Getting Started
Purchase ContentsTrack jobs
ContentsTrack Job Workflow
Log in to ContentsTrack Online
Reset your password
Managing your Profile Information
Everything You Need to Know About the New ContentsTrack
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
- Packouts and Inventory
- Uploading Inventory - Online
Uploading Inventory - Online
ContentsTrack offers various options for inventory uploading, prioritizing ease and efficiency to help users complete tasks quickly while ensuring thorough documentation. Although most users prefer uploading inventory via mobile devices, we still support uploading through the web app.
Adding Inventory to a Packout Task
Adding Individual Items:
- Under Main, click on Jobs.
- Choose the specific job you wish to add inventory to, then access the Inventory tab.
- Choose the desired room(s) from the room dropdown menu to specify where the items should be added.
- Click the Add button.
- Input the necessary details.
- You can add notes, images, and recordings by selecting the respective tabs.
For further details on each item and associating a box/item ID, refer to Item Details. - Finally, click on Save.
Adding Quick Inventory items:
A Quick Inventory is a compilation of items that can be conveniently grouped and swiftly added to a job, accelerating the process of assembling and distributing essential items for assignments. For adding or modifying quick inventory options, refer to Setting Up and Managing Quick Inventory.
- Under Main, click on Jobs.
- Choose the specific job you wish to add inventory to, then access the Inventory tab.
- Choose the desired room(s) from the room dropdown menu to specify where the items should be added.
- Click on Quick Inventory.
- Select which quick inventory you want to be added, then click Add.
Cloning Items:
When an item is cloned, it creates a new one with identical attributes to the original, encompassing its details, history, and attachments. However, it will require its own unique item/box ID.
- Under Main, click on Stations.
- Specify the station to which the item will be relocated, and then enter the item or box ID.
- Additionally, you can utilize the QR/barcode scanner by clicking on the corresponding icon.
Ensure your webcam is connected and permitted to access the browser settings. - Select Retrieve Details.
- Check the box next to the item you wish to clone, then click on Clone.
- Modify any necessary details in the popup and assign a unique item/box ID. Finally, click Save.