Running a moving company gets harder as the business grows. More jobs mean more crews to coordinate, more customers to keep informed, more leads to follow up with, and more details that can get missed.
The information you need is usually there. The challenge is finding it quickly enough to do something useful with it.
That’s where TOB-E comes in.
TOB-E is SmartMoving’s AI operations assistant. It helps owners and operations teams get answers from their SmartMoving data, identify issues that need attention, and take supported actions without spending as much time digging through reports and screens.
If you missed the TOB-E in Action webinar or want to re-watch it, here’s the recap.
For many owners and operations managers, the morning starts with the same questions.
Are today’s crews confirmed?
Are customers still waiting to confirm?
Did every job get published? Are there leads that need follow-up?
TOB-E can provide a personalized morning briefing that brings important details together before the day gets moving.
That briefing can include the day’s schedule, expected revenue, crew and customer confirmations, unpublished jobs, and any other issues that need attention.
You can customize the briefing around the information that matters most to your role and operation. That gives owners and managers a faster way to understand where things stand and decide what needs their attention first.
That matters most in peak season, when jobs are stacked up, crews are in the field, and new leads keep coming in. Ask TOB-E the question you’re actually thinking:
“It’s peak season. I’m buried. Where do I start?”
It organizes the work into a starting order: the day’s schedule first, then crew and customer confirmations, then open leads and missing follow-ups.
Start with a simple question: Are there any jobs that haven’t been published to the crew?
If there is one, TOB-E flags it.
An unpublished job can be easy to overlook during a busy day, but it becomes a much bigger problem if the assigned crew can’t see it in their Crew App when they need it.
Then it asks whether you want to publish the job. Approve it, and TOB-E handles it inside SmartMoving.
That is where an AI operations assistant earns its place. It surfaces what would otherwise require checking several parts of the system and, for supported tasks, takes the next step in the same conversation.
Moving companies generate a lot of operational data. As the business adds crews, services, locations, and workflows, getting useful answers from that data can become harder.
Ask:
What’s on the schedule for tomorrow? TOB-E comes back with booked jobs, expected revenue, crew and truck requirements, confirmations, and potential scheduling issues.
Which open leads have the highest estimated value? You get the opportunities worth attention first.
Which upcoming customers haven’t received a follow-up? You get that list too.
These are questions owners and managers already ask. TOB-E answers them directly, without working through multiple screens or reports.
TOB-E can also remember certain context you give it, which can make recurring questions easier to manage.
You can have TOB-E look at previous performance and calculate how many leads you’d need to generate to repeat a target month, then tell it to remember that analysis as your “target tracker.”
Next time you want an update, you pick up that context instead of rebuilding the analysis.
The same works for crew terminology. Tell TOB-E that “Crew A” means a specific crew in SmartMoving, and it knows which crew you mean the next time you ask about Crew A’s schedule.
Moving companies have their own terminology, routines, and priorities. Giving TOB-E that context can make it easier to use without changing the way operators naturally talk about the business.
A fair question: How much control does TOB-E actually have inside SmartMoving?
You decide how you use it.
TOB-E can surface information and recommendations, then act on them once you approve. In the unpublished-job example, TOB-E finds the problem and recommends the next step, but nothing gets published until you approve it.
Access to TOB-E sits with the owner. It is included in your SmartMoving subscription, but it does not turn on for everyone automatically. Owners enable it for the team members who should have it.
This gives moving companies a way to bring AI into daily operations while maintaining the controls they already use to run the business.
TOB-E is built into SmartMoving and works with the platform’s own data. It isn’t a separate AI tool that operators have to feed information from their business.
That matters as moving companies become more complex. Adding locations, services, teams, and workflows creates more coordination work and more opportunities for information to get buried between people and systems.
TOB-E works only on the data already inside SmartMoving, which is where the core of the operation already lives. Nothing to connect, nothing to sync. Answers and next steps come from the same place the work happens.
As a moving company grows, keeping every job, crew, customer, lead, and follow-up straight becomes harder to do manually.
TOB-E helps owners and operations teams stay on top of that complexity. They can ask questions about what’s happening in SmartMoving, surface what needs attention, and act on it in the same conversation.
If you’re already a SmartMoving customer, a good place to start is with a simple question:
“Is there anything that hasn’t been published to the crew yet?”
From there, ask about tomorrow’s schedule, check for unpublished jobs, look at open leads, find customers who need follow-up, and explore the questions your team regularly needs answered.
See how one connected platform can help you run a tighter operation as your moving company grows.
TOB-E is SmartMoving’s AI operations assistant. It works inside SmartMoving to help operations teams surface information, answer questions, and take supported next steps using data already in the platform.
TOB-E can review schedules, check crew and customer confirmations, identify unpublished jobs, find high-value open leads, look for missing follow-ups, and analyze business performance.
For supported workflows, yes, and only after you approve. TOB-E can, for example, identify an unpublished job and publish it once you give the go-ahead.
TOB-E is included in every SmartMoving subscription, but it does not turn on for everyone automatically. The owner decides who gets access and enables TOB-E per user in the integrations access section of user management settings.
Smart Scout and TOB-E solve different problems. Smart Scout works at the front of the sales process, answering calls nights and weekends so leads that come in after hours still get converted.
TOB-E works inside daily operations, helping teams surface information and reduce manual steps using SmartMoving’s operational data.