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
- Getting Started
- Frequently Asked Questions
Frequently Asked Questions
Do I need XactContents to use ContentsTrack?
No, all cleaning line items for contents are already within Xactimate.
Do I need an internet connection to capture the inventory at the pack out site?
No, you can work entirely offline and then upload the inventory through WiFi once you reconnect to the internet.
What is an instance?
An instance in ContentsTrack serves as your company's digital workspace. It's where all your company's information is stored securely. Each instance is tailored to fit your company's unique needs, with customized configurations and settings designed to streamline your workflow.
Can I use multiple devices on a single job?
You can use as many devices on a single job as you would like to for no additional cost.
How do I export my inventory from ContentsTrack? Can I export it to other software platforms?
Yes, ContentsTrack allows you to export your inventory to Xactimate, XactContents, and ClaimXperience. See Export an inventory to Xactimate and XactContents, Invite a policyholder to collaborate via ClaimXperience's Customer Portal or Export a job's inventory to Excel.
What hardware will I need to purchase to use ContentsTrack?
No special printer, custom labels, or barcode scanning equipment is required to use ContentsTrack. Most smartphones or tablets are compatible with ContentsTrack (click here to see a list of supported devices). Regular Avery labels are compatible with barcode scanning. You can choose a printer based on the type of labels you prefer to use. Visit your label manufacturer's website to decide between laser printers and inkjet printers.
What layout types are recommended? What labels does ContentsTrack support?
We don't have any recommended layout types. This is all based on your needs. You may choose to pick specific layouts to get a larger barcode or one that is more compliant to the type of label you are using. To know what Avery labels we support see Print IDs.
I created a user, but that user is not able to log in. Why?
Mobile users need to register their device before they can log in. Mobile users also need a 4-digit PIN. If they have forgotten their 4-digit PIN, you can reset it.
How do I resolve an error in the Notification Center?
Task import errors usually occur because an item or box does not have a unique ID. See Find and resolve import errors for more information.