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Updates

What's new in MoveBoard

Improvements land every week. Here is what changed, in plain words.

  1. New features

    • Open the order from Claims & settlements: every claim and every settlement in the lists now shows its order number as a link. Double-click the order number (or press Enter on it, or double-tap on a phone) to open the order; anywhere else on the row still opens the claim or the settlement. How claims work
    • Settlements in Claims & settlements: a new Settlements tab lists every settlement from the moment it is made, with its status as it moves: Not sent, Sent, Viewed, Signed, Refunded. When a customer signs, your admins get a notification and an urgent "Refund …" task, and a Refund button in the settlement gives the money back to the customer's card. Give money back with a settlement
    • Claim payouts and settlements on the closing: each branch picks where the closing shows money given back — under Taxes, taken off the Total Cost (the default, so nothing reads as owed after the payout), or at the bottom, not part of the balance. Settings › Documents & bill of lading › Claims. A paid claim or settlement on the closing

    Fixes

    • Customers stay signed in where they change their portal password: a customer who changed their password in the portal could be signed out on that same phone or computer right after. They now stay signed in there, and every other device of theirs is still signed out. Customer sign-in
    • Pages with several views now use the same tabs everywhere: Orders (Workflow, List), Accounts, Messages, Tasks (All, Mine), Trips, Box deliveries, Reputation, Marketing, Google Advertising, Support, Crew tracking and the Client portal, Quote forms, Estimate signatures and Box delivery settings now switch views with the same tabs as Dispatch and Storage, right under the page title. On a phone the tabs slide sideways.

  2. New features

    • Bill of lading preview: once a move is booked, your customers can read their bill of lading in the portal, marked Preview, not final, the front first with a BACK SIDE button for the terms. They can't sign, pay or change anything from it, and its numbers are the bill's own. Turn it on in Settings › Customer experience › Client portal, under What customers see. Help
    • Claim chat: your office and the customer can now write to each other on a damage claim. The customer writes on their claim page and your office answers on the claim. Each new customer message notifies the claim's owner, or on an Unassigned claim everyone who can manage claims. When your office writes, the customer gets one text with your short link, or an email if they don't take texts. Every message stays in the claim's Activity. Turn it on in Settings › Documents & bill of lading › Claims. How it works
    • Download the Movers App, on the Mover's Portal: a blue bar across the top of every Mover's Portal page now says Download the Movers App. On an iPhone or iPad it opens the App Store, on an Android phone it opens Google Play, and on a computer it shows both links. It is always there and can't be closed, and it never shows inside the Movers App itself. Help
    • Email colors: pick your own main color and light color once, in Settings › Communication › Email colors, and the emails MoveBoard writes for you (move confirmations, the inventory link, the message from your movers and more) go out in them. A sample email beside the pickers shows the result as you choose, the words on a button turn white or black on their own so they stay easy to read, and an email you wrote or changed yourself keeps its own colors. Email colors
    • Which Local Services leads booked: on Google Advertising, Local Services, each lead that matches an order now shows that order's status next to the customer's name, such as Booked. Help
    • Google Advertising and Marketing look like the rest of MoveBoard: both pages now run the full width of the screen, with the same title, tabs, figures and tables as Accounting. Nothing else about them changed.
    • Moving from the older system brings customers and staff too: customers come in with the cards they saved, staff come in inactive with no login, and storage tenants keep their history with billing paused. Nobody is emailed, texted or charged.
    • Change who a task is for, and which order it's on: when you edit a task, choose One person, Several people or Everyone in a position as you do for a new task — add someone, take someone off, or hand it over. The order it's filed under shows under Link to order; press Change to move it to another order. The order's log says who changed what. Help
    • Add a message to the order's notes: point at a text, email or portal message, on the Messages page or in the order's messages, and press the new note icon, Add to notes. Tick Sales, Customer, Foreman, Dispatch or All, and press Add. The message's words go into those notes with a line saying who sent it and when, like "From Jane Doe's text, Nov 7, 2026, 3:12 PM". Nothing already written in the notes changes, and the order's activity says who added it. The Messages page
    • Download and Print icons in every document: the bill of lading, the storage agreement, the Inspections and the Release Forms each show two icons at the top, Download and Print. On the Inspections and Release Forms lists they do all of the job's forms together; open one and they do that one. The separate print links beside the bill of lading are gone. Help
    • Give a new lead to the first salesperson who works on it: a new switch in Settings › Sales & orders › Lead assignment. With it on, a lead that comes in by itself waits with no salesperson, and the first person with the Sales position who calls, texts or emails the customer from the order, edits it or changes its status gets it. Returning customers still go to their own salesperson. Lead assignment settings
    • Can book online leads move to the next free truck: when a job is booked on a truck, a can book online lead on that truck at the same time now moves to the next truck free that day and stays can book online, so the customer can still book it. With no free truck it goes back to New leads. If you would rather every such lead go back to New leads, switch off Move can book online leads to the next free truck in Settings › Sales & orders › Booked jobs overlap. Booked jobs overlap

