MoveBoardYour customers have no password to remember. They get into their portal two ways.
1. Their personal link
Every email and text you send carries the customer's own link — the quote, the deposit link, the inventory link, reminders. Pressing it signs them straight in and opens the right page. A link keeps working for 90 days.
2. A code by text
On the sign-in page — Your quote, your inventory and your booking, all in one place. — the customer:
- Types their Mobile number — Enter your mobile number and we'll text you a code.
- Presses Text me a code.
- Types the Six-digit code from the text.
- Presses Sign in.
They land on their moves (or the page they were trying to open). Under the code box: Text me a new code and Use a different number.
The page says If this number is on file with us, we've texted you a code. whether or not the number is yours — so nobody can find out who your customers are by trying numbers.
For a company with several branches, the page also offers Get a new link by text (Text me a link) as a second way in.
3. A code by email — when your company can't send texts
If your company can't send texts right now — texting isn't set up, your number isn't registered yet, or your texting balance has run out — the sign-in page never asks for a texted code. It asks for the customer's email instead:
- Enter the email you gave us and we'll email you a code. — they type their Email.
- They press Email me a code. The page says where it went, for example If d\\\@gmail.com is the email we have for you, we've emailed you a six-digit code. It works for 10 minutes.*
- They type the Six-digit code from the email and press Sign in.
The email comes from your company's connected mailbox (or, if none is connected, from MoveBoard under your company's name). Under the email box: No email on file with us? Call your company at its phone number. Under the code box: Email me a new code and Use a different email.
Once texting works again, the page goes back to the code by text by itself.
Even when your company texts, a customer's number sometimes can't take the code (they replied STOP, or it isn't a mobile number). Then the page says We couldn't text a code to that number. Enter your email instead and we'll email you a code. — and if they have no email on file either, it asks them to call you, with your phone number.
What to tell a customer who's stuck
| They say | What to do |
|---|---|
| "I never got the code" | Check the mobile number on the Customer card is the one they typed, and that it can take texts. Or send them their link: the deposit link or the inventory link both sign them in. |
| "I never got the email" | Check the email on the Customer card is the one they typed, and ask them to look in their spam folder. Or send them their link. |
| Invalid or expired login code. Please try again. | They typed it wrong or waited too long — Text me a new code. |
| Your link has expired. Please request a new one. | The link is older than 90 days — they can sign in with a code instead. |
| Please contact your move coordinator in order to login | Their access was switched off. Check the Customer card's Status. |
| "Where's my password?" | There isn't one — it's a code by text (or by email), every time. |
If something goes wrong
- Please enter your 10-digit mobile number.
- We could not send a code right now. Please try again in a few minutes.
- We couldn't connect. Please check your internet connection and try again.
- This sign-in page is not set up for this company. Use the link in the email or text your moving company sent you. — the customer opened a sign-in page that doesn't name your company; send them their link.