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 Setup
- Preferences
- Creating your Quick Inventory
Creating your Quick Inventory
Updated by Torrey Rawlings
A Quick Inventory is a catalog of items that can be grouped together and swiftly added to a job, expediting the assembly and distribution of crucial items for assignments, thus enhancing the efficiency of pack out procedures.
Creating a Quick Inventory:
- Navigate to Tools, then select the Preferences tab, and choose Quick Inventory.
- In the Quick Inventory section, click on Add Inventory.
- Enter a name for your Quick Inventory and save it.
- Proceed to the item page where you can add desired items by clicking on Add.
Editing a Quick Inventory:
- Navigate to Tools, then select the Preferences tab, and choose Quick Inventory.
- Select the Quick Inventory you wish to edit.
- Add new items by clicking on Add.
- Modify item details by clicking into the item description.
Deleting a Quick Inventory:
- Navigate to Tools, then select the Preferences tab, and choose Quick Inventory.
- Check the box next to the Quick Inventory you wish to remove.
- Click on Delete Selected to remove it.
Changing the order of Quick Inventory:
- Navigate to Tools, then select the Preferences tab, and choose Quick Inventory.
- Check the box next to the Quick Inventory you wish to reorder.
- Utilize the up and down arrows to rearrange the Quick Inventory.
All modifications made to Quick Inventories will automatically synchronize with ContentsTrack Online and Mobile platforms.