MoveBoardSettings › Documents & bill of lading › Estimate & order for service holds the documents a customer signs: an estimate signature, and the Order for Service that books the move. How customers sign them is in The order for service.
Before you start
Anyone who can open Settings can change this page. Nothing is saved until you press Save under the document.
Pick the kind
The Estimate signatures and Order for service tabs under the title switch between the two kinds.
The documents
Your documents are listed on the left — Add estimate or Add order for service under the list. For the chosen document:
- Name and Enabled.
- Edit block — the words, with the order's details placed in them.
- Block settings — what it's for: By move type, By service type, By estimate type, Multi Day (single or multi-day moves), and Show on confirmation page / Don't show on confirmation page.
- The document itself is shown below, as the customer will read it.
History
History lists the document's earlier versions, newest first — each with when it was replaced and by whom. Press one to see it; Restore this version makes it the document again (what it replaces is kept in History too, so a restore can be undone). Every time a document's words are saved, the version before is kept. Signed copies on orders never change.
Preview with an order
Preview with an order fills the document with a real order's details, exactly as the customer would see it: type an order number from this branch and press Preview. It works on the document as it is on the screen — unsaved changes too, and even when the document is turned off — so you can try a new document before switching it on. Print or save as PDF prints it on Letter paper (choose Save as PDF in the print window). Nothing is signed, saved or sent.
Bill of lading words
Words like @companyLogo or @companyAddress belong to the bill of lading. Typed into an estimate or Order for Service document they print exactly as written, so the page warns above the document and names them. Replace them from the Variables button — for example Company name, Company address or Company logo URL.
The new design
An Order for Service document can switch to MoveBoard's current design: Use the new design previews it, and applying it replaces this document's words and layout — the current version is kept, and Restore previous puts it back. Already using it means it's in place.
Words for these documents
In Edit block, the Variables button puts the order's details into the words. Some that are handy here:
| Variable | Prints |
|---|---|
| Protection: option chosen | The protection on the order, by the title you gave it in Settings › Pricing & calculator › Valuation (for example Full Value Protection). |
| Protection: option's explanation | The explanation you wrote for that option on the same page. |
| Protection: coverage amount | The declared value (Full Value Protection) or the carrier's liability (Basic). |
| Protection: deductible | Full Value Protection's deductible; nothing for Basic. |
| Protection: premium (cost) | What the protection costs the customer. |
| Company legal name, Company address, Company tax number | From the order's branch in Company info. Empty prints nothing. |
| Deposit required | The deposit the order asks for to book (once paid, what was paid). |
| Balance due | The grand total less what the customer has paid. |
| Subtotal before tax | The grand total less the taxes. |
Deposit required and Balance due are filled in these documents; in an email or a text they print nothing.
Show only with a protection option
To show words only for the protection the customer chose, put them between two variables from the Show only with group:
- Put the cursor where the words start and pick Show only with Full Value Protection (start) (or …Basic protection, or …the third option). In the document it reads Only with Full Value Protection ▼.
- Type the words.
- After them pick End of show only with (it reads ▲ End of "only with").
On an order with that protection the words show; on any other they are left out, and the two markers never print. For example, keep your Basic paragraph between Only with Basic protection and its end, and a Full Value paragraph between Only with Full Value Protection and its end — the customer sees only the one that fits their order. Use Preview with an order to check it with a real order.
Signing
The Signing card has two switches for this branch. Both are off until you switch them on, and Save shows only once you change one.
- Never shrink documents below half size on phones — on a phone, a document wider than the screen is shrunk to fit. On: it is never shown smaller than half its size, and the wide part scrolls sideways instead.
- Ask for a reason when a booked order goes back for a new signature — see The order for service.
Saving a change customers may already have
When you change an Order for Service, Save asks who the new words are for:
- Every order not yet signed, or
- Only the orders that come after (unsigned orders keep the words they have).
Signed orders always keep the words they were signed with.
Also used by
The Order for Service quotes your Policies. Your own extra documents (a damage waiver, a stairs release) are made on Custom documents.