Let your customers pay over time with Wisetack - right from the estimate you send them. With a few simple setup steps, you can display financing options on estimates and increase your close rates by offering flexible payment plans.
Setting Up the Wisetack Integration
To get started, head to:
SmartMoving Settings > Integrations > Wisetack
1. Enable Wisetack
Turn on the “Enable Wisetack Integration” toggle to activate the feature.
Once enabled, customers will see Wisetack financing options directly on the Estimate Summary screen in the Customer Portal and the emailed estimate link.
2. Add Branch-Specific Prequal Links
Each branch using Wisetack must have a valid custom prequalification (prequal) link.
Enter the prequal link in the Custom Prequal Link field for each branch.
Branches appear in alphabetical order.
You cannot save the configuration if any enabled branch is missing a valid link.
3. Set a Minimum Estimate Amount (Optional, But Recommended)
Control when Wisetack appears by setting a Minimum Estimate Amount.
Toggle “Minimum Estimate” ON to use this feature.
Enter the minimum dollar value an estimate must meet before financing options appear.
Note: If an estimate is below the threshold, the Wisetack financing section will be hidden - both on the Customer Portal and in the emailed estimate
This helps ensure financing is only offered on moves that meet your business's profitability or size goals.
4. Helpful Links
Wisetack Merchant Portal:
https://business.wisetack.us/loginConfigure Payment Types in SmartMoving:
Settings > Accounting > Payment Types
What Your Customers See
When the integration is enabled and the estimate meets the minimum amount:
A Wisetack card appears at the bottom of the emailed estimate page.
Customers can view available financing options, explore monthly payment plans, and prequalify—all without affecting their credit score.
Note: If the estimate doesn’t meet the minimum, the Wisetack section will be hidden automatically.
Saving & Branch Rules
Branch Status | Can Save Without Link? |
Disabled | ✅ Yes |
Enabled | ❌ No – Must include a valid prequal link |
📝 To remove a link: First disable the branch, then delete the URL.
Testing Notes
Wisetack does not offer a sandbox - use any valid URL for testing.
The system verifies that prequal links are formatted correctly.
You can test visibility by sending yourself an estimate that meets or falls below your minimum threshold.
Summary of Key Benefits
No manual work - financing displays automatically on qualifying estimates.
Customers prequalify instantly online.
More visibility, faster decisions, and fewer lost jobs due to price.