    Fixes

    • Help: the crew articles now cover the Movers App: the Help section for foremen and movers is now Movers App. Its articles describe the app: how to download it from the App Store or Google Play, signing in (with Face ID or your fingerprint if you like), the home screen, jobs, the bill of lading front and back, inspections, release forms, payment, time off and working with no signal, with pictures of the app. The web Mover's Portal still works for now. Download the Movers App
    • The AI Receptionist's number shows what you are charged: the screens said the number costs about $1.15 a month, but your balance is charged $1.73. They now show the amount your balance takes.
    • Affiliate buttons stay where you press them: on an Affiliate account, the Rewards, Payouts and Portal cards now appear once Referred moves above them has loaded, so Record payment and Invite to portal no longer jump down just as you press them. Help
    • Write with AI keeps its words in the email box: after Polish (or any Write with AI choice) on the Email tab, your own words could come back over the AI's when the answer was very quick. The AI's words now always land. Help
    • Portal links sign in only for your customer's own phone and email: an automatic text or email whose link opens the customer's portal now signs them straight in only when it goes to a phone number or email address already on their account, or one your office entered on one of their orders. Sent anywhere else, the same message still goes, and its link asks the customer to sign in first. Messages you send yourself from the order still sign the customer in. Help
    • Finding a phone number: on AI Receptionist and Text messages, an area code with numbers no longer shows an empty list because of a word left in City or State: you now get that area code's numbers and a line saying so. An empty list says exactly what was searched, and a search that fails says why instead of showing no numbers. Help
    • Notes on the bill your customers read: if your bill of lading or storage agreement template prints the order's notes, the customer's Sign Bill of Lading page and the Send to pay page now show only notes shared with the customer. Sales, foreman and dispatch notes stay with your office and your crew, and documents already signed have not changed. Help
    • Not To Exceed on the bill of lading: new orders were made with a 0% Not To Exceed, so their bill of lading, Quote Details and Order for Service showed no Not To Exceed amount. New orders now take the percent from Settings › Pricing & calculator › Not-to-exceed for their move type, local or long distance, and estimate type. Help
    • An address keeps what you type: on an order's address card, a street or apartment typed right after a ZIP could lose its first letters, or the old street could come back under your typing, when the ZIP's town came in. Each box now keeps exactly what you type.
    • Typing keeps going when a route can't be worked out: the pop-up that says so could land while you were typing the next address and take your cursor, so the rest of the address never went in. Your cursor now stays in the box, and the pop-up still tells you.
    • Addresses keep working when a company's own Google key stops: if Google refuses your key (expired, restricted or not billed), MoveBoard's steps in for now, and Settings › Company information tells you the key isn't working and where to fix it. Your saved key is never changed. If Google can't answer at all, the address box says so instead of staying silent.
    • Job chat: your customer always hears about a new message: if the text about a new chat message can't go out, MoveBoard now sends the email instead. If neither can go, the next message tries again, so your customer isn't left without word for the rest of the conversation.
    • A customer who replied STOP is never texted, even if the check fails: if MoveBoard can't check the STOP list for a number, the text is held instead of being sent.
    • Job chat: a text cut off while sending no longer counts as your customer told: if a text about a new chat message is cut off in the middle of sending, the next message tells your customer again (after 10 minutes).
    • AI receptionist tasks find the caller's order: when a caller wasn't checked on the call, their phone number now finds their order and the task is filed under it (the upcoming booked move first), so the Tasks list shows the order and the customer. When more than one customer has the number, or nobody does, the task says so: More than one customer has this number (pick the right order when you edit it) or No order found for this caller's number. Help
    • A card charge that gets no answer always ends charged or not charged: every charge and refund now goes to Authorize.net with its own reference in the description (like [ref 2-683]), and when Authorize.net doesn't answer, MoveBoard finds it by that reference: approved is put on the order (or given back if the person was told it failed), declined or not there is not charged. Help
    • Office chat shows your branch's group the first time you open it: someone new to the office, or made active again, could open Office chat and see "No chats yet" for up to 10 minutes when a colleague had opened it just before. Their branch's group is now there on their first open. Office chat
    • AI receptionist tasks say BOOK when the caller wants to book: a caller whose move isn't booked yet and who wants a date (or to secure it, or to sign) now makes "Customer wants to BOOK their move by phone (AI receptionist) at 2:48 PM — call back to book", not "asked to RESCHEDULE". Reschedule, cancel and confirm are only for a Booked or Reserved move; a caller with only a quote who says to cancel reads "doesn't want to move forward". Still an urgent task for the salesperson, and the AI still never books anything itself. Help

  3. New features

    • All move days variable: a new All move days variable (Variables › Multi-day move) for emails and texts lists every day of the move, one line per day. When you put it in, tick what each line shows: arrival window, movers, trucks, hourly rate (the date is always shown). A 1-day move prints one line. Click it in the template to change the ticks. Also new: Total overnight storage and Total moving charges without storage. Variables in templates
    • @mentions and muted chats in Office chat: in a group, type @ and pick a person — or @Everyone — to make sure they see your message. The person sees their name highlighted, and the group shows @ in their list until they read it. You can now mute any chat for 8 hours, a week or always; a muted chat still lets you know when someone mentions you or @Everyone. Office chat
    • Settlements: give a customer money back when nothing was damaged (travel time, slow movers, a complaint). Press Settlement next to Claims in the order window, enter the amount and your reason, and send the Settlement and Release by email or text. The customer signs it on their phone, you pay it and record how, and it comes off the order's total for profit and commissions as its own Settlements line. Each branch can edit the form's words in Settings › Documents & bill of lading › Settlements. Give money back with a settlement
    • Google Advertising: a new menu with two tabs, Google Ads and Local Services. See your spend, budget pacing, campaigns and leads next to your own customers, and open the order behind a lead. Connect each account once with Google. It only reads: MoveBoard changes nothing in your Google account. Anyone but an admin needs "See Google Advertising". Help
    • Show a material's unit cost and labor rate separately: on long-distance orders a material's price is its unit cost plus its labor rate, and customers saw only the sum. A new switch, Settings › Sales & orders › Packing materials › Show unit cost and labor rate separately on materials, shows the two figures apart on the order, the Foreman Page, the bill of lading and the customer's page. No price or total changes, and it stays off until a branch turns it on. Packing materials
    • Move date in the Messages list: each conversation now shows the order's move date after the service, like "Rad Chorbachi · Local Move · Nov 12". Rows stay two lines; when the line is tight a long service name is shortened first, and the date is never cut. The Messages page
    • Print storage invoices: in a storage tenant's Ledger, press ⋯ on a bill and Print the bill, or tick several bills and press Print. They open in the same print window as your other invoices, each on its own page, with what the tenant's account really has left to pay on each. Help
    • Print the Inspection Form and the Release Form: wherever you open a job's bill of lading (the order's closing bar, the Dispatch board), Print Inspection Form and Print Release Form now sit beside it when the job has them, filled in, with photos and signatures as stored. A form that isn't signed says so plainly. Help
    • More in the Booked online email: the office email now lists the addresses, move size, source, estimated total, travel or double drive time, service type and the sales person, skipping whatever the order doesn't have. Customer emails don't change. Help
    • Delete an item from a claim: a small trash can beside each item on the office side of a claim, until the customer signs. The totals and the offer are worked out again, and the claim's history says what was deleted. Help
    • Closed days of the week: tick the weekdays your company is closed, beside the price calendar, for each branch. They stay blocked in every future week, on the calendar, online booking and quote forms. One date can still be opened by hand, and jobs already booked stay as they are. Help
    • A note under the invoice's Send To: it now says the name there changes this invoice only, and that the customer's name is edited on the order. Help
    • See an invoice as the customer sees it: clicking a created invoice now opens the customer's page, with Edit, Print and Send on top, on the order's Invoices and on the Invoices screen. Help

