MoveBoardClaims
Recording damage, valuation coverage and settling claims.
- File a claim for a customer over the phoneThe customer called about damage? Send them their claim link in one press — or fill the claim in for them while you talk.
- How claims workHow a claim moves from the customer's report to a signed settlement and payment — the Claims page, its stages, owners and clocks.
- Crew claims scoreSee which movers' jobs get the most damage claims, so you know who to coach and who to trust with the fragile jobs.
- Send the customer a claim linkOne press sends the customer an apology email and text with their own link to report the damage, with photos, whenever suits them.
- How customers file a claimWhat your customer sees on their claim page — item by item with photos, receipts, value and weight — and what they need before they can send it.
- How MoveBoard works out what is owedThe settlement under the customer's protection — released value by the pound, or Full Value Protection less the deductible — and when a person has to decide instead.
- Offer a % of what the customer claimedOffer each item — or the whole claim at once — as 25%, 50%, 75%, 100% or any other % of the value claimed, see it next to what the protection pays, and choose whether the customer sees the %.
- When the offer showsChoose whether customers see their settlement offer the moment they send a claim, or only after the office reviews it — separately for each kind of protection.
- Pay a claimOnce the customer has signed the settlement, mark the claim paid — one way or several (card, check, Zelle, cash…). A claim payout never makes a balance due.
- A paid claim or settlement on the closingEach branch picks where the closing shows money given back — under Taxes, taken off the Total Cost (the default), or at the bottom, not part of the balance. Either way Total Due is $0.00 after the payout.
- Property damage claimsDamage to the home or building is never priced by valuation — it always waits for the office, with the customer's repair cost or contractor's estimate.
- Deny a claimClose a claim as denied with your reason in writing — the customer gets a letter by email, with the arbitration sentence when your settings call for it.
- Submit once vs adding missed itemsChoose whether a customer can reopen their sent claim to add things they missed — separately for local and long-distance moves.
- "Report damage" without an invitationLet customers start a claim themselves from their portal once a job of their move is completed — or keep claims to the link you send.
- Claims deadlinesThe clocks MoveBoard keeps on every claim — acknowledge within 30 days, decide within 120, a status letter every 60 days after — and the customer's filing window.
- Who can work claimsThe claims permissions — seeing and working claims, managing them (filling in, offers, settlements, payments, closing), and Settlements — and what each lets a person do.
- Delete a claimCompany admins can delete a claim made by mistake or for a test — from the claim's ⋯ menu, by typing its number. The claim's money stays on the order unless you tick the box to remove it too.
- Give money back with a settlementWhen there is no damage — travel time, slow movers, a complaint — make a settlement on the order. The customer signs the Settlement and Release on their phone, you pay it, and it comes off the order's total as "Settlements".
- Write to the customer with Claim chatA conversation between your office and the customer on a damage claim. The customer writes on their claim page, your office answers on the claim, and every message stays in the claim's Activity.
- Send claim emails from a separate addressOptional — give damage claims their own email address (for example claims@yourcompany.com). Off, claim emails go from the company email as always; if the claims address stops working, they still go, from the company email.