# SmartMoving and Volty

> Moving customers ask on WhatsApp when the crew arrives on moving day, and Volty reads the SmartMoving job and collects what an estimator needs for a quote.

Movers on SmartMoving's Growth plan let Volty answer crew arrival and balance questions on moving day and capture quote requests as SmartMoving leads.

Talk to Volty · Free trial

Updated 2 Nov 2026

## Saturday's 8 am arrival

Andre double-checks the plan. Job M-7731 has the crew and the truck.

AW

Andre Williams

WhatsApp · Customer

Hey, just confirming Saturday. What time will the movers get here?

Checked SmartMoving · Job M-7731 · Sat Nov 7 · 8 to 9 am · 3 movers, 26 ft truck

Volty Hi Andre, you're all set for Saturday, November 7. Three movers with a 26 ft truck will arrive between 8 and 9 am.

Can they bring 10 wardrobe boxes?

Volty Wardrobe boxes are $15 each. I've asked the office to add 10 to your job and they'll confirm here.

SmartMoving job

M-7731

Booked

Customer

Andre Williams

Move

3 bed house, Austin to Round Rock

Arrival

Sat Nov 7, 8 to 9 am

Crew

3 movers, 26 ft truck

Job read through the SmartMoving Open API

## What Volty does with SmartMoving

SmartMoving is the CRM and operations system many US moving companies use from first quote to final invoice. Our team links it to Volty through SmartMoving's Open API, offered on the Growth plan. Someone moving on Saturday asks when the truck comes and hears the crew size and arrival window, and a walk-up apartment inquiry becomes a lead your estimators price.

- Truck, crew, window · Customers hear the booked arrival window, the number of movers and the truck size.
- Quote inquiries as leads · Both addresses, floor, elevator and move date go onto a proposed SmartMoving lead.
- 48-hour confirmation · Customers moving in two days get a WhatsApp confirmation from the job.
- Sales prices the move · Volty never quotes a move total. Leads wait for a salesperson to approve.

Connects with

SmartMoving Open API, Growth plan, built by our team

Volty reads

Jobs, crews, arrival windows, customers, as agreed

Volty can change

Leads and job notes, Premium tier, Off at first

Setup

API key from Settings, Integrations

Category

Field service & construction

Five movers, one 26 ft truck, and no one stopping to check a phone.

### Third floor, no elevator

Priya wants a price. Volty gathers what an estimator needs first.

PR

Priya Raman

Web chat · Customer

How much to move a 2 bedroom apartment across town?

Volty Happy to help. What are the two addresses, which floor are you on, and what date are you aiming for?

1400 Oak St apt 3C to 22 Birch Ln. Third floor, no elevator. December 12.

Waiting for approval

SmartMoving lead: Priya Raman, 2 bed, 3rd floor walk-up, Dec 12

Approve · Edit · Decline

## As an automation

Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

Move-day minus two

- When · 8 am · Volty's daily run starts
- Step 1 · Finds moves due in 48 hours · Crew, truck, arrival window
- Step 2 · Confirms the plan · Approved WhatsApp template
- Step 3 · Takes box and date requests · Dispatch decides on changes

Two days out, the Williams family gets the crew size and window.

## How Volty connects to SmartMoving

SmartMoving's Open API is for Growth plan users. The tier you pick decides whether Volty can only read or can also propose leads.

- 01 · Turn on the SmartMoving API · An admin toggles it on under Settings, Integrations, SmartMoving API and copies the API key.
- 02 · Pick Basic or Premium · Basic is read only, enough for job answers. Creating leads and webhooks need Premium.
- 03 · Agree the scope · Which jobs, customers and leads Volty reads, and whether it proposes leads or job notes.
- 04 · Approve once, then switch · A Volty admin approves the connection and sets each tool to On, Check with staff or Off.

### The tools Volty gets

Each one is a switch on the Sources page in Volty.

- Match customer by phone · Reads
- Read move job and crew · Reads
- Read estimate status · Reads
- Propose SmartMoving lead · Changes
- Note a request on the job · Changes

Reading tools can be turned on straight away. Anything that changes SmartMoving starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

## Common questions

### Which SmartMoving API tier does Volty need?

SmartMoving's Open API is for Growth plan users and comes in two tiers. The free Basic tier is read only, which covers answering about jobs. Creating or updating leads and jobs, and webhooks, need the Premium tier. Your admin turns the API on under Settings, Integrations, SmartMoving API to get the key.

### Can Volty answer what time the movers arrive?

Yes. Volty reads the job's move date, arrival window and crew from SmartMoving before it replies, so the customer hears the same window your dispatcher set. A question about damage or a claim goes to your team.

### What happens to a quote request that comes in on WhatsApp?

Volty asks for the move date, addresses and home size, then proposes a lead for SmartMoving. With the tool on Check with staff, a salesperson approves each lead before it is created, so your estimators still own the price.

### How much does it cost to connect SmartMoving with Volty?

Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

## Related integrations

- Service Fusion Field service & construction
- Workiz Field service & construction
- Storable Property & real estate
- Cubby Property & real estate
- WhatsApp Business API Messaging channels

All integrations

## Start your free trial

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## Not convinced? Hear more from our CEO and Volty

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## Links

- [Field service & construction](https://voltade.com/integrations?category=field-service)
- [Service FusionField service & construction](https://voltade.com/integrations/service-fusion)
- [WorkizField service & construction](https://voltade.com/integrations/workiz)
- [StorableProperty & real estate](https://voltade.com/integrations/storable)
- [CubbyProperty & real estate](https://voltade.com/integrations/cubby)
- [WhatsApp Business APIMessaging channels](https://voltade.com/integrations/whatsapp)
- [All integrations](https://voltade.com/integrations)
