Create Your Home Inventory in Minutes with Neat

July 31st, 2013

Last week I discussed some of the top documents you should have digitized in the event of a disaster or emergency. To offer more tips and guidance for making sure your home is prepared, Laura and Janet Greenwald, co-creators of groundbreaking disaster preparedness system “Ready In 10,” will take you through how to create a comprehensive Home Inventory.


Until Next Time…Keep it Neat!



By Laura and Janet Greenwald

A Home Inventory is something no home should be without.

Why?   Because, if something happens to your big screen TV or your favorite oriental rug, your insurance company isn’t just going to hand over a replacement check.  First they’ll make you provide proof of ownership, insurance and proof that it was in reasonably good condition, before it met its untimely end.

The good news is that creating a home inventory couldn’t be easier – especially if you have a NeatDesk or NeatReceipts.

So grab a notebook, a digital camera and open up Neat’s Digital Filing System software on your computer.  Ready?  Let’s get started!

First, you’re going to need a home inventory form.  You can either create your own using a piece of notebook paper or a blank Word document, or you can download and print a Home Inventory Form absolutely free from our web site,

If you’re creating your own form, write the name of the room you’re inventorying first. We suggest the living room, since it’s usually home to the most expensive electronics and furniture.  Below that, create five headings:  Name of Item, Manufacturer, Model/Serial Number, Date of Purchase and Warranty Number.

Beginning with the living room, walk through and record the items in each room.   You want to list every item that is:

  • Separately insured or under warranty
  • That would be expensive to repair or hard to replace
  • Valuable
  • Or that has sentimental value to you

Jot down the name of each item, and then fill in the rest of the information about it, under each heading.

When you’re finished with the room, take a photo of each item, then take a few photos of the room itself to show the condition of the walls, floor and the configuration of the furniture.   This way, if the room or any of the items in it are damaged accidently or in a fire or disaster, you’ll have proof of the original condition to send to the claims adjuster.

Continue doing this for each room in your home, the exterior of the house and all the vehicles that you own.

Now take your list to the place where you keep your important documents and receipts and gather all of the warranties, original purchase receipts, protection plans, insurance policies and certificates of insurance, along with the business cards of your insurance agents for all of the items on your Home Inventory.

Here’s where it gets fun.  Turn on your NeatDesk or NeatReceipts and open up the Digital Filing System software on your computer to access your Neat library of file folders.

Right click on the main folder and create a new folder called Home Inventory.  If you have a lot of documentation to scan you can always create folders for each of your rooms inside the main Home Inventory folder, but for most people one will do nicely.

Scan the home inventory form pages, along with all of the receipts, warranties and documentation and save them to the Home Inventory folder.

I bet you didn’t know that you can insert photos into your Neat Digital Filing System did you?  It’s easy. Just upload the pictures from your digital camera to your computer desktop.  Go back to the Home Inventory folder and click on Insert, Photo, then Browse to the folder containing the photos you took and insert them right into your Home Inventory folder.  If you have any photo prints of your items, simply scan them with NeatDesk and place them in the folder.

Once you’re done, Neat will automatically sync your entire Digital Filing System, including Home Inventory folder to NeatCloud.  That way you’ll have your Home Inventory right at your fingertips, no matter where you are, the instant you need it, even if you’re miles away from home. Now that’s what we call having your stuff together!


Mother and daughter screenwriting team Laura and Janet Greenwald are creators of the groundbreaking disaster preparedness system “Ready In 10”. Their latest book, “Get Your Stuff Together” is helping families nationwide keep the things that are important to them, safe and secure, quickly and easily. You can find them on Twitter @readyin10net or at

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Registered Nurse and Consultant Achieves Paper-Less Bliss

June 24th, 2013

Carin Steele, a registered nurse and consultant for McKesson’s Horizon Orders Implementation Services Group, assists hospitals in installing electronic medical record system software. The software provides facilities with a simplified and accurate process for managing and updating patient records electronically, thereby improving billing, eliminating medication order errors and modernizing the patient note taking processes. Once the software programs are in place, hospital employees can reduce their reliance on paper-based patient records and management processes, allowing them to provide greater levels of patient care and achieve highly accurate patient records.

Motivated by helping hospitals better manage patient information, Carin wanted to find a solution that would allow her to better organize her personal and business files, reduce the amount of time spent compiling tax information, and keep better track of business expenses.

Cloud-Based Digital Filing System Offers Solution to Managing Information 

During her search, Carin discovered Neat’s Digital Filing System solutions, NeatReceipts and NeatDesk. First using NeatReceipts, Carin began her transition to the paper-less life through digitizing important information and found significant time savings and increased productivity. By having information readily accessible in a keyword searchable database that provided tax, expense, and budget reporting capabilities, she saved countless hours once devoted to managing financial information throughout the year, especially during tax season.

