MoveBoardSettings
Every settings page and every switch on it, explained.
- Company infoYour company's name, contact, addresses, time zone, licenses, units and the move types you take — what each field does and where it shows.
- Branding (your logo)Upload and crop your company logo — it appears on your documents, emails and the customer's page.
- BranchesSee every location of your company, edit a branch's details, add a new branch and choose how its settings start, and copy chosen settings between branches.
- Order routingSend each branch's new leads to the nearest of the branches you choose — or keep them where they came in, which is what happens until you set it up.
- DepartmentsSet the permissions a new person in each department starts with, and push them onto everyone already in it. Notifications come from the position, not the department.
- Notification settings for your teamChoose which notifications each position starts with, and which notifications reach each person — in the app, by email or by text.
- Referral linksGive each partner a personal short link and QR code — every quote request that comes through it is credited to them, with no typing and no matching.
- Lead sourcesKeep the list of places your customers hear about you, choose which ones customers can pick, put them in order, record what each source costs you, decide how website leads get their source (from the ad link or the customer's pick).
- ReferralsLink referred leads to the realtor, stager, property manager or past customer who sent them — from the lead API, your quote forms and the office.
- Lead scoring settingsTurn lead scoring on, set when a lead turns warm and hot, and choose how many points each customer action earns.
- Affiliate rewardsPay your affiliates a set amount or a percent for each move they send you, give their customers a discount, and set when a reward is earned.
- Lead assignment settingsThe page where you set, person by person, which new website and portal leads each salesperson takes, and when.
- Required to book onlineChoose which customer details an order needs before it can be made Can Book Online or its quote sent.
- Expiration rules settingsThe page that decides when quotes the customer can book online expire, what a move tomorrow turns into at midnight, and what a customer's own change does.
- Postponed ordersChoose whether, and after how long, MoveBoard cancels an order that stays postponed.
- Booked jobs overlapHow many minutes two booked or reserved jobs may share on one truck before MoveBoard refuses the second.
- In-home estimates settingsHow long an estimator's visit blocks their schedule, which moves are big enough to get one, and whether the drive counts on the schedule.
- Move type namesCall Residential, Commercial and Military moves by your own names — everywhere your office, crews and customers read them.
- New order defaultsThe move type and service a new order starts with, whether the Create Order pop-up is skipped, and whether the office can turn the calculator off on an order.
- Arrival windows settingsSet the arrival windows your office can pick — your standard windows, a custom time, or TBD — and which one a new move starts with.
- Packing materialsThe boxes and supplies an order can carry, with their prices for hourly and long-distance moves, the order they're listed in, and — for administrators — what each one costs you.
- Additional servicesThe extras an order can carry — a piano, hoisting, a second trip — with their default price and quantity for local and long-distance moves.
- Equipment feesThe equipment fee's name, its distance ranges and the services it is charged on, per move type.
- Order numberingChoose the number your next order takes and the letters in front of it, for all move types or each one.
- Order flags settingsCreate the coloured flags your office puts on orders — VIP, fragile, call back — per move type, and keep them in order.
- Property typesThe kinds of address an order's stops can be — house, apartment, storage unit — and which ones customers may pick.
- Import orders from a fileBring orders in from your previous software's export — upload the file, match its columns, fix problems, preview, and import.
- 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.
- Price calendarThe page where you mark each day's price level, minimum hours and blocked days, per move type.
- Mover SpeedThe page that sets how much a crew moves in an hour, and what slows it down — entrances, elevator floors, parking distance, packing and unpacking.
- Crew Size & MinimumsThe page that sets the smallest crew and billable hours for a move, the single-item exception, and when a bigger job needs more movers.
- Truck countThe page that decides how many trucks a quote needs for the size of the move.
- Move SizeThe page that lists your room sizes and bedroom (move) sizes, how big each one is, and which rooms each size usually holds.
- Travel TimeThe page that decides how travel time is charged on hourly moves — the charge, its minimum, flat travel, driving and double drive time, truck speed, and how the trip is measured.
- Flat rate (hourly moves)The page that builds the flat-rate price of an hourly move — rate per unit and per mile, elevation and parking increases, volume discounts, and what the quote shows.
