MoveBoardEmail, texts & calls
Templates, the mailbox, texting, the phone and reminders.
- The Messages pageEvery customer conversation in one place — unread first — with the reply box, templates and AI help, plus the SMS log and an overview of what MoveBoard sends by itself.
- Send an email from a templatePick one of your email templates on an order, see it filled in for this customer, change the words for this one email, and send — from the company's mailbox or your own.
- Text a customerSend a text from the order or the Messages page — to one number or several, with pictures and files — and what stops a text from going.
- AI writing helpLet the AI suggest a reply, draft a message, polish what you typed, change its tone or length, fix spelling, translate a customer's message — and undo any of it.
- Make and take callsCall customers from MoveBoard and answer in the browser — the Phone keypad, the call pop-up, hold, mute, keypad tones, transfers, and filing the call on the right order.
- The Calls pageEvery call and voicemail in one list — incoming, outgoing, missed and unheard — with recordings, transcripts, the order each one is filed on, and who may see which calls.
- See who is on a call right nowLive now, in the phone pop-over at the top of every page, shows which of your colleagues are on a call, which phones are ringing and who is free — with the customer, the order, in or out, and how long.
- Leave a voicemail with one click (voicemail drop)Record your voicemail messages once, then leave one in a customer's voicemail with one click during a call you placed — the call hangs up by itself and you dial the next one right away. Each drop is logged on the order.
- Email campaignsSend emails to groups of your own customers — once, to each person as they newly fit (recurring), or as a series (drip) — in your company's design, with opens, clicks and unsubscribes counted. Included in every plan, with no charge per email.
- MailEvery mailbox you work from in one place — your own, the ones shared with your position, the company's — with reply, forward, flag, archive, and attaching a conversation to an order.
- Segments: who gets a campaignA segment is a saved set of filters over a branch's customers — order status, dates, service, move size, lead source, where they moved, account type and more — with a live count that shows who is left out and why.
- Connect your email and phoneConnect your own Gmail or Microsoft mailbox, Google Calendar and RingCentral from Connections; set up the company mailbox; and, for admins, see who still needs to connect.
- Marketing email settings and your sending domainSend campaigns under your own domain — add the records MoveBoard shows at your domain host and press Check — and set the from name, reply-to, mailing address, daily limit and sending hours for each branch.
- Contacts and unsubscribes (Do-not-email list)Look up any email to see its campaigns and whether it gets them; the Do-not-email list holds everyone who unsubscribed, bounced or marked a campaign as spam. Unsubscribing from a campaign stops marketing only — job emails keep going.
- Variables in templatesThe placeholders that fill in each customer's name, move details, prices, invoice and links when a message goes out — how to insert them, how they're spelled, and how to check them.
- Email header and footerSet the logo, banner and contact details that go round every email template — once, for every email — and give one template its own when it needs to look different.
- Texting registration (A2P 10DLC)Why US carriers require your company to be registered before you can text customers, what MoveBoard does about it, and how to tell where your registration stands.
- Call forwarding to your numberWhen a customer calls your texting number, ring a phone of your choice — how to switch it on and set the number.
- Texting balance and auto-rechargeThe prepaid balance that pays for your texts (and the AI receptionist) — top it up, keep it topped up automatically, and what happens at $0 or when a card is declined.
- Staff notificationsChoose which of your team hear about what — new leads, bookings, payments, customer replies — and whether by the bell, email or text; one event is one message, never a pile.
- Who hears about what (defaults by position)The notifications each position starts with — Sales, Customer Service, Manager, Finance, Dispatcher, Admin — how to change your company's defaults, and how to give them to everyone in a position.
- The crew-on-the-way textThe text your customer gets when the foreman heads out — where its words come from and how to change them.
- VoicemailWhere voicemails land, how to listen and read the transcript, how to mark one heard, and how to file one on the right order.
- Calls in the order's conversationHow phone calls, recordings, voicemails, missed calls and AI receptionist calls appear on an order — and how to log a call you made from another phone.
- Unread messages from the Orders listThe envelope on an order's row shows the customer's unread messages and opens the conversation right there, so you can read and reply without opening the order.
- Speak to typeTalk instead of typing in any message, note or text box — press the microphone, speak in any language, press again, and your words land where the cursor is.
- When messages go outWhat time your automatic emails and texts reach customers — right away, at a set hour, or held until morning by quiet hours — and why a message you send yourself always goes at once.
- Did my email arrive?Check whether an email went out and whether the customer opened it — the copy kept on the order, the open indicator, and what to do when it didn't arrive.
- Messages to the additional contactWhat the second person on a move — a spouse, an assistant, a relocation manager — receives, how to switch their copies on or off, and why their links never sign them in as the customer.
- Get a daily report by text or emailAsk Ed to send you your numbers — bookings, new leads, money from closed jobs, payments, moves — every day, every weekday or once a week, by text, email or both.
- Texting rules and opt-outsWho MoveBoard won't text and why — customers who replied STOP, numbers that can't receive texts, switched-off contacts — and the consent line on your website forms.
- Office chatChat with the people in your office inside MoveBoard, like WhatsApp — one-on-one, groups, @mentions, muted chats, voice messages, photos and files, ticks, and order numbers that open the order.
- Office chat settings and permissionsWhere to switch Office chat off or back on, choose how long messages and photos, files and voice messages are kept, and give people the two Office chat permissions.
- Review conversationsOwners and administrators can read any Office chat conversation, read-only; every look is recorded and shown.
- Box delivery messages and remindersThe emails and texts a box delivery sends the customer, the notices the person delivering gets, the New box order notice, and the reminder the day before — all editable and switchable.