Primary contact: How do I initiate a personal property inventory?
If you are a project’s primary contact and your company has enabled the Personal Property functionality, you can start a personal property inventory and invite project participants, including the policyholder, to help build that inventory. This will help keep track of items that were damaged or destroyed by a loss. Inventories can be initiated in ClaimXperience or imported from ContentsTrack.
To initiate an inventory in ClaimXperience,
- Click Personal property in your Tasks menu.
- Click Share task.
- Add replacement items, making sure to enter all required information.
- Click Add.
To import an inventory from ContentsTrack,
- Log in to ContentsTrack.
- Select the job with inventory you want to export to ClaimXperience.
- Click Inventory.
- Click Customer portal.