MoveBoardLeads & sales
New leads, follow-ups, quotes and turning calls into booked jobs.
- Create a new leadTake down a caller's move in four short steps — the price works itself out as you type.
- The Orders listFind any lead or job — the five workflow stages, the full list with its filters, the columns, and opening an order.
- Where leads come fromEvery way a new lead reaches your Orders list — website forms, the AI receptionist, lead providers, the customer portal and your office — and how the source is recorded.
- Lead and order statusesWhat each status means, which ones MoveBoard sets on its own, and which changes need an admin.
- Assign a lead to a salespersonGive a lead to a salesperson from the order, from the Orders list, or for many orders at once.
- Who gets each lead (assignment rules)The order MoveBoard follows to give each incoming lead a salesperson, how to set each person's rules, and what the "Not assigned automatically" notice means.
- Lead scoreHow MoveBoard scores a lead from what the customer does, where to read the score, and how to set the points.
- Flag ordersPut coloured flags like "Left a Message" or "Wants to Book" on orders — from the order, from the list, or on many at once.
- Act on several orders at onceTick orders on the list, then change their status, assign them, email or text them, flag them or export them together.
- Export the orders listDownload the orders you're looking at — with the same filters — as a CSV file for a spreadsheet.
- Export customersDownload your customers as a spreadsheet — one row per customer, however many orders they have — with phone, email, number of orders and last move.
- In-home and virtual estimatesBook an estimator's visit — at the customer's home or on a video call — move it, call it off, and see who's free on the estimators' schedule.
- Follow up on leadsKeep every lead moving with tasks and reminders, the Follow Up status, and automatic follow-up messages.
- AI LeadsSee every lead the AI receptionist and AI chat made, how many conversations turned into orders, and open each one.
- Lost leads and whyThe six statuses that mean a lead is lost, which to pick, and what Archived and Cancel mean instead.
- Quotes that expireHow MoveBoard closes quotes that ran out of time — Can Book Online quotes, quiet quotes, and leads whose move day has come — and how to set each rule.
- Business accountsKeep your corporate clients and affiliates in one place — their contact, their moves, invoices, notes and their portal.
- Customers online nowSee which customers have their portal open right this minute, and jump straight to their order.
- Returning customers and their historySee everything a customer has had with you, open their earlier moves, turn them into a company account, and know who gets their new lead.
- When a customer says "not interested"Let customers tell you from their portal that they're no longer moving — with a reason you can read on the order.
- Promotions and discountsGive a customer a discount on one order, and show a sale promotion on your quotes.
- Google click IDs on leadsWhat MoveBoard keeps when a lead comes from a Google ad, and where you can read it.
- Paying affiliatesSee what you owe each affiliate, record the payments you make them, and send them a monthly statement.
- How partners use their referral linkWhat to tell a realtor, stager or past customer about their personal link and QR code — and what their clients see.