Overview
Jobs are the individual moves or service events within a project. Each job tracks scheduling details, crew requirements, charges, and accounting information. You create and manage jobs from the project detail page.
Before You Start
Available to companies with Smart Pro.
You must have Accounts permission.
The project must already be created within an account.
How to Add a Job to a Project
Open the project detail page.
On the Overview tab, locate the Jobs card.
Click Add Job.
Complete the form in the slideout:
Job Fields
Field | Required | Description |
Service Type | Yes | The type of moving service. Select the Storage in Bound service type (or the name your company gave it) for a job that moves items into storage. |
Start Date | Yes | The job start date |
Arrival Window | No | The expected arrival time window |
End Date | No | The job end date |
Duration | No | Estimated job duration |
Estimated Square Feet | No | The estimated size of the move |
Purchase Order # | No | The PO number associated with this job |
Origin Address | No | The pickup address |
Destination Address | No | The delivery address |
Contact Assignment
Select a Contact Type:
Project Contact: Choose from contacts already assigned to the project.
New Contact: Enter a new contact's information directly.
Click Create Job to save.
Navigating the Job Details Page
Click a job name in the project's jobs table to open the job detail page.
Job Header
The header displays:
A breadcrumb link back to the project
The service type and job number (for example, "Local Move - JOB-001")
Status and confirmation badges
The job start date
Book or Unbook buttons (depending on the current job status)
Job Sub-Pages
The job detail page has these tabs:
Overview (labeled with the service type and job number, for example "Local Move - JOB-001"): the default view.
Left column: Scheduling Details, Stops, Charges, and Job Notes sections
Right sidebar: Job Information card, Contacts, Tasks, Survey, Box Delivery, Inventory summaries, and the Storage card
Storage: the warehouse, dates, rates, discounts, and totals for storage on the job
Files & Photos: documents and photos for the job
Accounting: the billing and financial view, available once the job is booked
Claims: claims for the job
The Storage tab and Storage card appear for companies using SmartMoving Storage and users with Storage permission.
How to Add Storage to a Storage In-Bound Job
Open the Storage In-Bound job.
Select the Storage tab.
In the Scheduling card, select the warehouse.
Set Date In and, if known, Date Out.
Select the Storage Type and Rate Type, then enter the rates.
Add any discounts in the Discounts card.
Click Save Changes.
The result: the Totals card shows Recurring Storage Charges and the WHSE Handling Fee, and once the job is booked it appears in the Move Ins table on the Storage dashboard.
Understanding the Storage Card
The Storage card sits at the bottom of the job's right sidebar.
When the job has an active storage account, the card shows the storage account number. Click it to open the storage account, or use the pop-out icon to open it in a new tab.
When the job has no active storage account, the card reads No Storage Account.
To create the storage account for a Storage In-Bound job, use Create Account in the Move Ins table on the Storage dashboard. The account is created as a commercial storage account linked to the project.
Understanding the Job Information Card
The Job Information card appears in the sidebar on both sub-pages and displays:
Field | Description |
Job Number | The auto-assigned job number within the project |
Service Type | The type of moving service |
Status | The current job status |
Branch | The branch handling the job |
Estimated Total | The estimated cost (with a "Re-rate" option if pricing is outdated) |
Hourly Rate | The applicable hourly rate |
The card footer includes links to view Versions, Activity, and Docs for the job.
Key Details
Storage is tracked on Storage In-Bound jobs for items going into storage. Items leaving storage go out on a move-out job created from the commercial storage account.
Each Storage In-Bound job can produce its own storage account, so a project with several in-bound jobs can have several storage accounts.
The Storage card shows a storage account once the account wizard is complete. While the account is still being set up, the card reads No Storage Account.
A move-out job created from a commercial storage account shows that storage account in its Storage card.