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Road Lead: Review Pack-out Inventory
Road Lead: Review Pack-out Inventory

A guide for dedicated supervisors and leads: what to review after completing and uploading a pack-out Inventory.

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Written by Support
Updated over a week ago

When the ownership and team leads share the same dedication to ensuring their field work is perfect, jobs run smooth and volume is welcomed and handled with ease.

For growing contents companies, the time it takes to review ones work can prove invaluable to the success of the division.

Here are some suggestions a team lead can review once they have uploaded their pack-out inventory:

All Contents Uploaded?

All Contents Accounted for?

Rush Contents Organized?

No Mistakes on Inventory?

Dealt with the Tags?

Non-Salvage left-overs..

All Contents Uploaded?

Upload All Devices

All Contents Accounted for?

  • If possible, manually scan contents into a “Receiving Location”, such as “Warehouse Receiving” when returning to the facility. After, use the production view to search by job: Anything not scanned into that warehouse location either is left on site, “fell of the truck”, or missed in scanning off the truck.

  • If not physically at the Jobsite, why was it not scanned? Re-scan the inventory to ensure nothing was physically left behind, or nothing “fell off the truck”...

Confirm Rush Contents

  • If your process or receiving practice requires rush items (subcontractor) be placed into a separate location for quicker processing, make sure these contents have been transferred to that warehouse location (such as “Rush Receiving”).

  • Search by job in the App, use the smart search filter to see all the Rush Contents. It should all be together. If it is, this indicates that the truck was off-loaded thoughtfully, and if so, that the boxes were well labeled and placed in the truck for easy organizing (rush items should be loaded last onto a truck so that they can be offloaded First - use big RUSH stickers on these boxes/items).

No Mistakes on Inventory

  • Each billable cleaning item, or each non-salvage item, is its “own” line item in iCat, meaning at the time of inventory, only pictures for that particular item were captured.

  • Filter first by single items - and visually confirm that each item contains pictures only for that item. This process makes sure that no one made an error by forgetting to select save between items. If you spot this, repair the line item by using the split feature. (Contents Administration > Gallery View)

  • Filter by Cleaning Boxes (or by cleaning box type), to ensure these types of contents are truly for cleaning boxes and should not be billed individually and also the that the right cleaning box type/size was selected. (Contents Administration > Gallery View)

  • When reviewing gallery view images, ensure items which are restorable do not appear to be non-salvage, and vice-versa.

  • Also during Gallery View review, look for items with too many / unnecessary pictures. Find the user/photographer and speak to them. Too many pictures slows down the team tremendously and reduces revenue and profit over the long term. Take only enough pictures to capture the item details and pre-existing damage.

Deal with the Tags

  • When you search by a job, you will always see what tags are involved as they are displayed top right of any view or within the smart search filter of the production view on the m mobile app. Tags are typically added to make sorting easier, and likely some future actions are required, such as tagged items with insured directions (donate, dispose, estimate only) or subcontractor designation. If tags are used, do the needful.

General Once Over

  • After upload, use the app and search by smart search filter and just review visually all the filters to make sure they make sense and nothing stands out or sparks some actions that are required which may be forgotten (based on tags, notes, room names, etc).

Remind and Follow Up with Homeowner to Review Additional Non-Salvage Items Put to the Side Which Have Not Been Inventoried

  • If there are boxes for the client to review (often a result of non-salvage inventory where your team finds pieces or accessories or items which seem to not have value), ensure the homeowner has had a chance to review these contents and if there is anything of value, to create an item from the image. This is an important step in non-salvage inventory, as it reduces the time and expense of inventorying items which have no value or should not be inventoried as they are not an individually purchasable item. It is recommended that a new room be created called homeowner review, and pictures of the contents of the box be taken so that the homeowner can review this remotely should they not be able to attend the loss and physically inspect the box or boxes with these non-inventoried items.

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