Getting Started
Purchase ContentsTrack jobs
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
Pulling Analytics for your Company
ContentsTrack Online
Job Setup
Creating and Setting up a Job
Printing Labels for a Job
Creating Rooms - Online
Distributing and Managing Tasks (and Errors)
Packouts and Inventory
Tracking
Updating an Items Location - Online
Stations - Online
Tracking an Item and Utilizing the Chain of Custody - Online
Notification Center and Transaction Detail
Printing Packaging Labels
Reports and Exporting Inventory
Generating Reports - Online
Exporting Inventory and Photos
Export an inventory to Xactimate and XactContents
Connecting ContentsTrack to ClaimXperience
Pack Back
Mobile users
Getting Started in Mobile
User Setup and Registering Mobile Devices
Switching Users or Companies on Mobile Devices
Mobile App Information and Settings
Pack Out Tasks
Packout Task Setup - Mobile
Collecting Authorization Signatures
Creating Rooms - Mobile
Uploading Inventory - Mobile
Editing Inventory - Mobile
Finalizing and Uploading Packout Tasks
Tracking and Reports
Updating Locations for Items, Boxes and Containers - Mobile
Stations - Mobile
Reports - Mobile
Item/Box Lookup - Mobile
Pack Back Tasks
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)
- All Categories
- Mobile users
- Pack Out Tasks
- Creating Rooms - Mobile
Creating Rooms - Mobile
Updated by Torrey Rawlings
Rooms in ContentsTrack can be created before the pack-out is assigned or added directly on-site, making it easy to adapt to changing needs during a job.
Why Create Rooms?
Adding rooms ensures accurate documentation of the client’s belongings and facilitates smooth packbacks. Rooms must be created before adding inventory to maintain proper organization.
How to Create a Room
- Open the assigned job in the ContentsTrack mobile app.
- Tap the + icon in the bottom-right corner of the screen.
- Enter the room details:
- Room Name
- Room Type
- Room Level
- Add images of the room if needed.
- Tap the checkmark icon to save the room.
Editing or Deleting a Room
- Open the job in the app.
- Long-press the room you want to edit or delete until it’s highlighted.
- To delete multiple rooms, select them simultaneously.
- Use the appropriate icon:
- Pencil icon to edit.
- Trash icon to delete.
- If deleting, confirm by selecting YES.