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Fast Estimates with SmartMoving Pricing Method Defaults
Fast Estimates with SmartMoving Pricing Method Defaults

How to set your pricing method defaults

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

When you create a new opportunity or add a job to a move, SmartMoving's auto-pricing engine quickly calculates estimates just based on the date, type of service, and move size.

To enjoy this feature, you must set up your pricing method defaults. You can define an unlimited number or rules and conditions, and you can toggle them on/off.

To add a new pricing method rule,

  1. Navigate to Settings -> Tariffs -> Tariff Library or click here to go directly to the page.

  2. Click the name of a tariff.

  3. Select Pricing Method Defaults from the left menu.

  4. Click Add Pricing Method Default.

  5. Enter a name for the rule and select a type: hourly rates, distance rates, packing, or valuation.

  6. Click Add.

  7. On the Pricing Method Default page, select when the rule applies:

    • Rule ALWAYS applies

    • If ANY of the following conditions are met

    • if ALL of the following conditions are met

  8. Build the conditions.

  9. Select how the rate is charged: hourly or flat rate plus hourly.

  10. Be sure to toggle the rule ON using the toggle switch next to the rule name.

Note: For distance rates, the rates available to select are determined by the distance rates you set for the tariff.

Examples

Here are some general tips to help you get started. Most moving companies quote:

  • Local moves by the hour.

  • Long distance moves based on a weight and mileage charge.

  • Local packing by the hour.

  • Long distance packing by the container.

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