In this article:
- General Contents Listing/Inventory
- Contents Photo Sheet/PDF
- Non-Restorable List/Loss Worksheet
- Box Count/Charge Outs
- XactContents Import
- Carrier Specific Excel Reports
Creating contents reports in the mobile app is a matter of a few simple clicks.
General Contents Listing/Inventory
This format is great for providing a detailed inventory (combine it with the Encircle PDF Report for extra photos like pre-existing damage). For this, use the Encircle Detailed Spreadsheet report template.
- From the home page of the job, open the Documents tab.
- Tap Generate Report.
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Select the Excel Report type.
- Select the Encircle Detailed Report template.
- Choose which items you want to include. In most cases you'll want to select All Items.
- Enter a Report Title.
- (Optional) If you wish to remove any items from the report, tap Edit Report Contents and de-select anything you don't wish to include.
-
Tap Save.
Download a sample of this report template here.
Contents Photo Sheet/PDF
Due to file size constraints, our Excel reports don't include extra photos taken of items in notes, such as pre-existing damages. So if you'd like to provide those photos to your client or to another party, we suggest supplementing your contents listing with a PDF photo sheet. For this, use the Encircle PDF Report template.
- From the home page of the job, open the Documents tab.
- Tap Generate Report.
- Select the PDF Report type.
-
Select the Encircle PDF Report template.
- You'll be prompted to choose what you want to include in the report. If you only want photos of your contents items, select Contents Only, which will exclude any room photos, general notes, etc.
- Fill out the report template as desired; title, opening statements, cover photo, etc.
- (Optional) If you wish to remove any items from the report, tap Edit Report Contents and de-select anything you don't wish to include.
-
Tap Save.
View a sample of this report template here.
Non-Restorable List/Loss Worksheet
Use the Encircle Schedule of Loss template. This template contains calculations, so an adjuster can open it up in Excel and work directly out of it to price items. Item photos are conveniently hyperlinked in the item description.
- From the home page of the job, open the Documents tab.
- Tap Generate Report.
- Select the Excel Report type.
-
Select the Encircle Schedule of Loss template.
- Select Contents by Disposition.
- Choose just your items that are marked as non-restorable, non-salvageable, etc.
- Enter a Report Title.
- (Optional) If you wish to remove any items from the report, tap Edit Report Contents and de-select anything you don't wish to include.
-
Tap Save.
Download a sample of this report template here.
Box Count/Charge Outs
Use the Encircle Box Summary Report to help with charge outs. This simple and straightforward report gives you a count of boxes, tags, etc. used on the job.
- From the home page of the job, open the Documents tab.
- Tap Generate Report.
- Select the Excel Report type.
-
Select the Encircle Box Summary template.
- Choose which items you want to include. In most cases you'll want to select All Items so that you don't miss any boxes, tagged items, etc.
- Enter a Report Title.
- (Optional) If you wish to remove any items from the report, tap Edit Report Contents and de-select anything you don't wish to include.
-
Tap Save.
Download a sample of this report template here.
XactContents Import
Import Encircle contents items into XactContents using the Import Template (3rd Party Compatible) report template.
- From the home page of the job, open the Documents tab.
- Tap Generate Report.
- Select the Excel Report type.
-
Select the Import Template (3rd Party Compatible) template.
- Choose which items you want to include. In most cases you'll want to select All Items.
- Enter a Report Title.
- (Optional) If you wish to remove any items from the report, tap Edit Report Contents and de-select anything you don't wish to include.
-
Tap Save.
Download a sample of this report template here.
Carrier Specific Excel Reports
We have a number of spreadsheet reports built to specific carriers’ specs. Reach out to your customer success manager or to our team at support@encircleapp.com to enable any of these for you.
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