MoveBoardGetting started
Your first day, the screens you'll live in, and setting up your company.
- Your first day in MoveBoardA ten-minute tour of the screens you'll use every day — the menu, the top bar, the dashboard and order windows.
- Sign in to MoveBoardSign in with your company ID, email and password, set your password from an invitation, and what to do when MoveBoard signs you out.
- The office menuEvery item in the menu down the left, what it opens, what the red numbers mean, and why an item can be missing.
- The top barWhat every button across the top of the screen does — search, + New, the phone, weather, customers online, Ed, the bell and the menu under your name.
- Text size, font and contrastMake MoveBoard's office screens easier to read for you — bigger text, a plain classic font or high contrast — from Display in the menu under your name.
- Order, storage, invoice and trip windowsOpen several orders at once, put them away into the dock along the bottom, move them, and close them without losing unsaved work.
- Your dashboardWhat every number, card and list on the dashboard counts, how to change the days it shows, and what "Action needed" lists.
- Find anything with searchFind an order, account, storage tenant, invoice or payment by name, phone, email or number — from the top bar or the full search page.
- Set up your company in a dayA checklist of the settings pages to visit, in the right order, so your first quote, booking and job go smoothly.
- MoveBoard on your phoneHow the office screens fit a phone — the menu behind the three-line button, the ⋮ menu, full-screen search and windows — and what is roomier on a computer.
- Work in another branchPick which branches you're looking at from the top bar, and what changes from branch to branch.
- NotificationsThe bell and its drawer, pop-up alerts and the chime, muting, choosing what you hear about, and the Tasks due card with Dismiss, Snooze and Complete.
- MoveBoard has been updatedWhy the blue bar across the top appears, what Refresh and × do, and why nothing you typed is lost.
- Get help: Support and ticketsChat live with MoveBoard support, leave a message, search the Help Center, open and follow tickets, and rate the help you got.
- The welcome tourThe short tour that opens the first time you sign in after MoveBoard's big update — how to move through it, close it, and see it again.
- Roadmap and feature requestsSee what MoveBoard is building next, vote for the ideas you want, and ask for a feature of your own.
- ShortcutsThe keys and clicks that save time in MoveBoard — open Ed, search, put a window away, and open rows.
- What the words on the screen meanQuick meanings for the buttons, colours and marks you see every day — SAVE, red numbers, LOCKED, the dock and more.
- Rows per page on your listsShow 25, 50, 100, 250 or 500 rows on Orders and every other list; MoveBoard remembers your choice for each list, on any computer.