SmartMoving allows you to customize property types to better align with your operational needs and marketing strategies. This powerful feature enables you to define up to 20 custom property types that will be reflected throughout your entire SmartMoving system.
What Are Custom Property Types?
Custom property types allow you to categorize properties in ways that match your specific business operations. Instead of being limited to standard property types like Apartment, House, and Commercial, you can now create custom categories such as:
Condo
Senior Living
Storage Unit
Office Building
Warehouse
And many more based on your needs
Setting Up Custom Property Types
Navigate to Settings > Estimate List > Property Types or click here to go straight there.
View Default Types: You'll see the standard property types (Apartment, House, Commercial) at the top
Add Custom Types: Scroll down to see up to 20 customizable property type slots
Enable/Disable Types: Toggle property types on or off based on your needs
Rename Custom Types: Give your custom property types meaningful names that match your business
Where Custom Property Types Appear
Once you've set up your custom property types, they will automatically appear throughout your SmartMoving system:
Web Application
New opportunity wizard (origin/destination selection)
Opportunity pages and stops information
Dispatch scheduling job information
All property type dropdown lists and labels
Customer Portal
Estimate summaries
Stop information displays
Property type selection forms
Crew Application
Job stop details
Add stop functionality
All crew-facing property type displays
Pre-Move Survey Application
Stop information
Property selection forms
Reporting and Analytics
Viper Reports with updated property type columns
Smart Insights views
All Jobs Report
Document tokens for origin and destination property types
Best Practices
Naming Conventions
Use clear, descriptive names for your custom property types
Keep names concise but specific enough to differentiate from other types
Consider how the names will appear in reports and customer-facing documents
Organization Strategy
Plan your property types based on your most common move scenarios
Consider your marketing segmentation needs when creating types
Think about reporting requirements and how you want to analyze your data
Testing and Implementation
Test your custom property types in a few opportunities before rolling out company-wide
Train your team on the new property type options
Update any marketing materials or processes that reference property types
Important Considerations
Changes to property types will be reflected across all applications immediately after saving
Custom property types support names up to 100 characters long
Property type customizations are company-specific and won't affect other SmartMoving users
All existing opportunities will retain their current property type assignments