SmartStarts for Salespeople
These video guides will get you started with key actions in SmartMoving in a matter of minutes!
Leads vs. Opportunities
In this section, you'll learn: The difference between a lead and an opportunity in SmartMoving and the distinct purposes they serve.
From the Quick Actions button, or blue plus button, in SmartMoving you have the ability to capture a new lead and create new opportunities.
New Leads
The New Lead button captures leads, which are prospective customers that might be interested but need additional follow-up such as a phone call, text message, or an email. A lead might come from a third party reference or a lead provider.
For new leads, the desired next step is to have a sales consultant attempt to contact the customer to provide them with an estimate (or even book the job). Once the estimate is created, the lead becomes an opportunity.
New Opportunities
You'll select New Opportunity when you want to provide your lead an estimate immediately. For example, if you get a phone call from someone who would like a quote, select a new opportunity as you have this person on the phone and are ready to collect their information.
Selecting New Opportunity in this scenario allows you to bypass the “lead” process and go directly to providing a quote.
The Lead Lifecycle
In this section, you'll learn: The terminology associated with every stage of the lead lifecycle.
When a lead comes in, SmartMoving automatically advances it through the various stages in its lifecycle. A lead may not go through every stage, but all of the possible stages include the following:
Hot Lead: Any new lead that came in less than 15 minutes ago
New Lead: Any new lead older than 15 minutes without any communication activity
Lead in Progress: A lead that has had activity logged (e.g., an email/text message has been sent or a note has been logged)
Opportunity: A lead after an estimate has been added
Booked: A lead marked as booked
Scheduled: A lead that has been dragged and dropped onto the dispatch schedule
Confirmed: A lead marked as confirmed
In progress: A stage only available through the SmartMoving mobile app that shows the crew is out on the job
Completed: A stage only available through the SmartMoving mobile app that shows that the job has been completed
Closed: Any job with a $0 balance that has been closed in the accounting module
Lost: An opportunity that did not get booked or scheduled for a specific reason (e.g., the customer went with another moving company, etc.)
Bad: A lead where some or all of the contact information is not provided or accurate making it impossible or extremely difficult to contact the lead and continue the sales process
Canceled: A job has been canceled after being scheduled
Real-Time Lead Notifications
In this section, you'll learn: How to enable new lead notifications in the app or by email and/or text message.
As new leads come in, you want to respond as quickly as possible to turn them into booked jobs. That's why SmartMoving immediately notifies you of new leads in the app and/or via email or text.
Step 1: Enabling Notifications
Before anyone can get notifications, they must be enabled by someone with Admin access.
Go to Settings -> Communication -> Email / SMS Templates.
Under New Opportunity, enable the New Quote Received template.
Note: The slider will be green once enabled.
Click anywhere in the New Quote Received box to open the template and settings.
Then, click Email & SMS and select the applicable option. If you want to send both email and text message templates, select Email & SMS.
Step 2: Setting Up Your Notifications
Go to your profile settings under your initials icon in the top right, and select My Account (or click here to go directly to the page).
Select the type of notifications you'd like to receive: play sound (for in app notifications), by email, or by SMS (for text messages).
If you select email and/or SMS notifications, be sure to enter your mobile number and/or email into the boxes under Contact Info.
Troubleshooting: I can't hear my in-app notifications
Some browsers block in-app notifications as a default. If you can't hear your SmartMoving notifications, update your browser settings. Click here to learn how.
Enable Price Ranges for Estimates
In this section, you'll learn: How to provide a price range to your customers on estimates.
In some cases, customers will want to see a more specific price for their estimate other than just being given an hourly rate. Rather than provide a specific estimated cost—which could lead to frustration on your customer's part if the move ends up costing more—price ranges are a good alternative.
You can set up your list of price ranges for easy selection during an estimate by either using the SmartMoving presets, creating your own ranges, or using a combination of both.
Note: These price ranges are set up as defaults to make the estimation process simpler, but you will still have the option to manually update the price range on specific estimates as needed for additional leeway.
