SmartMoving Support

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

Learn how to plan, schedule, and track long-distance moves using Trip Planning, including pickup and delivery spreads, trip creation, resource assignment, printing trip details, and closing completed trips.

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

Schedule template changes in advance with the Effective Start Date feature. Apply updates on a future date without disrupting current plans!

Schedule Template Release Based on Effective Date

The dispatch scheduling page allows users to publish schedules for multiple days at a time.

Publishing Multiple Days at Once

Master dispatch templates: create, update, and schedule with ease to streamline workflow and boost efficiency.

Video: Mastering Dispatch Templates -Creating, Updating, and Scheduling a Template

You can select one, multiple, or all branches in Dispatch and Scheduling views for easier multi-location job management.

View Multiple Branches in the Dispatch Module

Customize how SmartMoving counts and displays trucks and crew — based on availability, usage, and job status — for better dispatch planning.

How Resources Are Counted in SmartMoving

Learn how to assign trucks and drivers to trips using resource-based dropdowns, configure fleet and crew availability, understand manual entry warnings, and manage shared-resource capacity behavior.

How to Assign Trucks and Drivers in Trip Planning Using Resources

Matt Honeycutt

Michelle Carone

Dispatch FAQs

Find answers and get help from Intercom Support and Community Experts

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

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

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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