SmartMoving Support

SmartMoving Labs gives you early access to experimental features so you can test, provide feedback, and help shape future SmartMoving tools, found under Company Settings → SmartMoving Labs.

SmartMoving Labs: Early Access to Innovation

Michelle Carone

Matt Honeycutt

Ren Jones

Settings

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

Link Your Social Media Sites

How to configure and track the commissions your sales team earns.

Set Sales Commissions

Learn how company admins can manage Crew App and Pre-Move Survey App licenses, assign access by user role, monitor license usage, and request additional licenses from SmartMoving.

User Application Licenses

Office user profiles in SmartMoving capture structured contact info, emergency contacts, employment details, driver license info, background check dates, payroll details, and notes for each office user.

Managing Office User Profiles

Record background check status, dates, intervals, and notes for office users and crew members in SmartMoving to manage compliance from one place.

Tracking Background Checks for Office Users and Crew

Company Settings

Learn how the Custom CSS Editor in SmartMoving Company Branding shows a live character count and 15,000 character limit so you can keep your Customer Portal CSS within range before…

Company Branding

How to personalize your emails, documents, and customer portal with your company branding

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 to customize your SmartMoving settings for more than one branch

Managing Branch Overrides

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

Step-by-step guides to creating and congifuring a new branch in SmartMoving 

Creating and Managing Branches

Why do I need to register my phone number?

Registering Your Phone Number

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

Register your phone numbers for 10DLC, meet the website and consent requirements, and understand SMS billing and message segments.

SMS Setup & Registration

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

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

Customizing Property Types

Estimates

How to Define the Opportunity Types for Your Company

Opportunity Types

Learn how to create, edit, and manage valuation templates in SmartMoving so customers can select coverage options on their contracts.

Configure Valuation Templates

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

Create & Set Handicap Defaults

Rerating & Changing Tariffs: How Materials and Inventory Update

Tariffs

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

Learn how to archive and reactivate referral sources in SmartMoving settings, how the Active and Archived tabs work, and why archived sources stay on past jobs and reports.

Managing Referral Sources

Sales

Customer Portal Common settings control estimate signing, customer deposits, electronic signature requirements, and item-level activity logs under Settings > Customer Portal > Common.

Configuring Customer Portal Common Settings

Articles related to the Settings of the Customer Portal

Customer Portal

Document Types

Learn how to regenerate estimates, invoices, and contracts from the Opportunity page to reflect the latest job details.

Regenerating Documents from the Opportunity Page

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 and 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

Learn how to use Declared Value token for each valuation option in SmartMoving Forms and Documents to automatically display accurate declared valuation amounts in customer-facing documents.

How to Use the Declared Value Token for Valuation Options in Forms and Documents

Forms and Documents

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

Customize How Discounts Affect Sales Commission

Configure every payment type your company offers in one place: turn types on or off, choose where each appears (Customer Portal, Web App, Crew App), reorder the list, and set…

Managing Payment Settings

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

See how SmartMoving calculates profit from selling materials alone vs. packing/unpacking charged per container.

How Revenue and Profitability Are Calculated for Materials

Learn how to configure and use Estimated Profitability in SmartMoving, including how to show or hide profit values, view dollar amounts, and understand how materials, truck, and fuel costs impact…

How to Use Estimated Profitability on Estimates and Leads

Accounting & Profitability 

Learn how to set the time of day for automatic pre-authorization in SmartMoving. Pre-authorization always runs one day before the job date at the hour you select.

Configuring Pre-Authorization Timing

Learn how to pre-authorize, capture, and void a credit card hold on an opportunity in SmartMoving. Voiding cancels an active pre-authorization and releases the hold while keeping a Voided record.

How to Pre-authorize a Payment

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.

Configuring Pre-Authorization Settings

Articles related to Pre-Authorization, how to place a pre-authorization hold on a customer's credit card in SmartMoving to verify funds before a job starts.

Pre-Authorization

Automate Move Coordination in SmartMoving with task templates, workflow rules, and role-based assignments to streamline scheduling, ensure accountability, and keep every move on track, without manual setup.

Automating Move Coordination Workflows with SmartMoving

Learn to configure lead routing automation in SmartMoving.

Automated Lead Routing

Learn to configure Follow-Up Reminder automation by creating custom rules.

Automated Follow-Up Reminders Rule Creation

Learn how SmartMoving notifies assigned salespeople and moving coordinators of customer emails and texts, how notification counts work, and how opting out affects message alerts on an opportunity.

How Moving Coordinators Are Notified of New Customer Messages When Assigned

Control whether additional automation rules run when they share the same trigger event.

Fire Multiple Automation Rules with the Same Trigger

Learn how to configure a task template in SmartMoving so a task is automatically created for every job on a multi-job opportunity, with due dates tied to each job's service…

How to Apply a Task to All Jobs in an Opportunity

Articles related to Automation Rules and Task Templates

Workflow Automation

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 create, edit, and manage automated messages in SmartMoving

Customize Email & SMS Message Templates

How to automatically insert customer, job, and company information into messages

Use Tags & Tokens in Email and SMS Templates

How to customize and manage crew en route and arrival messages

Crew En Route Notifications

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

Learn how the Valuation Selection Made notification works in SmartMoving, when it’s triggered, who receives it, and how to configure email and SMS delivery for assigned salespeople.

How to Configure the “Valuation Selection Made” Notification

Learn how the @ClaimsPortalUrl token works in Claim Acknowledgement emails and how customers can use the link to view the status of their most recent claim.

How the Claims Portal Link Works in Claim Acknowledgement Emails

Learn how to customize automated email and text message templates in SmartMoving, including tags, tokens, and crew notifications.

Email & SMS Templates

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, requesters and topics for your company.

Insights

Top requesters

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.