- Labor spreadThe page that sets how much wider a quote's labor range gets on long jobs — the minimum comes down, the maximum goes up.
- Packing calculatorThe page that sets what full and partial packing cost the customer, where they see the packing options, and a test box to try it.
- Overnight chargesThe page that sets what an overnight move charges — the first night, each further night, per truck or once per order — and the most nights allowed.
- Additional stop feesThe page that sets a flat fee for extra pickup or drop-off stops — per service, once per move or for each extra stop.
- Fuel surchargeThe page that sets how fuel is charged on hourly and long-distance moves — by mileage bands, as a percent, or per mile — and whether it's charged per truck.
- Reservation & depositsThe page that sets what a customer pays to reserve their move — per kind of move and move type — and how it rises closer to the date.
- Not-to-exceedThe page that sets the contingency percent added to a quote's top to make its not-to-exceed price, for local and long-distance moves and each estimate type.
- ValuationThe page that sets the protection plans your customers can choose — released value, Full Value Protection and a third option — their names, where they show, and the price table.
- TaxesThe page that sets tax on labor, travel, long-distance linehaul, packing materials, or the whole order, per move type.
- PromotionsThe page that runs a sale promotion — banner slogans for hourly and long-distance moves, and a crossed-out "was" rate above your real one.
- Test calculatorPrice a pretend move with today's settings to check a change — nothing is saved.
- Foreman app settingsWhat your crews may do on their phones — see past jobs, decline a schedule, skip the ETA text, share their location, and ask for time off.
- TrucksYour trucks — names, capacity, order and days off — plus the Unassigned truck, where the truck schedule sits in the order window, how an available truck is counted, and (for administrators) what each truck costs.
- Dispatch trucksThe trucks the dispatch board shows, named and numbered, with the switch that turns the list on.
- Job assignmentsWhether the dispatch board always shows its Job Assignments tab, or only when you use the Unassigned truck.
- Submitted bill of lading after a reopenWhether reopening a completed job also reopens its submitted bill of lading for the crew to change and submit again.
- Choose what job cards showPick the details a job card shows on Dispatch, the Calendar and the order's truck schedule, their order, separators and new lines, with a live preview.
- Delivery truck auto-assignmentOn a long-distance order, put the pickup truck on the delivery too, without picking it twice.
- ServicesThe services you sell — local move, loading help, packing day, long distance and more — how each is priced, whether customers see it, its colour and its order.
- Local movesWhether local moves are offered for each move type, their default estimate type, how far a move stays local, and whether local or long distance is decided from your warehouse or by the move's own route.
- LoadingLoading-only jobs by move type — their estimate type, whether the truck is charged, and how travel time is charged.
- UnloadingUnloading-only jobs by move type — their estimate type, whether the truck is charged, and how travel time is charged.
- Packing servicePacking-only jobs by move type — their estimate type and how travel time is charged.
- Flat rate serviceThe flat rate service's rate per cube and per mile, where the mileage charge starts, and how the distance is measured.
- Inventory itemsThe item library your quotes count — each item's size, weight, labor time, extra fees, bulky charges, packing and special handling — per move type.
- Item measurementsShow each item's width, depth and height in inches, and choose where — your office, the customer's page, the Order for Service, the crew's inventory.
- RoomsThe rooms an inventory is sorted by — living room, kitchen, garage — per move type.
- Connections (review sites)Connect the sites your customers review you on, one tile each. Google can be connected now; Facebook, Yelp, Nextdoor, BBB, Angi and Thumbtack are coming soon.
- Typical inventoryWhat each room and each move size usually holds, so customers and the office can fill an inventory in one step.
- Storage facilitiesSet up each storage facility — contact details, how storage is priced, billing, price increases, free months, late fees — and the bills and reminders it sends.
- Moving & storage settingsHow a move that goes into storage is quoted — its estimate type, whether the storage price is in the quote and on the customer's page, and the automatic move-out order.
- Storage agreementBuild the agreement a storage customer signs, block by block, with the same designer as the bill of lading.