    Fixes

    • A new amount on a claim the customer already accepted: before a claim is paid, the office can now press Send a revised offer on an accepted claim. The customer signs again for the new amount and the new signed release is saved in the order's documents, next to the first one, which stays. Pay a claim
    • Total Est. Time matches the travel time: with a minimum travel time that is not a quarter hour (for example 20 minutes), the travel was shown and charged as 15 minutes, but Total Est. Time and the job's length added 20. They now add the same 15 minutes that is charged. Move Details
    • Notifications say which job: emails and bell notices about a bill of lading, closing, job photo, payroll, crew or job file came with no order number and an Open button that opened no order. Every notice about an order now names the order number, the customer and the move date, and its button opens that order, after sign-in too, in the right company. Help
    • Office chat: Busy stays on when you press it: pressing Busy or Available in the chat's ⋮ menu right after opening the chat could flip back to what it was a moment before, because the chat list loading at that moment still had the old setting. Your press now always stands. The same goes for the sound switch. Online, Busy and sound
    • Dispatch shows the bill's crew: for a job that has started, Dispatch now shows the number of movers on its bill of lading, so a crew changed on the closing or the bill no longer reads the old number. Help
    • Empty office chats stay out of the list: a one-on-one chat you open and write nothing in no longer sits in your list or theirs. It joins the list with its first message, like WhatsApp. Named groups stay as they are. Help
    • Export selected orders: the file came back blank when the ticked orders were past New. It now has every order you ticked, whatever its status, and only orders you may see. Help
    • Polish, and Back to my original in Write with AI: "Make it more professional" is now Polish, the same word as everywhere else. After an AI change, Back to my original also shows as the last option in Write with AI, on every tab of the order's Communication. Help

  4. New features

    • Your rates on your website: the rates table tag shows your hourly rates for each crew and price level, your price calendar and your promotion banners on your own website, always as they are in MoveBoard (a change shows within minutes). Copy the tags from Settings › Website & forms › Quote forms › Install. Show your rates on your website
    • Movers on every job of the truck schedule: each job on an order's truck schedule now shows the two-people icon and its number of movers at the start of its second line, in the Day and Week views, so you can see the crew at a glance. On a narrow job the number stays and the words after it are shortened. The Calendar's Day view shows it too when your company has its own job card. The truck schedule in the order
    • Email campaigns: a new Marketing menu with Campaigns, Segments and Contacts. Send once, to each person as they newly fit (recurring), or as a series of up to 10 emails (drip). Pick a group of your own customers (unbooked leads, past customers, storage tenants, affiliates and more, with a live count that shows who is left out and why), design the email in the same designer as your templates or start from six ready-made movers' emails or the AI, test it, and send it now or on a schedule. Opens, clicks, unsubscribes and bounces are counted, and "Resend to people who didn't open" is one button. One person gets at most one campaign email every 3 days. The order shows the customer's campaigns, with Unsubscribe. Unsubscribing stops marketing only; job emails keep going. Ask Ed to draft a campaign. Send under your own domain from Settings › Communication › Marketing email. Included in every plan, with no charge per email. Email campaigns
    • Turn the calculator off on an order, with a question first: a new setting, Let the office turn the calculator off (Settings › Sales & orders › New order defaults, on unless you switch it off). On, the Calculator label on Quote Details turns the calculator off or on, and changing the labor time, crew, trucks or hourly rate by hand asks "Turn the calculator off for this order?" Yes keeps the hours as they are; No, keep it on lets the calculator keep working them out. With the setting off, the calculator stays on and a labor time picked by hand turns it off for the order without asking. Move Details
    • One "Review bonuses" line per person per pay period: each person's review bonuses are now one line in Accounting › Payroll instead of a line per review. Its amount is the sum of the period's reviews and its notes list every review with its date and customer; it grows by itself with each new review, and a removed review comes off it while it isn't paid. A place prize stays its own line. Change the line by hand and it stays exactly as you made it. Unpaid separate lines of the recent pay periods were combined into one. The review bonus in payroll
    • Email campaigns: a new segment filter, Estimate sent date (the day the first email about the order went to the customer), and drips now stop for a person who replies by email (Stop when they reply, on unless you switch it off).
    • Email campaigns: moves booked from a campaign: each campaign's results show the moves booked within 10 days after a click or an open, their revenue (the booked estimate, then the final bill) with clicks and opens apart, and revenue per 1,000 emails. The campaign list has a Booked column. Unlink a move that came from somewhere else, with a note. A new permission, See booked revenue, shows it (Can see income report works too).
    • Email campaigns: new leads from a campaign: a quote request sent from your website after someone pressed a link in a campaign email counts as that campaign's new lead, shown on the campaign's results. Links to your own website carry the campaign by themselves.
    • Workflows and email campaigns: two new workflow steps, Start drip campaign and Stop campaigns for this person, and a new Only if condition, Opened or clicked a campaign.
    • Email campaigns: copy to other branches: copy a campaign to your other branches in one step. Each copy is a draft that sends with its own branch's sender and footer.
    • See who is on a call right now: the phone at the top of every page now has a third tab, Live now — which colleagues are on a call ("Active call 0:38 with" the customer and their order, or a colleague on a call between extensions), on hold or ringing, and everyone else's RingCentral status (Available, Busy, Do not disturb, Offline), updated every few seconds. Calls on desk phones and the RingCentral app show too, and Ed answers "who is on a call right now?". See who is on a call

