MoveBoardStart with your role
A short reading list for your job, with a checklist that keeps your place.
Browse everything
660 articles so far, in 25 topics — every screen, setting and workflow in MoveBoard is on its way.
Getting started 19Your first day, the screens you'll live in, and setting up your company.Leads & sales 24New leads, follow-ups, quotes and turning calls into booked jobs.Orders 38The order window card by card: addresses, services, crew, notes and status.Estimates & pricing 26How prices are worked out: rates, travel time, flat rates, fuel and discounts.Inventory 12Item lists, cubic feet and weight, and letting customers build their own inventory.Booking & payments 30Deposits, signing, payments, refunds and invoices.Dispatch & scheduling 25Trucks, crews, the calendar and moving jobs between days.Movers App 31For foremen and movers: download the app, your jobs, the bill of lading, photos and time.Customer portal 32What your customers see: their quote, inventory, documents and payments.Email, texts & calls 35Templates, the mailbox, texting, the phone and reminders.Workflows & automation 25When this happens, do that: follow-ups, reminders and recipes you can copy.Long distance 33Tariffs, trips, delivery windows and long-distance paperwork.Storage 20Storage tenants, units, recurring billing and move-outs.Box delivery 4Selling moving boxes: the store on your website, Boxes in the customer portal, bundles and prices.Reputation 9Your reviews from Google and other sites: replying, AI replies, alerts and connecting Google.Claims 20Recording damage, valuation coverage and settling claims.Accounting & payroll 12Payroll, commissions, expenses and closing a job's money.Reports 21Income, sales, crews, marketing — every number, and how to read it.Team & permissions 20Adding people, roles, what each permission allows, and branches.Settings 135Every settings page and every switch on it, explained.Integrations 20Phone, email, calendar, payments, lead sources and your website forms.AI in MoveBoard 17Ed the assistant, the AI receptionist and AI lead replies.Troubleshooting 19When something doesn't work: every message MoveBoard shows and what to do.Moving industry know-how 24FMCSA rules, valuation, bills of lading, claims deadlines, tariffs and a glossary.Switching to MoveBoard 9Coming from other moving software or spreadsheets: what moves over and how.Can't find it?Write to support — a person answers, and the article you needed gets written.
Start here
- Your first day in MoveBoardA ten-minute tour of the screens you'll use every day — the menu, the top bar, the dashboard and order windows.
- Sign in to MoveBoardSign in with your company ID, email and password, set your password from an invitation, and what to do when MoveBoard signs you out.
- The office menuEvery item in the menu down the left, what it opens, what the red numbers mean, and why an item can be missing.
- The top barWhat every button across the top of the screen does — search, + New, the phone, weather, customers online, Ed, the bell and the menu under your name.
- Text size, font and contrastMake MoveBoard's office screens easier to read for you — bigger text, a plain classic font or high contrast — from Display in the menu under your name.
- Order, storage, invoice and trip windowsOpen several orders at once, put them away into the dock along the bottom, move them, and close them without losing unsaved work.
What's new
All updatesNew features
- Open the order from Claims & settlements: every claim and every settlement in the lists now shows its order number as a link. Double-click the order number (or press Enter on it, or double-tap on a phone) to open the order; anywhere else on the row still opens the claim or the settlement. How claims work
- Settlements in Claims & settlements: a new Settlements tab lists every settlement from the moment it is made, with its status as it moves: Not sent, Sent, Viewed, Signed, Refunded. When a customer signs, your admins get a notification and an urgent "Refund …" task, and a Refund button in the settlement gives the money back to the customer's card. Give money back with a settlement
- Claim payouts and settlements on the closing: each branch picks where the closing shows money given back — under Taxes, taken off the Total Cost (the default, so nothing reads as owed after the payout), or at the bottom, not part of the balance. Settings › Documents & bill of lading › Claims. A paid claim or settlement on the closing
Fixes
- Customers stay signed in where they change their portal password: a customer who changed their password in the portal could be signed out on that same phone or computer right after. They now stay signed in there, and every other device of theirs is still signed out. Customer sign-in
- Pages with several views now use the same tabs everywhere: Orders (Workflow, List), Accounts, Messages, Tasks (All, Mine), Trips, Box deliveries, Reputation, Marketing, Google Advertising, Support, Crew tracking and the Client portal, Quote forms, Estimate signatures and Box delivery settings now switch views with the same tabs as Dispatch and Storage, right under the page title. On a phone the tabs slide sideways.
New features
- Bill of lading preview: once a move is booked, your customers can read their bill of lading in the portal, marked Preview, not final, the front first with a BACK SIDE button for the terms. They can't sign, pay or change anything from it, and its numbers are the bill's own. Turn it on in Settings › Customer experience › Client portal, under What customers see. Help
- Claim chat: your office and the customer can now write to each other on a damage claim. The customer writes on their claim page and your office answers on the claim. Each new customer message notifies the claim's owner, or on an Unassigned claim everyone who can manage claims. When your office writes, the customer gets one text with your short link, or an email if they don't take texts. Every message stays in the claim's Activity. Turn it on in Settings › Documents & bill of lading › Claims. How it works
- Download the Movers App, on the Mover's Portal: a blue bar across the top of every Mover's Portal page now says Download the Movers App. On an iPhone or iPad it opens the App Store, on an Android phone it opens Google Play, and on a computer it shows both links. It is always there and can't be closed, and it never shows inside the Movers App itself. Help
Fixes
- Help: the crew articles now cover the Movers App: the Help section for foremen and movers is now Movers App. Its articles describe the app: how to download it from the App Store or Google Play, signing in (with Face ID or your fingerprint if you like), the home screen, jobs, the bill of lading front and back, inspections, release forms, payment, time off and working with no signal, with pictures of the app. The web Mover's Portal still works for now. Download the Movers App
- The AI Receptionist's number shows what you are charged: the screens said the number costs about $1.15 a month, but your balance is charged $1.73. They now show the amount your balance takes.
- Affiliate buttons stay where you press them: on an Affiliate account, the Rewards, Payouts and Portal cards now appear once Referred moves above them has loaded, so Record payment and Invite to portal no longer jump down just as you press them. Help