- Linked move in / move outWhat a change to the customer's details on one order of a moving-and-storage pair does to the other — do nothing, ask, or update both.
- Review link and QR codesWhere your crews' review QR codes send customers, and every foreman's QR code — made automatically.
- Storage flagsThe coloured marks a storage tenant can carry — past due, VIP, do not release.
- Competition and bonus settingsThe review bonus (on or off, $ per review, the photo extra, which stars count, the minimum, place prizes, who gets the bonus and how it is shared, clawbacks), the pay period, crediting a review to a foreman and the review QR after the payment.
- Tenant numberingThe number your next storage tenant takes.
- Storage paymentsWhether a storage customer must give a card before signing the agreement, and whether they may switch autopay on or off themselves.
- IntrastateWhether in-state long-distance moves are offered for each move type, their default estimate type, and the distance range they cover.
- InterstateWhether out-of-state moves are offered for each move type, their default estimate type, and the distance range they cover.
- Long-distance methodChoose which kind of tariff prices long-distance moves for each move type — mileage, 400N-style, single factor, cubic foot, flat rate or regions.
- Mileage tariffMake and edit mileage tariffs — a rate for each distance range and size range, by weight or by volume — and choose the active one.
- 400N tariffBuild a 400N-style tariff — line haul per 100 lbs by mileage band and weight bracket, minimums, discounts and accessorials — or import it from a spreadsheet.
- Single factor rate tariffOne all-inclusive rate per 100 lbs by distance band or state to state — or a percent off another of your tariffs.
- Cubic foot tariffA rate per cubic foot by distance band (and by size if you like), with a minimum size, a minimum charge and the density that states the weight.
- Flat rate long distanceA flat price for each move size and distance band.
- Regions tariffPrice long-distance moves by route — from a state or region to another — with seasons, minimums, delivery days and large-shipment discounts.
- Long-distance extra feesWhat a long-distance move adds for extra pickups and drop-offs, stairs, elevators, long carry and shuttles — and the most extra distance you allow.
- Long-distance travel timeHow the trip is measured for the travel time charge of a long-distance move.
- Client portal designerDecide what customers see for each move type, service, estimate type and status, design the portal on the live page — hide, reword or recolour anything — and put it on your own website.
- New long-distance ordersChoose who picks up and who delivers every new long-distance order — your local crew or the Trip Planner.
- Quote displayWhere each service's quote shows — on the customer's page and your website form — when a lead sees its price, AI leads, the form's thank-you words, and the packing options.
- Quote explanationThe words your customer reads under each service's quote — written once and shared between services that say the same thing.
- TooltipsThe little explanations your customers can open beside job time, labor time, travel time, fuel and the packing choices on their page.
- FAQThe questions and answers on your customers' FAQ tab, in the order they read them.
- Custom blocksBoxes of your own on the customer's page — shown only for the services, order statuses and move types you choose.
- PoliciesYour company policy, cancellation policy and terms and conditions — the default words or your own.
- Moving insurance pageThe words on the Insurance page of your customers' portal, and whether it shows.
- COI & time windowsLet customers tell you their building needs a certificate of insurance, or only allows moves in certain hours.
- Not interested button settingsWhether customers can tell you they're no longer interested from their page, and the reasons they pick from.
- Track the moversThe switches for the customer's live map link and the "about to arrive" text and email on moving day.
- Job chat (setting)The switch for the move-day conversation between the customer, the day's foreman and your office.
- Bill of lading templatesDesign the bill of lading your crews have signed — block by block, for each service, move type and estimate type — and choose which bill long-distance jobs use.
- Bill of lading rulesHow the crew's bill counts labor hours, how they are rounded for the customer, what submits it, which signatures it uses, how much a long-distance customer pays at pickup, and whether it shows the Full Value Protection deductible.
- Contract rulesExtra stops on the bill of lading, the not-to-exceed warning, and the hourly rate confirmation the customer signs.
- Payments on the bill of ladingPay or invoice on delivery for each move type, and which ways to pay — card, cash, check — the crew's bill offers.
- Release formThe services the release form offers the customer, their cost, and what the foreman may change on it.
