Skip to main content

How to Access the Pre-Move Survey Application

Learn how to obtain a Pre-Move Survey App license, assign it to a user, download the app, and log in to complete inventory surveys in SmartMoving.

Michelle Carone avatar
Written by Michelle Carone
Updated this week

Overview

SmartMoving’s Pre-Move Survey Application allows users to complete inventory surveys directly from a tablet or iPad. The app is offline-capable and designed to streamline the survey process in the field.

Access to the Pre-Move Survey App requires an application license, which can be assigned to eligible users once available on your account.


Before You Start

Before assigning access, confirm that:

  • The user exists as an office user in SmartMoving

  • You have access to the Settings module

  • Your company has an available application license


How to Get a Pre-Move Survey Application License

If Your Company Already Has Available Licenses

If your company already has application licenses available, no purchase is required. You can assign the Pre-Move Survey App license directly to a user from SmartMoving settings.

If You Need Additional Licenses

If no licenses are available, you’ll be prompted to contact SmartMoving to add more.

  1. Request additional licenses when prompted in SmartMoving

  2. A SmartMoving representative will confirm pricing and next steps

  3. Once added, licenses become available to assign to users

Learn more about User Application Licenses here.


How to Assign the Pre-Move Survey App License

Once an application license is available, assign it to a user:

  1. Go to Settings

  2. Select User Management

  3. Choose the office user who will complete surveys

  4. In the Application Access section, enable Pre-Move Survey

  5. Click Save

The toggle appears green once enabled. Assigning the license immediately grants access to the Pre-Move Survey App.

💡 SmartTip: If you need to manage app access for multiple users or review license availability, use the User Application Licenses page in Company Settings.


How to Download the Application

After a license has been assigned, the user can download the app to their tablet or iPad.

Apple App Store

  1. Open the Apple App Store

  2. Search for SmartMoving

  3. Select the SmartMoving app listing

  4. Choose SmartMoving Pre-Move Survey Application

  5. Tap Get to download

Google Play Store

  1. Open the Google Play Store

  2. Search for SmartMoving Pre-Move Survey

  3. Select the app

  4. Tap Install


How to Log into the Application

Once the app is installed:

  1. Open the Pre-Move Survey Application

  2. Log in using the same credentials used for the SmartMoving web application

  3. Begin completing inventory surveys

To complete your first survey, see: Complete an Inventory Survey.


Best Practices

Assign Pre-Move Survey App access only to users who actively perform surveys to make the best use of available licenses.

Did this answer your question?