iCat Support

Support MD

Xavier

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

Setup

Is this your first time using iCat?  Make sure to complete the required setup!

Welcome to iCat

Add your location, email address, hours of operation, and company logo.

Company Setup

Learn about Cleaning Box vs. Regular Box Resources, why you need to use them, and how to set them up correctly.

Add Box Resources

Download the latest iCat Inventory App from the App Store onto your iOS Device.

Download the iCat Inventory - Contractor Edition Mobile App

How to add a user and set their appropriate rights.

Edit or Add a New Employee / User

How to create Vaults, Racks, Pallets, and any container-type location that can be moved through the facility and hold contents from a Job.

Create a Moveable Storage Location: Vault Pallet Crate Rack

Complete this setup if you allow adjusters to log into the Adjuster Web Portal to access non-salvage inventories and reports.

Add Insurance Company, Branch, Adjuster

Set up warehouse locations to track the locations of your vaults, crates, pallets, rolling racks, and individual large content items.

How To Set Up Warehouse Location

Make Adobe Reader your Default PDF Viewer

Basic Software Setup

Protect your company.  Learn the basics of documenting rooms, including walk-in and walk-out images.

Digital Inventory 101: Documenting Rooms

New to Digital Inventory?  Learn the iCat approach to inventorying large content items.

The iCat Approach: Inventory Large Non-Boxed Contents

New to Digital Inventory:?  Learn iCat's approach to inventorying contents into a Box.

The iCat Approach: Inventorying Contents into a Box

Discover iCat's approach to non-salvage inventory to fully leverage all available tools and technology to provide world-class data.

The iCat Approach: Introduction to Non-Salvage Inventory

New to Digital Inventory

Avery 8160 Labels for Laser Printer

Hardware

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

Set up Custom Tags for Pack-out Inventory, warehouse tracking/flagging, or to help organize inventory.  Get Creative!

How To Create Custom Tags for Sorting and 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

Advanced Software Setup

Find answers and get help from Intercom Support and Community Experts

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