MoveBoardEd can do things for you, not only answer. Ask in plain words — text order 23456 that the movers are on the way, remind me tomorrow at 10 AM to call the Smiths — and Ed puts a card on screen showing exactly what will happen. Nothing is done until you press the card's button.
What Ed can do
| Ask for | The card's button | Good to know |
|---|---|---|
| A text to an order's customer | Send | Sent from the order's conversation as you, marked as written by AI. Customers who replied STOP or that you switched off are refused. |
| An email to an order's customer or additional contact | Send | Only to an address on that order. From the company or your own mailbox; another person's needs Can send an email as different user. |
| A note on an order | Add note | A note the customer will see says so on the card. |
| A task or reminder | Create | Yours, unless you name someone (needs Can create task for other users). The due time is on your branch's clock and shown on the card. |
| A status change on an order | Change status | The same checks as the order window: trucks and times for Booked or Reserved, full addresses, the completed-job lock. The card says what else will happen. |
| Assign an order to a salesperson | Assign | Needs Can assign leads to other salespeople. |
| Change a setting | Apply | Administrators only. The card shows where the setting lives, the old value and the new one. |
| A text or email to many customers — text everyone moving tomorrow a reminder, email every lead from this week the quote | Send | Ed picks the orders the way the Orders list's filters do. The card shows how many customers get it, a few of their names, the message as the first customer will read it, and how many are left out and why (no number, replied STOP, unsubscribed). Up to 100 at a time. |
| A scheduled report | Confirm | See Scheduled reports from Ed. |
| Anything else you can do (except payments and deleting) — flags, move dates, trucks and crews, storage tenants, invoices, accounts, users, settings pages, payroll, trips | the action's own button | Ed finds the screen's own action and shows what will change. Pressing the button does exactly what that screen's button does, with your permissions. |
Confirm, cancel, undo
- Read the card. It shows the order, who it goes to and the exact words.
- Press the button to do it — or Cancel (Cancelled. Nothing was done.).
- The card shows the result. A setting change offers Undo, which puts the old value back.
If something on the card needs changing, ask Ed to change it, or use Open it on the order to finish by hand.
A card lasts 15 minutes. After that: That card has expired (cards last 15 minutes). Ask me again if you still want it.
Everything is checked twice: when the card is drawn and again when you press — so if the order changed in between, or your permissions did, it stops and says why. The card then reads Ed · on your behalf.
Payments and deleting stay with you
Ed never takes, records, charges, refunds or moves a payment, never touches cards, the prepaid balance or phone numbers you pay for, and never deletes or removes anything. Ask, and he says in one line that it's done on the screen, with a link to open it.
Changes to many records at once and changes to who may do what (roles, permissions, password links) are Ed's, on a card that says so in red first.
In the order log
Everything Ed does is written in the order's log like anything you do yourself, marked by Ed for your name, so anyone reading the log sees it was Ed, on your request.
Permissions
Ed acts as you. He can do what your role lets you do and nothing more — the same permission check as the screen runs again when you press — and he only sees the orders you can open.