Move confirmations

The day before a move, MoveBoard can ask the customer to confirm. They reply YES to the text, or tap the link and press Yes, confirm my move. The move then shows as Confirmed everywhere: on Dispatch › Confirmations, with a ✓ on the job's card on the board, and as a pill on the order's day.

Move confirmations are included in every plan.

See who has confirmed

1. Press Dispatch in the menu.
2. Press the Confirmations tab.
3. Pick the day with the date's arrows or the calendar, as on every Dispatch tab. To see tomorrow, press the right arrow once.

The red number on the tab is how many of tomorrow's moves are not confirmed yet.

At the top are the counts: Confirmed, Waiting, Replied and Not sent. Below is one row for each booked move day (a two-day move has a row on each of its days), with the order number, the customer and phone, the arrival window, the crew and truck, and where it stands:

• Not sent — no request has gone yet.
• Waiting — the request went (with the time), and any reminders: for example Reminder 1 of 2 sent 12:02 PM · next 2:02 PM. No answer · task created 4:00 PM means the "Call to confirm" task was made.
• Confirmed — by text, by link, or by the office, with the time.
• Replied — the customer wrote something other than YES (for example "can you come at 9?"). Call them back: the order's salesperson gets a task and a notice.

The tab updates by itself when a customer confirms.

Send a request by hand

1. On Dispatch › Confirmations, find the move.
2. Press Send now (or Resend to send it again).

To send to every move of that day that is not confirmed yet, press Send to all not confirmed at the top.

The request goes the way your branch's setting says: text, email or both. A customer who replied STOP to your texts is never texted; they get the email instead when they have one. Texts are never sent between 8 PM and 8 AM in the customer's own time.

Mark a move confirmed (or not)

When a customer confirms on the phone:

1. On Dispatch › Confirmations, find the move.
2. Press Mark confirmed.
3. Press Mark confirmed and text a thank-you, or Mark confirmed, no text.

To undo it, press Mark not confirmed on that row. Marking a move (confirmed or not) stops its reminders.

Sending requests, marking moves and writing confirmation notes need the permission Confirm moves (in Users & permissions, the Move confirmation card). Dispatchers have it until an administrator changes it, and administrators always have it.

Write a confirmation note

When you confirm a move, you can write a note for the people who need to know: for example "Customer asked for 2 extra wardrobe boxes" or "Parking permit is on the dashboard".

With Mark confirmed:

1. On Dispatch › Confirmations, find the move.
2. Press Mark confirmed.
3. Type the note in the Note (optional) box.
4. Press Mark confirmed and text a thank-you, or Mark confirmed, no text.

On any row, at any time (a move the customer confirmed by text or link, a move that replied, or one not confirmed yet):

1. Press Add note on that row.
2. Type the note.
3. Press Save note (or press Cmd+Enter on a Mac, Ctrl+Enter on Windows). Esc closes the box; what you typed is kept until you save it.

The note box is a roomy pop-up that opens beside the button, with space for a long note (on a phone it is a sheet from the bottom). Under the words, the AI sparkle can polish the note, change its tone, make it shorter or longer, fix spelling and grammar, or translate it to English, and the microphone lets you speak the note. A grey line under the box says who the note goes to, for example Goes to: the salesperson, the customer.

A move day can have several notes. Each one keeps who wrote it and when. The newest note shows on the row, with who got it (for example To: the salesperson, the customer (text)). Press +2 more under it to see them all.

Where a confirmation note shows

• On the row on Dispatch › Confirmations: the newest note, and all of them under +N more.
• In the order window, under Communication, as a note with who wrote it and when: in the Notes tab and in All (Past Actions). It is marked From move confirmation and starts Move confirmation note for Tue Sep 21: …. The customer never sees it in their portal.
• In the order's Order Log, as Confirmation note by Mia: …, with who it went to.
• In the Movers App, on the job's Office Notes (marked From move confirmation), when the branch sends notes to the foreman — the same note, not a second copy.

