Overview
SmartMoving allows you to present multiple valuation options within estimates, contracts, and other customer-facing documents.
You can now insert a Declared Value token for each individual valuation option in Forms and Documents. This token automatically calculates and displays the declared value amount associated with each option based on the job’s weight and the valuation’s cost-per-pound configuration.
This ensures accurate liability representation, reduces manual edits, and improves document consistency.
When to Use This Token
Use the Declared Value token when:
You present multiple valuation options in a single document.
You want customers to clearly see the liability amount for each option.
You are building valuation comparison forms.
You need declared values to auto-populate dynamically.
Note: This token is available under the Job Information tag group and is repeated for each valuation option configured in your system.
Before You Start
Make sure:
Your valuation options are configured in Settings > Valuations.
Each valuation has a defined cost-per-pound amount (if weight-based).
The job has a weight entered.
You are editing a template in Settings > Forms and Documents.
If weight is not entered on the job, the declared value will calculate as $0.
How Declared Value Is Calculated
The Declared Value is calculated using: Job Weight × Valuation Cost Per Pound
Example
If the job weight is 1,000 lbs:
Valuation A: $0.50 per pound
→ 1,000 × 0.50 = $500 Declared ValueValuation B: $0.25 per pound
→ 1,000 × 0.25 = $250 Declared Value
Each valuation option’s Declared Value token will calculate independently using its configured rate.
How To Add the Declared Value Token
Step 1: Open Your Document Template
Go to Settings.
Select Forms and Documents.
Open an existing template or click Create Template.
Step 2: Locate the Valuation Tokens
In the document editor, navigate to the Tokens section.
Open the Job Information Tags group.
Scroll to the valuation section.
For each valuation option you have defined, you will see tokens such as:
Valuation: (Option Name) – Name
Valuation: (Option Name) – Contract Description
Valuation: (Option Name) – Deductible
Valuation: (Option Name) – Cost
Valuation: (Option Name) – Estimate Total
Valuation: (Option Name) – Declared Value
Select the Declared Value token for the appropriate option.
Step 3: Insert the Token Into the Document
Place the token wherever you want the declared value amount to appear.
Example layout:
Option 1: Full Value Protection
Declared Value: [Declared Value Token for Option 1]
Option 2: Depreciated Value Protection
Declared Value: [Declared Value Token for Option 2]
Repeat for additional valuation options as needed.
What Happens When the Document Is Generated
When the document is generated:
SmartMoving calculates the declared value for each valuation option.
The correct amount populates automatically.
No manual calculations are required.
Each option displays its own accurate declared value.
This ensures customers can clearly compare liability amounts between valuation choices.
Best Practices
Always display the declared value near the cost-per-pound rate so customers understand how the amount is determined.
Clearly label each valuation option in your document to avoid confusion when presenting multiple choices.
Test your template using a job with a known weight to confirm the declared values calculate as expected.
Troubleshooting
Declared Value Is Showing as $0
Check the following:
The job has a weight entered.
The valuation option has a cost-per-pound configured.
You inserted the Declared Value token for the correct valuation option.
The Amount Does Not Match Expectations
Verify the job weight is accurate.
Confirm the valuation’s cost-per-pound setting.
Ensure you are not using the general “Valuation Value” token instead of the option-specific Declared Value token.