Experiencing phenomenal results with Neat’s desktop software and scanners, Carin wanted to take the paper-less lifestyle a step further and utilized NeatCloud and the mobile application. With NeatCloud, Carin and her husband eliminated the stress of shuffling papers and emails back and forth, ensuring both had the information they needed when they needed it. They could share, access, activate, and capture information anytime, anywhere with their mobile devices – greatly reducing the amount of paper brought back into their home.

Now more organized than ever before, Carin is pleased with how much Neat’s Digital Filing System solutions have increased her productivity by providing valuable time saving features that reduce the complexity in managing important information.  Additionally, she is grateful that Neat’s solutions have afforded her the ability to achieve and maintain a paper-less lifestyle that she provides her customers.


Until Next Time…Keep it Neat!


How Neat Altered Business Processes for a Logistics Provider

June 17th, 2013

Chris Cadigan is not the average business owner. As the president of CRC Logistics, Inc., he leads a busy life and managing paper and digital information is one area that demands a significant portion of his time. Looking to find a solution that would increase his business’ efficiency, he set out to find a system that would decrease the time and costs associated with managing important information while affording access to multiple employees. That’s when Chris found Neat’s Digital Filing System solutions and chose NeatDesk to aid in his information management crisis.


NeatDesk Offers Simplicity within Chaos

With simple set-up and an intuitive interface, Chris was able to begin utilizing Neat’s Digital Filing System within a matter of minutes. He began by scanning important documents, shredding those that didn’t need to be saved in hardcopy, and was able to almost entirely eliminate his paper files.

After digitizing and organizing the company’s files, Chris made sure each of his employees was well versed on how to use the NeatDesk scanner and Digital Filing System software. Now each employee at CRC Logistics can scan, organize, and access needed information quickly and efficiently, allowing more of their focus to be devoted to growing the business and delivering high levels of customer service.


Secure Back-up and Access with NeatCloud

Looking to gain further business and operational benefits, Chris decided to employ Neat’s cloud service and mobile app, NeatCloud.  Drawn to the ability to have his business information safely and securely backed-up, NeatCloud not only offered peace of mind, but meant CRC Logistics files could be accessed anywhere, and additional information could be added remotely with Neat’s mobile app. The services Neat offered became a solution for several  problems CRC Logistics had been experiencing and provided a way to best manage and access their information on-the-go.

By employing Neat’s Digital Filing System solutions Chris was able to improve the overall efficiency of his business by drastically altering how they managed and organized important information. These changes have not only allowed CRC Logistics to save money once tied up by inefficient processes, but also provide the added flexibility to capture, organize, and access information whenever its needed.


Until Next Time…Keep it Neat!


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Small Business Owner Gains Office Space and a Greener Garden with Neat

April 30th, 2013

Andrea Pack, owner of Pack Design, initially bought NeatDesk to de-clutter an office overrun by piles of paperwork.  As a residential space designer, Andrea collects many sketches, magazine tear-outs, notes and receipts that are essential references for her projects.

After using Neat, Andrea gained back a lot of valuable office space, but still had piles of paper she didn’t want to just throw away. Instead, Andrea used the papers to keep weeds at bay from her newly planted cherry tree sapling. By putting papers down in layers around the tree, she created a great barrier against weed growth.

Andrea outside of her office

Andrea outside of her office

Andrea’s Trick to Make Your Garden Greener

If you want to keep the weeds away in your own garden this summer, Andrea recommends you try her trick. Simply water your soil, and then layer old paperwork around your plants, making sure you overlap the documents to prevent any cracks where weeds could pop up. After layering the paper, be sure to water the paper so it stays in place, then completely cover with mulch. When employing this easy trick in your garden, make sure you don’t use documents with sensitive information.

Andrea working in her garden

Andrea working in her garden

More Ways to Keep Your Garden in Full Bloom

Although I don’t have green thumbs, my wife loves to garden and constantly gets inspired by magazine spreads, seed catalogs and even hot new plants at the local nursery. With NeatMobile, she captures and shares her favorite flowers, garden plans and designs with her garden club right from her smartphone.

NeatMobile also comes in handy when she needs quick access to her list of must-have plants while she’s shopping online or at the nursery. She also uses NeatCloud to save and import posts from her favorite garden blogs when she finds great how-to tips and tricks she’ll use throughout the summer.

Until Next Time…Keep it Neat!


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