Docket
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Pick the company before you change anything.
Queue
Chat
Settings
Hands-free writes into your SmartMoving
On by default when your key can write.
Only an owner can change this.
Watch settings
Edits coming. For now this shows each setting, its default and the range you will be able to pick from.
- Old open quote alerts
- Flag an open quote once it has sat this many days
- Flag an open lead once it has sat this many days
- Warn when the move date is this many days away or closer
- Quote lowered alerts
- Flag a price cut of at least this many dollars
- Flag a bill at least this far over its quote, as a percent
- Flag a bill at least this many dollars over its quote
- Leads marked bad alerts
- List a source once it has sent this many requests
- Lead flow alert
Saved settings
History
What was done through Connect
What changed in your SmartMoving
Reports
What your staff did this month
This report is not built yet.
Health
- Service
- Open items in your queue
- Open tickets with us
- Calls on your key today
- Hands-free writes
- Phone line
- Not checked from here yet
Your keys
Latest checks
Latest alerts
Latest pulls
Leads landed
Billing
- Plan
- Service
- Current period ends
Your billing is set by hand by our team.
Something is paused after a failed payment. Nothing is deleted, and your voice line and text-back keep running. Show billing details to see what is paused and how to fix it.
Payment failed; your chat is paused until it's fixed; everything else is running.
Paused until payment. Nothing is deleted, and your voice line and text-back keep running. Service restarts when the payment goes through.
Your plan ended because the payment did not go through. Nothing is deleted. Service starts again with a new plan.
- Next charge
- Last invoice
- See the invoice
Service starts when your first payment goes through.
Your plan is set to end at the close of this period. It runs until then.
Your plan ended, so we deleted our copy of your SmartMoving key. Make a new key in SmartMoving to replace it, and take the call forwarding off your phone line.
What you pay for
The Record and Capture are separate. Pick one or both. Adding one starts today and is charged for the rest of this period. Dropping one takes effect when this period ends.
Changes to your plan
Export
One download of your records, for the owner only, behind a texted code. Every export is logged.
Building the files takes up to half a minute. Keep this page open.
Export requested, job
Your files are ready. Each link works for 24 hours from when the files were made.
The second file holds the same record for a computer or your next AI.
Links work until
These links have run out. Start a new export for fresh files.
Your monthly receipt
Each month we read your own record and list what was flagged, then booked. Dollars show only where your record carries one, and every number shows how it was worked out.
Receipt for
- On the record
- Your plan that month
This receipt is in your Docket because the record beat what you paid that month.
Left off on purpose
Methods version
Account
Getting set up
This list is worked out from what your account shows right now.
- Your signed agreement with us
- Your plan, set up on our side
- Your first sign-in, with the code we text you
- Your yes to our service texts
- Your SmartMoving key is in
- The key for your voice line, set up by our team
- Your earlier records, moved into your account
- Your office people are added
Your Connect phone line, its texting number and your call forwarding
- Your texting number, registered with the carriers
- Your calls, forwarded to your Connect number
- Your yes on our text templates
- Your settings, set once
- The first run of your Watch
- Capture, live on your line
Our text templates, waiting on your yes
We draft every text that goes to your customers. Read each one here, then press Approve. Nothing goes out before that.
The texts SmartMoving already sends
SmartMoving can text your customers on its own. For each one, tell us whether yours already does. Where it does not, you can turn ours on once its template is approved.
People
Your SmartMoving key
Your record with us
- Your data never trains an AI model and is never shown to another client. Numbers across clients are nameless totals.
- Our record only gets added to, and every change leaves a line.
- The off switch is yours.
Hands-free writes into your SmartMoving
- Connect writes a change you approved back into SmartMoving (a lead update, a quote change, a job confirmed).
- That needs a key that can write, from your own SmartMoving plan. We never buy it for you.
- Nothing we write reaches a customer without your yes.
Key saved.
When our team looked at your account
Every look by our team is logged and shown here.
Confirm it is you
This needs a fresh code texted to your phone.