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
- ContentsTrack Online
- Job Setup
- Creating Rooms - Online
Creating Rooms - Online
Updated by Torrey Rawlings
Room Creation and Management
Rooms can be generated either by mobile users assigned the pack-out task or online. If a room is created online before being distributed to mobile, it will appear in the mobile task.
Creating Rooms:
- Under Main, click on Jobs.
- Choose the specific job you wish to add inventory to, then access the Inventory tab.
- Click on the room drop down then click on the + icon.
- Input necessary details then click Save.
Adding Photos to a Room:
- Under Main, click on Jobs.
- Choose the specific job you wish to add inventory to, then access the Inventory tab.
- Check the box next to the room where you want to add a photo.
- Click on the camera icon, then upload the photos in the popup window.
- After adding all the photos and necessary details, click Save.
Editing a Room:
- Under Main, click on Jobs.
- Choose the specific job you wish to add inventory to, then access the Inventory tab.
- Check the box next to the room you'd like to edit.
- Click on the pencil icon, then make the necessary changes.
- Once finished, click Save.
Merging a Room:
- Under Main, click on Jobs.
- Choose the specific job you wish to add inventory to, then access the Inventory tab.
- Check the box next to the rooms you'd like to merge.
- Click on the merging arrows icon.
- Select which room you'd like the contents to be merged into, then click Merge.
Deleting a Room:
- Under Main, click on Jobs.
- Choose the specific job you wish to add inventory to, then access the Inventory tab.
- Check the box next to the room(s) you want to delete.
- Click the trash icon, then select OK to confirm.