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Creating a Job

This article describes how to create a job from ContentPal's web admin

Written by Pal

Who can do this? Only admins can create jobs. Jobs can be created on both the web app and mobile app, but we recommend starting from the web for speed and visibility.


1. Start a New Job

  1. Log into your ContentsPal account on the web.

  2. From the dashboard, click New Job.

  3. Enter a Job Name.

    • Tip: Use a consistent naming convention (e.g., CustomerName – Location – Date) for easier tracking later.

  4. (Optional) Add the Job Address.

  5. Select the Carrier associated with this job.

  6. Choose who to share the job with:

    • Specific team members (e.g., assign to a project lead).

    • Everyone in your org (useful for large shared jobs).

  7. Click Save.

    • ✅ Your new job is now created.


2. Add Labels to the Job

Labels help track boxes, items, and custody. They’re the foundation of your job workflow.

  1. Open the job you just created.

  2. Navigate to the Custody tab.

  3. Click Create Labels.

  4. Configure your labels:

    • Prefix: By default, this uses the job name. You can edit it.

    • Quantity: Enter how many labels you need (e.g., 10).

    • By Room (optional): Create labels grouped by room if you want room-based labeling.

  5. Click Create.

    • ✅ The labels are now available in the Custody tab.


3. Generate and Print QR Code Labels

Best Practice: Before heading to the job site, generate QR code labels on the website, print them, and bring them with you. While you can create labels manually in the mobile app on-site, pre-printing QR codes keeps your workflow organized and ensures you're fully prepared.

  1. In the Custody tab, click Print Labels.

  2. Choose either:

    • Print All Labels (for a full set).

    • Print Range (to select a subset, e.g., labels 1–20).

  3. Select a Label Layout.

    • Pro Tip: Pick the layout that best matches your label sheets.

  4. Print the QR code labels from your computer.

  5. Before leaving for the job site, ensure you have:

    • ✅ Printed QR code labels

    • ✅ Extra label sheets (in case you need to print more on-site)

    • ✅ The job is synced to your mobile device


4. During the Job

  • As your team applies labels to items or boxes, those labels will appear in real time in the Custody tab.

  • If you run out of labels:

    • Team members can create new ones directly in the mobile app.

    • These will sync automatically with the Custody tab.

  • You can always re-print selected labels later if replacements are needed.


Key Takeaways

  • Only admins can create jobs.

  • Use the web app for setup; the mobile app is great for in-field updates.

  • Best practice: Generate and print QR code labels on the website before going to the job site — while you can create labels manually in the app, pre-printing keeps your workflow organized.

  • Labels = your tracking system. Always create them first before the field team starts work.

  • Labels can be printed, re-printed, or created on the fly — you're never stuck without them.


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