SmartMoving Support

How to set sales commission base on pre- or post-discount totals

Customize How Discounts Affect Sales Commission

Configure every payment type your company offers in one place: turn types on or off, choose where each appears (Customer Portal, Web App, Crew App), reorder the list, and set…

Managing Payment Settings

How to configure your Gross Profit Targets

Gross Profit Targets

How to enable and configure your Automatic Expense Rules to track your company's profitability.

Automatic Expense Rules

How to add, reorder, rename, or delete an Expense Categories that can be manually added to an opportunity's profitability.

Manual Expense Categories

See how SmartMoving calculates profit from selling materials alone vs. packing/unpacking charged per container.

How Revenue and Profitability Are Calculated for Materials

Learn how to configure and use Estimated Profitability in SmartMoving, including how to show or hide profit values, view dollar amounts, and understand how materials, truck, and fuel costs impact…

How to Use Estimated Profitability on Estimates and Leads

Matt Honeycutt

Michelle Carone

Accounting & Profitability 

Learn how to set the time of day for automatic pre-authorization in SmartMoving. Pre-authorization always runs one day before the job date at the hour you select.

Configuring Pre-Authorization Timing

Learn how to place a pre-authorization hold on a customer's credit card in SmartMoving to verify funds before a job starts.

How to Pre-authorize a Payment

Learn how to configure automatic pre-authorization in SmartMoving, including per-opportunity control, timing, buffer percentage, and auto-capture settings for job payments. Admin access required.

Configuring Pre-Authorization Settings

Articles related to Pre-Authorization, how to place a pre-authorization hold on a customer's credit card in SmartMoving to verify funds before a job starts.

Pre-Authorization

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

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

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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