Training videos

18 articles

Introduction (0:55)

Learn more about what ContentsTrack is, how it works, and who uses it.

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1-Users and devices (2:06)

ContentsTrack lets you control who is added to your instance and what access they have. In this video, we teach you how to add users, allow access to our mobile app and ContentsTrack online, reset pi…

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2-Mobile intro (2:52)

The ContentsTrack mobile app makes it easy to track items away from the office and on the go. Watch this video to learn how to download the mobile app on iOS and Android, register your account, login…

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3-Getting started (2:37)

Find out how to login to ContentsTrack online, operate the navigation menus, create jobs, and print IDs.

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4-Containers (5:55)

By watching this video, you'll learn what containers are and how to use them. We'll go over creating main facilities, adding rooms, defining transportation, and printing IDs.

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5-Preferences (3:53)

Defaults, container statuses, colors, condition codes, quick inventories, and item filters can be customized by setting your preferences in ContentsTrack. In this video, we show you where to access y…

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6-Documents (2:18)

This video demonstrates the documents workflow. We teach you how to create company headers, add custom model statements, set authorizations, and include signature statements.

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7-Mobile job configuration (4:17)

This how-to video teaches you to configure mobile jobs on iPads. You'll learn how to create a job, import job information from the online platform, take photos, insert rooms, and add a quick inventor…

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8-Mobile authorization (3:39)

ContentsTrack has an authorization tool to make it easier to record permissions from customers. In this video, we show you how to use this tool and send authorizations to your mobile device so that y…

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9-Quick inventory and custom items on a mobile device (7:01)

In this video, we walk you through using the quick inventory tool, creating custom items, generating and printing bar codes, taking notes, and using other similar features.

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10-Upload a task (1:01)

It's important to upload your tasks to ContentsTrack online to keep your project up to date. We show you how to do this by demoing the upload process from ContentsTrack mobile.

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11-Item lookup and tracking (3:40)

This demo shows you how to use the item lookup tool and how to track boxes and items.

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12-Inventory (2:48)

This video teaches you how to handle inventory. We show you how to manually add items to rooms, edit details, review and edit in bulk, and follow the chain of custody.

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13-Customer Portal (4:24)

Sometimes it's necessary for policy holders to be more involved in their claim. When this happens, you'll need to use ContentsTrack along with a customer-facing product called ClaimXperience. In this…

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14-Sending to Xactimate online (1:59)

After you create an inventory in ContentsTrack, you may need to send it to Xactimate. In this video, we explain how to upload an inventory to Xactimate and match it with an existing price list. To se…

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15-Reports and Analytics (4:16)

This video explains reports and analytics and how they can be used. Reports collect job data, while analytics focus on the account itself, including users, assigned tasks, and job time.

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16-Onsite pack back (1:49)

This video demonstrates how to choose a job in ContentsTrack online and distribute it to ContentsTrack mobile. Once the job is downloaded on your mobile device, you can go to the inventory and return…

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Conclusion (0:23)

Congratulations on completing this course! You now know the ins and outs of ContentsTrack.

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