SmartMoving Software

How to create and send your first SmartMoving estimate

1.0 - Create and send your first estimate

How to handle addresses that do not have a match in Google Maps

How to add / remove stops on an estimate and track route distance and time

How to create multi-day jobs with separate pack days, move days, etc.

How to change the move date for a booked job

How to add additional services / accessorial charges to an estimate

How to send, book, and confirm estimates / opportunities

How to add Pack by Owner, Carrier Pack and other items to your materials list

How to add and use tags to categorize jobs and plan resource assignments

Understanding how to enable and use automatic estimate calculations

How to recalculate estimate items and totals

How to set up trip and travel fees based on hourly rates or flat rates and distance

How to add additional truck and fuel surcharges to your estimates

How, when, and why is a tariff group applied automatically?

How to set a different crew base rate for a certain day

How to add additional fees and discounts to an estimate

How to use and modify each moving service time estimate

Articles that apply to SmartMoving Version 1 only as we transition to SmartMoving 2.0

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