SmartMoving Support

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

Michelle Carone

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

Getting Started with Commercial Accounts

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Create your workspace and invite the people you work with.

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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.

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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.

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

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

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

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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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