The Pre-Move List feature in SmartMoving gives crews a head start when building their Descriptive Inventory. Instead of starting from scratch, they can import inventory items that were already captured during the pre-move phase, whether through the Pre-Move App, Web App, or the Customer Portal.
Overview
The Pre-Move List allows your crew to:
Use existing pre-move inventory data to prefill the descriptive inventory.
View any notes or photos entered during the pre-move survey.
Edit existing items or add new ones on the fly during move day.
Save time by avoiding duplicate data entry.
This feature is controlled by a permission, so you can decide which crews are allowed to use it.
Step 1: Enable the Permission
Before crews can access the Pre-Move List, you’ll need to enable it in your account settings.
Go to Settings > Crew App > Crew App Permission.
Scroll down to the Descriptive Inventory's permission and locate: Can use pre-move item list.
Enable or disable this permission for each Crew Role as needed.
Note: Some teams prefer that crews build their inventories from scratch, without relying on pre-move data. This permission gives you flexibility to choose the workflow that fits your team.
Step 2: Starting a Descriptive Inventory with a Pre-Move List
Once the permission is enabled, crew members will see the option “Use Pre-Move List” when starting a new descriptive inventory in the app.
How It Works
When toggled on, the descriptive inventory automatically preloads all items that were recorded in the pre-move phase.
This includes data from the Pre-Move App, Web App, or Customer Portal.
Any existing notes or photos from the pre-move survey are carried over.
When enabled, crews will be able to:
Add new damages observed on move day.
Update or add notes and photos.
Add new items if additional pieces need to be moved that weren’t included in the original list.
Step 3: Completing Lot Information
When using a Pre-Move List, crews still need to create a Lot for the items.
Lot Setup Differences
The Tag Color field is optional.
The Lot Number automatically pre-fills with the Job Number for convenience.
Crews who do use stickers can still edit the Tag Color and Lot Number as needed.
💡Smart Tip: If your team doesn’t use stickers or lots, you can simply proceed without making changes, SmartMoving will handle the setup for you.
Step 4: Editing and Adding Items
When reviewing imported items:
Tap an item to view its details.
Existing notes and photos from the pre-move survey are already included.
Add any new damages or photos directly in the descriptive inventory.
If there are new items on move day that weren’t part of the pre-move inventory:
Tap Add Item.
Search for the item and add it just as you would during a normal descriptive inventory.
Summary
The Pre-Move List bridges the gap between estimated and actual inventories:
Pre-Move Inventory = Items captured before move day (for estimates).
Descriptive Inventory = Items handled and confirmed by the crew on move day.
Think of the Pre-Move List as a head start for your crew, especially for moves where you want to create a quick, accurate inventory that notes any existing damages before the move. This not only helps protect your company in the event of a claims filing, but also ensures the crew has an electronic copy of the inventory to provide to the customer on move day.
It’s ideal for standard residential moves where a full, item-by-item detailed inventory (like those required for DoD or Van Line moves) isn’t necessary.
By using the Pre-Move List, your team can work faster, maintain accuracy, and easily document key details without slowing down the moving process.