Help Center

Use the main workspaces based on the work you are trying to finish.

Use the sidebar, search, and customer/project workspaces to get to the right record quickly.

Visibility depends on role permissions, office scope, assignments, and active account status.

Inbox is one place for your alerts and for anything waiting on your approval.

Use the newest email link within 7 days and finish the password flow before entering the app.

Pick a request type, describe what you need, attach screenshots, and follow replies under Requests.

Open the website from your phone browser for quick access; field crews on iPhone should use the ContentsOps app for daily work.

Include what you tried, what happened, what you expected, and the record or page involved.

Attach screenshots, photos, PDFs, and documents when they help explain the request.

Open the Requests tab in Support to follow status and replies; office managers can also see organization-wide requests.

Clock in with Start Shift, track lunch, then end your shift and submit from the Today tab.

Pick the event, project, or internal work you are on and move Visit Progress as the work changes.

Record vehicle checkout, gas, and return from Today so mileage and fleet history stay tied to the shift.

Use the Shift summary sheet to relabel, split, or merge blocks, or send the day to your supervisor.

Work keeps saving to your phone offline; the floating pill and Sync Status show what is still uploading.

Pair a shared iPad or desktop as a Today kiosk so a crew can clock in with a PIN instead of signing in.

Create the event from Schedule, assign crew and a Crew Lead, and resolve conflicts before saving.

Use Schedule Board for visual planning and Dispatch Queue for searchable readiness cleanup.

Open Dispatch Queue, filter to the warning, and repair the event details.

Use the map to plan dispatch days and inspect customer and event locations before routing crews.

Open the event record for operational changes instead of creating duplicate events.

Use the right field so office and field teams see the right information.

Add shared tags to events, click a tag chip to filter the schedule, and manage tags in Settings.

One guided form creates the customer and their first project together so operations can schedule from it.

Customers are operational records, projects are the claims or work for a customer, and CRM companies are referral or business relationships.

Edit the matching Project tab section in place when one claim needs different address, access, or contact details.

The Project tab is the default home for a claim; the other tabs keep events, money, attachments, and storage tied to it.

Use Duplicate Review for customers and CRM Cleanup for contacts and companies when your role allows merging.

Send Work Authorizations, COS forms, or any org template for e-signature and track signing from Attachments.

Record visits done earlier, or in an older system, so the project timeline shows when work really happened.

Use Today's Plan to focus CRM outreach on the next best calls, emails, and visits.

CRM manages business relationships; Customers manages operational work.

Use CRM tools to keep outreach history and contact data clean.

Use the Communications Automated messages view to build customer email or SMS updates.

Use Team Chat channels for internal messages between office and field, with photos, push notifications, and an offline outbox.

Week grid statuses show whether a day is ready to approve, needs fixing, missing, time off, approved, or locked.

Add a missing shift from the week grid when a day was not captured on mobile.

Edit a day in the week grid when hours landed on the wrong event or project.

The Payroll tab blocks CSV export until approvals, allocations, and corrections are clear.

Employees request from My Time Off; managers approve or record time off from People.

Use the guided Setup path when the Needs setup badge appears or departments and receiving defaults are incomplete.

Overview and Priority show what needs attention and set the order technicians work restoration projects.

Flag and resolve lot exceptions, send lots to vendors and receive them back, and record NS or NR outcomes.

Use Vendors for contacts, services, compliance documents, rate guidance, the prepaid ledger, and rostered workers.

Send a vendor a link with the schedule, address, scope, and crew, then track confirm or decline.

Use Warehouse and Atlas for warehouses, rented units, vaults, PODs, customer allocations, and transfer approvals.

Storage units and facilities moved into Atlas under Warehouse, which also maps where contents actually sit.

Use Vendors & Assets and Materials for company-owned materials, not customer contents.

Use Equipment for tools and durable assets, with maintenance reminders that create tasks automatically.

Use Fleet for vehicles, availability, service, documents, mileage, and worker check records.

Use People for employee setup, invites, onboarding checklists, reporting lines, and offboarding.

Use roles plus capabilities to control access, and Settings tabs to control organization behavior.

Use Finance for invoices, payer balances, and the P&L overview; use Reports for schedule, costing, and labor analysis.

Use Finance for the P&L overview, Project Costing, receivables, payer balances, and storage billing in one workspace.

Track invoice records against a project, split billing across payers, record payments, and log promise to pay follow-ups.