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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

Michelle Carone

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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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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