MoveBoardIf your company has more than one branch and you belong to more than one, the top bar lets you choose which branches you're working in. With one branch there's nothing to choose, and the top bar simply shows your company's name.
Choose your branches
- Press the company name at the left of the top bar (it has a ▾ next to it).
- The Branches panel opens: "Press a branch to see it alone · tick several to see them together".
- Choose: - One branch — press its name. You see that branch alone (the row says Only this one), and the panel closes. - Several branches — press the tick box in front of each branch you want to add (press it again to take that branch away). - Every branch — press All branches.
On a phone the top bar has no room for the name: press the menu button (three lines, top left). The first row of the menu is Branch with the branch you're in; press it and the same Branches panel opens.
The screen reloads with your choice and keeps it as you move around. The top bar then shows the branch's name, All branches, or how many you ticked (for example 2 branches).
You can't untick the last branch — at least one is always ticked. You only see the branches you belong to; ask your admin if one is missing.
What follows your choice
- Search looks in the branches you ticked. The search pop-up also has its own Branch chips, so you can search other branches for one search without changing your choice.
- The orders list and the unread counts in the menu cover the ticked branches.
- The dashboard's numbers and lists, and its pop-ups. The heading above the greeting just says Dashboard and the date; the branch is the one in the top bar.
- Claims, Storage, Invoices, Payroll and AI Leads show every ticked branch you may open them in. Each row says its branch, and the counts, tabs, totals and warehouse chips add up across them. On Invoices and Payroll the page's own Branch filter still picks another set for that page. If you may see Claims or Storage in only some of your branches, the others are left out.
- Accounts and Box deliveries show every ticked branch you may open them in too, with the branch on each row. An account or a box delivery of another branch opens and saves just like one of yours. It is changed in its own branch, with what you're allowed to do in that branch. If you may not edit accounts or manage box deliveries there, MoveBoard says so and nothing is saved. On Accounts, the page's own Branch filter still picks one branch for that page.
- Reports count the ticked branches when the report's Branch filter is left empty (it then says Top bar and how many branches). Choose This branch in that filter to count your working branch alone, or pick another branch.
- Export on Invoices downloads what the list shows: the ticked branches, or the branch you picked in the page's Branch filter.
- Storage › Units shows one branch's warehouse floor at a time: your working branch. To see another branch's units, press that branch's name in the top bar.
- New claim and Add storage tenant never guess the branch: a claim goes to its order's branch, and a new storage tenant asks you which branch when you have more than one.
- The dashboard's pop-ups and the email-problem warning in the top bar look at the ticked branches too. The warning always names the company or branch whose mailbox stopped working, and its button takes you to that branch's Email setup (or Storage › Facilities, or your Connections) — switching branch for you when it isn't the one on your screen.
What belongs to one branch
Some things only make sense for one branch at a time. They use your working branch — the branch you were in, if it's still ticked, otherwise the first one you ticked:
- Settings — prices, templates, trucks and most other settings are kept per branch.
- Permissions — what you may see and do can be different in each branch, so the menu is checked again when you change branch. An item can appear or disappear.
- The logo and weather in the top bar.
To change a setting for another branch, press that branch's name (so it's the only one ticked), then open Settings. To give another branch the same settings as yours, an administrator can press Copy to branch at the top of the settings page — see Branches.
Starting something new
With more than one branch, New in the top bar opens with a Branch picker above the four tiles. It starts on your working branch; pick another before you press New Order, New Lead, New Account or New Task.
Website, lead-provider and Angi leads can be sent to the nearest branch automatically — see Order routing.
If something goes wrong
If you were removed from a branch while you were working, the next change you make in the panel only offers the branches you still belong to. "You are not in that branch." means MoveBoard refused a branch you're no longer part of.