Mobile - Packout Task Setup

Packout tasks serve as a means for users to capture images and document the inventory they are collecting for the client. This function lies at the core of our operation, enabling us to meticulously track the client's belongings and ensure their safe return.

Setting Up Jobs on Mobile Devices

Uploading Packout Task to Your Mobile Device:

It's advisable to create jobs in ContentsTrack online first and then distribute them to mobile devices.

1. Confirm that the packout task has been distributed in ContentsTrack Online. For instructions on how to do this, refer to Distributing and Managing Tasks (and Errors).
2. Make sure you are connected to Wi-Fi or have mobile data enabled.
3. Log in to the ContentsTrack app on your mobile device.
4. Pull down on the screen until a refresh button appears.
5. Your assigned job should then appear on the screen. Click OPEN to begin working on the job.

Once uploaded, you should be able to view the customer's address, phone number, and email, along with the number of rooms, boxes, and items that have been inputted. To access this information, simply click on the down arrow.

Creating a Job:

Though creating a job online is advised, if you need to create one on mobile, follow these steps:

1. Launch the ContentsTrack app.
2. After logging in, tap on the plus icon located in the top right corner.
3. Enter the job specifics.
   When creating a job on mobile that has already been created online, ensure to input the name exactly the same to enable automatic synchronization.
4. Tap the checkbox situated in the top right corner.

Editing Job Details:

1. Access the job for which you wish to edit details.
2. Tap the three horizontal lines at the top left corner.
3. Select "Job Info."
   1. To add images, tap on "Tap to add images."
4. Tap the pencil icon.
5. Make necessary changes, then tap the checkmark icon to save.

Obtaining Authorization Signatures:

Authorizations can be used to request customer permission for managing their belongings or disposing of non-salvageable items. This feature can be employed on mobile devices to secure customer signatures directly on your mobile phone.

1. Open up the job you want the authorization signed for.
2. Tap the three horizontal lines at the top left corner.
3. Click on Authorizations.
4. Click on the down arrow to select which authorization you want signed.
5. Click on TAP TO SIGN
6. Allow customer to sign the authorization form and then click the checkmark to save.

Creating a Room:

To facilitate packbacks and accurately document the client's materials, it's essential to add each room where the contents were found. Before adding inventory a room must be created.

1. Open the job you are assigned to work on.
2. Tap on the + icon located in the bottom-right corner of the screen.
3. Provide the room details:
   1. Room Name
   2. Room Type
   3. Room Level
   4. Image(s) of the room
4. After inputting all necessary information, click on the checkmark icon to confirm.

Editing/Deleting a Room:

1. Open the job you're working on.
2. Long-press the room you want to edit or delete until it's highlighted.
   1. To delete multiple rooms, you can select them simultaneously.
3. Click the pencil icon to edit or the trash icon to delete.
4. If deleting, confirm with YES.

Adding Inventory:

For instructions on adding items to a job and editing them, refer to Mobile - Uploading and Managing Inventory.

Finalizing and Uploading Packout Tasks

After you've entered all the required rooms and items for the task, make sure to submit it back to ContentsTrack Online. Remember to do this only after you've finished the job on your mobile device.

Reviewing Items:

Please allocate time to review the added items thoroughly to ensure accurate input before finalizing the task by submitting it to ContentsTrack Online.

1. Open the assigned job you're working on.
2. Tap on the three lines located at the top left corner.
3. Use the drop down arrow to select how you want to view the items to review.
   1. You can also use the spyglass to search.
4. Click into item if you need to make any edits.

Uploading Packout Task to ContentsTracks Online:

1. Open the assigned job you're working on.
2. Tap on the three lines located at the top left corner.
3. Select Upload Task.
4. Confirm the upload by tapping Upload.

Deleting a Packout Task from your Mobile Device:

1. On the main page of the app, swipe left on the task you want to delete.