Getting Started
Frequently Asked Questions
ContentsTrack job workflow
Log in to ContentsTrack online
Reset your password
Managing your Profile Information
Terms and definitions for XactPRM
ContentsTrack Setup
Tools
Preferences
Setting Up and Managing Condition Codes
Setting Up and Managing Quick Inventory
Setting Up and Managing Container Statuses
Setting Up and Managing Defaults and Item Filters
Setting up and Managing Containers
Company Document Setup
Adding and Managing Users and Devices
User Setup and Registering Mobile Devices
Purchase ContentsTrack jobs
Delete a room from an inventory
Delete an item from an inventory
Generate Analytics Report
Creating and Managing Jobs
Job Setup
Creating and Managing a Job
Distributing and Managing Tasks (and Errors)
Inventorying Packouts
Move a box or item to a station
Add an image to a job
Inventory
Add a Quick Inventory to a job
Add a room
Add an item to a job's inventory
Clone an item
Add an image to a room
Add an image to an item
Merge rooms
Export a job's inventory to Excel
Export an inventory to Xactimate and XactContents
Invite a policyholder to collaborate via ClaimXperience's Customer Portal
Scan barcodes with a web cam
Send messages to team members and policyholders via the Customer Portal
Tracking
Export a container's inventory to Excel
Update an Item, Box, or Container location
View Containers
View an item's Chain of Custody
Pack Back
Distribute Pack Back tasks
Reprint item IDs
Onsite Pack Back
Packaging
Generate reports
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)
Conclusion (0:23)
Mobile users
Object Recognition in ContentsTrack iOS
All Categories > Training videos
18 articles
Learn more about what ContentsTrack is, how it works, and who uses it.
Updated 4 years ago
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…
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…
Find out how to login to ContentsTrack online, operate the navigation menus, create jobs, and print IDs.
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.
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…
This video demonstrates the documents workflow. We teach you how to create company headers, add custom model statements, set authorizations, and include signature statements.
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…
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…
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.
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.
This demo shows you how to use the item lookup tool and how to track boxes and items.
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.
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…
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…
Updated 2 years ago
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.
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…
Congratulations on completing this course! You now know the ins and outs of ContentsTrack.
