SmartMoving Support

How to set up a default pricing method for recurring storage, warehouse handling and other storage charges

Configure Your Storage Rates and Storage Tariff

Learn how to save an E-Check payment method to a storage account and enable automatic recurring billing in SmartMoving's Storage module.

How to Set Up E-Check Recurring Payments for a Storage Account

Manage, waive, and display credit card fees for storage payments - per account, payment, or invoice - using SmartMoving's storage settings.

Managing Credit Card Fees in Storage Settings

This quick guide will show you how you can make your storage invoices more detailed for customers by adding payment and credit information.

Display Payments and Credit Table on Storage Invoices

How to customize and maintain additional warehouse and invoice items

Setting Up Zones, Containers, Container Types, and Oversized Items

How to set up late fees, invoice defaults, and other important warehouse settings

Configure Warehouse Settings

How to quickly add your existing accounts and containers into SmartMoving using the Excel import templates.

Import Your Storage Data

Lauren Greener

Michelle Carone

Storage Settings

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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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