TUTORIAL - SAMPLE PROJECT

Download and/or Print the PDF (read-only) Software Integrated Tutorial and the Sample Inventory Project for reference, located on the left side of this webpage.

All you need to get started is a mobile phone, tablet with a camera, digital camera, or computer, capable of transferring photos to the Software program.

After Creating Your Account, the Software program will open in the Welcome Screen.

Click on the New Project tab to Name the Project (it can be renamed), and the Software program will open. A project name can be any number of things in addition to your home and/or business property. The software program is ideal for documenting collections, art, hobbies, heirlooms, antiques, firearms, hunting, fishing gear, boat, motorhome, vacation home/condo and estate planning.

Click on the Project Name in the left Tree View and fill in the Project Name Home Page information. Click on the green Add Image tab to import the photo relevant to the the Project Name, home, business, collections, etc.

The Project Name Home Page has a Comments area, a large text box on the left below the project photo/image. This area can be used to reference anything relevant to the Project Name. For a home or business, it could be used for the name of the sub-division, architect, builder, etc.

The Auto-Save Feature automatically calculates the Inventory Total posted on the Project Name Home Page, in the lower section on the right.

Next, Create Room Name Folders, Living Room, Den, Study, Home Office, Bedrooms, Bathroom, Kitchen, Laundry on your mobile phone, tablet or computer desktop. This step is an important organizing benefit as you proceed through the inventory process.

Take the photos first, before the documentation, simply because it is easier to list the items in the photos. You can take it one room at a time or move quickly through the rooms, photographing all the items. Photo the exterior and interior of your home or office, capturing any special details, finishes, upgrades, and the overall condition, so that in the event of a total loss, it can be rebuilt to the same standards reflected in your photos.

Be sure to include any storage out-buildings in the inventory. Generally everything on your property is covered by your Homeowners or Business Insurance Policy, even if you consider it junk. Many homeowners have a home office with expensive electronic equipment.

Landscaping may be covered by your insurance policy and the loss of mature trees can be worth thousands of dollars on a loss claim.

Begin with the main areas and rooms, followed by the garage, storage, attic, basement, patio, deck, pool, landscaping and outdoor areas.

Take photos of each room including closets, drawers, cabinets, bookcases, transferring the photos into the Room Name Folders. As you take the photos, review the photos for lighting issues. Close-up photos may be necessary to capture details of antiques, jewelry or special items.Some items may require more descriptive details along with appraisals, brand, model and serial numbers.

Next, Name the Items in the Room Folders, Sofa, Chairs, Tables, Lamps, Bedding, Linens, Electronics, Home Office Equipment, Appliances,Hand Tools, Yard Tools and Equipment, Patio Furniture, etc. We recommend you include detailed descriptions that may indicate the items’ values and/or replacement values. Consider downloading the Estate Planning Documents and using the Room-By-Room Worksheet for easy listing of items, short descriptions and notations before entering the inventory documentation.

Click on Add Image to import the photos from the Room Folders on the mobile phone, tablet or computer desktop.

Note that each Item Page has an additional tab with a second page for Additional Photos (up to 6). Type basic details in the text box below each photo, a great reference feature. Continue to complete the Items descriptions and $ dollar values in each Room and Item page.

Scan or photo receipts that you may have for the inventory items and save them in a folder along with a copy of your insurance policy so that in the event of an emergency evacuation, everything you need for a loss claim are in the files and folders for safe storage.

The software template has an Asset I.D. text box, ideal for estate planning, or home and business asset tracking. The Bequeath Item To text box is forthename(s)ofdesignated heirs, ideal for estate planning. This great feature allows users to express their wishes and personalize gifts to their heirs. The Comments text box on the Room Item page is an area that can be used to add history about the item or a personal gift note to loved ones

Each time you stop the inventory process, you can Print or Download the PDF (read-only) file of the current inventory project(s), along with the photos, on your preferred device, flash drive or cloud drive for safe storage. You can continue to update your inventory when new items are added or replaced, so your inventory is always current. Consider keeping a blank copy of the Room-By-Room Worksheet handy for jotting down new items to add to the inventory.

We hope you enjoy using the Protect Your Assets Inventory Software App program to safeguard your property/assets.

Being Prepared Brings Peace of Mind!