SmartMoving Software

Matt Honeycutt

Holly

Michelle Carone

Use the documentation found here to learn more about our SmartMoving Crew Application and the Pre-Move Survey Application 

Mobile Applications 

Crew Application

How to grant access to the mobile application to a crew member.

Grant Mobile Crew Application Access

How to use the SmartMoving Crew Application.

Crew Application Training Videos

How does my crew adjust the start and/or end time if they make a mistake?

Adjusting Job Start and End Time from the Mobile Crew Application

How to Finalize a Job from the Crew Application.

Finalize a Job from the Crew Application

How to upload and take photos from the mobile Crew Application

Upload and Take Photos from the Crew Application

How to Link an Photo on the Crew Application to an Item from the Inventory

Link a Photo to an Inventory Item

How to Delete an Photo from the Crew Application

Delete a Photo

How to Add Notes to a Photo from the Crew Application

Add Notes to a Photo

How to Move a Photo from the Crew Application to a New Category

Move a Photo

How to enable biometric login for the Crew Application

Crew Application Biometric Login

How to manage bulky items from the SmartMoving Crew Application.

Manage Bulky Items from the Crew Application

New Crew Permissions: Admins can set custom permissions for crew roles, enhancing control over field actions in the Crew App.

Setting Up Crew Permissions

The SmartMoving Crew App beta now includes an Upcoming Jobs view, bulk confirmation, and material selection to streamline scheduling.

Using the New Schedule View and Confirmation Workflow (Beta Release)

Crew members with the "Can add valuation charges" permission can sell valuation charges directly in the Crew App.

Understanding Valuation Permission in the Crew App

Crew Application Basics

What to do When You Forget Your Crew Application Password

Forgot Password

How does SmartMoving calculate drive time and double drive time from the Crew Application?

Drive Time and Double Drive Time

How can I pull down external pricing changes made to an estimate?

Refreshing Data on the Crew Application

To make adjustments to job stops in real time, follow these simple steps for adding or removing stops directly in the Crew App:.

How to Add and Manage a Stop During a Job in the Crew App

To ensure your payments are processed, install the latest app version. Learn how to check your Crew App version here.

How to Make Sure You're Using the Latest Version of the Crew App

Crew Applications FAQs

Pre-Move Survey - Onsite Estimator Application 

How to Purchase a License, Download, and Login to the Pre-Move Survey Application.

How to Access the Pre-Move Survey Application

How to complete a pre-move inventory survey from the Pre-Move Survey Application

Complete an Inventory Survey

How to publish a survey to the Pre-Move Survey Application

Publish a Survey

How to sync your Pre-Move Survey data and photos to SmartMoving.

Sync a Pre-Move Survey Application Inventory to SmartMoving

An overview of the Pre-Move Survey Application settings page.

Pre-Move Survey Application Settings Overview

How to navigate to a Pre-Move Survey Location.

Navigate to a Pre-Move Survey

How to add a room or create a custom room from the Pre-Move Survey Application

Add a Room to a Survey

How to create a custom item from the Pre-Move Survey Application

Create a Custom Item

How to move, copy, and delete inventory items from the Pre-Move Survey Application

Move, Copy, and Delete Items

How to link an inventory item to an additional service from the Pre-Move Survey Application.

Link an Item to an Additional Service

How to upload, add notes, and delete photos linked to an inventory item from the Pre-Move Survey Application.

Inventory Photos

How to adjust the density factor when completing a survey from the Pre-Move Survey Application

Change the Density Factor on a Survey

How to Customize Your Materials List on the Pre-Move Survey Application

Customize Your Materials List

Pre-Move Survey App Basics

Frequently asked questions about the Pre-Move Survey Application.

Pre-Move Survey Application FAQs

Pre-Move Survey App FAQs

Find answers and get help from Intercom Support and Community Experts

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