How to set price ranges
Navigate to Settings > Estimate Settings > Price Ranges or click here to go directly to the page.
There are many possibilities for price ranges and setting them for a wide range of prices can be tedious. For this reason, SmartMoving provides a preset sample list of price ranges that you can implement into your list and then add to or edit them.
The price range table automatically cascades down based on the amount entered to ensure that the price ranges do not overlap. If Price Range is the selected type of rate estimate, the displayed values will be what the customer will see based on the total amount of the job and which cost range it applies to.
For example: Imagine that your estimate total comes to $315, which falls between the $300-$325 cost range in your settings. Therefore, your customer would see the price range as $300-$375, which is the associated display value for that cost range.
Set and clear preset price ranges
Click Apply Sample Price Range Table to use the preset price range list. Once selected, you’ll be able to instantly see the full list of preset price ranges.
Then, click Save Changes.
To remove the sample price ranges from your table, click Clear, then click Save Changes.
Note: The preset price ranges listed in the Display As column (which the customer will see) are generally higher than the cost range to ensure that it is less likely that you exceed the high display value. However, you can change your Display As amounts to ranges that are lower and higher than the entered cost or otherwise fit your needs.
Add Price Ranges
First, click Add Range.
Next, enter an amount into the Cost ($) field and the low and high display value fields.
Note: When creating an estimate, the number in the cost range will match up to the total amount of the invoice and will automatically trigger the associated low and high display for the customer. As mentioned, you can modify these amounts on the estimate as needed.
Click Add, then click Save Changes.
Edit and Remove Individual Price Ranges
Click any blue total on a specific entry to instantly edit the range amount, then click Save Changes.
Note: If you edit a price range, the changes will automatically cascade down the list so that the numbers do not overlap.
To remove a price range from your list, click the red trash icon next to it, then click Save Changes.
Edit the Price Range on an Estimate
As previously mentioned, these price ranges are set up as defaults to make the estimation process simpler, but you can manually update the price range on any estimate before you send it to a customer.
In the estimate section of a job, click the low and/or high values to instantly edit the amount.
Navigate to the Opportunity Totals Panel.
Locate the Price Range section and select the menu icon.
Select Edit.
Edit the Price Range Low and Price Range High, as needed.
Click Save to save your changes.
Before you send the estimate to the customer, you'll see the updated price range (as long as Price Range is selected as the Pricing Display).
Note: Changing the price range on a specific job estimate will only change the range for that estimate—it will not update the range for any other jobs nor the default range in your settings.
Enabling Mobile-Friendly Customer Inventory Submissions
In this section, you'll learn: How your customers can submit their inventory to you.
The SmartMoving Customer Portal allows users to submit their inventory online using a mobile-friendly web application. The application works on both iOS and Android phones, as well as tablets and PCs.
Enabling Inventory Submission
You can enable the inventory submission for an individual job by going to the estimate, and navigating to the inventory card on the right side of the estimate. To unlock the ability to allow customers to submit their own inventory, simply clicked Locked. You can lock the inventory and prevent the customer from submitting changes by clicking Unlocked.
Requesting Inventory Submission Automatically
If you wish to ask your customers to submit their inventory automatically when a new lead is received, you first need to ensure that inventory submission is allowed for new jobs/leads by default. You can verify this in your SmartMoving settings by going to Estimate Settings -> Common. Make sure the "Customer can edit inventory" setting is toggled ON:
Next, you can add a "Submit your Inventory" button to your automated Emails, including the "auto-responder" that is sent when a new lead is received from your website or via a lead provider.
Go to Email -> Transaction Emails, then open the Email template you wish to customize. The "auto-responder" is named "New Quote Request Response:"
Now you can add the "Submit Inventory" button token from the tokens menu:
Requesting Inventory Submission Using Sales Templates
You can also create sales templates to request a customer's inventory.
Go to your SmartMoving settings, then into Sales -> Sales Templates.
You can either add a new template or edit an existing one. Once you are in the slideout for a template, you can add a link token:
