The Delivery Workflow is part of the overall iCat Contents Process.
If you are looking for the full end-to-end workflow (Pack-Out → Warehouse → Restoration → Delivery), you can view it here:
This article focuses specifically on the Delivery portion of that process.
1️⃣ Find Contents Ready for Delivery & Create a Pick List
Admin determines which contents are approved and ready to be delivered.
Pick Lists follow best practice because they:
Clearly define which items and quantities are authorized for delivery
Ensure contents are picked correctly
Make it easy to generate documentation for homeowner review or signature
➡️ Read the full article: Finding Contents Ready for Delivery & Creating a Pick List
2️⃣ Pick & Stage / Transfer Contents
After a pick list is created, warehouse teams retrieve the contents and stage them for delivery.
Contents may be transferred to any appropriate location based on your workflow:
Warehouse Staging
Truck
Holding Location
On-Site: Insured / Homeowner Location
➡️ Read the full article: Picking Contents Using the Digital Pick List
3️⃣ Deliver & Transfer Contents On-Site
At the job site, contents are scanned and transferred to the Insured / Homeowner Location.
This action:
Completes the physical delivery
Records the digital transfer simultaneously
Preserves an accurate chain of custody
Ensures job status and analytics reflect actual field activity
Documentation may be generated for homeowner sign-off when required.
➡️ Read the full article: Completing On-Site Delivery & Final Transfer
Delivery Process Complete
When all three steps are followed:
Authorization is confirmed
Warehouse retrieval is controlled
Field delivery is verified
Chain of custody is preserved
Delivery is now fully closed in both physical and digital workflows.