You can change an office user or crew members password for them, and you can also create passwords for new users.

Changing user and crew member passwords

First, locate the person whose password you want to update.

Next, click the menu button for that person and select Change Password.

Then, enter a new password that meets the listed password requirements and click Change Password.

When you add a new user, you can autogenerate a password or provide a specific password.

First, click Add User.

Then, enter the user's information under the New User Options section,

As an admin, you are able to update your billing and shipping addresses, as well as your stored payment methods directly from your SmartMoving account. If you would like to grant other users, permission to update your billing information go to Settings -> Company Settings -> Roles & Permissions. You then must select "Update SmartMoving Payment Method" for to enable this permission for a role.

Updating Your Billing & Shipping Addresses

Step 1: Navigate to and click on the orange circle found in the top right-hand corner of your screen. Once there select Billing Information.

Step 2: From the pop-up window select Billing & Shipping Addresses

Step 3: Click on your current billing address.

Step 4: Enter your new billing and shipping address.

Step 5: Click Update to update your billing and shipping address.

Updating Your Payment Method

From the Billing Information screen, you are also able to update your payment method. We recommend setting backup payment methods. If your primary payment method fails, the backup method will be charged.

Step 1: Navigate to and click on the orange circle found in the top right-hand corner of your screen. Once there select Billing Information.

Step 2: From the pop-up window select Payment Methods.

Step 3: Select Add New to add a backup payment method.

Step 4: Enter the details of the new card.

Step 5: Click Add to add the new payment method.
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When a salesperson is no longer employed, you need to be able to quickly and easily reassign all of their leads to another employee. There are two ways to achieve this.

Needed Permission

To start off with, you'll need to have the "Assign / Reassign Leads" permission. This is located in Settings -> Company Settings -> Roles & Permissions.

There's two simple ways to reassign a single lead.

Method 1

From the Sales Tab locate the quote information panel and select the current salesperson's name.

Then, select the salesperson's name to whom you would like to reassign the lead.

Method 2

From the estimate tab locate the quote information panel and select the current salesperson's name.

From the Sales Tab locate the quote information panel and select the current salesperson's name.

However, you will most likely have many leads/opportunities that you want to reassign and doing it one by one is not ideal.

To start off, make sure the employee is not marked as terminated yet. You can view this in Settings -> Company Settings -> User Management, then select your user. Put the terminated date in the future (or clear it out).

With that done, now go to Sales -> My Leads. From here, let's make sure you have the proper selections made:

Next, select the "Assign to user" option. Then select the employee you want to reassign the leads to.

How to Ensure You Have Reassigned All Leads for that User
If the employee had a lot of active leads/opportunities, then you may have multiple "pages" of results. You will want to keep refreshing the page after bulk assigning and repeating the process until they are all reassigned.
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Once you have reassigned all of the leads that are in the "Active" section you will want to repeat this process to bulk reassign for the other filters too - especially the "Accepted" and "Booked" sections.
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On-Site Estimates, Virtual Surveys, and Phone Surveys can be scheduled for a user on the estimate tab of an opportunity. If you want to create other events for your office users, add those on the office calendar.

Add Event

SmartMoving is constantly getting updates! It is very much a growing, changing product. Due to this, sometimes changes may catch you unaware. Or, we may have just released a feature that you can really make use of!

There's multiple ways to keep up-to-date with what's going on behind the scenes at SmartMoving.

Recent Updates

The best thing to do is check out our update notes! If you see the "New" Icon in the top right:

That means that there's new update notes that you have not read yet! When you click that, you will see:
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From here, go to "Updates". This will remove the "New!" badge (so you'll know when new things come out!). You can come to this page any time to see details on what was recently released.

Upcoming Updates

You can also view planned future projects. From the above menu, click "Product Roadmap". This will show you at a high level what is going on.
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You can also view and submit feature requests by accessing the Boards dropdown menu and selecting Feature Requests.

From this screen you can vote on submitted requests that other users have made by clicking the ^ button to the left of the request's name, or submit a request of your own by selecting Submit Request!

You have the ability to both delete a branch and to mark a user as inactive right from your SmartMoving settings. Once you have completed one of these actions, it is crucial to notify either your SmartMoving Customer Success Manager or the SmartMoving Support Team so that your billing can be updated accordingly.

Delete a Branch

To delete a branch from your SmartMoving settings and to remove that branch from your future billing, follow the steps included below.
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​Step 1: Navigate to your branches under your Company Settings. Company Settings are located in the Settings module.

Step 2: Navigate to the branch that you would like to delete and locate the three-dot menu icon.

Step 3: From the drop-down menu select, Delete.
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Step 4: Confirm that you want to delete this branch. If you want to proceed with the deletion, select Yes, Proceed.

Note: This action cannot be undone.

Step 5: Notify either your Customer Success Manager or the Support Team that you have deleted this branch. This is crucial as it allows our team to update your billing accordingly.

From your SmartMoving settings, you can mark a user as inactive and reassign their available license to a new user. You may, need to remove the user license entirely through and have your SmartMoving subscription updated accordingly. To ensure that your billing is updated, always reach out to our team to notify us if you are wanting to remove a user license from your account.

Remove an Office User

To remove an office user from your SmartMoving account and to remove that license from future billing, follow the steps included below.

Step 1: Navigate to your User Management settings located under your Company Settings. Company Settings are located in the Settings module.

Step 2: Navigate to the user that you wish to remove and select the menu icon.

Step 3: From the three-dot menu icon, select Mark as Inactive.

Step 4: Notify your Customer Success Manager or our Support Team that you have marked a user as inactive and need to remove a license from your account. This will allow our team to update your billing to reflect the removed license.

There may be users in a managerial role or other position, that you want to grant access to the settings module to. You may want to be a bit more specific on what all roles have access to the User Management settings at your company. This specific section of the settings module can be allocated to a user. If a user is not allocated the User Management Access permission, they will not be able to access the User Management settings nor the Roles and Permissions settings for your company.
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We recommend only allocating the User Management Access permission to owners or other high-level admins at your company. To allocate this permission to one of your users, follow the instructions included below.
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​How to Grant User Management Access to a User

Step 1: Navigate to the Settings module.

​Step 2: Navigate to the Company Settings section.
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​Step 3: Navigate to the Roles & Permissions section.
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​Step 4: Locate the column that includes the name of the role that you want to grant User Management Access to.
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For example, a role that you may allocate this permission to may be the Sales Manager.

Step 5: Locate the Actions section of the permissions list.
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​Step 6: From the Actions section, locate the permission, User Management Access.

Step 7: Checkmark the box for your Sales Manager to be granted the User Management Access permission.
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​Note: Granting access to the User Management section will also grant access to the Roles and Permissions section.