Top Articles
Adding in Locations / Containers | 4-Containers (5:55) | 1-Users and devices (2:06)
Getting Started
Purchase ContentsTrack jobs
Frequently Asked Questions
ContentsTrack job workflow
Log in to ContentsTrack online
Reset your password
Managing your Profile Information
ContentsTrack Setup
Preferences
Adding Condition Codes
Creating your Quick Inventory
Setting up Container Statuses
Item and Location Defaults and Filters
Adding in Locations / Containers
Company Document Setup
Adding and Managing Users and Devices
User Setup and Registering Mobile Devices
Pulling Analytics for your Company
ContentsTrack Online
Job Setup
Creating and Setting up a Job
Printing Labels for a Job
Creating Rooms - Web
Distributing and Managing Tasks (and Errors)
Packouts and Inventory
Item Details
Uploading Inventory - Web
Editing Inventory - Web
Reprinting an Item Label
Tracking
Updating an Items Location - Web
Stations - Web
Tracking an Item and Utilizing the Chain of Custody - Web
Notification Center and Transaction Detail
Printing Packaging Labels
Pack Back
Distribute Pack Back tasks
Reprint item IDs
Onsite Pack Back
Reports and Exporting Inventory
Generating Reports from Jobs
Export a job's inventory to Excel
Export an inventory to Xactimate and XactContents
Invite a policyholder to collaborate via ClaimXperience's Customer Portal
Send messages to team members and policyholders via the Customer Portal
Export a container's inventory to Excel
Mobile users
Pack Out Tasks
Packout Task Setup - Mobile
Collecting Authorization Signatures
Creating Rooms - Mobile
Uploading Inventory - Mobile
Editing Inventory - Mobile
Returning Pack-out Tasks
Tracking and Reports
Updating Locations for Items, Boxes and Containers - Mobile
Stations - Mobile
Reports in Mobile
Item/Box Lookup - Mobile
Pack Back Tasks
Returning an Item to a Customer
Training videos
Introduction (0:55)
1-Users and devices (2:06)
2-Mobile intro (2:52)
3-Getting started (2:37)
4-Containers (5:55)
5-Preferences (3:53)
6-Documents (2:18)
7-Mobile job configuration (4:17)
8-Mobile authorization (3:39)
9-Quick inventory and custom items on a mobile device (7:01)
10-Upload a task (1:01)
11-Item lookup and tracking (3:40)
12-Inventory (2:48)
13-Customer Portal (4:24)
14-Sending to Xactimate online (1:59)
15-Reports and Analytics (4:16)
16-Onsite pack back (1:49)
Conclusion (0:23)
ContentsTrack simplifies and automates cataloging, categorizing, and tracking property that needs to be stored, cleaned, or replaced.
9 articles by 1 author
Learn how to efficiently create and manage jobs online, covering every step of the process: initial job setup, assigning packout tasks, adding and tracking inventory, managing packback tasks, and generating comprehensive job reports.
22 articles by 2 authors
12 articles by 1 author