Who gets a confirmation note

• The order's salesperson always gets it, as a notification (the bell, and their phone if they use the app). The person who wrote the note is not notified about their own note.
• Each branch can also send it to more people. Nobody else is ticked to start with, so only the salesperson gets a note until you tick more.

To choose, for each branch:

1. Switch to that branch from the top bar — see Switch branch.
2. Press your name at the top right.
3. Press Settings.
4. Press Dispatch.
5. Press Move confirmation.
6. Under Confirmation notes, in Confirmation notes also go to, tick who else gets it: - The customer — by text, email or both, the same way as the branch's move confirmation requests (How, above). A customer who replied STOP is never texted (they get the email instead when they have one), and texts are never sent between 8 PM and 8 AM in the customer's own time. When the note can't reach them, the row says why. - The foreman — the note shows on that job in the Movers App, in the job's Office Notes, marked From move confirmation (see Notes from the office), and the foreman gets a notification on their phone. - Dispatchers — a notification to everyone with the Dispatcher position in that branch.
7. Press Save.

The customer's words are under The customer's words on the same card: Note to the customer · text and Note to the customer · email. The preview shows them as the customer gets them, with a sample note. Move confirmation: note fills in the note you wrote. The same two messages are in Settings › Communication › Templates, in the Move confirmation folder, as Confirmation note to the customer.

Send requests automatically (each branch)

Each branch has its own settings. For each branch:

1. Switch to that branch from the top bar — see Switch branch.
2. Press your name at the top right.
3. Press Settings.
4. Press Dispatch.
5. Press Move confirmation.
6. Turn on Send automatically.
7. Pick What time the request goes the day before (10:00 AM to start with; only between 8 AM and 8 PM).
8. Pick How: Text and email, Text only or Email only.
9. Press Save.

With Send automatically off, nothing goes out by itself: the office sends requests from the Confirmations tab.

On the same page:

• Text a thank-you when they confirm — on or off.
• Send a reminder every 1, 2 or 3 hours, Send at most 0 to 5 reminders (0 means none), and Don't send after a time (8 PM at the latest). A reminder that would land later, or in the customer's quiet hours, is skipped, and the row says so. Reminders stop as soon as the customer confirms, replies, or the office marks the move.
• If still no answer by a time (4:00 PM to start with): every move still waiting then gets one shared task, Call to confirm the move — order #…, for the people under Who calls — the order's salesperson, the dispatchers, and anyone else you tick. Each person gets one notice, by their own notification settings.

Change the words

The request, the reminder and the thank-you are edited on the same page, under The words:

1. Go to Settings › Dispatch › Move confirmation (steps above).
2. Under The words, press the message: Request · text, Request · email, Reminder · text, Reminder · email or Thank-you · text.
3. Change the words. The preview on the right shows them as the customer gets them, with your newest booked move.
4. Press Save.

The same messages are in Settings › Communication › Templates, in the Move confirmation folder. These words fill in by themselves:

• Move confirmation: link — your short link to the confirm page (your name and logo, Yes, confirm my move and Call us).
• Move confirmation: day — "tomorrow, Sat Nov 1".
• Move confirmation: arrival window — "8-10 AM".
• Move confirmation: from and to — the towns.
• Move confirmation: service — that day's service.
• Move confirmation: note — the confirmation note you wrote (only in Confirmation note to the customer).

What the customer can reply

These replies confirm the move: yes, y, yep, yeah, confirm, confirmed, ok, okay and sure, in any capitals, with or without "!" or ".". Anything else shows as Replied for the office to read. STOP still stops your texts to that number, as always.

Workflows

Two moments start a workflow (Settings › Communication › Workflows › When): A customer confirmed their move and A customer didn't confirm by the set time. See When a workflow starts.

Ask Ed

Ask Ed "who hasn't confirmed tomorrow?" or "what notes did we write for tomorrow's moves?". With Confirm moves, Ed can also send a request, mark a move confirmed or add a confirmation note — it shows you a card first, and you press to do it.