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How to Start a Descriptive Inventory Check

Start a check from the Inventory tab in the Crew App. Select a check type, then verify items using keypad entry for quick lookup or the Inventory List for visual review. Track progress, filter items, and complete a final review before finishing.

Michelle Carone avatar
Written by Michelle Carone
Updated over 2 weeks ago

When a descriptive inventory has been completed on a job, crew members or the shipper can perform a check to confirm which items have been received, verify condition, and record any exceptions noticed during unloading. This article explains where you can begin a check in the Crew App and what to expect once you start.


Starting a Check from the Inventory Tab

You can begin a check directly from the job’s Inventory tab.

  1. Open the job in the Crew App.

  2. Scroll to the Descriptive Inventory section.

  3. Tap More Actions.

  4. Select Start Check.


Selecting the Check Type

After selecting Start Check, choose the type of check you’re performing. You’ll only see check types enabled for your workflow.

Available check types may include:

  • Driver Check

  • Warehouse Check

  • Warehouse Cross Reference Check

  • Shipper Destination Check

Choose a check type, then tap Next.


Understanding Check Types

As items move through different stages of a relocation, crews and warehouse teams complete checks to verify item condition and ensure everything matches the inventory. These checks help maintain accountability and document any changes throughout the move.

Below is an overview of what each check type represents.

Check Types at a Glance

Check Type

What It Means

Who Signs

Driver Check

The driver confirms that item details (including condition, damages, and exceptions) are accurately noted at the time they take possession of the shipment. This can occur at pickup or delivery and acts as an additional verification step when needed.

Driver

Warehouse Check-In

When items enter storage, warehouse staff verify that they match the original inventory.

Driver and warehouse staff

Warehouse Cross-Ref Check

Before items leave storage, warehouse staff and the driver verify that everything matches the recorded inventory.

Warehouse staff and driver

Shipper Destination Check

At delivery, the shipper and driver confirm that items arrive as expected and review their condition.

You (shipper) and the driver

Why These Checks Are Important

These checkpoints create a clear record of your items from start to finish. If something is missing or damaged, this trail helps identify when and where it may have happened, at pickup, in storage, during transit, or at delivery.


Begin Check Screen

Once a check type is selected, the app displays a brief description of what will happen next.

Tap Start to begin reviewing items.


Checking Off Items

During a check, you can verify items using two different views:

  • Item Check (Keypad Entry)

  • Inventory List (Full List View)

You can switch between these views at any time using the navigation at the top of the screen.


Item Check (Keypad Entry)

The Item Check tab allows fast entry by typing item numbers using your device’s keypad.

This method is especially useful during unloading, when items often come off the truck out of numerical order. Instead of searching through multiple pages of inventory or scrolling a long list of hundreds of items, you can simply type the item number to quickly locate and check it off.

How It Works

  1. Type an item number using the keypad.

  2. If the number matches an item in the shipment, it appears on the screen.

  3. Review the item details (exceptions, photos, lot number, color tag).

  4. Tap Mark as Received to check it off.

As you check off items:

  • The progress bar updates automatically.

  • Previously received items display a checkmark indicator.

If you enter a number that applies to more than one item (for example, the same item number used in different lots), all matching items will appear on the screen. You can then check off the specific item you’re receiving — or mark all of them as received if they apply.


Inventory List

The Inventory List tab lets you scroll through all items in the shipment and check them off one by one. This view is helpful if you prefer reviewing items visually instead of typing item numbers.

1. Open the Inventory List

Tap Inventory List at the top of the screen to switch from keypad entry to the full item list.

2. Review Items

Each item in the list includes:

  • Item number and description

  • Any exceptions (damage notes)

  • Photos

  • Lot and color tag details

Items already received will show a checkmark.

3. Mark Items as Received

You can check off items two ways:

  • Tap the checkbox to immediately mark the item as received or unreceived.

  • Tap the item card to open item details if you need to review or edit before checking it off.

The checkbox area is large for easy tapping, and updates instantly.

4. Filter the List

Use filters at the top to focus on what you need:

  • All Items – shows the full list of items


  • Checked – shows only the items already marked as received


  • Unchecked – shows only the items you still need to verify

5. Search the List

You can type part of an item description or number in the search bar to quickly find a specific piece.


Continuing to Review

At any time, you can tap Continue to Review to proceed to the final review of checked items.

This allows you to verify completed items before finishing the check.


Summary

You can start a check from the Inventory tab under More Actions. Once a check begins:

  • Choose a check type

  • Tap Start

  • Check off items using either the keypad entry screen or the Inventory List view

  • Use filters and search as needed

  • Track progress with the progress bar

  • Continue to review when ready

This workflow ensures accurate validation of delivered items and supports documenting exceptions for potential claims.

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