The Operations data models in Smart Insights hold the work: crew assignments, materials, inventory, claims, storage, trucks, tasks, and your employee directory. This article covers each Operations model, what a single row represents, the columns people report on most, and the nuanced fields to watch. For the shared concepts these models have in common (grain, estimated versus actual, dates, name fields), see Understanding Smart Insights Data Models.
Before You Start
Smart Insights is a paid add-on. Contact your Account Manager to enable it.
You need Operations reporting permission for your role.
Open a model by clicking Create Insight, then picking the matching table template (for example, Jobs Crew Table).
Jobs Crew
Grain: one row per crew-member-to-job assignment. Template name: Jobs Crew Table.
The Jobs Crew model pairs each crew member with the jobs they were assigned to, so you can see who worked which job, along with that job's labor, weight, volume, and tip figures.
Key columns
Column | What it means |
Crew Member Name | The assigned crew member (a name, not an ID). |
Crew Role | That crew member's role on the job. |
Job Number | The job the person was assigned to. |
Job Date | The date of the job. |
Move Coordinator | The deal's move coordinator (a name, not an ID). |
Quote Number | The parent deal's quote number. |
Weight | The job's weight. |
Volume | The job's volume. |
Billed Total Labor | The billed labor total for the job. |
Billed Labor Minutes | Billed labor minutes for the job. |
Tip Amount | Tip billed on the job. |
Crew Feedback | Free-text crew feedback. |
Other columns in this model
Company ID, Job ID, Total Estimated Cost, Total Estimated Time, Attributes, Job Acceptance Time Utc.
Good to know
Job Acceptance Time Utc is filled in only when the crew member confirmed the job. It is blank if they never confirmed.
Crew Member Name and Move Coordinator are names, not IDs. Join to the Employees model on User ID for a dependable match.
Job Materials
Grain: one row per material used per job. Template name: Job Materials Table.
The Job Materials model lists the materials and packing supplies for each job, both estimated and actually used, with quantities, rates, and times.
Key columns
Column | What it means |
Job Number | The job the materials were used on. |
Job Date | The date of the job. |
Quote Number | The parent deal's quote number. |
Name | The material's name. |
Description | The material's description. |
Is Container | Whether the material is a container. |
Estimated Materials Quantity | Quantity estimated. |
Actual Materials Quantity | Quantity actually used. |
Estimated Materials Rate | Estimated per-unit rate. |
Actual Materials Rate | Actual per-unit rate. |
Other columns in this model
Packing and unpacking (estimated): Estimated Packing Quantity, Estimated Packing Rate, Estimated Packing Time Minutes, Estimated Unpacking Quantity, Estimated Unpacking Rate, Estimated Unpacking Time Minutes.
Packing and unpacking (actual): Actual Packing Quantity, Actual Packing Rate, Actual Packing Time Minutes, Actual Unpacking Quantity, Actual Unpacking Rate, Actual Unpacking Time Minutes.
ID: Company ID.
Good to know
Quantities and rates default to 0 when no record exists, so a 0 can mean "none recorded" rather than a confirmed zero.
Estimated and actual come from separate sources. A job may have one and not the other.
Inventory Items
Grain: one row per inventory item. Template name: Inventory Items Table.
The Inventory Items model is the catalog of items a mover can add to a survey or estimate, with each item's name, category, room, and cubic-foot volume.
Key columns
Column | What it means |
Name | The inventory item's name. |
Description | The item's description. |
Category Name | The item's category. |
Room Name | The room the item belongs to. |
Volume | The item's volume in cubic feet. |
Default Item | Whether the item is added to inventory by default for its room. |
Other columns in this model
Company ID, Inventory Item ID, Category ID, Room ID.
Good to know
Default Item reflects the room type's "add by default" setting, not a property of the item itself.
Claim Details
Grain: one row per claim, with item and crew counts totaled up. Template name: Claim Details Table.
The Claim Details model summarizes damage and loss claims filed against moves to one row per claim: its status, who it is assigned to, the dollar amounts, and totals like the number of damaged items.
Key columns
Column | What it means |
Claim Number | The claim number you recognize. |
Lifecycle | The claim's stage: New, Open, or Closed. |
Claim Status | Your company's configurable claim status. |
Customer Name | The claimant. |
Assigned To | The user handling the claim (a name, not an ID). |
Claim Amount | The amount claimed. |
Settlement Amount | The amount settled. |
Deductible | The valuation deductible, if any. |
Days Open | How long the claim has been open. |
Complaint Type | The type of complaint. |
Branch | The branch the claim belongs to. |
Agency | The regulating agency or state. |
Other columns in this model
Claim ID, Company ID, Opportunity ID, Acknowledged Date, Closed Date, Claim Received Date, Commodity Type.
