- All Categories
- Mobile users Pack Out Tasks
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)
Pack Out Tasks
Packout Task Setup - Mobile
Packout tasks serve as a means for users to capture images and document the inventory they are collecting for the client. This function lies at the core of our operation, enabling us to meticulously…
Collecting Authorization Signatures
The ContentsTrack mobile app makes it easy to obtain client signatures for authorizations directly on-site. These signed authorizations are automatically uploaded to the job, ensuring streamlined rec…
Creating Rooms - Mobile
Rooms in ContentsTrack can be created before the pack-out is assigned or added directly on-site, making it easy to adapt to changing needs during a job. Why Create Rooms? Adding rooms ensures accurat…
Uploading Inventory - Mobile
ContentsTrack provides multiple methods for uploading inventory, ensuring simplicity and efficiency for users to swiftly complete tasks while ensuring comprehensive documentation. Adding Inventory to…
Editing Inventory - Mobile
Editing Inventory for Packout Tasks. Inventory items can only be edited on mobile devices while the packout task is still assigned to the user. Once the task is uploaded to ContentsTrack Web, items c…
Finalizing and Uploading Packout Tasks
After you've entered all the required rooms and items for the task, make sure to submit it back to ContentsTrack Online. Remember to do this only after you've finished the job on your mobile device.…