SmartMoving offers flexible options for how your company's resources (trucks, crew members, foremen, and drivers) are counted and displayed throughout dispatch and scheduling workflows. These settings allow you to tailor the system to match how your team tracks availability and workload.
This article explains how resource counts are calculated and where these numbers appear in the platform.
What Is Resource Counting?
Resource counting determines how SmartMoving calculates and displays the number of operational resources in your system. This information helps you manage capacity, avoid overbooking, and make scheduling decisions with confidence.
Configuration
There are two main areas of configuration that impact how resources are counted:
1. Job Types to Include in the Count
SmartMoving lets you choose which types of jobs contribute to your resource usage calculations. This determines how booked or unscheduled work affects your capacity view. To configure this setting:
Go to Settings > Dispatch > Capacity and scroll to the Resource Job Types section. You'll see two options:
Count resources from scheduled jobs and crew events
Includes only scheduled jobs and crew events that take capacity.
Booked, held and estimated jobs that aren't on the schedule are not included.
Use this setting if you want your capacity view to reflect only what's on the calendar.
Count resources from scheduled jobs, booked jobs, held jobs and crew events
Includes scheduled jobs, booked jobs, jobs with a dispatch hold, and crew events that take capacity.
A booked job that isn't on a dispatch slot yet counts its estimated trucks and crew. A held job that isn't on a slot yet counts the same way when its opportunity is in Opportunity status. Once either is on a slot, the trucks and crew assigned to the slot count instead.
Estimated jobs are still excluded.
Use this setting if you want upcoming booked and held work to count, even before it's scheduled.
2. Resource Count Display Options
You can control how SmartMoving displays your truck and crew resource numbers across the platform. To adjust this setting:
Go to Settings > Dispatch > Capacity > Scroll down to the "Resource Display" section.
You'll see two options:
Display a count of resources available
Shows the number of trucks or crew members that are currently free and unassigned.
Example: 2 = 2 Trucks AvailableDisplay a count of resources reserved
Shows the number of trucks or crew members in use for scheduled jobs, booked jobs, held jobs and crew events that take capacity.
Example: 2 = 2 Trucks Reserved
Choose the option that best reflects how your team prefers to monitor resource capacity.
How Resource Counts Are Calculated
By combining the two options above, you get four different calculation modes:
Scenario | Job Types Counted | Count Display Options | Example Use Case |
1 | Scheduled jobs only | Resources available | "We want to see how many trucks we can still assign for today or tomorrow." A dispatcher wants to schedule last-minute jobs and needs to know what trucks and crew are still free based on the current schedule only. Booked jobs that haven't been scheduled are ignored. |
2 | Scheduled, booked + held jobs | Resources available | "We want to see how much future capacity we have left for new sales." A sales manager is evaluating how many more jobs they can sell next week. They want to include scheduled, booked and held jobs to avoid overcommitting. |
3 | Scheduled jobs only | Resources reserved | "We want to track how many resources are currently active today." The operations team is reviewing today's workload and wants to see which trucks and crews are currently deployed. They only care about jobs actually happening now. |
4 | Scheduled, booked + held jobs | Resources reserved | "We want to get a full picture of our total workload for the week." A general manager is reviewing upcoming operations and wants to understand how many resources are already spoken for, including booked and held jobs not yet scheduled, to help with staffing decisions. |
These options provide flexibility to align the system with how your company plans its resource allocation.
Where Resource Counts Appear
The selected resource counting settings apply across key areas in SmartMoving, including:
Dispatch Resource Calendar (weekly and monthly views)
Dispatch Scheduling Page (truck and crew tabs)
New Opportunity Wizard
Job Calendar Availability View
Availability Pop-Ups in scheduling workflows
Crew Events on Availability Views
Crew events affect resource counts and the % Booked figure on availability views, but they do not appear as visual event blocks on every view.
View | Crew event blocks visible? | Affects % Booked and resource counts? |
Weekly Dispatch Resource Calendar | Yes | Yes, when Reduces Capacity is on |
Monthly Dispatch Resource Calendar | No (icon count only) | Yes, when Reduces Capacity is on |
Job Calendar Availability View | No | Yes, when Reduces Capacity is on |
New Opportunity Wizard Availability | No | Yes, when Reduces Capacity is on |
Change Service Date Modal | No | Yes, when Reduces Capacity is on |
For a crew event to be counted in availability calculations, it must have Reduces Capacity enabled and be assigned to a dispatch slot. Events without Reduces Capacity are treated as internal scheduling notes and have no effect on availability.
Key Details
A held job that isn't on a dispatch slot yet counts toward trucks and crew only when Count resources from scheduled jobs, booked jobs, held jobs and crew events is selected.
A held job on a New Lead or Lead In Progress opportunity counts toward trucks and crew only once it's on a dispatch slot.
A held job on a dispatch slot counts the trucks and crew assigned to that slot, like any scheduled job. A slot with no truck or crew assigned doesn't take any.
Releasing a hold returns its trucks and crew to the count. Booking the opportunity turns the hold into a scheduled dispatch, which keeps counting.
Each held job counts on its own service date. A held job that runs over more than one day counts on its first day.