🧭 Summary
Labels are created on the web portal and printed on sticker sheets that you attach to physical containers. Once items are scanned into a label on the mobile app, the Custody tab shows you everything at a glance: what's in each box, which room it came from, what storage vault it's sitting in, and what its cleaning or salvage category is.
You can filter, sort, export, and print labels directly from this tab.
⚙️ Prerequisites
A job must already exist
You need web portal access
Labels are typically printed before the mobile team starts scanning items
🚀 Step-by-Step Instructions
1. Open the Custody Tab
From your job page, click the Custody tab in the top navigation bar.
You'll see a summary bar at the top showing a count of each label type (boxes by size, tags, other). Below that is the label table.
2. Create Labels
Click the Create button in the top-right corner.
Fill in:
Name Prefix — The base name for your labels. If you enter
BOX-, labels will be namedBOX-1,BOX-2, etc.Quantity — How many labels to create in one go (e.g. enter
10to createBOX-1throughBOX-10)Type — Choose the label type (see below)
Room — Optionally assign the labels to a room right away
Label Types
Type | Used for |
Tag | A single tagged item (furniture, appliance, etc.) |
Box | A packed box — you can also set the box size |
Bulk Textiles | A bundle of textile items packed together |
Single Textile | One individual textile item |
Garment Bag | Garment bag containing clothing |
Other | Any other container or grouping |
Click Create Label when ready.
3. View the Label Table
The label table shows all labels for the job with the following columns:
Label — The label name (click to open details). A 🖼 icon means the label has photos attached; a 📦 icon means it has consumables.
Type — The label type and box size (for boxes)
Status — e.g. Inventoried, Created
Category — The salvage/storage category
Cleaning — The cleaning category
Items — Items packed into this label
Room — Which room the label is assigned to
Location — Which storage vault the label is currently in
Collapse / Expand the Items column
Click Collapse to hide the full item list and just show item counts — useful when you have many items per label and want a more compact view.
Click Expand to switch back to showing the full item names.
4. Customize Which Columns Are Visible
Click the sliders icon (⚙) in the top-right area to open Custody View Settings.
Check or uncheck columns to show or hide them. Label and Items are always visible.
5. Filter Labels
When you have many labels, use the filter bar below the toolbar to narrow down what you see.
Available filters:
Search — Search by label name
Type — Filter by label type (Tag, Box, Bulk Textiles, etc.)
Category — Filter by salvage/storage category
Cleaning — Filter by cleaning category
Room — Filter by room (or "No Room")
Location — Filter by storage vault (or "Not stored")
Status — Filter by storage status
User — Filter by who created or last updated the label
Click Clear to reset all filters at once. The Filters button turns blue when any filter is active.
6. View and Edit a Label
Click a label name to open the Label Details dialog. You can also click the ⋯ menu on a row and choose View Label.
The dialog has five tabs:
General tab
Edit the label's name, room, type, and status. For boxes, you can also set the Box Size, Storage category, Cleaning category, and Packing level.
Items & Images tab
View the items packed in this label and any photos attached to it.
Consumables tab
Track consumable materials used with this label (e.g. packing paper, tape). Click Add Consumable to log usage.
Location tab
See the label's current storage vault and its full Location History — a log of every time the label was moved to a different location.
Metadata tab
View system-level details like creation date and who last modified the label.
Click Save Changes to save any edits.
7. Use the Row Actions Menu
Click the ⋯ button at the end of any row to see actions for that label.
Action | What it does |
View Label | Opens the Label Details dialog |
Print Label | Prints just this one label |
Go To Inventory | Opens the Inventory tab filtered to show only items on this label |
Sync Items to Label | Updates item rooms to match the label's room assignment |
Clear All Items | Removes all items from this label (items are not deleted) |
Delete Label | Permanently deletes the label |
Go To Inventory (filtered view)
When you click Go To Inventory, the Inventory tab opens with a filter applied showing only the items associated with that label — making it easy to review or edit those specific items.
8. Print Labels
Click the Print button and choose:
Print All Labels — Print every label in the current view
Print Selected Labels — Print only the rows you've checked
Print Range — Enter a start and end row number to print a consecutive range
💡 Tip: Use Collapse mode before selecting rows for printing — it makes it easier to tick the checkboxes when the rows are compact.
9. Export to Spreadsheet or CSV
Click the Export button to download the current (filtered) label list.
Spreadsheet — Downloads an Excel-compatible file
CSV — Downloads a plain comma-separated file
The export includes: Label Name, Label ID, Type, Storage Status, Storage Category, Cleaning Category, Items, Room, Location, and Xactimate code.
10. Bulk Actions (Select Multiple Labels)
Check the box on one or more rows (or check the header to select all). Once rows are selected, an Edit Labels (N) button appears.
From there you can:
Delete Labels — Delete all selected labels at once
Batch Edit — Change status, category, or other fields across all selected labels simultaneously
✅ Best Practices
Name labels with a consistent prefix — Using a prefix like
BOX-orHALL-makes it easy to sort and search labels later.Create labels in batches — Enter a quantity like
20to create a numbered series all at once, rather than one at a time.Assign rooms when creating labels — This helps the mobile team know where to scan items and avoids room mismatches later.
Use the Location tab to verify where a box currently is and confirm its full movement history.
Export before and after storage — A CSV export gives you a snapshot of all labels and their locations at any point in time.
🧩 Troubleshooting
A label shows a room mismatch warning (⚠️ triangle icon): One or more items inside the label are assigned to a different room than the label itself. Click the warning icon or use Sync Items to Label from the row actions menu to align them.
The Location column shows "Loading...": Location data is fetched in the background after the page loads. Wait a moment and it will fill in automatically.
I can't find a label I just created: Check if any filters are active — the Filters button will be highlighted blue if so. Click Clear to reset all filters.
A label shows "No items" but I know items were scanned into it: The item association may have been cleared. Use Go To Inventory with the label filter in the Inventory tab to investigate.