SmartMoving Support

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

Michelle Carone

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

Account Management

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