You may have more than one branch that operates out of a single SmartMoving account or perhaps you operate as multiple brands out of a single SmartMoving account. SmartMoving offers branch override settings that allow you to customize your accounts to the specific needs of each branch.
Branch Settings
Any setting that is added at the branch level with override the primary settings for this branch. If the setting does not differ from the primary branch, simply leave the field blank and SmartMoving will default to the settings of your primary branch.
To set your branch overrides you will:
Navigate to your SmartMoving settings > Company Settings > Branches.
Select the name of the branch in which you are adjusting the settings.
From this page, the following settings can be customized for this branch:
Branch Information: The name of this branch as you want it to populate for your company internally. The Dispatch location that is to be used for this branch.
Mailing Address: The mailing address that is to be used for this branch if the address is different for this branch than the primary branch.
Taxes: The tax rate that is to be used for this branch. Also, the line items that can be taxed on an opportunity assigned to this branch.
Company Details: Values specified here will override the company branding for jobs associated to this branch.
Social Media: Values specified here will override the company social media links for jobs associated to this branch.
Branch Branding
You can also view and override the branding of each branch. To set your branch's branding you will:
Navigate to your SmartMoving settings > company settings > Branding > Branches
Select the name of the branch in which you are adjusting the branding.
From this page, the following settings can be customized for the selected brand. These settings are inherited from your Company Branding by default.
Override Logo: The logo that is to be used for all opportunities created under this branch.
Override Email Appearance: Modify these settings to change hoe emails appear to your customers. You can change:
The Email Button Color
The background color,
The font color,
The System From Email Address (Note: To adjust your System Email From Address, please contact [email protected] where our team can send you the instructions for this process),
Email Footer.
SmartTip! You can either:
Enter a Hex Code
Pick a color and tone from the preset options
Click the more arrow to choose from the color grid.
Override Customer Portal & Storage Branding: Customize the style of the estimate, storage, inventory, and payment pages shown to your customers. You can change:
Button Color - Controls the color of buttons visible on your estimate.
Button Text Color - Controls the color of text inside of any buttons.
Title Text Color - Controls he text color of major section titles.
Banner Color - Controls the color of the main banner on your estimate.
Banner Text Color - Controls the color of text inside of the banner.
Background Color - Controls the color of the background behind your estimate content.
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