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Advice and answers from the SmartMoving Team

Search results for:pricing model
Rerating & Changing Tariffs: How Materials and Inventory Update
existing opportunity, or rerate the opportunity using a different tariff, SmartMoving updates the job’s pricing… different tariffs) You updated or corrected tariff settings You want to apply a different pricing… model mid-way through the estimate When rerating, SmartMoving must realign Materials and Carrier
Refreshing Data on the Crew Application
How can I pull down external pricing changes made to an estimate?
Tariff Configuration Hub
Select Pricing Method Defaults. Click Add Pricing Method Default… 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
How to Set Up and Use Valuation in the Customer Portal
Reminder Modal (Optional)… View valuation options as selectable cards See pricing, deductible, and declared value for each… Go to Settings > Customer Portal > Online Estimates (or click here) Choose a pricing type (Local
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
SmartMoving Settings Navigation Update (12/9/25 Release)
for all users, whether your team is learning the system for the first time or configuring advanced pricing… Tariff Settings now feature a structured hierarchy that aligns related pricing tools together… A more guided path for building or updating tariff structures Categories that reflect how pricing