Search for a Job by typing in the Job / Insured Name, Job ID, or Address.


Find a Job by scrolling through the Jobs List using a swipe up or down gesture.  Tap A-Z to Sort the list alphabetically.



Navigate to the Job Menu by selecting the Job Name.  

  • The Job Menu displays quick navigation options to access the Rooms, Inventory, Documents Center, or to Upload the Inventory.


Access the Job Dashboard by selecting the circle/image to the left of the respective Job.  Then, select the Job Dashboard iCon in the top menu.  



Tap the Route iCon for Directions to the selected job from your current location.  Select multiple jobs to create a route list. Note: Selecting Multiple Jobs will create a route between all selected jobs.


For convenience, accessing the Job Dashboard or Route Map can also be accomplished by swiping from right to left on the job within the job list.  Note: You can also delete the job using this action.

Smart Search Filter: Tap the Smart Search Filter at the bottom of the Job List to refine the list of jobs by available filter options.

  • Hint: Use the Smart Search Filter to see all jobs with data which still needs to be uploaded to the cloud.


Add a New Job Note by selecting the "+" sign or from the top right menu option.

  • It is recommended that all jobs first be entered into the cloud account first, not the mobile device. However if there is no other option (after hours job), the job can by synced at a later date once the job has been added to the cloud.

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