ℹ️ Smart Consult inventories can be reviewed live on the call with the customer or after the fact. Both the full video recording and the transcript are available for review afterward.
Watching the recording and transcript
Watch back the entire video recording taken during the call. The transcript is also available and searchable by keyword.
Editing the inventory
The quickest way to make edits is with the keyboard shortcuts. Use them to add notes to an item, mark items as not moving, and make any other adjustments.
Adding packing
No packing is added automatically in a Smart Consult. To add it, click the recalculate button to run the packing algorithm configured on the admin side, or add quantities for packing materials manually.