Good to know
Lifecycle values are New, Open, and Closed. Claim Status is your company's own status on top of that.
Days Open counts to the closed date, or to today if the claim is still open, so it changes daily for open claims.
Deductible is blank when the move had no valuation charge.
Assigned To is a name, not an ID.
Claim Tasks
Grain: one row per claimed item (each damaged item on a claim). Template name: Claim Tasks Table.
The Claim Tasks model is the same claims data as Claim Details, broken out to one row per damaged item, so you can see item-level detail like the item name, quantity, damage, and settlement.
Key columns
Column | What it means |
Claim Number | The claim the item belongs to. |
Item Name | The damaged item. |
Quantity | The quantity claimed. |
Damage | The damage description. |
Claim Amount | The amount claimed for this item. |
Settlement Amount | The amount settled for this item. |
Settlement Type | How the item was settled. |
Weight | The item's weight. |
Crew Name | The crew member linked to the item (a name, not an ID). |
Assigned To | The user handling the claim (a name, not an ID). |
Lifecycle | The claim's stage: New, Open, or Closed. |
Other columns in this model
Claim ID, Claim Inventory ID, Company ID, Opportunity ID, Paid Date, Settlement Date, plus the claim-level fields from Claim Details (repeated on each item row).
Good to know
Claim-level figures repeat on every item row. Because this model has one row per item, a claim's total appears on each of its item rows. Do not sum those across item rows, or a claim with several items is counted more than once. Use Claim Details when you want one row per claim.
Crew Name and Assigned To are names, not IDs.
Storage Accounts
Grain: one row per storage account. Template name: Storage Accounts Table.
The Storage Accounts model holds each customer's storage account: contact info, warehouse, status, move-in and move-out dates, container and oversized-item counts, and billing settings.
Key columns
Column | What it means |
Account Number | The storage account number. |
Name | The account name, falling back to the customer name if blank. |
Status | The account status: Creating, Active, Closed, or Unknown. |
Warehouse Name | The warehouse holding the storage. |
Move In Date | When the account moved in. |
Move Out Date | When the account moved out (blank until closed). |
Estimated Move Out Date | The expected move-out date. |
Container Count | Number of containers on the account. |
Volume | Stored volume. |
Weight | Stored weight. |
Auto Collect | Whether the account auto-charges. |
Next Invoice Date Utc | The next scheduled invoice date. |
Other columns in this model
Contact: Email, Customer Phone Number.
Warehouse detail: Warehouse Street, Warehouse City, Warehouse State, Warehouse Zip Code, Warehouse Phone, Warehouse Email.
Account flags and detail: Moving Pads Used, OS Item Count, Card On File, Tax Exempt, Late Fees Waived, Created Date.
IDs: Linked Job ID, Storage Account ID, Customer ID, Warehouse ID, Company ID.
Good to know
Move Out Date is blank until the account is closed.
Name, Email, and Customer Phone Number fall back to the customer record when the account-level value is blank, so the value may come from the customer rather than the account.
Storage Containers
Grain: one row per storage container. Template name: Storage Containers Table.
The Storage Containers model holds each physical container in a warehouse: its number, type and capacity, warehouse-grid location, which accounts occupy it, and whether it is in use.
Key columns
Column | What it means |
Container Number | The container number. |
Warehouse | The warehouse holding the container. |
Type | The container type. |
Volume Capacity | Volume the container can hold. |
Weight Capacity | Weight limit. |
Status | Occupancy: "In Use" or "Empty." |
Accounts | The account numbers occupying the container. |
Zone | The zone within the warehouse. |
Aisle | Grid location (across). |
Row | Grid location (depth). |
Shelf | Grid location (height). |
Other columns in this model
Container ID, Company ID, Warehouse ID, Zone ID, Container Type ID, Created At Utc.
Good to know
Only Creating or Active accounts count toward occupancy, so a container tied only to closed accounts reads "Empty."
Accounts is blank when no active accounts occupy the container.
Truck Utilization by Job
Grain: one row per truck per job. Template name: Truck Utilization by Job Table.
The Truck Utilization by Job model shows, for each completed job, the truck or trucks used and how they were priced, alongside the job's volume, weight, and billed labor.
Key columns
Column | What it means |
Job Number | The job the truck served. |
Job Date | The date of the job. |
Service Type | The job's service type, or your custom service-type name. |
Truck Name | The truck used. |
Truck Capacity | The truck's capacity. |
Truck Length | The truck's length. |
Volume | The job's volume. |
Weight | The job's weight. |
Billed Labor Minutes | Billed labor minutes on the job. |
Billed Labor Cost | Billed labor total on the job. |
Truck Tag | The truck's attribute tags. |
Other columns in this model
Company ID, Quote Number, Truck Fee Hourly Rate, Truck Flat Fee, Truck Price Per Mile, Truck End Of Service Date, Branch ID, Total Estimated Time, Total Estimated Cost.
