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SmartMoving Version 1
1.0 - Reschedule an opportunity
1.0 - Reschedule an opportunity

How to change the move date for a booked job

Ren Jones avatar
Written by Ren Jones
Updated over a week ago

In the event that a customer needs to change their move date, you can reschedule it in SmartMoving.

Rescheduling move dates

Navigate to the estimate page of a job.

First, click the current move date located in the Jobs section.

Next, select the new move date by either clicking the date field to enter or select a specific day from the calendar...

...or click the left and right arrows to filter through dates by week.

Then, select the arrival window in the Availability section. It's important to select an arrival window on the desired "reschedule day" or the job will not be re-scheduled.

The availability section will also show you the daily base crew rates (as some days like weekends and holidays may have a higher price) for each day of the week as well as the percentage of jobs already booked for that day (to see how busy the day already is). This information is useful to determine what days have sufficient availability as well as being able to notify your customer of any price increase / decrease for the desired day.

Next, click Apply.

Then, select whether you want to notify the customer of the scheduling change. If there are multiple contacts, you can select/deselect the contacts that will receive the notification.

Note: If you click no, the reschedule will still be saved, but a notification will not be sent to any of the contacts.

Customizing rescheduling notifications

Navigate to Settings > Emails > Transactional Emails or click here to go directly to the page.

First, click Job Rescheduled under the Active Opportunity section.
Note: Click the title or description area to edit—not the toggle. Clicking the toggle will only turn the rescheduled notifications on/off.

From here, you can update the subject line, body, and formatting of the email. You can also change settings like whether the notification is sent out as an email, text message, or both.

Then, click Save Changes.

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