MoveBoardThe Order for Service is what the customer signs to book their move: the move, the price, and your terms. Some companies also ask for an estimate signature.
Where the customer signs it
On the booking page of their portal, or with you on the office signing page. See Book a job. The document fills in the order's details — dates, addresses, crew, price, deposit — and your Company Policies and Cancellation Policy are agreed inside it.
When a company has more than one document for a move, the customer reviews and signs each (Review your documents).
Set up your documents
Go to Settings › Documents & bill of lading › Estimate & order for service. Switch between the Estimate signatures and Order for service tabs under the title.
- Your documents are listed on the left; add one under the list.
- For the chosen document: its Name, Enabled, Edit block (the words and the order's details placed in it), and Block settings.
- Below the document, what it's for: move types, services, estimate types, Multi Day or single day, and Show on confirmation page.
Press Save. MoveBoard picks, for each order, the enabled documents whose settings fit the move.
After signing
- The signed document is kept on the order: open it from Signed documents on the Payments window's Booking & signing tab.
- The order's Deposit row shows Signed, with who and when.
- The Order Log notes the signature.
When the move changes after booking
If a change is big enough to need a new signature — for example the move became long distance — you can move the order back to Reserved so the customer signs the Order for Service again. See When a move becomes long distance.
To keep a note of why, switch on Ask for a reason when a booked order goes back for a new signature (Settings › Documents & bill of lading › Estimate & order for service, Signing card). Then moving a Booked order to Reserved in the order window asks Back for a new signature with a Reason (optional) box; the reason is written to the Order Log when you press SAVE (Sent back to Reserved for a new signature. Reason: …). Off (the default), nothing is asked.
Signing again keeps the booked date
When a booked order goes back to Reserved for any reason — a new date, a change the customer must sign a Revised Order for Service for, the status menu, Move back to Reserved, Send quote, or a postponed move being re-reserved — and the customer signs again, the order keeps the date it was first booked and the person who booked it.
- The signature is not a new booking: the dashboard's Booked tile, the reports, payroll and sales credit all count the first booked date.
- While the order waits for the new signature it is not booked, so it counts as booked in no day until it is signed again — then it goes back to its first booked date.
- The order's card shows both, for example Booked Oct 1, 2026 · Re-signed Oct 22, 2026 (Revised Order for Service #2). The Order Log says Order … was booked again. It keeps its first booked date…, and the signed document is titled Revised Order for Service #2.
- A long-distance order waiting to be signed again keeps the fuel surcharge of its first booking.