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Welcome to the Senior Move Manager Application, or “SMM@pp”!
In this SMM@pp QUICK START Series, whether you are an Administrator or an Agent, you will learn how to navigate and use the SMM@pp Web Portal and the SMM@pp Mobile Application. In this step, we will cover registration, managing your profile, Trial & Subscription Settings. In following steps, we will set up your default room items, create your first estimate, download the SMM@pp Mobile Application, add rooms, room items, and notes to that first estimate within the Mobile Application, and then we will save and complete that first estimate. You will then be prepared to integrate SMM@pp into your SMM workflow!
If you are an administrator, to get started, please go the following link to sign up: http://app.smmapp.biz/register
If you are an agent, you will have received an emailed invite from your Team Administrator. Click that link to register. You will use that same email address and password you typed in to log into BOTH this management Web Portal and the Mobile Application.
Once you have registered, please follow the steps below to set up your account.
After registering or logging in, look to the far upper right of your screen you will notice a bell. If a red dot appears on that bell, you have a notification or announcement waiting for you. Simply click on the bell to view notifications and click on the announcement tab to view the announcements you may have.
Also in the upper right of your screen you will see a circle with a blank profile picture inside of it. Click on it to view your administrative Profile, Subscribe and Company links. If you have multiple companies set up, you can also switch between them in this menu by clicking on their name.
However, stay logged in or log back in, and in the next step we will go through setting up your Default Room Items and starting your First Estimate!
In this step, we will use the SMM@pp Web Portal to create default room items and create your first estimate, which will then be visible when you download and open the SMM@pp Mobile Application on your smartphone or tablet.
Next, you will want to get your default Room Items set to make it quick and easy to select them in your mobile app.
Finally, create your first Estimate
Once your Company and Agents are set up and you have your first Estimate started, you will be ready to download the mobile application. In the next steps, we will cover how to download the SMM@pp Mobile Application to your smartphone or tablet, followed by a walkthrough of the process for completing your first Senior Move Estimate in SMM@pp!
– Android – https://play.google.com/store/apps/details?id=com.movemanager&hl=en
– Apple iOS – https://itunes.apple.com/us/app/smm-pp/id1203791221?mt=8
In this step, we will download the SMM@pp Mobile Application to a smartphone or tablet, using iTunes App Store or Android App Store. You should have already set up your Profile, Default Items, and started our first Estimate at this point. If you haven’t, see the first step in this series.
Download SMM@pp to your mobile device:
– Android (Google Play Store – Search for “smm@pp”) – https://play.google.com/store/apps/details?id=com.movemanager&hl=en
– Apple iOS (Apple App Store – Search for “smm@pp”) – https://itunes.apple.com/us/app/smm-pp/id1203791221?mt=8
Login using the email address and password you set up for your account. The device will remember this password, and you will only want to use the same account on your device.
After logging in, you will see a list of any open estimates. To view completed estimates, tap the completed tab.
In the next step, we will explore navigating the SMM@pp Mobile App, including the creation and modification of Rooms, Room Items, and Notes that pertain to each Estimate within the application.
At this point, you have set up your Profile and Default Item information in the SMM@pp Web Portal, started your first Estimate, and downloaded and opened the SMM@pp Mobile Application to your mobile device. Now, it is time to view and edit your estimate, adding Rooms, Room Items, and Notes.
Viewing an Estimate
Tap on the estimate name you wish to view and edit. This will bring you to the main estimate view. From here you can email, call or get directions to the location of the Estimate.
At the top right corner, you can edit the estimate. Simply tap the square with the pencil icon to edit and click on “save” in the upper right when finished.
Under the name and address you will find a row with two buttons, Rooms and Notes.
Rooms
The Room screen will first appear blank until you start adding rooms to your estimate. Click on the Rooms tab then click on the + in the upper right of the screen.
– Type in the room name
– Add an image to this room by tapping Update Image
This will ask you to select an option
o Click on Save in the upper right to save your room.
– To edit a room, click on the square with a pencil in the upper right of the room you are viewing, edit and then click save.
Next you will be asked to enter Items of the room.
– Click on the Items tab
o Click on the + in the upper right hand screen
o Select a previously entered item or create a custom item by tapping Custom
Select as many items as needed. Your running total will be displayed at the bottom of the page.
– When finished, tap the < in the upper left corner to get back to the rooms screen.
Notes
Add notes to this estimate to keep track of anything you will need to know later on.
– Tap Notes in the estimate.
– Tap the + button in the upper right.
– Type a title of the Note and tap below to enter text for your note.
– When finished tap on Save in the upper right.
When you have completed taking notes tap on the < in the upper left until you return to your desired screen.
You will then continue to add and edit Rooms, Room Items, and Notes until all of your information for the Move has been entered. Your SMM@pp Mobile App training is almost complete! In the next step, we will cover Saving and Completing Estimates, which requires that your Mobile Device is connected by wireless or data to the Internet.
You have set up your profile and default information in the SMM@pp Web Portal, Downloaded the SMM@pp Mobile App, and you have entered Rooms, Room Items, and Notes to your first estimate. We will now demonstrate how to Save your Estimate, as well as how to Mark Your Estimate as Complete when the information is finalized on the estimate and you are ready for a signature.
Save and Complete
When all the rooms, items and notes have been added, check the Estimate Total at the bottom. If this looks correct then you can either save the estimate or mark it as complete.
– Save Estimate requires a wireless or data connection to complete. Make sure you have a connection before you save or save when you can acquire a connection.
– Mark Complete will bring you to the digital signature page where you can have the client sign with their finger. The total amount they are signing for shows at the top of the screen.
Once they have signed, tap Complete in the upper right corner. The also requires a connection to complete the saving process. Once an Estimate is marked complete, you cannot add/edit or save any changes with exception of notes.
To go back to the list of estimates click on the < in the upper left
Once an estimate is complete it will be taken out of the Open tab and put in the Completed tab. The tab you are currently viewing is orange.
To view a completed estimate tap on Completed.
– Tap on any completed estimate you wish to view.
– Remember, you cannot add, edit or change the estimate. You can only add and edit notes on that estimate. To go back to your list of open estimates tap on Open.
If you are still in a 30-day Trial, you will receive reminder emails to become a Subscribing Member of SMM@pp when your demo is almost over. Update your subscription payment settings at any time to ensure you continue to enjoy the benefits of SMM@pp for your SMM business!