iCat Support

Xavier

Support MD

Setup your Company information, boxes, locations, and other important data to begin successfully using iCat.

Setup

Add your company details, contact information, hours of operation, and branding.This information appears on your reports, forms, packing slips, customer portals, and adjuster portals.Add your location, email address, hours of…

Company Setup

Learn the difference between Flat-Rate Cleaning Boxes and Bill-By-Item (Regular) Boxes, why both are required, and how to set them up correctly.

Add Box Resources

Quick steps for adding a new user to iCat.

Add or Edit an Employee / User

Learn how to organize your facility by creating hierarchical warehouse locations in iCat so you can easily track vaults, pallets, crates, rolling racks, and large content items.

Setting Up Warehouse Locations in iCat

Learn how to create container-type warehouse locations that can be moved throughout your facility and used to store contents from a job.

Create a Moveable Storage Location (Vault, Pallet, Crate, or Rack)

Learn how to set up insurance companies, branches, and adjusters so they can access the Adjuster Web Portal for reviewing non-salvage inventories and reports.

Add Insurance Company, Branch, and Adjuster

Add your company logo to reports and on-screen views.  This article describes what format your company logo needs to be in prior to upload.

Upload Company Logo

The essential hardware needed for smooth pack-out, warehouse, and pack-back operations.

iCat Hardware Guide

Talking points to help your staff understand why iCat matters — and why it makes their work easier.

How to Introduce iCat to Your Team

Basic Software Setup

Authorizations, checklists, welcome overviews, direction of payment, and any document you need for a job can be created and bundled in iCat.

Create and Group Custom Documents for use in the Cloud and Mobile App

Use Custom Tags to organize, sort, and flag contents during pack-out, warehouse processing, or admin review.

How To Create Custom Tags for Sorting & Reporting

Customize, edit, and brand any customer facing automated email from iCat.

Customize / Personalize System Email Content and Notifications

A core feature for electronics restoration contractors is the ability to assign parts to a parts bin for a specific content item.

Add Parts Bin Locations

Track the pickup, estimating, repair, and delivery process associated with contents assigned to a subcontractor.

Add Subcontractors

Track labor when using Field Services.  Leverage Statistics on Pack-out Performance by Employee and Team Lead.  Generate Quick Estimates.

Add a Labor Resource

Setup SPF Records For User Emails Sent From iCAT Cloud

Quickly generate the custom documents needed for a Job.  Group authorization forms, checklists, and other documents to one a one click file.

Create, Group, and Print Custom Documents for a Job

IBest Practices for High-Speed, High-Accuracy Inventory Control

Soft Contents Processing

Advanced Software Setup

Subcontractor Management

Trouble Tickets - A good thing..

Schedule, track, bill, and have complete control over all scheduled pack-outs, deliveries, and any billable appointment.

Field Services

Modules

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets and conversations related to your company.

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.