Every text is a chance to win a job. Every quote is a margin booster. Every claim is a trust-building moment.
Most movers aren’t missing the work. They’re missing the profit levers hiding in plain sight. Right inside the tools they already use.
Today, we’re shaking those loose.
Catch the full webinar I hosted here.👇
From estimate to invoice, SmartMoving gives you full control over how your company shows up digitally. That means branded emails, logos on contracts, and a customer portal that looks and feels like your business—not every other mover in town.
What you can customize:
👍 It's easy to set up your company branding. Bonus: Try the CSS editor for even more control, like adding white borders to logos or fine-tuning display settings per branch.
Customers want peace of mind. You want margin protection. With valuation in the customer portal, you get both.
Customers can:
🏋️ Power moves for operators:
This isn't just customer-friendly. It’s an automatic upsell opportunity that boosts both revenue and professionalism.
Claims happen. What matters is how you handle them. SmartMoving’s claims module helps your team track, resolve, and report with speed and clarity.
What you can do:
✅ SmartMoving also tracks legal compliance dates (acknowledgments, settlements), supports task checklists, and sends professional auto-emails for acknowledgment and closure.
Bonus: KPIs like claims ratio and loss ratio give you visibility into what’s hurting your bottom line—and how to fix it.
These aren't “nice to haves." They’re profit levers. And SmartMoving helps you activate them with just a few clicks.
For more ROI tips from our mover community, join the SmartMoving Facebook user group.
Need help setting something up?👇
Yep. You can update your system “from” email inside your Company Branding settings. Using your own domain? Our support team can help you get the DNS records right so your emails look clean, not like a scammy.
📌 Pro tip: Branded domains boost open rates and help you look more professional to prospects still shopping around.
Not automatically—yet. But when a customer updates their valuation coverage, you’ll see a banner in the job view.
🚨 Heads-up for ops teams: Always check the job banner before dispatch.
No. This is a common point of confusion. Valuation isn’t insurance. It’s a level of liability you offer to your customers (such as, $0.60/lb minimum or full valuation).
SmartMoving supports both:
Learn more about valuation in the customer portal, and make sure your team knows how to explain it clearly to customers.
Absolutely. Any file type can be added under the Claim Documents section of the claim detail view.
This keeps your paper trail tight—and gives your team (and customer) clarity in case anything goes sideways.
Instead of a pre-set form, the system sends an email outlining next steps. You can also upload and attach your own form to that claim for full control. Learn more in the Claims Settings Guide.
📌 Pro tip: Upload a branded form template for a consistent experience.