SmartMoving Support

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

Matt Honeycutt

Michelle Carone

Accounting Basics

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Create your workspace and invite the people you work with.

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

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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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