Custom Tags give your team a simple, flexible way to label items for any operational need.
Why Use Tags?
Tags help you:
Sort and filter contents quickly
Capture homeowner directions (Donate, Keep, Review Later, etc.)
Flag tenant or non-covered items
Mark items needing QA review (Blurry Image, Poor Lighting, What Is This?)
Track sub-trade pickups
Organize items in reports, pick lists, and delivery prep
Tags can be applied in the mobile app, Contents Administration View, and Production View.
Examples of Common Tag Use
During pack-out: apply tags while scanning items
Insured walk-throughs: tag items they want, don’t want, or need reviewed
Warehouse/admin: tag items for priority, review, or follow-up
Sub-trade pickups: tag items taken by contractors (e.g., Taken by Mike – Furniture)
How to Create Custom Tags
Go to Admin → System Setup → Tags
Create a Tag Category (e.g., Pack-Out Review)
While highlighted, type tag names and press Enter:
Blurry Image
Poor Image
What Is This?
Donate
Keep
Sub-Trade Pickup
Your tags are now available for use across all inventory views.
How Tags Are Used
Once tags exist, you can:
Apply them during pack-out or warehouse processing
Search and filter by tags in any view
Use tags to build pick lists, export reports, or isolate items needing review
Tags make it easy to stay organized—even with thousands of contents.
