MoveBoardNotes live in the order's conversation, at the bottom of the window, alongside texts, emails and calls.
Leave a note
- In the conversation, choose Note.
- Write the note.
- Under Show to, tick who it's for: Customer, Foreman and/or Dispatch. Sales always see notes.
- Send it.
The note appears in the feed as "Your name left note.", with who it's for beside the date — for example (Sales, Dispatch).
| Show to | Who reads it |
|---|---|
| Customer | The customer, in their portal. Hover over the chip to be reminded. |
| Foreman | The crew's foreman, on the job in the Movers App. |
| Dispatch | Dispatchers, on the Dispatch board. |
Put a customer's message into the notes
Point at a text, email or portal message — in the order's messages or on the Messages page — and press the note icon, Add to notes. Tick Sales, Customer, Foreman, Dispatch or All, then Add. The message's words become a new note for those notes, ending with who sent it and when, for example From Jane Doe's text, Nov 7, 2026, 3:12 PM. Nothing already written changes. See Add a message to the notes.
Edit or delete a note
Press the pencil on a note to change or delete it. What you may do depends on your permissions:
| To… | You need |
|---|---|
| Edit your own notes | permission to edit a note |
| Edit someone else's notes | permission to edit other users' notes |
| Delete your own notes | permission to delete own notes |
| Delete someone else's notes | permission to delete other users' notes |
Admins can do all four. Without the permission MoveBoard says why — for example You may only edit your own notes. A note can't be saved empty: A note cannot be empty; delete it instead.
Find notes later
Choose Notes at the top of the feed to see only notes.