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Your assignments

An assignment is a single loss or claim. It's your home base for everything you capture.

The assignments list

When you open the app you land on your assignments. Each card shows:

  • Name & reference — e.g. "Smith Fire Loss · Claim #44821".
  • Status — Active, In review, Submitted, Completed, or Archived.
  • Sync indicator — at a glance, whether your captures are fully uploaded ( synced) or still pending ( count).

Use the filter chips above the list to narrow by status (Active, In review, Submitted…) or by when the assignment was created (Today, 7 days, 30 days) — handy once the list grows.

Tap an assignment to open it.

9:41
Assignments
Sync
Sync now
Smith Fire Loss
active
3
Garage Theft · 4421
active
Public Storage · Unit 88
in review
1
Your assignments — name, status, and a pending-upload count.
9:41
Smith Fire Loss
2
active
Rooms
Master Bedroom
Garage
Kitchen
Add a room
e.g. Master Bedroom
Add room
People
Sync status
Inside an assignment — rooms, status, and quick actions.

Inside an assignment

You'll see:

  • Rooms — the areas you're documenting (add as many as you need). See Rooms.
  • "N media ready for submission" — one tap hands everything you've captured to the downstream team as a sealed batch. See Submitting to your team.
  • Submissions — the history of what you've already handed off (appears after your first submission).

Create an assignment from the app (admins)

If you are an org, business unit, or team admin, you can start a new assignment right from the field:

  1. Tap the button at the top of your assignments list.
  2. Pick the team (if you manage more than one) and the capture profile.
  3. Give it a name and, optionally, the claim reference.
  4. Tap Create assignment. It appears immediately, ready for rooms and captures, and reaches your teammates on their next sync.

You need a connection to create an assignment, and the team must have a published capture profile (built in the admin console). If you don't see the button, either your role doesn't allow it or your organization has turned off admin actions from the mobile app.

Status, explained

StatusWhat it means for you
ActiveThe job is open — capture away.
In reviewThe downstream team is building the inventory. Usually read-mostly.
SubmittedEverything captured so far has been submitted. New captures flip it back to Active.
CompletedDocumentation is done.
ArchivedClosed out and tucked away.

TIP

Don't see an assignment you expect? Pull down to refresh, confirm you're signed in with the invited email/phone, and check you're in the right organization.

Next: Rooms.

Mission-critical loss documentation. Offline-first. Nothing lost.