SmartMoving Support

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

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

Matt Honeycutt

Michelle Carone

Patrick Burdette

Company Settings

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

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

Find answers and get help from Intercom Support and Community Experts

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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.

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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.

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