SmartMoving Support

Michelle Carone

A collection of articles to guide you through the Accounts module in the Smart Pro plan

Commercial Accounts 

Learn how SmartMoving's Commercial Accounts module helps you manage business clients using an Account, Project, and Job hierarchy with custom pricing, invoicing, and crew skills.

Introduction to Commercial Accounts

Use global search in SmartMoving to quickly find commercial accounts, projects, jobs, and purchase orders from anywhere in the app.

Searching for Accounts and Projects

What Commercial Accounts is and how to find anything in it.

Getting Started with Commercial Accounts

Learn how to set up crew skills, statuses, billing terms, and Commercial Customer Portal settings in SmartMoving's Commercial Settings.

How to Configure Commercial Settings

One-time setup so the rest of Commercial Accounts works the way your company runs.

Settings and Configuration

Learn how to use the SmartMoving Accounts landing page to view, search, filter, and sort your commercial accounts.

Navigating the Accounts Landing Page

Learn how to create a commercial account in SmartMoving, including required fields, contact information, and how to edit account details after creation.

How to Create and Edit a Commercial Account

Learn how to navigate the Account Details page in SmartMoving, including KPI cards, tabs, account info, projects, and notes.

Understanding the Account Details Page

Add, edit, pin, and delete notes on a commercial account in SmartMoving to capture context, decisions, and updates your whole team can see.

Using Account Notes

Learn how to add, edit, and manage contacts on commercial accounts and projects, and how to give a contact access to the Commercial Customer Portal.

How to Manage Account Contacts

Learn how to create and manage departments within a commercial account in SmartMoving, including hierarchical parent-child structures.

How to Organize Account Departments

Learn how to apply documents for signature, store files, and track activity on commercial accounts in SmartMoving.

Account Documents and Activity

Learn how to view and filter job activity at the account, project, and job levels in SmartMoving commercial accounts.

Viewing Job Activity Across the Account Hierarchy

Learn how to configure billing terms and other general settings for a commercial account in SmartMoving.

Configuring Account General Settings

Learn how to permanently delete a commercial account or project in SmartMoving, what cascades to related jobs and documents, and the confirmation steps that protect you from accidental deletion.

Deleting Accounts and Projects

Create, organize, and maintain commercial accounts and the people, notes, and documents attached to them.

Account Management

Learn how to create projects within a commercial account in SmartMoving, including contacts, purchase orders, and project managers.

How to Create and Manage Projects

Unbook, cancel, or reopen a commercial job from the Job Details header, with status rules, required cancellation reasons, customer notifications, and downstream effects.

Unbooking, Canceling, and Reopening Commercial Jobs

Upload, view, and manage files and photos directly on a commercial job in SmartMoving, including documents, customer files, surveys, pre-move, post-move, and claims.

Adding Documents and Photos to Commercial Jobs

Send an email to account contacts from a commercial project's Communications tab in SmartMoving and review every email sent from that project in one place.

Sending an Email from a Commercial Project

Manage a commercial project from its Project Details page: KPI cards, eight tabs, jobs, communications, invoicing, and project pricing.

Navigating the Project Details Page

Learn how to add purchase order numbers and budgets to commercial projects in SmartMoving, tie POs to invoices, and track spend against approved amounts.

Tracking Purchase Orders and Project Budgets

Learn how to create jobs within a commercial project in SmartMoving and navigate the job details page.

Adding and Managing Jobs in Projects

Learn how to set scheduling details and assign crew skill requirements to commercial jobs in SmartMoving.

Managing Job Scheduling and Crew Skills

Duplicate one or more jobs inside a commercial project in SmartMoving, set new start dates and arrival windows for each copy, and edit notes before saving.

Bulk Duplicating Jobs in a Project

Learn how to narrow the Projects and Jobs tables in SmartMoving's Commercial Accounts module by status, and how your filter selections are remembered between visits.

Filtering Projects and Jobs Tables by Status

Learn how dispatchers see crew skill requirements on commercial jobs and assign qualified crew members from the dispatch board in SmartMoving.

Dispatching Crews with Specialized Skills

Plan and run the work: projects, jobs, scheduling, dispatch, and bulk actions.

Project Management

Learn how to create invoices from jobs, send them to clients, and manage invoice statuses in SmartMoving's Commercial Accounts module.

How to Create and Manage Invoices

Bill a commercial project on a single invoice that aggregates multiple jobs, applies a project purchase order, and uses the project's billing terms for the due date.

Project-Level Invoices

Learn when SmartMoving sends commercial project invoices to QuickBooks Online, what the QuickBooks invoice contains, and how to resync an invoice or fix a sync error.

Syncing Commercial Project Invoices to QuickBooks

Learn how to record payments, apply them to invoices, and process refunds in SmartMoving's Commercial Accounts module.

How to Record and Apply Payments

Bill commercial clients and track what they've paid.

Invoicing and Payments

Learn how to configure custom rates for a commercial account in SmartMoving, including hourly rates, materials, transportation, and skill rates.

Setting Up Account-Level Rates

Pay commercial crew members the higher of their role-based hourly rate or any per-skill rate they were dispatched to perform, with automatic wage generation from dispatch hours.

Generating Crew Payroll From Role and Skill Compensation

Learn how to set up, change, and remove project-specific rates that override account-level pricing in SmartMoving.

Configuring Project-Level Pricing Overrides

Learn how crew skill rates work within SmartMoving commercial rate sheets, including how to set hourly and flat rates for each skill type.

Understanding Crew Skill Rates

Add hourly or flat-rate-plus-hourly charges for specialized crew skills (installer, packer, lead, etc.) to a SmartMoving job and bill them on the invoice.

Adding Crew Skill Charges to Jobs

Configure rates, pricing overrides, and crew skill charges for commercial work.

Rates and Pricing

Learn what your commercial account contacts can do in the Commercial Customer Portal, including paying invoices, viewing their account statement, signing documents, and tracking claims.

Introduction to the Commercial Customer Portal

Learn how to turn on Commercial Portal Access for a contact on a commercial account, project, or job and send them an invitation to the Commercial Customer Portal in SmartMoving.

How to Give a Contact Access to the Commercial Customer Portal

Learn how to set the logo and colors your commercial account contacts see in the Commercial Customer Portal, for your company and for individual branches.

How to Customize Commercial Customer Portal Branding

Learn how to require an electronic signature agreement in the Commercial Customer Portal and customize the Electronic Records and Signatures Disclosure your contacts see.

How to Configure Commercial Customer Portal E-Signature Settings

Learn how to apply a document to a commercial account, project, or job, show it in the Commercial Customer Portal, and request a signature from your contact in SmartMoving.

How to Send Commercial Documents for Signature

Learn how commercial account contacts pay an invoice on the Pay Your Invoice page of the Commercial Customer Portal, and how credit card fees are shown.

How Your Contacts Pay an Invoice in the Commercial Customer Portal

Learn what commercial account contacts see on the home page, Invoices page, and Account Statement of the Commercial Customer Portal.

How Your Contacts View Invoices and Payment History in the Commercial Customer Portal

Learn what commercial account contacts see on the Claims page of the Commercial Customer Portal, and where they go to review claim detail and add photos.

How Your Contacts Track Claims in the Commercial Customer Portal

Learn how linking a storage account to a commercial project lets your account contacts review their stored inventory from the Commercial Customer Portal.

How to Give a Contact Storage Access in the Commercial Customer Portal

Give your commercial contacts a place to pay invoices, sign documents, and track claims, and set up what they see.

Commercial Customer Portal

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