Note:
If your job was not automatically created through the Albiware Integration, PSA Integration, or another iCat API connection, this is how to manually create a new job in seconds.
Most users need a fast way to set up a job and start inventorying, so iCat allows quick creation using only the essential fields. All other details can be added later.
1. Open the Job Creation Screen
Hover over Jobs
Click Add New Job
2. Required Fields (All You Need to Create a Job Immediately)
You only need these four fields to create a job:
Last Name – Insured’s last name
Claim # – Carrier reference or your internal CRM/Job number
Type of Claim – Residential or Commercial
Claim Cause – Select the best match
Click Submit — the job is now created and ready for use in the mobile app and warehouse.
3. Optional—but Recommended—Fields
Not required to create the job, but important when you want more functionality.
Insurance Company → Branch → Adjuster
Add these if you want to:
Share Schedules of Loss
Give adjusters access to their portal
Give insureds access to their claim portal
Support non-salvage valuation workflows
These profiles can be added later using the orange + icons.
You do not need this setup to begin packout, inventory, or mobile workflows.
Other Optional Fields
Deductible – Appears on key reports
Limits – Used for limited coverage (e.g., tenant policies)
Insured Email – Required only if you plan to send portal access
Send Email – Sends the insured login link (optional — can be done later)
Claim Notes – Notes visible to adjusters (if portal access is enabled)
Pricing Type – Leave as External Catalog (default)
4. Finish
Click Submit to finalize the job.
It will appear in the iCat Mobile App after refreshing with an internet connection.