SmartMoving Software

Ren Jones

Lauren Greener

Holly

Basics of the core modules in SmartMoving

Basics

Sales Basics

Sending Custom Emails and SMS Messages to Customers

How to Send a Template Email or SMS Message to a Customer

How to flag and report on lost leads and opportunities

Handle and Track Lost Leads / Opportunities

How to allow customers to complete their own inventory with a mobile device or computer

Use the Customer Mobile-Friendly Inventory Tool

Allow your customers to digitally sign any document

Request Digital Signatures From a Customer

Where to find a document your customer has signed

Find a Signed Document

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

Automated Task Follow-Up Rule Creation

Learn to configure lead routing automation in SmartMoving.

Automated Lead Routing

How to manually or automatically mark opportunities as lost

What to do When Opportunities are Not Booked Before their Move Date

Prevent Customers from Managing their Inventory from the Customer Portal Page

How to Lock the Inventory

Why don't my unread email & SMS messages clear automatically?

How to Clear Inbox Notifications

How to cancel an opportunity and notify the customer

How to Cancel an Opportunity

How to delete an opportunity in SmartMoving

Delete an Opportunity

Blocking Off Days

How to install the Text Blaze plugin which will allow you to automatically drop in note templates or snippets on your estimates.

Note Templates

Tobe

Sales FAQs

Learn all the basics around creating and managing your estimates

Estimates Basics

How to recalculate the cost of an estimate

Re-rate Your Shipment

How to use the Estimate tab inside of an opportunity

Estimate Overview

How to create an estimate for a new opportunity

Create a New Estimate

How to preview and send an estimate to a customer

Preview and Send an Estimate

Book an Opportunity

Confirm a Booked Opportunity

How to add additional jobs to an opportunity

How to Add or Remove Jobs

How to estimate packing costs by the hour

Quote Packing Labor by the Hour

How to charge for packing materials without charging for packing labor

Add Packing Materials Without Labor Charges

Add Inventory to an Opportunity

How to calculate the volume and weight of a move

Determine a Move's Volume and Weight

How to add and manage stops for a move's jobs

How to Add and Manage Stops

How to add charges for fuel, bulky items, storage, and more to a job

How to Add, Edit, or Move a Charge

How to set up and view your on-site, phone, and virtual surveys or estimates

Schedule On-Site, Phone, and Virtual Surveys

How to track details and issues for a job

Add a Note to a Job or Estimate

How to determine if an estimate should be binding or non-binding

Choose a Binding Type

How to add one or more contacts to your opportunities

Add Additional Contacts

This article will help Michigan Movers Association (MMA) users of SmartMoving Lite learn the ins and outs of creating and editing estimates.

SmartMoving Lite Estimate Basics

Estimate Basics

How to estimate packing costs by the shipments cwt

Quote Packing by Shipment Weight

How to estimate packing costs by the container

Quote Packing by the Container

Add Tags for Easier Dispatching

How to send your customer multiple estimates with different service options

Provide Multiple Estimates to Your Customer

How can I track the pickup and delivery spreads for my estimates?

Capturing Pickup and Delivery Spread

How to use the Profitability tab on an opportunity to track Auto-Generated and Manuel Expenses.

Profitability - Tracking Expenses on an Opportunity

How to Recalculate, Edit and Delete Expenses

Recalculate, Edit, and Delete Expenses

Matt Honeycutt

Estimates Advanced

How do you adjust the arrival window when the day is fully booked, and blocked off?

Adjust the Arrival Window on a Day that is Blocked Off

How to update the branch on an opportunity once the job is in progress.

Changing the Branch While an Opportunity is in Progress

How charges on a job impact a job's minimum hours

How Job Times are Calculated

Estimates FAQs

Basics on Dispatching your jobs and scheduling crew memebers

Dispatch & Operations Basics

How to use roles to schedule crew members on the Dispatch Schedule

Assign Crew Roles on the Dispatch Schedule

What do the different job card colors in the Dispatch module mean?

Job Card Colors

What is the day booked percentage seen in Dispatch, the New Opportunity screen, and other places?

How Percentage of the Day Booked is Calculated

How to make any changes or updates to your dispatch templates.

