MoveBoardKnowing what your customer sees helps you walk them through it on the phone. This is My Inventory in their portal.
The page
Rooms on the left (chips across the top on a phone), the open room's items in the middle, and your item catalog on the right. The totals — items, cu ft — and Save inventory sit at the bottom.
A new inventory starts with the rooms of the move size they picked.
The typical list
The first time they open an empty inventory, if your company keeps a typical list for their move size, a pop-up offers it room by room with the items, cu ft and lbs:
- Use the typical list — fills the rooms in one step; they change what's different. It never lowers a number they already set. When the inventory already has an empty room of the same kind — an empty Bedroom 2, say — the list fills that room instead of adding another.
- Build my own list — starts empty.
The answer is remembered; Use the typical list in the side bar brings the offer back. Your typical lists are set in Typical inventory by room and size.
Adding items
- Tap items in the catalog, or search and press Enter. Something not in your list is added as their own item.
- + and − change quantities.
- Who packs an item and whether it ships are yours to set, in your office: the customer never sees Packed by or Not shipped. Everything they add is packed by them and shipped. On lines your office set as packed by the company or not shipped they can change only the count — never who packs it or that it stays behind; the server holds to this whatever is sent.
- An item whose packing is set in Inventory items › Packing asks: This item usually needs 2 Medium Boxes. Add them? — Add puts them on as the item's ticks say, No thanks doesn't ask again. Boxes an item brings show in the room as from Dresser, count only — they come and go with the item.
Faster ways in
- Build with AI — take photos room by room, upload photos, or paste a list. Find my items suggests the items; nothing is added until they confirm with Add to my inventory.
- Add by voice — when the company has switched it on for customers: press the microphone, say the items and how many, check the list, Add N items. See Add inventory by voice.
- Upload a spreadsheet — a CSV or Excel list goes into the open room.
Nothing is lost
Everything the customer changes is kept as their draft as they go, so a refresh, a closed tab, a dead phone battery or a power cut loses nothing. When they come back — on any device — their draft is there — Picking up where you left off — draft saved, not on your move yet. Press Save inventory when it's final. — marked Draft saved · not on your move yet, with Save inventory and Discard draft (back to the saved list).
Leaving the inventory page doesn't ask anything and never throws the draft away: a short Draft saved · not on your move yet shows while the last change is kept, then the page goes. Only if the draft could not be saved (no connection) does the page stay and say so. Discard draft is on the inventory page itself, and asks Discard your changes? before it throws anything away.
A draft is not their inventory yet: you don't see it, the move's price and size don't change, and nothing is sent to you until they press Save inventory. If you saved the inventory in the meantime, they see The saved inventory changed since your draft with Save anyway or Discard draft. Your own changes in the office are your own draft, never mixed with theirs. Drafts untouched for 30 days are removed.
Sending it to you
Save inventory saves as they go, quietly. The list is sent to you once, when they:
- press I'm done — send to my mover, or
- leave the inventory page with a saved list, or
- make no change for 15 minutes.
After a save they see Inventory saved. Keep going, or press “I'm done — send to my mover” when your list is complete.
While they're building, the open order window shows that the customer is working on their inventory. What happens when it arrives: When the customer sends the inventory.
When it's locked
On a Reserved or Booked move: Your move is reserved or booked, so the inventory can no longer be changed here. Please contact your moving specialist to discuss your changes. With Edit inventory off in the client portal designer, they see the list but can't change it.
More on the customer's side: Your inventory.