SmartMoving Software

Michelle Carone

Collection of articles about the Customer Service module and its tabs - Tickets, Ratings, and Claims.

Customer Service

Customize how you track, resolve, and report claims in SmartMoving, ensure compliance, efficiency, and better customer outcomes.

Claims Configuration and Module Overview

Complaint and Settlement Types help your company categorize, analyze, and resolve customer claims consistently.

Configuring Complaint and Settlement Types

Understanding the difference between a Claim Lifecycle and a Claim Status is key to managing claims efficiently in SmartMoving.

Claim Lifecycle vs. Claim Status

SmartMoving automatically records several key dates in each claim record and allows your team to edit others as needed.

Compliance and Key Date Fields

SmartMoving lets you record detailed information for each item affected by a claim — including value, damage type, and resolution.

Inventory-Level Tracking and Valuation

SmartMoving automatically tracks several Key Performance Indicators (KPIs) to help you measure the volume, cost, and efficiency of your claims process.

Claims KPIs and Dashboard Metrics

SmartMoving helps you manage claims efficiently by connecting tasks, reminders, and email templates directly to each claim.

Connecting Tasks, Templates, and Workflows to Claims

To manage claims effectively in SmartMoving, users need the right level of access to create, view, and configure claim-related data.

Claims Permissions and Glossary

Articles related to what you can configure (like complaint types, statuses, and settlement options) as well as what to understand, including claim lifecycles, compliance fields, and performance tracking.

Claims - Configuration and Overview

Find answers to common questions about managing Claims in SmartMoving, including uploading photos, tracking deadlines, assigning tasks, and customizing claim types and statuses.

Claims FAQ

Articles related to the Claims module: Learn how to handle, resolve, and close customer claims in SmartMoving.

Claims - Management and FAQs

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.