SmartMoving Support

Learn some of the foundational settings necessary to configure your SmartMoving account to make it work best for your business.

Settings Foundations

You've got questions, and we've got answers! Welcome to the FAQ hub for admin.

Admin FAQs

Michelle Carone

How Admin users can configure their tariff settings and SmartMoving platform.

Getting Started: System & Tariff Configuration for Admin

Enable credit card processing fees in SmartMoving for payments and deposits, apply optional sales tax by branch, sync fee data with QuickBooks, customize fee labels, and ensure compliance with state…

How to Configure Credit Card Processing Fees (Including Sales Tax)

Learn how to waive credit card processing fees on individual payments in SmartMoving. Remove fees in the web app during checkout, adjust charges for customer service situations, and maintain accurate…

How to Waive a Credit Card Fee on a Payment

Learn how to enable credit card processing fees for storage payments in SmartMoving. Configure fees by warehouse, set custom labels and percentages, apply optional sales tax, and stay compliant with…

How to Configure Credit Card Fees for Storage Payments

Learn how to configure default deposit settings and set deposit rules by opportunity type in SmartMoving. This guide explains flat rate vs. percentage deposits and how the DepositAmount token works…

How to Configure Default and Opportunity-Based Deposit Settings

Enable online deposit payments in the SmartMoving Customer Portal. Connect a payment gateway, activate the deposit toggle, and allow customers to securely pay deposits online, reduce phone payments, and streamline…

How to Allow Customers to Pay Deposits Online

Learn how to apply job invoice discounts in SmartMoving. Create custom or pre-configured discounts, set percentage or flat amounts, manage expiration dates, and control how discounts impact sales commissions. Only…

How to Set Up and Manage Job Discounts

Enable online invoice payments in SmartMoving by adding a “Pay Your Invoice” button to your invoice email template. Customers can then view, download, and securely pay invoices through the Customer…

How to Enable Online Invoice Payments in the Customer Portal

Learn how One-Time Passcode (OTP) authentication secures Customer Portal payments in SmartMoving. Verify payer identity via SMS or email, support ACH payments, assign a portal payer, and ensure accurate contact…

Understanding One-Time Passcode (OTP) for Customer Portal Payments

Collection of articles regarding payment setting configuration. 

Configuring Payment Settings: Credit Card Fees, Deposits & More

This article will serve as your hub for information related to tariff set-up in SmartMoving.

Tariff Configuration Hub

Learn how to configure a default binding type in Tariff Settings so new opportunities are created with the correct binding type automatically, reducing manual steps and booking errors.

Setting a Default Binding Type for Opportunities

Apply a percentage-based charge to multiple line items in SmartMoving by choosing any mix of fee categories, specific fees, or job subtotal as the calculation base.

How to Apply a Percentage-Based Surcharge to Multiple Line Items

Tariff Configuration

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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