How to Update a Dispatch Template

Trip Planning: Create a trip for a booked opportunity

How to Plan, Schedule, & Track Long-Distance Moves

Dispatch FAQs

Learn all about the accounting side of SmartMoving 

Accounting Basics

An overview of how to track outstanding balances from the Account Balances section.

Track a Job with a Remaining Balance

How SmartMoving Distributes the Billable Hours for a Job with Multiple Hourly Charges

Billable Hours Spread

How to finalize a job without entering actual values.

Finalize a Job Without Entering Actual Values

How to calculate payroll on a job for drivers, crew, & foremen roles

Calculate Job Payroll for Crew Roles

How do I handle crew members leaving early or arriving late to a job?

Managing crew time on jobs

How can I pay commissions to my sales staff for on-site, virtual, etc. surveys?

Paying Commissions for Surveyors

Paying your crew for labor using the Piece Rate method

How Does "Piece Rate" Compensation Work?

Payroll Basics

Guide your customers through paying their invoice online

How do Customers Pay Their Invoices Online?

How to Move a Payment

How to process a full or partial credit card refund

How to Process a Refund

Paystubs in SmartMoving are designed for legal paper, but you can still print them on letter-sized paper.

How to Print a Paystub on Letter-Sized Paper

How can I keep a card on file so that it can be re-billed at a later date?

Storing Customer Credit Cards for Future Use

How to understand the taxes that are being applied to an opportunity.

Detailed Tax Breakdown

Accounting FAQs

Tips and advice on how to report on your company numbers

Reporting Basics

How can the Bad Leads Report help me know how to get refunds from my lead provider?

Bad Leads Report

How to see what is happening to your leads

Lead Status Report

How can the Lost Leads & Opportunities Summary Report help me understand how and why we aren't able to close our leads?

Lost Leads & Opportunities Summary Report

How can the Lost Leads & Opportunities Details Report help me dig into the details on lost jobs?

Lost Leads & Opportunities Details Report

What the Move Date Report is and how it works

Opportunities by Move Date Report

How to use the Revenue Forecast Report to review & forecast your revenue

Revenue Forecast Report

How can I use the Booking Percent report to assess the impact of various survey types on my opportunity booking rates?

Booking percent by survey type report

Sales Reports

How does the Sales Commission Summary Report help me understand how my sales team is performing?

Sales Commission Summary Report

How does the Payment Ratio report help me understand my transactions?

Payment ratio report

How does the Accounting Revenue Report help me understand my moving company's revenue?

Accounting Revenue Report

Accounting Reports

How to gauge the effectiveness of your marketing spend

Marketing ROI Report

Marketing Reports

System and Reporting Dates

What do the metrics on the home dashboard mean?

How to Understand Your Home Dashboard Metrics

What do the metrics on the sales dashboard mean?

How to Understand Your Sales Dashboard Metrics

Take a look at the all-new reporting engine features!

SmartMoving's Enhanced Reporting

An overview of the clickable metrics on the Company Dashboard and the Sales Dashboard

Clickable Dashboards

Reporting FAQS

Getting started with storage and recurring billing

Storage Basics

A step by step guide to getting storage set up and configured

Getting Started with Storage

How to quickly add your existing accounts and containers into SmartMoving

Import Your Storage Data

How to set up a default pricing method for recurring storage, warehouse handling and other storage charges

Configure Your Storage Rates / Storage Tariff

How to set up late fees, invoice defaults, and other important warehouse settings

Configure Warehouse Settings

How to customize and maintain additional warehouse and invoice items

Setting Up Zones, Containers, Container Types, and Oversized Items

How to set up recurring or one-time storage discounts

Configure Storage Discounts

How to configure which storage invoice items get taxed

Add Tax to Storage Charges

Storage Settings

How are the numbers and metrics calculated on my storage dashboard?

Storage Dashboard Metrics

How to add recurring storage, WHSE handling, and other storage-related charges to an estimate

Quote Storage Charges

How to charge prepaid storage on a move estimate and optionally have it appear as a credit on a new storage account

Collect Prepaid Storage Charges

How to create a new account for a new or existing customer

Create a New Storage Account

How to set up auto-billing for recurring invoices

Add a default payment method for auto-billing

Automatically charge and send monthly invoices to the customers in your storage warehouse.