Overview
Percentage-based charges in SmartMoving can use more than one line item as the calculation base. When you set a charge's Pricing Type to Percentage, the Applies To field becomes a multi-select so you can combine fee categories, individual specific fees, or the job subtotal. This gives you accurate, automatic pricing for surcharges like fuel, administrative fees, or liability that depend on several charges at once.
This feature is available for percentage-based charges configured under Trip and Travel, Fuel Surcharge, and Additional Services.
Before You Start
You must have access to tariff settings to configure charges.
This applies to charges with a Pricing Type of Percentage.
Available in any charge category that supports percentage pricing: Trip and Travel, Fuel Surcharge, or Additional Services.
How To Do It
Go to Settings > Tariffs.
Open the tariff you want to edit or create a new one.
Open the charge you want to configure (Trip and Travel, Fuel Surcharge, or Additional Services).
Click New to add a charge, or open an existing charge to edit it.
Set the Pricing Type to Percentage.
Click the Applies To field. A multi-select dropdown appears.
Select one or more targets. You can mix and match:
Trip and Travel (all charges in this category)
Fuel Surcharge (all charges in this category)
Additional Services (all flat-rate additional services; percentage-based additional services are excluded)
Job Subtotal
Specific Fee — pick individual line items by name from any category.
Set commissions and enable the name and description of the service to be editable, if applicable.
Set the Default Period this percentage applies to.
Click Save. The selected targets appear as a preview on the charge list.
On the opportunity Estimate tab, the percentage-based charge shows in the Rate column. The total is calculated by applying the percentage to each selected target and summing the amounts.
Note: Percentage-based additional services are excluded from the Applies To list and from the Additional Services category target to prevent circular calculations.
Note: There is no deduplication between category and specific fee targets. If a charge is selected as a Specific Fee and its category is also selected, it is counted in both. Review your selections to avoid doubling a line item.
Best Practices
Use Specific Fee when you need precise control, for example a fuel surcharge calculated only from Transportation plus one named labor line.
Use a category target (such as Trip and Travel) when you want the percentage to follow whatever charges fall under that category, even if the tariff changes later.
Lower the percentage and add more base line items to protect margin without raising the visible rate.
For operational surcharges like Administrative Fee or Liability, combine multiple base charges rather than estimating with a flat amount.
Troubleshooting
I don't see the multi-select dropdown for Applies To.
Confirm the Pricing Type is set to Percentage. The multi-select only appears for percentage-based pricing.
A specific additional service is not showing up in the Applies To list.
Additional services with a Pricing Type of Percentage are excluded from the list to prevent circular calculations. This is expected.
The calculated amount looks too high.
Check whether the same charge is selected through both a category and a Specific Fee. There is no deduplication between the two, so the line item is counted twice. Remove one of the selections.
Charge Per Trucks totals look off.
When Charge Per Trucks is enabled on a percentage charge, the truck multiplier applies to the combined multi-target total. Verify the per-truck setting is intentional.
Actual charges after finalization don't match the estimate.
When an opportunity is finalized from estimated to actual, percentage charges inherit the same multi-target settings. If actuals differ, the underlying base charges changed, not the percentage configuration.