SmartMoving Support

Matt Honeycutt

Michelle Carone

Ren Jones

Learn all about the accounting side of SmartMoving 

Accounting

An overview of how to track outstanding balances from the Account Balances section.

Track a Job with a Remaining Balance

How SmartMoving Distributes the Billable Hours for a Job with Multiple Hourly Charges

Billable Hours Spread

How to finalize a job without entering actual values.

Finalize a Job Without Entering Actual Values

Record a payment adjustment in SmartMoving to document a chargeback on a credit card or e-check payment, so your books show the reversal as an adjustment rather than a refund…

How to Record a Payment Adjustment

Accounting Basics

How to calculate payroll on a job for drivers, crew, & foremen roles

Calculate Job Payroll for Crew Roles

How do I handle crew members leaving early or arriving late to a job?

Managing crew time on jobs

How can I pay commissions to my sales staff for on-site, virtual, etc. surveys?

Paying Commissions for Surveyors

Paying your crew for labor using the Piece Rate method

How Does "Piece Rate" Compensation Work?

Once a job is finalized, payroll pulls from the Crew App — not Dispatch. Changing crew assignments after completion won’t update payroll. Adjust wages directly in Payroll to ensure accuracy…

Adjusting Crew Payroll Records After a Job Is Finalized

Payroll Basics

Guide your customers through paying their invoice online

How do Customers Pay Their Invoices Online?

How to Move a Payment

How to process a full or partial credit card refund

How to Process a Refund

Paystubs in SmartMoving are designed for legal paper, but you can still print them on letter-sized paper.

How to Print a Paystub on Letter-Sized Paper

How can I keep a card on file so that it can be re-billed at a later date?

Storing Customer Credit Cards for Future Use

How to understand the taxes that are being applied to an opportunity.

Detailed Tax Breakdown

Accounting FAQs

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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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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