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
- Finalizing and Uploading Packout Tasks
Finalizing and Uploading Packout Tasks
Updated by Torrey Rawlings
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.
- Open the assigned job you're working on.
- Tap on the three lines located at the top left corner.
- Use the drop down arrow to select how you want to view the items to review.
- You can also use the spyglass to search.
- Click into item if you need to make any edits.
Uploading Packout Task to ContentsTracks Online:
- Open the assigned job you're working on.
- Tap on the three lines located at the top left corner.
- Select Upload Task.
- Confirm the upload by tapping Upload.
Deleting a Packout Task from your Mobile Device:
- On the main page of the app, swipe left on the task you want to delete.