    Fixes

    • Movers App: Review and Order for Service open: on a job in the Movers App, the Review tile (the podium, then the customer's QR code) and the Order for Service tile now open their screens, the same as in the Mover's Portal, instead of "Coming in the next build". The review QR right after a payment on the bill of lading works in the app too, when your company turned it on. The Review card
    • The order log says how the crew changed: a change to the Crew Size, the Trucks, the Hourly Rate or the Labor Time now says how on the same line: picked in Edit Crew Size, put back to the calculator's number (the reset arrow), or worked out by the calculator after the inventory, size, date or address change. The closing and the bill of lading say it too. The order log
    • New lead emails show the address of a one-address service: the office's New lead email and text now show the address, with its ZIP code, for a loading help, a packing day or a move out of storage. Before, these had no address at all. Notifications
    • No more "Order Has Been Updated" pop-up: opening, viewing or closing an order is never a change any more. When someone else really changes the order you have open, it updates by itself in place and keeps anything you haven't saved; only if they changed the very field you're changing, a small note on that field lets you keep yours or use theirs. Someone else is in this order
    • Transfer a payment to another order — for your staff too: an admin can now give Can transfer payments to another order to anyone (Users › the person › Permissions, under Can process a refund). It's off until given; admins always have it. Delete or transfer a payment
    • No more double payroll for one job: pressing Submit Payroll right after completing a job no longer makes a second payroll — it updates the one the job already has. Payroll
    • Long-distance tips counted once: a long-distance job's pickup and delivery payrolls each pay the tip taken on their own part, so the tip is no longer paid on both. Job payroll
    • Office chat: the little microphone stays inside the voice message: on a voice message you sent, the small microphone that turns blue once everyone has played it sat past the edge of the bubble. It now stays inside the bubble on a computer and on a phone, with the words shown or hidden, on messages you sent and received. "Show text" also no longer keeps a blue box around it after you click it; a ring appears only when you move to it with the keyboard. Voice messages
    • Voice messages play on every computer and phone: in Office chat, a voice message now plays in Safari on a Mac, iPhone and iPad as well as in Chrome, Edge and Firefox, including the ones already sent. Pressing play no longer jumps to 0:00 and back without a sound; if a browser still can't play one, the message says so and offers a Download link.
    • "Text link" points to a template you can find: hovering over the deposit's Text link (and Request inventory) now names the exact template and the word to search for in Settings › Communication › Templates. A branch that didn't have these messages gets them the first time Templates is opened, so searching "deposit" finds Deposit link (sent from the order). Text the deposit link
    • Mail after reconnecting incoming email: turning your incoming email off and back on no longer leaves Mail asking you to connect your email. Mail shows your mailbox as soon as you save, and while it can't be read it says which mailbox and why. Mail
    • New companies send their automatic emails and texts from day one: a company that started on MoveBoard in the last few weeks now sends its welcome email, its new-lead quote, its reminders and its staff alerts, for leads from its website, from lead providers such as Moving.com and from the office. Before, none of these went out. A lead from a lead provider also gets the (Parsing) welcome when the plain welcome is off. Built-in workflows
    • The whole order number on the Order card: a long order number like "Move#-15432" was cut off beside the branch name. The number now shows whole, with the branch on the line under it. Order card
    • TV sizes in the inventory's "In this move" list: items with the same name, like two Flat Panel TVs, now show their size words under the name (for example "65 To 80 Inches"), there and in See the list. Inventory
    • Type a material's count: on the inventory's Packing panel, press the number between − and + to type the count (for example 230), then press Enter. − and + still work. Inventory
    • Change the crew size from its number: on Move Details, the crew size is a list again, so a new crew takes one click. The Crew Size label still opens Edit Crew Size with the hourly rate of each choice. Move Details
    • The Calculator label tells the truth: once a labor time is set by hand, Quote Details shows "Calculator off" instead of "Calculator on". Quote Details
    • The storage monthly fee follows the move size: when the inventory, the size of move or a custom volume changes the cubic feet, the saved monthly storage fee now changes with it, so the quote, the storage block, the Order for Service and the customer's page show the same fee as the Storage Charge window. A fee typed by hand stays as typed. Help
    • A blank extra page no longer prints under the bill of lading: an extra contract page (an agreement or form template) that wasn't filled in on the job — no signature given, no field typed — is now left out of the bill's PDF, the customer's email and the portal copy. A page that was filled in is still part of the bill. Bill of lading templates
    • Old-style placeholders on contracts are filled in: words like %customer_name%, %address_from%, %city_from% and %COMPANY_ADDRESS% in a bill of lading or Order for Service template (often copied in from another system) now show the order's own name, addresses, dates and prices, the same as the matching variables. The template's words are not changed. Bill of lading templates
    • Quote emails show the estimated total: the green price box of the starter quote emails (New and Can Book Online, hourly and long distance) now reads Estimated Total with the order's grand total — moving charge, fuel, packing materials, additional services and fees, as in Quote Details and the customer's portal — instead of Estimated Quote with the moving charge alone. A moving & storage pair's quote email shows the other move's estimated total too. Templates you edited yourself are not changed; to switch one, put the Order grand total variable in place of Order estimated quote. Variables in templates
    • Every foreman and helper gets their tip share: in a job's Payroll window, a foreman or helper you add now gets a Tip line, and the tip is split evenly again between everyone (three people: 33.333% each, adding up to the tip exactly). A share you typed by hand stays; Split evenly re-splits. Payroll from the order
    • Office chat sends only the words you see: pressing Send now turns the message box's microphone off at once, so words it was still hearing no longer land in the box afterwards and go out with your next photo or file. A file goes with only the words shown in the box; with a file picked, the box says "Add a caption" and shows when your words go with it. Short English recordings that came back in another alphabet are now written in English.
    • A custom service's name can be typed on a phone: in the order window's Additional Services pop-up, the Item name of a line (Add a service › Custom Service) was squeezed to a sliver on a phone, so the name could not be typed or read. On a narrow screen each line now has the name on a full-width row of its own, with the unit cost, quantity, line total and the bin on the row below. The wide screen is unchanged. The order window on a phone

