventory items for the selected job. This is similar to the customer report, but designed for internal use, and therefore the layout is more space efficient. Select Sort by Room to sort the inventory by room. Select Total by Condition to group items together by condition code and show the total number of items for each condition.

• Category Details Report: Lists the total number of items/boxes by Category or Selector codes. Another internal report for use in comparing item inventories with Xactimate.

• Images Report: This report shows all of the images for a job grouped by Room. You can choose how many images are included on each page of the report. If you choose four images per page, the following information is also shown for each image: image name, taken by, date taken, comments, and item ID.