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Automate Move Coordination in SmartMoving with task templates, workflow rules, and role-based assignments to streamline scheduling, ensure accountability, and keep every move on track, without manual setup.

Automating Move Coordination Workflows with SmartMoving

Learn to configure lead routing automation in SmartMoving.

Automated Lead Routing

Learn to configure Follow-Up Reminder automation by creating custom rules.

Automated Follow-Up Reminders Rule Creation

Learn how SmartMoving notifies assigned salespeople and moving coordinators of customer emails and texts, how notification counts work, and how opting out affects message alerts on an opportunity.

How Moving Coordinators Are Notified of New Customer Messages When Assigned

Control whether additional automation rules run when they share the same trigger event.

Fire Multiple Automation Rules with the Same Trigger

Learn how to configure a task template in SmartMoving so a task is automatically created for every job on a multi-job opportunity, with due dates tied to each job's service…

How to Apply a Task to All Jobs in an Opportunity

Add a Send Email or Send SMS action to a SmartMoving automation rule so a sales template goes to your customer automatically, either immediately or on a schedule you set.

Sending an Email or Text Message From an Automation Rule

Michelle Carone

Articles related to Automation Rules and Task Templates

Workflow Automation

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