1. Download & Print the Inventory Workbook (PDF)
Available at the bottom of this page.
INTRODUCTION — PURPOSE OF THIS INVENTORY TRAINING
Learn how to inventory each item correctly so cleaning, evaluation, and billing flow automatically. You’ll cover all five major inventory types:
Bill-by-item boxes (electronics, soft goods)
Large restorable items (ideal and cluttered environment)
These scenarios introduce you to important parts of the app, such as barcode usage, room structure, photo capture, QuickShot Inventory, and different item-entry methods.
They help you understand how each type of inventory supports cleaning, estimating, warehouse processing, and delivery workflows.
This is a desktop training session.
You do not need real boxes or real contents. The sample images page and printed barcodes are all you need.
Multiple team members can participate at the same time to simulate a multi-device pack-out workflow, where everyone works inside the same job, same rooms, and using shared barcodes.
When you finish the inventory exercises, you can continue using the same job to practice warehouse and restoration workflows (highly recommended).
Log in to iCat from the web.
Create a new job.
Enter the following recommended information:
Job Name: Training – [Your Name or Team]
Claim Type: Fire
Claim Category: Residential
Loss Address: Any internal address
Adjuster / Branch / Insured: Leave blank
Owner Email: Use your own or the trainee’s
Save the job.
All participants will use this same job to practice multi-user pack-out workflows.
In the Job Panel, select Generate Barcodes.
Enter the number needed (recommended: 30 per person, one full Avery 8160 sheet).
Print the labels and keep them for the exercises.
Before starting:
Open the iCat app.
Log in.
On the job list, pull down to refresh.
Confirm the new training job appears.
Repeat on all participating devices.
If multiple participants are involved, choose one person to create the master room list.
On that device:
Open the Training Job.
Go to Inventory → Rooms.
Tap Add Room and create all rooms needed for the session.
When finished, upload/sync the list.
All other participants should refresh their job lists.
Open the Training Job.
Tap Inventory.
When ready to begin a scenario, tap the + button (bottom right).
Follow the scenario-specific instructions in the corresponding pages.
1-6 — Final Steps After Training
You’ve completed the inventory portion.
Before moving into the full contents process, complete two final steps below to close the training and prepare for real jobs.
Before continuing, review additional tools available in the app that can enhance your inventories:
Digital tags
AR measurements
Rush status
Notes (text notes, video notes, box notes)
Pin/lock status
Location photos
These tools are optional, but when used correctly they significantly improve accuracy, communication, priority handling, and speed.
Learning them now will strengthen future inventories.
After mastering inventory, practice the complete workflow:
Physical Workflow
Transfer contents from the field
Restoration, cleaning, and processing
Prep and packing for delivery
Administrative Workflow
Reviewing pack-out data
Generating reports
Creating estimates
Understanding how inventory drives production & billing
This step connects your inventory skills to the full contents restoration cycle, preparing you to complete real jobs from start to finish.
⭣⭣⭣ DOWNLOAD THE WORKBOOK ⭣⭣⭣