  5. New features

    • Leads and Conversion on Booking Overview: next to Booked, the report now shows how many leads came in during the period and how many of them booked, like "25 of 100 booked". They follow the same filters, compare with the earlier period, open the orders behind them, and match Leads by Source. With the table set to source, salesperson, move type, size or service, each row shows its leads and conversion too. Bookings reports

    Fixes

    • Long-distance Take payment includes the Order Total Tax: on a long-distance day with an Order Total Tax, the crew's Take payment, Due on pickup and Block the crew until this % is collected now ask for the bill's full total with the tax (for example $4,271.40 instead of $3,780 at 13%), and the long-distance bill shows an Order Total Tax line. Take payment on the bill
    • Packing materials show their names in the customer portal: the customer's Packing list showed each material with a code after its name ("Medium Box3-Boxes") and listed packing and unpacking lines nobody had priced, at zero. Now each line is just the item's name with its quantity and price ("Tape — 16 × $3.50"), the crew's packing or unpacking of an item says so ("Large Box (Packing)"), and lines with no quantity are hidden. Packing services in the portal
    • Inventory items show their size words in full again: in the order's Inventory and the Mover's Portal inventory, each item's line under its name read like DLP TV 25 cu ft · 175 lbs · …, so two DLP TVs, five Flat Panel TVs or three Dining Tables looked the same. Now the whole line shows, 25 cu ft · 175 lbs · Under 40 Inch, wrapping to a second line when it doesn't fit, on a computer and on a phone. The same goes for the item's size words in the customer's My Inventory, in Settings › Inventory › Inventory items and in Typical inventory's item list. Office inventory
    • The AI receptionist never cancels or changes a move, and your office hears about it at once: when a caller asks to cancel, reschedule, book, confirm or change a move, the AI now says plainly that it can't do it and that nothing is cancelled or changed until they speak with someone from your office; while you're open it puts them through, and while you're closed it says the move stays as it is until your office confirms. Your office gets one urgent task for the order's salesperson and your dispatchers, a bell for each of them, and a highlighted line in the order's log; for a move today, your dispatchers also get a text and an email. AI receptionist calls

