SmartMoving Software

Ren Jones

Holly

Tobe

Welcome! Use the documentation found here to get started with SmartMoving

Getting Started

How to configure your tariff settings and your SmartMoving platform

Getting Started Admin

How to Adjust Your Auto-Pricing Engine to Improve the Accuracy of Your Estimates.

Auto-Pricing Engine

How to enable the ability to automatically add resources based on Auto-Pricing settings.

Enable Per-Additional Truck and Crew Hourly Rates

This checklist will ensure you are ready to begin using SmartMoving 2.0.

SmartMoving 2.0 Upgrade Checklist

Configure Name, branch, volume to weight ratio, and minimum booking amount for each tariff

Common Settings

Set Off-Peak, Peak, and Other Pricing Periods

Configuring hourly rates and flat rate plus hourly options

Set Up Hourly Moving Rates

How to set distance rates to charge by weight or volume and mileage instead of hourly

Set up Long Distance Rates

How to configure a distance rate that charges by flat weight or flat volume.

Flat by Weight or Volume Distance Rates

How to add or edit your moving material settings

Set Up Your List of Materials

How to set different pricing rates for packing jobs

Set Packing Rates

How to set up valuation amounts and deductible levels

Set Valuation Options

How to set prices for oversized items that require additional fees to transport

Bulky Items

How to set or adjust a maximum price for a move

Configuring Not to Exceed Defaults

Fast Estimates with SmartMoving Pricing Method Defaults

How to choose a pricing type for your fees

Set Your Fee Pricing

Configure per mileage, flat rate and other trip and travel fees

Set Trip and Travel Fees

How to create a per-mile trip or travel fee.

Per Mile Trip and Travel Fees

Set Fuel Surcharges

How to configure your storage in transit fees.

Storage In Transit Fees

How to charge fees for additional services

Set Additional Services

How to set up fees when a tight street requires a smaller truck

Set Shuttle Fees

How to create rules that automatically apply fees to an estimate if certain conditions are met

Set Up Auto-Pricing Rules

How a fee can be charged based on the subtotal of the job.

Percentage of Job Subtotal Fee

How Does the Maximum Hours Setting Function in the Auto-Pricing Engine?

Maximum Hours Per Job

Tariff Configuration

How to personalize your emails and documents with your company logo

Upload Your Logo

How to connect your SmartMoving Dispatch Calendar and Office Calendar to your Google calendar.

Connect Your Google Calendar

How do I add my dispatch or office calendar to my Apple calendar?

Sync Dispatch and Office Calendars to Apple Calendar

How to Turn on and Track Signed Estimates

Enable Digital Signatures on Estimates

How to set default pricing, attach documents, and set terms & conditions on your Customer Portal pages.

Customize Online Estimates

How to add attachments to your Customer Portal page.

Attach Documents to the Customer Portal

How to configure credit card fees for payments and/or deposits

Enable Credit Card Processing Fees

How to configure deposits and allow customers to pay deposits online

Set Up Deposits

How to configure the types of discounts your team can add to estimates

Enable Discounts

Enable Online Invoice Payments

How to transfer data from your previous software system into SmartMoving

Importing Data From Your Old CRM

Matt Honeycutt

Platform Configuration

How to change a password in SmartMoving for an office user / crew member or set an automatic password for new users

Change a User or Crew Member's Password

How to update how your account is billed for your SmartMoving subscription.

Update Your Billing Information

How do I reassign someone's leads after an employee has been terminated?

Reassigning Leads After an Employee has Been Terminated

Add an Event to Your Office Calendar Targeting an Office User

Create an Office Calendar Event

Did something change? Did something go missing? Did something new get added? Did something move?

Keeping informed about the latest updates

How do I suggest a feature or see what's on the product roadmap?

Submit or vote on a feature request

How to delete a branch from your account and update your billing.

Delete a Branch

How to remove an office user from your SmartMoving account and update your billing.

Removing an Office User

How can I grant access to the User Management section to one of my users?

User Management Access

Admin FAQ

How new users can get started using SmartMoving

Getting Started Roles

How to provide a price range to your customers

Enable Estimate Price Ranges

Leads vs opportunities

What are the various stages that a lead goes through?

Lead lifecycle

How to enable new lead notifications in the app or by email / text message

Get immediate notifications for new leads

How can my customers submit their inventory to me?

Enabling Mobile-Friendly Customer Inventory Submissions

Sales

How to customize the arrival window selections available for your estimates

Customize Arrival Windows

How to create driver, crew, & foreman roles for dispatching

Enable & Assign Roles to Crew Members

Use dispatch templates to speed up your dispatching.

Create a Dispatch Template

How to notify your crew about jobs & update the default time to arrive to the office before their first job