Quote forms

Settings › Website & forms › Quote forms is where you shape the quote forms on your website — the forms that turn visitors into leads — and put them on your site.

Before you start

Anyone who can open Settings can change the forms. Saves go live on your website at once — the footer warns Changes not saved — Save puts them live on your website.

The tabs beside the title: Short, Long, Single page, Thank-you, Settings, Floating menu and Install.

Design a form (Short, Long, Single page, Thank-you)

The tab shows the real form in a frame. Use Step to see every step with sample data, and switch between Desktop and Phone.

Click anything on the form:

• Words — reword it, for every form or This form only. Reset to default brings MoveBoard's words back. Find words on this form searches them. On the Long form's Result and Hidden-price result, the Note beside the quote — its heading and the paragraph under it (Please note, this quote is an estimate…) — is reworded the same way.
• Field — for an optional field: Shown on the form or Switched off, Required, and Move up on its step / Move down on its step. Some fields are Always on; they say why.
• Color — change that colour.

Fields on this form (under the Theme panel) lists every field with its step and its switch.

Property type on the Short form

The Short form can also ask From Property Type and To Property Type (a house, an apartment, a storage unit…). Both are Switched off until you switch them on in Fields on this form; nothing changes on your form until you do. Switched on, they sit under Rooms on step 2 (you can move them to step 1), they are optional, and each shows only when that address is part of the service (the From one for loading, the To one for unloading).

The choices are your Settings › Sales & orders › Property types rows that are Active and Show to customer, in that page's order — see Property types. With none of those, the fields do not show. What the customer picks is on the order's pickup and drop-off addresses, as if the office had picked it.

The Long and Single page forms do not ask it.

Someone referred me

When Ask on the website quote forms: “Someone referred me” is on (Settings › Affiliates › Referrals — see Referrals), every form (Short, Long, Single page) shows a small Someone referred me switch on its last step. Switched on, it opens three optional boxes: Who referred you?, Their company and Their email or phone. What the customer types is linked to the matching account, or left for the office to link. Off (the default), the forms show nothing new.

The Theme panel holds the rest of the look: Brand (headings, buttons, links and text in your client portal's colours), Colors, Font, Corners, Form width, Website background (On a white page / On a dark page), Your logo over the form, Side panels (on wide screens) and Show errors. Your website forms carry your company's name only: they never say "Powered by MoveBoard".

Text inside fields is optional: the words inside the white boxes (what the customer types, the field names, the hints and the menus). Leave it empty and the boxes use your Text colour. Set it when your card is dark and your text is light, so the boxes keep dark, readable text; ✕ puts it back. A colour that is hard to read (under 4.5:1 on its background) shows a note under it; nothing is refused.

Undo takes back the last change, even one already saved (then save again). Press Save: Saved. It is live on your website now.

Settings tab

• Default service — Use a default service (The form starts on this service) or No default service (The form asks the customer which service they need); Use the same for all move types or one per move type.
• Inventory on the quote form — per form (Short form, Long form, Single page form), a row for each service the form offers with Don't ask (the default), Optional or Required; open a service's row to choose apart for an estimate type (Non-Binding, Flat Rate, Binding). See Inventory on the quote form below.
• After a quote is sent — Your own thank-you page (blank: MoveBoard's automatic one), Back link on the thank-you page, and where The customer account opens in.
• Spam protection and texting consent — Quote limit per visitor, the Hidden spam trap, and the Texting consent line (shown when texting is on, with your privacy and terms links).
• Tracking and website code — the same boxes as Tracking and Styles & scripts.

The Settings tab has its own Save.

Inventory on the quote form

Choose a form at the top of the card. Each row is one of the services that form offers (a long-distance service the form only offers after the ZIP check says so). For each one:

• Don't ask — the form does not ask for inventory for this service. This is the default for every service.
• Optional — the customer may add their inventory, or skip it.
• Required — the customer adds at least one item to get the estimate.

By estimate type: open a service's row to set it apart for Non-Binding, Flat Rate or Binding — for example Long Distance: Flat Rate = Required, Non-Binding = Optional. Same as the service uses the service's own choice. The row says which estimate type new website quotes for that service get (your default for the move type and service, else Non-Binding).

The form decides once it knows the service — right after the ZIPs and the move size — and again if the service changes. When it asks, there is an Inventory step right before the customer's details (on the Single page form, a block just above the name fields), with one button: Add your inventory.

• Optional says This step is optional. Adding your inventory gives you a more accurate price., with a Skip link.
• Required says Please add your inventory to get your estimate.; Continue waits until there is at least one item.

The button opens My Inventory, the same screen your customers use in their account, over the page — full screen on a phone, a large window on a computer — with your rooms and items from Settings › Inventory and every way to add items: rooms and items, the typical list for the chosen move size, AI from photos or a pasted list, and a spreadsheet. No prices or fees are shown. When the customer presses Done, the step shows the list in one line (12 items · 340 cu ft · Edit).

Nothing reaches the move until the customer sends the quote. Then the items are saved on the new move exactly as if the customer had added them in My Inventory: the inventory, its cubic feet and weight, and the move priced from the inventory, so the quote the customer sees right away already counts them. Photos read by AI are kept only then, on the move's files. The move's log says Customer … updated inventory for order ….

Good to know:

• Required never loses a lead: if the inventory cannot open, the customer can still go on.
• AI reads before a quote are limited per visitor and per day for your company, to keep the cost in check.
• The customer can change the list later in My Inventory in their account.
• With Don't ask everywhere the forms do not ask for inventory at all.

Floating menu tab

The same settings as Floating menu & chat.

Install tab — put the forms on your website

How the quote form shows on your website — Inside a frame (recommended: the fastest, and your website's design can't clash with it) or Directly on my page (as before: your own tracking tools see the form). Pick one and press Save; the same line of code works for both. More in Frame or on your page.

1. Add MoveBoard to your website — copy the one line (Copy the MoveBoard line) and paste it at the end of every page (or your site's footer code).
2. Put a form where you want it — paste a form's tag where it should appear; it fills the tag's width. Or link a button to a pop-up address and the form opens on the same page.
3. Test my website — type the Page to test; MoveBoard opens it the way a visitor's browser does and looks for its code.

Rates table — step 2 also has the tag for your hourly rates table and your promotion banners, which always show the rates you have in MoveBoard: Show your rates on your website.

Fill in what the visitor already typed — if your site asks for the ZIPs or the date before the form, put them on the form's tag and it opens filled in. Every way to do it: Prefill the quote form.

Sites that change pages without reloading (Framer, Webflow, Wix, sites built with React, Next or Vue) need nothing extra: a form's tag shows its form whether the visitor opens that page directly or clicks to it from another page of your site.

Guides for website builders give the exact steps for WordPress, Wix, Squarespace and Webflow. If your site already has an integration.js line, leave it — it keeps working and loads these forms — or replace it with the MoveBoard line; never keep both.

Also used by

The move sizes and rooms the forms offer come from Move Size; a size or room switched to Inactive there isn't offered on the forms. What the customer sees right after asking for a quote (the price, or a "we'll be in touch" card) is set on Quote display. Leads from the form land in your orders list — see Where leads come from.