The Descriptive Inventory document is available in the Document Library, where it can be created, customized, and applied to specific job types. This document functions as an Opportunity Addendum and supports dynamic inventory data captured during a move.
Accessing the Descriptive Inventory Template
You can create a new Descriptive Inventory document from the Document Library.
Go to Settings > Forms & Documents > Document Library.
Select + New Document.
Choose Opportunity as the Document Applies To value.
Enter a document title.
Select Descriptive Inventory Sheet from the Starting Template dropdown.
Editing the Document
After you create the document, it opens in the document editor where you can update text and adjust the layout as needed.
The Descriptive Inventory template includes:
A full inventory table
Pre-placed tokens for company, customer, agent, addresses, and sticker ranges
Dynamic tokens for company, customer, agent, addresses, and sticker ranges
Symbols and exception codes
Signature fields
Remarks and exception areas
These tokens are already included on the page. They can be moved or removed, but they are not available in the token list and cannot be added from there. If you want to use a token in another part of the document, you can manually type it or copy and paste it from an existing location in the template.
Dynamic Inventory Table
The template includes the token:
@DescriptiveInventoryItemsTable(MaxRowsInTable: 40)
This dynamic row token allows the system to generate up to the maximum number of rows you specify. However, the number of rows that fit on each PDF page will vary depending on how much vertical space each row uses.
In the example shown below, the Max Rows value is 40.
However, the first page displays only 26 rows.
Why the first page stops at Row 26
Row 26 includes a longer description in the Condition at Origin column. Because this text wraps to two lines, the row becomes taller than the others. When this happens, SmartMoving automatically adjusts the layout and ends the page earlier so the content does not overflow.
As a result:
Rows 1–26 fit on Page 1
Rows 27–40 automatically continue on Page 2
Page numbers update accordingly
This behavior is expected. The dynamic table expands based on both total rows and row height, ensuring each page breaks cleanly based on available space.
💡 Unlike traditional paper inventory forms, which have fixed spacing and limited room for longer descriptions, the digital inventory sheet automatically adjusts to fit what you enter. This allows crews to document items accurately without worrying about running out of space or cramming text into small boxes.
Configuring When the Document Applies
Each Descriptive Inventory document can be configured to apply only to specific job parameters.
These settings determine when the document is attached to an opportunity.
You may configure:
Job Types
Branches
Tariffs
Pricing Types
Opportunity Types
Binding job applicability
These options work the same way as other SmartMoving documents. You can create multiple Descriptive Inventory documents and set each one to apply when needed. For example, you may have different formats for DoD moves, Van Line jobs, or standard local moves.
SmartMoving will populate one Descriptive Inventory document per opportunity. If multiple documents exist, the system uses the one that matches the job’s configuration. If no custom document applies, SmartMoving automatically falls back to the default out-of-the-box template.
