SmartMoving Support

Michelle Carone

Collection of articles about the Customer Service module and its tabs - Tickets, Ratings, and Claims.

Customer Service

Customize how you track, resolve, and report claims in SmartMoving, ensure compliance, efficiency, and better customer outcomes.

Claims Configuration and Module Overview

Complaint and Settlement Types help your company categorize, analyze, and resolve customer claims consistently.

Configuring Complaint and Settlement Types

Understanding the difference between a Claim Lifecycle and a Claim Status is key to managing claims efficiently in SmartMoving.

Claim Lifecycle vs. Claim Status

SmartMoving automatically records several key dates in each claim record and allows your team to edit others as needed.

Compliance and Key Date Fields

SmartMoving lets you record detailed information for each item affected by a claim — including value, damage type, and resolution.

Inventory-Level Tracking and Valuation

SmartMoving automatically tracks several Key Performance Indicators (KPIs) to help you measure the volume, cost, and efficiency of your claims process.

Claims KPIs and Dashboard Metrics

SmartMoving helps you manage claims efficiently by connecting tasks, reminders, and email templates directly to each claim.

Connecting Tasks, Templates, and Workflows to Claims

To manage claims effectively in SmartMoving, users need the right level of access to create, view, and configure claim-related data.

Claims Permissions and Glossary

Learn how to set up and manage claim commodity categories used throughout the claims process.

How to Configure Claim Commodities

Generate a PDF audit report of claim forms and claim acknowledgment emails submitted within a selected date range, then download it from the emailed link.

How to Download the Claims Audit Log

Articles related to what you can configure (like complaint types, statuses, and settlement options) as well as what to understand, including claim lifecycles, compliance fields, and performance tracking.

Claims - Configuration and Overview

Find answers to common questions about managing Claims in SmartMoving, including uploading photos, tracking deadlines, assigning tasks, and customizing claim types and statuses.

Claims FAQ

Learn how to send the Claims Intake Form to customers, how customers submit claims through the portal, and how to start a claim or send a claim form directly from…

How to Use the Claims Intake Form

Learn how to manually create a new claim in SmartMoving when your team receives a damage report internally, including how to create a claim directly from a ticket, so you…

How to Create a New Claim Manually in SmartMoving

Articles related to the Claims module: Learn how to handle, resolve, and close customer claims in SmartMoving.

Claims - Management and FAQs

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