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MoveBoardHelp
Guide for your role

Sales

From the first call to a booked job with a deposit — the everyday path.

Owner & adminDispatcherForemanMover
  1. 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.
  2. Create a new leadTake down a caller's move in four short steps — the price works itself out as you type.
  3. 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.
  4. Send the inventory linkOne press emails and texts the customer a link straight to their inventory list, so you can price the move exactly.
  5. Build an inventory in the officeList the customer's items room by room on the phone with them — add items, change sizes, mark who packs — and SUBMIT to re-price the move.
  6. Send the quoteComing soon
  7. Text the deposit linkText the customer their secure link to reserve the move with a deposit — straight from the Deposit row.
  8. Book the jobComing soon
  9. Follow up on leads that went quietComing soon
  10. Sales reportsLeads, conversion, the funnel, the pipeline, lost leads, response time and each salesperson's numbers — the eight Sales reports.