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
- Tracking and Reports
- Item/Box Lookup - Mobile
Item/Box Lookup - Mobile
Updated by Torrey Rawlings
The Item/Box Lookup feature allows users to quickly view the details of a box or individual item by scanning or entering its ID. This tool can also be used to update information, add media, duplicate, or delete items as needed.
Managing Items
- View Box Contents: If a box is retrieved, all its items will be displayed. Tap on an item to make changes.
- Edit Items: Make updates to the item's details and, if needed, add images, notes, or voice notes.
- Duplicate or Delete:
- Hold down on the item until three icons appear at the top of the app:
- Trashcan: Delete the item.
- Double Page: Clone the item.
- Pencil: Edit the item.
- Tap the appropriate icon to perform the desired action.
- Hold down on the item until three icons appear at the top of the app:
This streamlined process ensures efficient management of inventory directly through the mobile app.
How to Lookup and Manage Items or Boxes
- Log into the ContentsTrack mobile app.
- Tap the menu icon (three horizontal lines) in the top-left corner.
- Select Item Lookup.
- Enter the Item/Box ID or scan the barcode.
- Tap the QR code icon to open the scanner.
- Tap Retrieve Details to display the contents of the box or the specific item.
- Hold down on item until three icones appear at the top of the app if you'd like to edit, delete, or clone the item.