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.
Open the job in the Crew App.
Scroll to the Descriptive Inventory section.
Tap More Actions.
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.
Recording New Damages During a Check
During an active inventory check, crews can record new damages, notes, and photos for any item, including boxes.
How It Works
Each inventory check creates its own set of damage records
Damages, notes, and photos from previous checks remain visible but are read-only
New entries apply only to the active check
When viewing an item, all damage records are grouped and labeled by check type (for example, Initial Inventory, Warehouse Cross Reference, or Shipper Destination), making it easy to distinguish pre-existing conditions from newly identified issues.
💡 Note: All recorded damages populate on inventory documents and the Descriptive Inventory report. Damages recorded during a Shipper Destination Check specifically appear in the Exceptions (if any) at destination column, while damages from other checks appear in their corresponding sections.
❗️ Note: If a check is abandoned before completion, any damages, notes, or photos recorded during that check are permanently removed.
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.
📌 Bulk Receive Option (Permission Required):
If your company has enabled the Can bulk mark and unmark received items during a check permission, you may see an option to mark all items as received (or unreceived) during a check. Learn how this works here.
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
Type an item number using the keypad.
If the number matches an item in the shipment, it appears on the screen.
Review the item details (exceptions, photos, lot number, color tag).
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.
Reminder: Abandoning a check will discard any damages, notes, or photos recorded during that check.
Reviewing Inventory After a Check
After completing a check, crews are taken to Review your move inventory to confirm item status before signing.
Review Tabs
The review screen is organized into tabs:
Received – Items marked as received
Missing – Items that were not checked
Voided – Items removed from the initial inventory (shown only if applicable)
Each tab displays item counts and PBO/CP box totals.
Selecting an item opens a read-only view of its details.
If you attempt to sign the inventory while items appear in the Missing tab, a confirmation prompt appears to ensure you want to proceed.
Completed Checks Are Disabled
Once an inventory check has been completed, it is locked and cannot be edited.
When returning to the inventory:
Completed checks appear as Completed
Their details remain visible but read-only
Crews cannot add or modify damages, notes, or photos for completed checks
To continue documenting the shipment, crews must start a new check type.
Note: To exit a check without saving progress, it must be abandoned before completion, ensuring damages and exceptions remain tied to the correct check and point in the move.
Pausing or Abandoning a Descriptive Inventory Check
Once a descriptive inventory check has started, crews have two ways to exit the check before it is completed: leaving the check temporarily or abandoning it entirely.
Leaving a Check Temporarily (Back Arrow)
A back arrow appears on the check splash screen.
Selecting the back arrow:
Returns you to the Start Check page
Does not delete any inventory data
Allows you to resume the check later
Once a check has been started, another check cannot be started unless the active check is either completed or abandoned.
This option is useful when you need to briefly leave the check to complete another task in the Crew App.
Abandoning a Check
If a check was started by mistake or the wrong check type was selected, crews can abandon the check entirely.
How to Abandon a Check
While in an active check, open the action menu in the top-right corner.
Select Abandon Check.
Confirm the action when prompted.
Confirmation Message
Abandon Check? Any inventory information already captured will be reset. This action cannot be undone.
What Happens When a Check Is Abandoned
When a check is abandoned:
All progress from the check is erased
Damages, notes, photos, and exceptions recorded during the check are deleted
The check is removed as if it never occurred
You are returned to the main inventory screen
❗️ Note: Abandoning a check cannot be undone. Use this option only when the check was started accidentally or needs to be restarted.
Voided Items in the Review Screen
If any items were voided from the initial inventory, an additional Voided tab appears on the review screen.
The Voided tab displays all voided items
Items in this tab are read-only
If no items were voided, the Voided tab does not appear.
This allows crews to clearly distinguish between missing items and items intentionally removed from the inventory.
Signing and Finalizing a Descriptive Inventory Check
After reviewing the inventory during a check, crews are prompted to sign and finalize the check before it is completed.
The signing experience varies slightly depending on the type of check being performed.
Signing a Shipper Destination Check
When completing a Shipper Destination Check, crews will see an option to Sign & Approve Inventory from the Review your move inventory page.
Selecting Sign Inventory opens the Sign & Approve Check page, where crews can:
Capture signatures for the destination section of the inventory
Choose whether the shipper is available to sign
Email a copy of the completed inventory to the shipper and other contacts
If the shipper is not present, crews can toggle Customer not available to sign.
When this option is selected:
The check can still be completed
The shipper will receive an email with a link to the Customer Portal to review and sign the inventory later
Once signed, the crew selects Finalize Inventory to complete the check.
Signing Other Check Types (Driver, Warehouse, Warehouse Cross Reference)
For Driver, Warehouse, and Warehouse Cross Reference checks, the signing flow is similar, with a few key differences:
There is no option to mark the customer as unavailable to sign
Signatures are collected in a check-specific section of the inventory document
Signature fields are labeled generically (for example, Releasing Agent and Receiving Agent) to support different handoff scenarios
These checks are typically completed without the shipper present, but the updated inventory document is still sent to the shipper once the check is finalized.
What Happens When a Check Is Completed
When a check is finalized:
The Descriptive Inventory Sheet is updated to include the completed check
Any new exceptions recorded during the check are reflected on the document
A copy of the updated inventory is emailed to the shipper and selected contacts
An entry is added to the opportunity’s activity log noting that the check was completed
Completed checks are locked and cannot be edited.
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
Review received, missing, or voided items before signing
This workflow ensures accurate validation of delivered items and supports documenting exceptions for potential claims.