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Configuring Pre-Authorization Settings

Learn how to configure automatic pre-authorization in SmartMoving, including per-opportunity control, timing, buffer percentage, and auto-capture settings for job payments. Admin access required.

Written by Michelle Carone

Overview

Pre-authorization settings control how SmartMoving handles automatic pre-authorization of a customer's saved card before a job.

You can configure whether pre-authorization runs automatically, the time of day it attempts, an optional buffer percentage over the total estimate, and whether payment is captured automatically when the crew collects it in the Crew App. Once enabled, you flag individual opportunities for pre-authorization so the system only acts on the jobs you choose.

Pre-authorization is activated for your account by the Remedy Payments team. If you don't see pre-authorization settings yet, book a call with Remedy Payments to get started.

Before You Start

  1. Admin-level access is required to configure pre-authorization settings.

  2. Pre-authorization must be activated for your account by Remedy Payments. If it is not turned on yet, book a call with Remedy Payments to get set up.

How To Configure Pre-Authorization Settings

  1. Go to Settings > Accounting & Profitability > Pre-authorization.

Auto Pre-authorize

2. Enable Auto Pre-authorize to allow automatic pre-authorization one day before the job date. This setting turns the feature on for your whole account. Pre-authorization then runs only on the opportunities you opt in individually.

Every automatic pre-authorization follows the timing, buffer, and capture rules you set below, unless an opportunity overrides them.

Note: Automatic pre-authorization places the hold on the card tagged Pre-auth on the opportunity. If no card is tagged, it uses the customer's most recently saved card. See How to Pre-authorize a Payment.

Auto Pre-authorize Timing

3. Use the Auto Pre-authorize Timing dropdown to select the hour of day for the pre-authorization attempt. Pre-authorization runs one day before the job date at the selected time. Learn more about Configuring Pre-Authorization Timing here.

šŸ’” SmartTip: Choose a time earlier in the day so your team has time to follow up on any failed attempts before the job.

Pre-authorize Buffer

4. Enable Pre-authorize Buffer to pre-authorize an amount above the total charges as a buffer.

5. Enter a value in the Buffer Percentage field. This percentage is applied to the total estimate to calculate the additional buffer amount.

Auto-capture

6. Enable Auto-capture to automatically capture the payment when the crew collects it in the Crew App using the same card that was pre-authorized.

Note: Auto Pre-authorize Timing, Pre-authorize Buffer, and Buffer Percentage can only be edited while Auto Pre-authorize is on. Auto-capture can be changed at any time.

Note: Pre-authorization will not re-run if it has already been processed, captured, expired, or deleted. Check the opportunity's activity log or the Transactions tab of the Payments card to confirm the status of any attempt.

Flagging an Opportunity for Pre-Authorization

After you enable Auto Pre-authorize in settings, an Auto Pre-authorize this opportunity toggle appears in the Cards tab of the Payments card on each opportunity. Use it to control which opportunities are included in automatic pre-authorization.

The Payments card is on both the Estimate page and the Accounting page of the opportunity.

How to Flag an Opportunity

  1. Open the opportunity and go to the Estimate or Accounting page.

  2. In the Payments card, select the Cards tab.

  3. Turn on Auto Pre-authorize this opportunity.

When the toggle is on, the opportunity follows the global pre-auth rules: automatic timing, buffer, and capture. The toggle can be turned on or off at any point before the pre-authorization runs.

Note: The Auto Pre-authorize this opportunity toggle is only visible when the global Auto Pre-authorize setting is enabled. If the global setting is off, the toggle does not appear on opportunities.

What You See After Turning the Toggle On

SmartMoving confirms the result at the bottom of the Payments card.

  • Success. A green band reads "Auto Pre-authorization enabled. Will use the pre-auth card selected on this opportunity."

  • No card saved. An orange band reads "This customer doesn't have a saved card yet. Add one to this opportunity. Once it reflects in the opportunity, try turning this on again." Save a card in the Cards tab, then turn the toggle on again. You can dismiss the band with the X.

Turning the toggle off clears the band.

Default Behavior

  • The toggle defaults to off for all opportunities. You opt in each opportunity individually after enabling the global setting.

  • Only opportunities with the toggle turned on are included in the automatic pre-authorization run.

  • All global settings (timing, buffer percentage, auto-capture) apply to flagged opportunities, unless you override them for a single opportunity.

šŸ’” SmartTip: Flag opportunities during the sales or booking process so pre-authorization is scheduled before the job date. The toggle can be adjusted any time before the pre-authorization run.

How To Override Pre-Authorization Settings for One Opportunity

Overriding settings for a single opportunity is part of pre-authorization, so it is available once pre-authorization is activated for your account by the Remedy Payments team.

Timing, buffer, and auto-capture normally come from your global pre-authorization settings. You can change any of them for a single opportunity without touching the global settings.

  1. Open the opportunity and go to the Cards tab of the Payments card.

  2. Turn on Auto Pre-authorize this opportunity if it is not already on.

  3. Click the settings icon beside Auto Pre-authorize. The Auto Pre-authorize Settings panel opens and names the opportunity.

  4. Change any of the four settings: Auto pre-authorize timing, Enable buffer, Buffer percentage, or Auto-capture.

  5. Click Save.

SmartMoving confirms with "Overrides saved for this opportunity." A Custom badge appears beside Auto Pre-authorize in the Cards tab so you can tell at a glance that this opportunity is not using your global settings.

Note: The panel opens with a banner reading "Changes here apply only to [opportunity name]. Your global Pre-authorization settings won't change."

Each setting shows its global value. Under every setting, the panel shows the value it inherits, for example "Default: 8 AM." Change a setting and it stops following the global value for that opportunity, and a Use global default link appears under it.

Note: Settings you do not change keep following your global settings. If you later change a global setting, opportunities that never overrode it pick up the new value.

šŸ’” SmartTip: The Buffer percentage setting only appears while the buffer is on for that opportunity.

How To Put an Opportunity Back on Your Global Settings

Two options in the Auto Pre-authorize Settings panel:

  • To reset one setting, click Use global default under it.

  • To reset all four, click Reset all to defaults at the bottom of the panel.

SmartMoving confirms with "Overrides cleared for this opportunity," and the Custom badge disappears.

Why the settings icon is unavailable

The settings icon is available only when Auto Pre-authorize this opportunity is turned on. Hovering it while the toggle is off shows "Enable Auto Pre-authorize to customize." Turn the toggle on first.

Get Pre-Authorization for Your Account

Pre-authorization is activated by the Remedy Payments team, who will walk you through the feature and make sure it is configured correctly for your workflow. Book a call with Remedy Payments to get pre-authorization turned on.

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