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How To Create Custom Tags for Sorting & Reporting

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

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Written by Xavier
Updated over a month ago

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

  1. Go to Admin → System Setup → Tags

  2. Create a Tag Category (e.g., Pack-Out Review)

  3. 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.

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