Help Center

Guides for the ContentsOps web dashboard and mobile app.

Get the ContentsOps app

Clock in, see your events, and get updates on your iPhone.

Android: use the website for now.

On a computer? Scan the code with your iPhone camera.

Where do I start in ContentsOps?
Use the main workspaces based on the work you are trying to finish.
How do I find a customer, claim, or project?
Use the sidebar, search, and customer/project workspaces to get to the right record quickly.
Why can I not see a record or page?
Visibility depends on role permissions, office scope, assignments, and active account status.
How do I use the Inbox?
Inbox is one place for your alerts and for anything waiting on your approval.
How do I accept an invite or reset my password?
Use the newest email link within 7 days and finish the password flow before entering the app.
How do I submit and track a support request?
Pick a request type, describe what you need, attach screenshots, and follow replies under Requests.
How do I use ContentsOps from a phone browser?
Open the website from your phone browser for quick access; field crews on iPhone should use the ContentsOps app for daily work.
How do I write a good support request?
Include what you tried, what happened, what you expected, and the record or page involved.
How do I attach screenshots or files to support?
Attach screenshots, photos, PDFs, and documents when they help explain the request.
How do I track my support requests?
Open the Requests tab in Support to follow status and replies; office managers can also see organization-wide requests.

How do I clock in on a shared device?
Pair a shared iPad or desktop as a Today kiosk so a crew can clock in with a PIN instead of signing in.

Where do notes and instructions belong?
Use the right field so office and field teams see the right information.

How do I use customer communication templates and automations?
Use the Communications Automated messages view to build customer email or SMS updates.
How do I use Team Chat?
Use Team Chat channels for internal messages between office and field, with photos, push notifications, and an offline outbox.

How do I know payroll is ready to export?
The Payroll tab blocks CSV export until approvals, allocations, and corrections are clear.
How do I request, record, or approve time off?
Employees request from My Time Off; managers approve or record time off from People.

How do I finish Restoration setup?
Use the guided Setup path when the Needs setup badge appears or departments and receiving defaults are incomplete.

How do I invite, edit, or deactivate people?
Use People for employee setup, invites, onboarding checklists, reporting lines, and offboarding.
How do I manage roles, access, and settings?
Use roles plus capabilities to control access, and Settings tabs to control organization behavior.
Which finance or report page should I use?
Use Finance for invoices, payer balances, and the P&L overview; use Reports for schedule, costing, and labor analysis.