SmartMoving Software

Matt Honeycutt

Ren Jones

Michelle Carone

Settings

Learn how to configure these per Sales Person, and make sure they're enabled for your company in general.

Enabling / Disabling New Lead Notifications

How to update browser settings to hear SmartMoving notification sounds

Why Can I Not Hear My In-App Notifications?

Notifications

How to Customize Your SmartMoving Settings for More Than One Branch

Managing Branch Overrides

Link your social media sites to SmartMoving to allow for your customers to review their experience.

Link Your Social Media Sites

What SMS segments are and how they affect SMS billing

SMS Usage-Based Billing

What are nonstandard characters, and how can you view if you are using them?

SMS Segments and Nonstandard Characters

Why do I need to register my phone number?

Registering Your Phone Number

How to configure the commissions for your sales team

Set Sales Commissions

SmartMoving now supports branch-specific email lists, ensuring only relevant team members get notifications, reducing confusion, & improving control.

Configuring Branch-Specific Distribution Lists in SmartMoving

Control who can view leads and opportunities by branch, with role-based and assignment-based permission overrides.

Lead and Opportunity Access: Branch-Based Permission Hierarchy

How to personalize your emails and documents with your company branding

Company Branding

Company Settings

The Storage Settings permission limits user access to just storage-related settings—without exposing full system configuration options.

Storage Settings Permission

General information and instructions on roles & permissions in the Company Settings.

Roles & Permissions

Roles come with out-of-the-box permissions associated with them, although as an admin, you can modify those permissions, if you wish.

How do I change the list of reasons that appears when cancelling a move?

Managing Cancellation Reasons

How to add, rename, remove, and reorder the list of service types

Configure Custom Service Types

Customizing Property Types

Tobe

Estimate Lists

Add up to three custom fields to Opportunities to track PO numbers or other key info, auto-fill docs and reports for faster, accurate sales.

Adding Custom Information Fields to Opportunities

Estimate Settings

How to Define the Opportunity Types for Your Company

Opportunity Types

How to configure the valuation options on your contracts

Configure Valuation Templates

How to create handicaps for stairs, long carries, elevators, snow, etc. and set defaults

Create & Set Handicap Defaults

Tariffs

How to configure your Gross Profit Targets

Gross Profit Targets

How to enable and configure your Automatic Expense Rules to track your company's profitability.

Automatic Expense Rules

How to add, reorder, rename, or delete an Expense Categories that can be manually added to an opportunity's profitability.

Manual Expense Categories

Profitability 

Document Types

What are the different widgets and tags in the document editor?

Document Widgets and Tags / Tokens

How do you get your document changes to take effect? What are the rules regarding how it works?

Updating and Applying Documents

How to create an invoice template and send an invoice to a customer

Create & Send Invoices

How to edit or create a storage document and the tokens that are supported for a storage invoice document.

Edit or Create a Storage Document

Forms and Documents

What Changes if you Enable the Setting to Combine Sales and Estimator Statistics and Notifications?

Combined Sales and Estimator Statistics and Notifications

How do I change the list of reasons that appears when a lead is bad?

Managing Bad Lead Reasons

How do I change the list of reasons that appears when a lead is lost?

Manage lead lost reasons

How to set up and filter your leads using a custom status field

Configure Custom Lead Statuses

Managing Referral Sources

How to create custom email / SMS messages and add tags and tokens to them

Customize Email & SMS Message Templates

Sales

How to configure, enable and order custom payment types

Configure Custom Payment Types

How to set sales commission base on pre- or post-discount totals

Customize How Discounts Affect Sales Commission

Accounting

Learn about the various automated Email notifications that SmartMoving can send.

Automated Email Notifications

Why are the New Quote Response Notifications No Longer Sent via SMS for Leads Submitted by Lead Providers?

New Quote Request Response SMS Notification

Communication

Find answers and get help from Intercom Support and Community Experts

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