SmartMoving Support

Create an outbound opportunity directly from a storage account's inventory by selecting items and choosing whether the job is a delivery or a customer pickup.

Creating an Outbound Opportunity from Storage Inventory

When you create an outbound opportunity from a storage account, SmartMoving automatically adds the selected storage inventory items to the new opportunity's pre-move inventory, preserving room assignments and quantities.

Pre-Filling the Pre-Move Inventory from a Storage Account

Learn how to import Descriptive Inventory from a Storage Inbound opportunity to a Storage Outbound opportunity, including full vs. partial imports, what carries over, and how omitted items appear on…

Importing Descriptive Inventory for a Storage Move-Out

Learn how the Warehouse Release document records items leaving storage, including condition at check-in versus release, item flags, and tokens for customizing the template.

Using the Warehouse Release Document

Learn how the Warehouse Release document appears for signing on Outbound storage opportunities in the Crew App, and how crews and customers review and sign it.

Signing the Warehouse Release Document on Outbound Storage Opportunities

Learn how photos taken of inventory items during storage appear on the Descriptive Inventory of a new opportunity after the items are imported or outbounded.

Viewing Storage Photos on the Imported Descriptive Inventory

Michelle Carone

Release stored items back to the customer: create an outbound opportunity straight from inventory, carry items and their details into the new opportunity, and capture what leaves with the Warehouse Release document.

Moving Items Out 

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