Good to know
This model includes completed jobs only, so its job counts will not match models that include scheduled or in-progress jobs.
Truck Tag is a comma-separated list of the truck's attribute tags.
Tasks
Grain: one row per task. Template name: Tasks Table.
The Tasks model holds every to-do, phone-call, or email task in the system: who it is assigned to, its due date and status, and what it is linked to (a customer, an opportunity, or a claim).
Key columns
Column | What it means |
Title | The task title. |
Task Item Type | The type: Phone Call, Email, or To-do. |
Task Item Status | The status: Not Started, In Progress, or Completed. |
Priority | Not Set, Low, Medium, or High. |
Assigned To Name | Who the task is assigned to. |
Due Date Time | When the task is due. |
Completed At Utc | When the task was completed. |
Customer Name | The linked customer, if any. |
Quote Number | The linked deal, if any. |
Claim Number | The linked claim, if any. |
Notes | Free-text notes. |
Other columns in this model
Task ID, Company ID, Customer ID, Opportunity ID, Claim ID, Assigned To ID, Due Date, Due Time, Created At Utc.
Good to know
A task can link to a customer, an opportunity, or a claim, so those ID fields may be blank depending on what the task is attached to.
Assigned To ID is a dependable ID here. Join it to the Employees model's User ID.
Employees
Grain: one row per employee (crew or office). Template name: Employees Table.
The Employees model is your staff directory: contact and employment details, background-check tracking, and an extensive set of pay-rate and commission settings for each employee.
Key columns
Column | What it means |
Name | The employee's display name. |
User ID | The stable ID other models match against. |
Role | Office User, Member, Foreman, Driver, or Unknown. |
The employee's email. | |
Phone | The employee's phone. |
Employee Number | The employee number. |
Branch Name | The assigned branch. |
Employment Type | Employee or Contractor. |
Pay Type | Hourly, Salary, Commission Only, or Hourly Plus Commission. |
Pay Status | Active or Inactive. |
Hire Date | The hire date. |
Termination Date | The termination date, if any. |
Other columns in this model
Identity and contact: Title, Short Name, and a full contact address (street, city, state, zip).
Emergency contact: name, relationship, two phone numbers, and address.
Employment and licensing: Employment Schedule, Drivers License Number, License Class, Drivers License Expires, Physical Expiration Date, Birth Date, Review Date.
Background check: Background Check Status, Background Check Provider, Last Background Check Date, Next Background Check Date, plus recheck frequency and notes.
Pay and commission settings: an extensive set of per-category "is paid" and "percentage" fields (for labor, materials, transportation, packing, valuation, tips, and more), plus hourly and piece-rate settings. These are configuration values, not amounts paid.
Good to know
This model holds pay settings, not paychecks. For actual amounts paid, use the Payroll model in the Accounting area.
Many pay fields are blank when that pay category is not configured for the employee.
User ID is the dependable key to match the name fields other models use (Crew Member Name, Move Coordinator, Assigned To, Crew Name).
Operations Overview (Combined Model)
The Operations Overview Tables template pre-joins Jobs Crew, Inventory Items, and Job Materials so an operational dashboard can show crew assignments, what was consumed, and inventory side by side without connecting the models yourself. Because it combines models, some column names (like Company ID) appear more than once. For a single-topic question, the single model is cleaner.
Operations-Area Tips
Claim Details versus Claim Tasks: same claims data, different grain. Claim Details is one row per claim (with totals); Claim Tasks is one row per damaged item. Use Claim Details for claim counts, and do not sum claim-level dollars across the item rows in Claim Tasks.
Truck Utilization by Job is completed jobs only, so its counts will not reconcile with other job models.
Storage Accounts and Storage Containers share the storage-account link; a container's occupancy reflects only active or creating accounts.
Name fields are names, not IDs. Join to the Employees model on User ID where you can.
Materials quantities and rates default to 0, which can mean "none recorded" rather than a confirmed zero.
Most Operations models show moves only; projects are excluded.
FAQs
What is the difference between Claim Details and Claim Tasks?
Claim Details has one row per claim with totals. Claim Tasks has one row per damaged item on a claim. Use Claim Details for claim counts.
Which model shows what a crew member was paid?
The Employees model holds pay settings, not amounts paid. For actual pay, use the Payroll model in the Accounting area.
Why does a container show as Empty when an account is on it?
Only Creating or Active accounts count toward occupancy. A container tied only to closed accounts reads Empty.