ContentsTrack Job Workflow
Welcome to ContentsTrack
ContentsTrack operates across two complementary platforms: online and mobile, each tailored for specific functions:
- ContentsTrack Online: Ideal for office tasks like job creation, tracking labels, and monitoring boxes.
- ContentsTrack Mobile: Designed for on-site tasks such as packing, scanning, and creating inventories.
This guide provides an overview of the standard ContentsTrack job workflow.
ContentsTrack Online
The online platform focuses on company setup, task distribution, performance tracking, and item location updates.
Setup Checklist
To get started, complete the following steps:
☐ Add locations and containers
☐ Configure defaults and filters
Job Workflow (Online)
Follow these steps to manage a job online:
- Create a Job
- Print Labels
- Create Rooms (can also be done via mobile on-site)
- Distribute Packout Task
- Add Inventory (typically done by mobile users but can be done online)
After inventory has been added the job, you can do the following:
- Package items
- Generate job reports
- Export data to:
- Xactimate/XactContents for pricing
- ClaimXperience for customer access
- CSV or Images for records
- Update item locations or move items through stations
When returning contents to the customer:
ContentsTrack Mobile
The mobile app enables on-site job management, including inventory updates and task uploads.
Job Workflow (Mobile)
If creating a job on mobile:
- Create the job and follow the If assigned a Packout Task section below.
- Ensure someone with online permissions merges it into the online system through the notification center.
If assigned a Packout Task:
- Open the job.
- Obtain customer authorizations.
- Add rooms and items.
- Upload the task to the online system.
If assigned a Pack Back Task:
Additional Mobile Features
- Generate reports for customers to sign
- Look up items or boxes
- Update item locations or move them through stations
Staying Up to Date
Use ContentsTrack's tools to:
- Run analytics reports
- Trace an item’s chain of custody
- Resolve errors and reviewing notifications and transaction details
- Purchase additional jobs
If you need any additional help or have any questions reach out to our 24/7 support.
