Overview
Surveyors often encounter situations where a customer's stop information changes or new stops need to be added during the pre-move survey. The Pre-Move Survey App lets you update addresses, read and update stop notes, and add stops directly, so estimates and move plans stay accurate.
This helps you:
✅ Capture accurate estimates during the first survey
✅ Work more efficiently without extra follow-up calls
✅ See the office's stop instructions in the field, such as gate codes and who to meet on site
✅ Provide a better customer experience with complete, up-to-date move plans
What You Can Do in the Pre-Move Survey App
With the Pre-Move Survey App, you can:
Edit existing stop addresses, including pickup and drop-off details.
Read and update stop notes that the office entered on the opportunity.
Add new stops to a move while completing the survey.
Delete a stop that is no longer needed.
Important: Changes made in the Pre-Move Survey App do not update the customer's opportunity until you sync the survey data back to the web app and rerate the opportunity.
Applying Your Pre-Move Survey Changes to the Opportunity
Sync the survey from the Pre-Move Survey App to SmartMoving (web).
In SmartMoving (web), open the opportunity you updated.
Rerate the opportunity to recalculate pricing, time, and resources based on the new stops and addresses. The opportunity reflects the updated stop details once the rerate finishes.
Syncing and rerating improves data accuracy and keeps estimates and pricing aligned with the latest survey information.
Editing or Deleting an Existing Stop in the Pre-Move Survey App
On the survey overview screen, locate the Stops section.
Tap the menu icon next to the stop you want to change. The stop menu opens.
Select the option you need. The stop menu contains Edit Stop, Add Notes or Edit Notes, Navigate, View Map, and Delete Stop.
Note: Delete Stop appears only when the job has more than one stop.
Editing a Stop
The Edit Stop form will open, where you can update:
Stop type (Pick-up or Drop-off)
Address details (Street Address, City, State, Postal Code)
Property details (Property Name, Unit Number, Property Type, Parking Type)
Accessibility information (Stairs, Walk Distance, Elevator(s), or additional handicaps)
Make your changes and tap Save Changes. The stop list shows your updates.
Note:
Validation only happens once the survey is synced back to the web app, where the opportunity is updated and rerated if needed.
The Edit Stop form holds address, property, and accessibility details. The stop's notes are kept separately and stay in place when you tap Save Changes.
Viewing and Editing Stop Notes in the Pre-Move Survey App
Stop notes are shared between the office and the field. A note the office adds to a stop on an opportunity travels with that stop into the Pre-Move Survey App, and a note the surveyor adds travels back to the office on the next sync. This is where instructions such as gate codes, driveway approach, and who to meet on site reach the surveyor.
How do I tell which stops have notes?
A note icon appears on the stop in the Stops section when that stop has notes.
The note icon is hidden when the stop has no notes.
The note icon is the same icon the Pre-Move Survey App uses to flag notes on the inventory list.
Tap the note icon to read the note without opening the stop.
Reading or changing a stop's notes
Open the survey and go to the Stops section on the survey overview screen.
Tap the menu icon next to the stop. The menu reads Edit Notes when the stop already has a note, and Add Notes when the stop has none.
Tap Edit Notes or Add Notes. The notes screen opens with the stop's address at the top and any existing note filled in.
Type or change the note. The notes field holds up to 4,000 characters.
Tap Save. The notes screen closes and the note icon appears on that stop in the Stops section.
Run Sync All to send the note back to the office.
💡 SmartTip: Read the stop notes before the survey begins. Access instructions such as a gate code or a parking restriction change how long the job takes and what the crew needs to bring.
Key details about stop notes
Each stop has one shared note. The office and the surveyor read and write the same text, so there is no separate field to reconcile.
Add Notes and Edit Notes on the stop's menu are the only place to change a stop's notes in the Pre-Move Survey App.
Editing a stop's other details, such as property type, unit number, parking, address, or stairs, keeps the stop's notes in place when you tap Save Changes.
Save on the notes screen stays inactive until you change the text.
A note made only of spaces is not stored, and the note icon does not appear for it.
Leaving the notes screen with unsaved text shows You have unsaved changes. Tap Cancel to stay on the screen, or Yes, Proceed to discard the text.
Stop notes work offline. Your changes are stored on the device and sent to the office on the next sync.
Any user who can open a survey in the Pre-Move Survey App can read and change stop notes. No extra permission is required.
Deleting a Stop in the Pre-Move Survey App
You can delete a stop from your survey directly in the Pre-Move Survey App.
In the Stops section of the survey overview, tap the menu icon next to the stop you want to remove.
Select Delete Stop. A confirmation dialog appears reading Delete Stop? and Are you sure you want to permanently delete this stop? You cannot undo this action.
Tap Delete to confirm. The stop is removed from your survey view right away.
⚠️ Warning: Deleting a stop cannot be undone. The stop and its notes are removed from the survey.
Important Details:
You cannot delete the last remaining stop. At least one stop (origin or destination) must remain.
If a stop has already been removed elsewhere, the Pre-Move Survey App handles this to prevent sync errors.
The screen updates right away to reflect deletions.
When your survey syncs successfully, the system logs the event "Pre-move: Stops deleted".
Adding a New Stop in the Pre-Move Survey App
From the survey overview screen, scroll to the Stops section.
Tap Add Stop. The Add Stop form opens.
Enter complete details for the new stop, the same way you would when editing a stop.
Tap Add Stop to confirm. The new stop is added to the survey and linked to the opportunity right away.
Using the Pre-Move Survey App Online and Offline
Online: The Pre-Move Survey App uses real-time address suggestions and validation.
Offline: You can edit stops, change stop notes, add stops, and delete stops without an internet connection. Updates are stored on the device and synced when you reconnect.
Best Practices
Read every stop's notes before you start the survey, so access details shape the estimate.
Record access details as stop notes rather than in the survey's general notes, so the crew sees them on the right stop.
Sync the survey as soon as you have signal, so the office sees address, stop, and note changes.
Rerate the opportunity after syncing whenever stops or addresses changed, so pricing and time reflect the new plan.
Keep stop notes short and specific. A gate code and a contact name are more useful in the field than a paragraph.
Troubleshooting
A stop in the Pre-Move Survey App shows no note icon, but the office entered a note. The device has not received the note yet. Run Sync All while connected, then reopen the survey. The note icon appears once the stop's note reaches the device.
The stop menu reads Add Notes on a stop that should have a note. The menu reads Add Notes when the stop holds no note text. Tap Add Notes to check the notes screen. If the screen is empty, the note has not reached the device, so sync the survey and check again.
Save on the notes screen does nothing. Save stays inactive until the note text changes. Edit the text, then tap Save.
A note the surveyor added does not appear in the office. The survey has not synced. Run Sync All from the Pre-Move Survey App while connected, then open the opportunity in SmartMoving (web) and check the stop.
Key Takeaways
Edit existing stops, change stop notes, add stops, and delete stops directly in the Pre-Move Survey App.
A note icon on a stop in the Stops section marks a stop that has notes.
The stop menu reads Edit Notes when a note exists and Add Notes when it does not.
Saving the Edit Stop form keeps the stop's notes in place.
All address, property, accessibility, and note details can be updated, online or offline.
Sync the survey and rerate the opportunity to apply your changes.