Inventory

12 articles

Add a Quick Inventory to a job

You can add a Quick Inventory to a room. To sync this inventory to a mobile device, see Distribute Tasks. Quick Inventories can only be created by administrators. See Add a Quick Inventory for more i…

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Add a room

Click the room menu (under the Search field, see image below). The room dialog appears. Click Add Room . A dialog box appears. Enter the Room Name, Room Type, and Room Level. Click Save . Room name...

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Add an item to a job's inventory

Within a job, select the Inventory tab. Select a room in the Rooms menu. Click. The Add Item window appears. Enter the item details (see Add Item options below). Click. The Box ID is automatically sa…

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Clone an item

Cloning an item creates a new item with the same attributes as the original item including its details, history, and attachments. Select a station from the Stations menu. Enter the Item ID or Box I...

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Add an image to a room

Within a job, click the Inventory tab. Select the room that you want to add images to. . Click the button. Click. Select a file. Click Open to upload an image. . Click the image thumbnail to enter co…

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Add an image to an item

Within a job, click the Inventory tab. Select the room that the item is in. . Click the item's Description link. Select the Images tab. Click. Select a file. Click Open to upload an image. . Click th…

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Merge rooms

Merging rooms will combine all the items from two rooms into one. In the Rooms menu, click. Select the rooms you want to merge. Click. Select the room to which the items will be moved. Click.

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Export a job's inventory to Excel

Within a job, click Inventory. You can filter the inventory by ID, Box ID, Room, Location, Status, Description, Condition, and Modified By. For example, if you want to view the job's inventory for on…

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Export an inventory to Xactimate and XactContents

You can export inventory items to XactNet addresses, which can then import into supported versions of Xactimate and XactContents. An XactContents subscription is not required.. Within a job, select t…

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Invite a policyholder to collaborate via ClaimXperience's Customer Portal

The Customer Portal allows you to collaborate with policyholders to build a Personal Property Inventory. It also enables policyholders to view the job’s inventory and to request that a clean item be…

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Scan barcodes with a web cam

You can now use a web cam to scan an item’s barcode in ContentsTrack. To take advantage of this new feature: Within a job, click Inventory. Click an item’s description link. The Edit Item window will…

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Send messages to team members and policyholders via the Customer Portal

Within a job, select the Inventory tab. Click. You will be taken to the associated ClaimXperience project. Under General Collaboration, select the Messages tab. Click the in the bottom right-hand cor…

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