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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
Automatic Container Count Updates on Storage Accounts
Learn how SmartMoving automatically updates storage account container counts when items are added or removed, with confirmation prompts for per-container pricing accounts… Confirm the account is set to By Container pricing
Allow Opportunities to Be Created Without a Move Date (TBD Option)
What Gets Preserved When You Keep Current Pricing… Choose one of the three options: Yes, re-rate updates pricing based on the confirmed date and the… I confirmed the date and pricing changed unexpectedly. Re-rate was selected
How to Apply a Percentage-Based Surcharge to Multiple Line Items
This applies to charges with a Pricing Type of Percentage… Confirm the Pricing Type is set to Percentage… The multi-select only appears for percentage-based pricing
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 an Estimate Before Sending
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
How to Set Up and Use Valuation in the Customer Portal
declared value limits are accurate Ensure at least one valuation template is enabled for the pricing… Navigate to Settings > Customer Portal > Online Estimates Select the appropriate pricing type (… Are valuation templates visible for this pricing type?