SmartMoving Support

How to create, edit, and manage automated messages in SmartMoving

Customize Email & SMS Message Templates

How to automatically insert customer, job, and company information into messages

Use Tags & Tokens in Email and SMS Templates

How to customize and manage crew en route and arrival messages

Crew En Route Notifications

Learn about the various automated Email notifications that SmartMoving can send.

Automated Email Notifications

Why are the New Quote Response Notifications No Longer Sent via SMS for Leads Submitted by Lead Providers?

New Quote Request Response SMS Notification

Learn how the Valuation Selection Made notification works in SmartMoving, when it’s triggered, who receives it, and how to configure email and SMS delivery for assigned salespeople.

How to Configure the “Valuation Selection Made” Notification

Learn how the @ClaimsPortalUrl token works in Claim Acknowledgement emails and how customers can use the link to view the status of their most recent claim.

How the Claims Portal Link Works in Claim Acknowledgement Emails

Michelle Carone

Matt Honeycutt

Learn how to customize automated email and text message templates in SmartMoving, including tags, tokens, and crew notifications.

Email & SMS Templates

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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