- Claims settingsSet up damage claims — who owns them, when the customer sees an offer, adding missed items, how claims are paid, denial letters, the numbers, the invitation and the settlement document.
- Change orders settingsWhether the crew writes change orders on the job, and the terms printed above the signatures on every change order.
- Estimate & order for serviceThe documents a customer signs to confirm an estimate and to book — their words, and which moves, services and estimate types each is for.
- Custom documentsWrite your own documents to sign — a damage waiver, a stairs release — on the page, with fields and order details; choose who gets them, the reminders, and where they sit on the bill of lading.
- Quote formsDesign your website's quote forms on the live form, set what happens after a quote is sent, and install the forms on your website.
- Floating menu & chatThe floating menu on your website — Get a Quote, account login and the AI chat — where it sits and how it looks.
- Prefill the quote formWhen your website already asked the visitor for their ZIPs, moving date or name, pass them to the quote form so it opens filled in — four copy-paste ways.
- Show your rates on your websitePut your hourly rates table, your price calendar and your promotion banners on your own website. They always show the rates you have in MoveBoard.
- Tracking codeCode that runs on your website each time a customer asks for a quote — for example an ads conversion tag.
- Styles & scriptsYour own CSS and JavaScript for the pages of your website that carry MoveBoard's forms, and tracking code (like WhatConverts) that must run inside the quote form.
- Email setupConnect the mailbox your company's emails go out from — Google, Microsoft or your own mail server — and let MoveBoard read customers' replies.
- Email and text templatesThe page where every email and text is built — the words, the design, the variables — while Workflows decide when each goes.
- Email header & footerThe header and footer every email template is sent with — your logo and banner at the top, your address, phone, licenses and social links at the bottom.
- Email colorsChoose your main color and light color once, and the emails MoveBoard writes for you go out in them.
- Template foldersMake, rename and delete template folders, and sort the templates your office adds to orders into them.
- Workflows settingsThe page that lists every automatic email, text, document and task as a plain sentence — and the company switch that lets workflows send them.
- Automation timelineFollow-ups and reminders sent a set time after something happens — until your company turns workflows on, when they move into Workflows.
- Text messagesTexting on or off, your texting number and call forwarding, this month's texting use, and the balance that pays for it.
- QuickBooksConnect each branch to its QuickBooks Online company, map your charges and payment methods, choose when invoices post and from which date.
- RingCentralConnect your company's RingCentral line so calls show in MoveBoard, and choose the caller ID people see when you call from MoveBoard.
- AI connections (MCP)Settings › Integrations › AI connections (MCP) — the switches for AI apps (reading, and making changes), the MCP URL, who is connected, what AI apps asked and changed, and the tools they get.
- AI receptionistSet up the AI that answers your phone, gives estimates and puts leads in your list — its number, hours, voice, conversation, knowledge, transfers and calls.
- Payment processingConnect your card processor — your Authorize.net API Login ID and Transaction Key — so deposits and card payments go through.
- Payment & processing feesThe credit card fee, the cash discount, your own payment types with their fees, which payments carry the fee, and which ways to pay the bill of lading offers.
- Invoice due date settingsChoose when new invoices are due — on issue, or a number of days after.
- Payment receiptsThe email and text a receipt is sent with, and the receipt attached to it — the default or your own, per receipt type and payment method.
- Crew pay time settingsBill customers in rounded time and pay your crew for the exact minutes they worked.
- Invoice flags settingsThe coloured flags you put on invoices to see their state at a glance.
- Balance & usageThe prepaid balance that pays for texting and the AI receptionist — the card on file, top-ups, auto-recharge, this month's use and the history.
- Settings tablesEvery settings list as a raw table — for when a list has no page of its own, or you need to see exactly what is stored.
- Setup wizardThe switch that records whether your company finished its first-time setup.
- Export dataDownload your company's data — orders, customers, storage, invoices, payments, payroll, claims and a monthly summary, or everything with the order documents — as spreadsheet files in one zip. Admins only.
- Settings not offered yetThe settings MoveBoard doesn't offer yet — labor only, auto quote, overtime rates, junk removal, partial payments and more — and what to use instead today.