Navigating the Claim Workspace

Overview

The Claim Workspace is your command center for managing processed inventories. Here you can scroll through all line items, adjust pricing selections, add notes, add collaborators, and download your final spreadsheet or PDF report.

Adding More Files

Need to add more items to an existing inventory? Use the Upload Files button to upload additional audio, video, or spreadsheet files. The new items will be processed and integrated into your existing inventory list.

Note that newly added files won't be automatically priced. Once processing completes, use the Price Items button to price the new items—it won't reprice items that already have pricing.

Inventory Tab

The Inventory tab displays your processed items in a table. From here you can add items, edit pricing, and manage your inventory.

Adding Individual Line Items and Locations

You can add individual line items and new locations (rooms or areas) directly from the inventory table. This is useful when you need to add a few manual entries—for example, electrical work, labor, or items tied to a specific room like a powder room—without uploading another file.

Adding a line item

Click the three-dot menu on any row, then choose Insert item above or Insert item below. A new row is added with the same location as the row you clicked; you can then click into the description, quantity, and code cells to edit them. Use Price this item from the same menu when you're ready to get pricing for the new line.

Adding a new location

To start a new location (e.g., a new room or area like "POWDER" or "Kitchen"), click the three-dot menu on a row and choose Insert location above or Insert location below. A Create New Location dialog appears—enter the location name and confirm. All items from that point downward within the current location block are moved under the new location name, so you can keep line items grouped by room or area.

Claim Details Tab

Click the Claim Details button in the top left to enter and edit important claim information. This data will appear in your exported reports.

Changes to claim details are automatically saved as you type.

Selecting the Best Price

After pricing, each line item has multiple pricing options available. To view and select options:

1. Click the View Alternatives dropdown to see all available pricing options
2. Each option shows the link description, price, and thumbnail
3. Click the Select button next to your preferred option
4. You can enter your own price option at the bottom of the dropdown list

Selecting a price automatically updates the Unit Price, Link, Replacement, Replacement Image, and the Price Total at the top of the page.

Repricing Items

Need more pricing options for a specific item? Click the three-dot menu on the right side of the inventory table for that item then click the Reprice This Item option.

Sharing Inventories

Collaborate with team members by sharing your inventory. Click the Add Collaborator button and enter the email address of the user you want to share with.

• Shared users must have an InventoryQuant account
• Shared users can view and edit the inventory
• Only the inventory owner can share with additional users
• View all users with access in the sharing dialog

Using the Comment Box

Leave notes, reminders, or comments on any line item by clicking the Comment box on the left side of the item row. These comments appear in your downloaded spreadsheet or PDF.

Understanding the Columns

Description

A description of the item from your recording. This also shows price variance for priced items (whether there is a wide range of prices available for that item across different sources) as well as a way to listen/watch the audio/video the item comes from.

Link

Click the link for any line item to open the supporting documentation in a new tab. This takes you directly to the product page or source used for pricing.

Replacement Image

The replacement image shows an image of the currently selected pricing option. Use this as a visual reference when selecting the best replacement item—it helps ensure the selected product matches what was actually lost.

Set Multiple (Conversion Factor)

The Set Multiple column is a conversion factor — it shows the ratio between the replacement item found online and the item in your inventory. This is automatically calculated during pricing and accounts for situations where the best available replacement is sold in a different quantity than what you need.

For example:

• You need 1 wine glass, but the best match online is a 4-pack → Set Multiple is 0.25 (one quarter of the pack price applies to your single item)
• You need a set of 6 game consoles, but only individual units are available → Set Multiple is 6 (six individual units make up your set)
• You lost 1 Duracell AA battery, but the best match is a Duracell 8-pack → Set Multiple is 0.125 (you only need one eighth of that pack)
• Exact match — the replacement item matches your inventory item 1-to-1 → Set Multiple is 1

In exported reports (PDF and Excel), the Set Multiple is automatically applied to the Unit Price so that it reflects the per-unit cost. For example, a 4-pack at $80 with a Set Multiple of 0.25 will show a Unit Price of $20 in the export. The formulas become:

• PDF Report: Unit Price = Raw Price × Set Multiple, Item Total = Qty × Unit Price
• Excel Spreadsheet: UNIT COST = Raw Price × Set Multiple, REPL COST = QTY × UNIT COST

Ready to Export?

Once you've reviewed and adjusted your inventory, click Export Data to download in your preferred format: IQ Spreadsheet, XactContents import template, or PDF Report.

Learn more about getting started in our Getting Started Guide.