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Advice and answers from the SmartMoving Team
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pricing model
Refreshing Data on the Crew Application
How can I pull down external
pricing
changes made to an estimate?
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
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
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
Wheaton Interstate Customer Portal
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
Enabling and Configuring Lead Providers
Lead
Pricing
Some lead providers send a "unit cost" for each lead that they submit… Lead providers that send a unit cost have a checkmark in the "Can Send
Pricing
" column: You can also
Changing the Branch While an Opportunity is in Progress
This will ensure that the tariff
pricing
from the correct branch is applied to the opportunity
Wheaton Estimates
Step 5: From the Shipment Rating dialog box, you can make adjustments to the following items:
Pricing