  6. New features

    • A made-up email is a warning, not a stop: booking, reserving or making an order bookable online with an address like user@example.com now asks "This email looks made up" and lets you Book anyway (or go back and fix it). A made-up address never joins two customers into one record. The Customer card
    • Service type in the new lead email: The New lead email can now show the order's service type (Local Move, Moving with Storage, Long Distance…), right after the distance. Switch on Show service type in new lead emails in Settings › Users & permissions › Notifications. Notification settings
    • Lower texting and AI receptionist prices: usage and AI are now charged at cost ×2 instead of ×2.5 — text messages, picture messages, call forwarding, number lookups and the AI receptionist. It applies to new charges from today; earlier charges stay as they were. Phone number rental and registration fees are unchanged. Balance & usage
    • Turn a move size off without deleting it: on Settings › Pricing & calculator › Move Size, every room size and bedroom size has an Active switch. Switch a size to Inactive and press Save, and it's no longer offered on your website forms, the customer's portal, New order, the order's size picker, the AI receptionist or the lead-provider instructions. It stays on the page, greyed, with its rooms and Lead #, and its typical inventory is kept (Inventory › Typical inventory shows it as Inactive with its move size). Orders that already have it keep it and price the same. Switch it back on and everything comes back as you left it. Turn a size off
    • Office chat: you can't miss a new message: the red number on the chat bubble now counts unread messages, not chats, and the bubble pulses when one comes in, then keeps a gentle heartbeat until you've read them. On a computer a red strip glows down the right edge of the window with a red chat bubble holding the number; press it to open the chat at the first unread message. Every MoveBoard tab shows the count in its title, like (2) MoveBoard, with a red dot on the tab's icon. The new-message sound and the bell's chime now play in Safari too, after your first click in MoveBoard. Each person can turn on desktop alerts in the chat's ⋮ menu: "Dana Lee: new message" from your computer when you're working in another window, never the words themselves. Each chat's own number always adds up to the red number, and opening a chat starts at the first unread message, under an Unread messages line — even one deleted for everyone, which shows as This message was deleted. Two grey ticks mean the message reached one of the person's open MoveBoard tabs, not that they've seen it. When a new message comes in
    • Claims: offer on the total, 25%, and the claimed value in sight: each item in the claim's offer now shows what the customer claimed for it before you click anything, and a 25% button comes before 50%. A new switch, Offer on the total, lets you offer one amount for the whole claim — a % of the total claimed or any amount — and the customer sees one total offer with their items listed. Offer a % of what the customer claimed
    • Office chat: voice messages: with the message box empty, hold the microphone beside it to record and let go to send, or tap it to record hands-free, up to 5 minutes. The bubble plays at 1×, 1.5× or 2×, its microphone turns blue once it's been played, and Show text writes out the words when you ask. Voice messages play on every computer and phone. An administrator can now keep photos, files and voice messages for 30, 60 or 90 days in Settings › Communication › Office chat; text messages are still kept a year. Voice messages
    • Search permissions: a person's Permissions tab (and Departments) has a search box. Type a word, like payroll, and only the matching permissions stay, from every card, with the word marked in yellow. Esc or × shows everything again. How permissions work

