MoveBoardA customer looking at their quote right now is the best moment to call. The Customers online button in the top bar shows you who they are.
Where it is
In the top bar, the people icon with a number beside it. The small dot next to the number is green when at least one customer is online. The number changes within seconds of a customer arriving or leaving.
If you don't see the button, you don't have the permission to see customers online — ask your admin to switch it on for you in Users, on your Permissions.
See who's online
Press the button. Customers Online opens with a card for each customer:
- their name, and active now or how long ago they last did something;
- where they are on their portal — for example on the Inventory page, on the booking page, on their moves list, on Track your movers, in the job chat or on their claim;
- building inventory, with how many items, if they're adding to their inventory at this moment;
- their Order number — press it to open the order;
- Move Date, Move type, Service Type and the order's status;
- the messages button, which opens the order at its conversation.
Every customer online shows an order. When the page they're on is about no single order — their moves list, where the portal opens after they sign in, or changing their password — the card shows their next move, or their newest order if none is ahead. A customer with no order at all shows their phone and email instead.
The list refreshes itself every 15 seconds while it's open. The number on the button and the list are always the same answer: if the list shows two customers, the button says 2 — open or closed.
On the order
While the order's customer is online, the order shows a green dot beside its status, and the Customer card says online and where they are, for example online · on the Inventory page. It follows the same answer as the top bar.
Who counts as online
A customer is online only while all of these are true:
- their portal is open in a browser tab they can see (not hidden behind another tab or a closed laptop);
- they've used it in the last five minutes;
- MoveBoard has heard from their browser in the last minute.
So the list is exact: a customer who walked away drops off within about a minute.
Their portal includes the pages your links open without signing in: an invoice, their storage, and Track your movers from the crew's "on the way" text. A customer watching their movers there shows with that move's order, on Track your movers.