MoveBoardGuide for your role
Owner & admin
Set up the company once, then keep an eye on sales, jobs and money. Work down the list; your progress is saved on this device.
- Your first day in MoveBoardA ten-minute tour of the screens you'll use every day — the menu, the top bar, the dashboard and order windows.
- Set up your company in a dayComing soon
- Add a user and send the password linkCreate a new person with their login, department and positions, then let them choose their own password from a link by email or text.
- RatesThe page that holds your hourly labor and travel rates — one row per price level, one column per crew and truck combination, per move type.
- Connect your email and phoneConnect your own Gmail or Microsoft mailbox, Google Calendar and RingCentral from Connections; set up the company mailbox; and, for admins, see who still needs to connect.
- Set up a Workflow (the piano example)Build a When · Wait · Only if · Do rule — here, a task to confirm the piano whenever an order with a piano is booked — and try it on an order before it ever runs.
- The order window, card by cardEverything on an order in one window — the top bar, the status, the truck schedule, the four cards, the addresses, the conversation — and how SAVE works.
- The Reports hubEvery report MoveBoard has, by area — find one by typing, pin your favourites, and see what's coming next.
- See this month's incomeOpen Revenue Overview to see what this month's moves bring in — estimated for jobs still to come, final for jobs done — and compare it with last month.
- Meet Ed, your MoveBoard assistantOpen Ed from anywhere in the office, ask about your orders, numbers and team in plain words, and get how-to answers with links.