Tracking accurate dates is essential for compliance and reporting.
SmartMoving automatically records several key dates in each claim record and allows your team to edit others as needed.
These date fields help you meet legal deadlines, ensure timely communication, and generate accurate reports.
Key Claim Date Fields
SmartMoving tracks the following important dates for every claim:
Date Field | Description | Editable |
Claim Received Date | The original date the claim was received from the customer. Used for compliance deadlines. | ✅ Yes |
Claim Created Date | The date the claim was entered into SmartMoving. This may differ from when it was received. | ❌ No |
Acknowledgment Date | The date your team formally acknowledged the claim (e.g., via acknowledgment email). | ✅ Yes |
Closed Date | The date the claim was marked as resolved in SmartMoving. | ✅ Yes |
Paid Date (per item) | The payment or repair completion date for each affected item. | ✅ Yes |
💡 Tip: If a claim is received on paper or by email and entered later, make sure to adjust the Claim Received Date manually to ensure compliance.
Compliance Reminders
Many states require movers to acknowledge and resolve claims within specific time limits, often between 30–90 days from the received date.
Failing to track these accurately can lead to:
Penalties or legal exposure
BBB complaints
Delayed settlements
Inaccurate reporting
⚠️ Reminder: SmartMoving’s built-in dates help you prove compliance and protect your company in case of disputes.
Best Practices
✅ Always record the actual received date, even if entered later.
✅ Use automated acknowledgment emails to timestamp responses.
✅ Review acknowledgment and closure timelines regularly.
✅ Train staff on the difference between Claim Created Date and Claim Received Date.
✅ Set up internal tasks or reminders to follow up before deadlines expire.
Example Workflow
Customer submits claim (email or web form).
You create a claim in SmartMoving → adjust Claim Received Date if necessary.
Send acknowledgment email → Acknowledgment Date auto-recorded.
Investigate and resolve → enter Paid Date for items when complete.
Click Close → system records Closed Date.
Each step keeps your timeline transparent and legally defensible.
Next Steps
Continue to the next article to learn how to record and manage affected items: