SmartMoving Software

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 and track the commissions your sales team earns.

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, documents, and customer portal with your company branding

Company Branding

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

Ren Jones

Michelle Carone

Matt Honeycutt

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.

Find answers and get help from Intercom Support and Community Experts

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