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 start the day, take lunch, and end the day?
Clock in with Start Shift, track lunch, then end your shift and submit from the Today tab.
How do I choose current work and advance workflow?
Pick the event, project, or internal work you are on and move Visit Progress as the work changes.
How do I use vehicle checkout and check-in?
Record vehicle checkout, gas, and return from Today so mileage and fleet history stay tied to the shift.
How do I fix my day before submitting time?
Use the Shift summary sheet to relabel, split, or merge blocks, or send the day to your supervisor.
What happens when mobile work is offline or pending sync?
Work keeps saving to your phone offline; the floating pill and Sync Status show what is still uploading.
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 Team Chat?
Use Team Chat channels for internal messages between office and field, with photos, push notifications, and an offline outbox.

How do I request, record, or approve time off?
Employees request from My Time Off; managers approve or record time off from People.