SmartMoving Software

Matt Honeycutt

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

Learn the Crew App fast. Watch short videos covering each step of the move - from dispatch to payment.

Crew Application Training Videos

Learn how to grant a crew member access to the SmartMoving Crew App, including enabling app access, setting login credentials, and sending a welcome email.

How to Grant Mobile Crew Application Access

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

Learn how to finalize a job in the Crew Application, calculate final charges, collect payment, and choose which contacts receive the move review and contract.

How to 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

Give crew members control to manage staffing and time tracking in the app - improving payroll accuracy without affecting billing.

Manage Team and Time Tracking

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

Using the Schedule View and Confirmation Workflow

Viewing Opportunity Documents in the Crew App

Send Crew App En Route and Arrived notifications to multiple customer contacts. Crews can select additional contacts and send updates via SMS or email based on template settings.

Sending Crew App Notifications to Multiple Contacts

Basic set up and information about 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

Frequently Asked Questions regarding the Crew App

Crew Applications FAQs

Crews can record every item included in the shipment with notes, photos, and exceptions (like pre-existing damage). This ensures accuracy, reduces claims, and provides customers with a professional electronic inventory…

Descriptive Inventory

Using the Pre-Move List in Descriptive Inventory

To make inventory item entry faster and more consistent, SmartMoving includes a Common Items category that highlights the items crews use most often.

Understanding Common Items in Descriptive Inventory

When completing a Descriptive Inventory in SmartMoving, crew members can specify quantities for items like PBO boxes, dining chairs, or other identical items, making it faster to log multiple units…

Set Quantities for Descriptive Inventory

The Descriptive Inventory document can be created and customized in the Document Library. It supports dynamic inventory data, adjusts table rows automatically, and can be configured to apply to specific…

Using the Descriptive Inventory Document

Crew members can void items, removing them from active counts while keeping a full audit trail. Voided items remain visible, can be restored, and display their void reason across SmartMoving.

Voiding Items in Descriptive Inventory

Start a check from the Inventory tab in the Crew App. Select a check type, then verify items using keypad entry for quick lookup or the Inventory List for visual…

How to Start and Abandon a Descriptive Inventory Check

Learn how to use the Boxes tab in Descriptive Inventory to quickly add box quantities, packing types, contents, and condition during inventory.

How to Add Boxes in Descriptive Inventory

Learn how to use the bulk receive and unreceive options during a Descriptive Inventory check, including required Crew App permissions and what happens after confirming the action.

How to Bulk Mark Inventory Items as Received During a Descriptive Inventory Check

Learn how crew members can mark inventory items as High Value (HVI) and/or Firearms in the Descriptive Inventory flow and where those visual indicators appear across inventory documents and reports.

How to Mark High Value Items and Firearms in Descriptive Inventory

Learn how to review the Descriptive Inventory Report from the Accounting tab, starting with the Initial Inventory baseline and understanding how subsequent check tabs surface missing items and new exceptions.

Viewing the Descriptive Inventory Report

Learn how to import Descriptive Inventory from a Storage Inbound opportunity to a Storage Outbound opportunity, including full vs. partial imports, what carries over, and how omitted items appear on…

How to Import Descriptive Inventory for a Storage Move-Out

Learn how to enable the “Require photos for damaged items” setting in Descriptive Inventory and ensure crew members capture photo documentation for all items marked as damaged.

How to Require Photos for Damaged Items in Descriptive Inventory

Help articles related to Descriptive Inventory

Pre-Move Survey - Onsite Estimator Application 

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

Complete an Inventory Survey with the Pre-Move App

Learn how to obtain a Pre-Move Survey App license, assign it to a user, download the app, and log in to complete inventory surveys in SmartMoving.

How to Access the Pre-Move Survey Application

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

Easily edit stop addresses or add new stops in the Pre-Move Survey App to keep move details accurate, efficient, and customer-ready—online or offline.

Editing Stop Addresses and Adding Additional Stops in the Pre-Move Survey App

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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