Advice and answers from the SmartMoving Team

Search results for:pricing model

Refreshing Data on the Crew Application

How can I pull down external pricing changes made to an estimate?

Configure Your Storage Rates / Storage Tariff

How to set up a default pricing method for recurring storage, warehouse handling and other storage charges… Your storage rate will determine the default pricing structure you will charge for your monthly recurring

Tariff Configuration Hub

The default pricing period includes all dates, as this is your normal, standard pricing… Auto-Pricing Engine… Set Up Auto-Pricing Rules

1.0 - Send, book, and confirm estimates

In the pricing display drop-down options, ensure that the default display is the correct pricing type… Change the Pricing display… Note: Changing this option will only change the pricing display shown for this specific estimate—it will

SmartMoving 2.0 Upgrade Checklist

Note read more about Pricing Method Defaults Here: Fast Estimates with SmartMoving Pricing Method Defaults… Select the type of pricing that you want to automatically charge for this Pricing Method Default… Note read more about creating your Auto-Pricing Rules Here: Customize Your Fee Pricing Navigate

Opportunity Types

Fast Estimates with SmartMoving Pricing Method Defaults Set Up Auto-Pricing Rules … opportunity types have been defined you are able to use opportunity types as a condition when creating Auto Pricing… Defaults, Auto-Pricing Rules, and in your Document Library as a setting for when a document will apply

1.0 - How mileage-rated tariff groups are chosen

If you have a job that is not using mileage-rated pricing (or you've changed away from it), and you change… it to mileage-rated pricing, it will also then pick the best-suited mileage-rated tariff group… The pricing will be left as mileage-rated, and you can decide which one to use (see below)

Wheaton Interstate Customer Portal - Currently in Beta

All settings for that pricing type are customizable, like our other Customer Portal page. … Step 3: Select the interstate pricing type that you want to adjust the settings for.

Preview and Send an Estimate

You can also make changes to the pricing display and deposit amount, and choose who will receive a copy… Click the Pricing Display dropdown to change how the price is calculated for this estimate

Updating and Applying Documents

No longer match the job based on job type, branch, pricing type, opportunity type, or binding type… Pricing Types: Select if this document applies to your hourly rated jobs, distance rated jobs, or both