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- ContentsTrack Online Reports and Exporting Inventory
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)
Reports and Exporting Inventory
Generating Reports - Online
Use this page to generate reports about the job that you can save or print and give to customers. In the Job menu, select Reports . Select a report from the menu (see report descriptions below). Se...
Exporting Inventory and Photos
ContentsTrack gives you full control of your data by allowing inventory to be exported as a.CSV file and photos to be downloaded in a ZIP file. This flexibility ensures you can easily transfer inform…
Export an inventory to Xactimate and XactContents
We know that packing out a client’s house is just one step in the process. That’s why we’ve made it simple to seamlessly import your contents into Xactimate or XactContents for estimating. How to Exp…
Connecting ContentsTrack to ClaimXperience
Seamless Integration with ClaimXperience via ContentsTrack. ContentsTrack integrates effortlessly with ClaimXperience, enabling you to share inventory data with claim holders or homeowners. This allo…