SmartMoving lets you record detailed information for each item affected by a claim — including value, damage type, and resolution.
This inventory-level tracking gives you high visibility into what was damaged, how it was resolved, and how much was paid out.
It also ties directly into valuation tracking, ensuring customers’ coverage and settlements are accurately connected.
Accessing Inventory-Level Tracking
To view or edit claim items:
Open a claim record.
Scroll to the Inventory Items section.
Click Add Item or edit an existing one.
From here, you can enter all claim item details, assign settlement types, and record payment information.
Item-Level Details
Each item on a claim record includes:
Field | Description |
Commodity Type | Classify the type of item — such as HHG (household goods), vehicle, or property damage. |
Item Name & Quantity | Identify the damaged or missing item (e.g., “Dining table,” Quantity: 1). |
Weight & Value | Record the declared or estimated weight and customer-declared value. |
Damage Description | Describe the nature of the damage and who was involved. |
Crew or Employee Involved | Log which team members were associated with the move. |
Settlement Type & Amount | Indicate how this item was resolved (refund, repair, replacement, denied, etc.). |
Paid Checkbox & Payment Date | Track when the customer was compensated or the repair was completed. |
💡 Tip: Marking items as Paid automatically updates claims KPIs and financial summaries.
Why Item-Level Tracking Matters
✅ Enables more detailed reporting on claim frequency and cost by item type.
✅ Provides clear accountability for team members involved.
✅ Supports insurance audits and profitability analysis.
✅ Improves accuracy when calculating valuation and settlement balances.
Valuation Tracking
Valuation coverage provides customers with protection beyond basic liability coverage.
SmartMoving tracks both basic and premium valuation sold during booking, and connects that data to related claims.
Valuation Types
Type | Description |
Basic Valuation | Included automatically at no cost, typically limited (e.g., $0.60 per lb). |
Premium Valuation | Optional paid coverage with higher payout limits (e.g., $5 per lb). |
When a claim is filed, the system references the valuation selected at booking to determine coverage limits and financial exposure.
⚠️ Note: Keeping valuation details consistent between jobs and claims ensures accurate compliance and loss ratio reporting.
Next Steps
Continue to the next article to learn how to measure claims performance and financial impact: