We’ve created the SmartStart Video Series to help you get up to speed on key actions in SmartMoving in a matter of minutes! The videos are listed in a suggested order, but they can be viewed in any sequence you like.
SmartStart: Opportunity Lifecycle
Target Audience: All SmartMoving Users
Companion Doc: Opportunity Lifecycle.pdf
SmartStart: Create an Estimate
Target Audience: Sales, Accounting, Admin
Companion Doc: SmartStart Sales Guide.pdf
SmartStart: Sales Module
Target Audience: Sales, Admin
Companion Doc: SmartStart Sales Guide.pdf
SmartStart: Dispatch
Target Audience: Dispatch, Admin
Companion Doc: SmartStart Dispatch.pdf
SmartStart: Accounting
Target Audience: Accounting, Admin
Companion Doc: SmartStart Accounting Guide.pdf
SmartStart: Reports
Target Audience: Admin
Companion Doc: SmartStart Reports Guide.pdf
SmartStart: Settings
Target Audience: Admin
Companion Doc: SmartStart Settings Guide.pdf