    Fixes

    • Google Ads: a cancelled booking Google never counted is no longer a problem: when Google has nothing to take back for a booking MoveBoard sent (usually a phone/email booking no ad click matched), Recent sends shows Nothing to take back: Google never counted this booking in grey, the order's log says so, and it no longer counts in Problems or reads as "sent by another tool". Google Ads
    • Customers can sign in when your company can't text yet: when texting isn't set up or registered, the customer sign-in page asks for the customer's email and emails them the six-digit code instead of asking for a texted code that could never arrive. A customer with no email on file is asked to call you, with your phone number. How customers sign in
    • Customer portal never goes blank: if part of a customer portal page can't be shown, the customer now sees "Something went wrong" with a Reload button, and the portal's menu stays on screen. The portal on your website
    • TBD arrival shows the truck start time: when an order's arrival window is TBD and you set a Truck Start Time, the order now shows it under TBD (for example "Truck start 8:00 AM - 10:00 AM"), and the times you see in the Arrival Window pop-up are the ones saved. Move Details card
    • Claim offers wait for your office: a damage claim's offer now waits for the office to review it, for released value as well as Full Value Protection, unless you choose Right away in Settings › Documents & bill of lading › Claims. Right away now says plainly that the customer can sign a release for the amount before anyone in your office looks, and the Claims page shows a note while it's on. When the offer shows
    • A crew size changed on the closing now shows after you save: once a job has started, a new Crew Size or Trucks number saved on the closing side went to the closing and the crew's bill of lading, but the order kept showing the old number, so picking it again looked like nothing changed. The order now shows the number you saved. On flat-rate moves, the Crew Size and Trucks lists now show just the number of movers and trucks, without an hourly rate. The closing view
    • The orders list shows the crew you saved: after the crew or trucks were changed on an order and saved, the orders list's Details column could still show the number the order was made with. It now shows the order's current crew and trucks.
    • Change a flat-rate price on the closing: on a local flat-rate move, the closing's Linehaul Charge is now a box you type in, as on the sales side; Total Cost and Total Due follow at once, and the crew's bill takes the new price while the job runs. Before anyone changed it, a running flat-rate job's closing also showed no Total Cost; it now shows the price the job was sold at. Change a flat-rate price on the closing
    • Website quote form: the Note beside the Long form's quote can be reworded: in Settings › Website & forms › Quote forms › Long, on Result and Hidden-price result, a click on the Note's paragraph (Please note, this quote is an estimate…) now opens its words, like every other text on the form, instead of only its colour. Your words show on your website's long form once you save; until you change them it keeps the words it has today. Quote forms
    • Copy to branch keeps a branch's automatic messages working: copying Templates into another branch now brings the workflows that send them too, so the other branch sends the copied greeting and every other automatic message right away. Before, the other branch's workflows still pointed at its old templates and nothing went out. Branches
    • Test calculator: the right hours for flat transportation + hourly long distance: the summary no longer shows the local calculator's travel and labor on such a move. Labor Time and Job Time are now the loading plus unloading hours (for example 4 h: 2 h loading + 2 h unloading), there is no Travel Time, and the Hourly Rate shows the loading and unloading rates. The quote is unchanged. Test calculator
    • Deposit by service: easier to find Once per move: a service on Same as above now says to choose Hours of labor, % of max quote or a Dollar amount first, then Once per move appears; the card also lists the order the deposit rules apply in. Reservation & deposits
    • Export data: the documents and photos box is always there: Include the order documents and photos now shows right under Everything, and ticking it ticks Everything. Export data

  7. New features

    • Google Ads: Recent sends with Google's answer: Settings › Integrations › Google Ads now lists the last bookings MoveBoard sent to Google Ads and took back, each with its order number, value, time, the Google service it went through (Google Data Manager for bookings, the Google Ads API for take-backs) and Google's answer with its request number. Press Ask Google for the status to see what Google did with each upload: done, still processing, or not taken and why. Each order's log now says Sent to Google Ads through Google Data Manager as a booked move. Recent sends
    • Miles in the new lead email: The New lead email can now show the distance between the pickup and delivery addresses, right after To. Switch on Show miles in new lead emails in Settings › Users & permissions › Notifications. Notification settings

    Fixes

    • Website quote form: your page no longer jumps when a list opens: opening a list on your website's quote form (entrance type, parking distance, Move Size, Rooms) or the moving date's calendar no longer moves your page. The space the form takes on your page used to grow to fit the open list, so the page around the form moved and a big picture behind the form zoomed in and out. Now lists and the calendar open over the form and scroll inside it when they are long; the form only takes more room when its own step does.

  8. New features

    • Confirmation notes: on Dispatch › Confirmations, write a note when you mark a move confirmed, or press Add note on any move — for example "Customer asked for 2 extra wardrobe boxes". The order's salesperson always gets it as a notification, and the order log keeps it. In Settings › Dispatch › Move confirmation, each branch can also send notes to the customer (text, email or both, with words you can change), the foreman (on the job in the Movers App) and the dispatchers. A move can have several notes; the newest shows on the row. Move confirmations
    • View payroll and Edit payroll are now separate permissions: on a person's Permissions tab, View payroll lets them see Accounting › Payroll, and Edit payroll, just under it, lets them change it: a job's payroll, misc pay and deductions, and paychecks. Ticking Edit payroll ticks View payroll too. Nothing changes for anyone until you change it: everyone who could add misc pay and paychecks yesterday still can, and their Edit payroll shows on. Switch it off and save to let someone only see payroll. The permissions matrix
    • AI writing help and dictation on every note and text box: every box where you write more than a line now has the AI sparkle and the microphone right under it, the same pair the Messages composer has — order notes and the note pop-ups, tasks, claims, storage and account notes, trips, payroll notes, the Job chat, Office chat, support tickets, texts and emails to customers, review replies, settings message texts, and the Movers App's notes and bill of lading fields. The sparkle polishes, changes the tone, shortens, lengthens, fixes spelling or translates what you wrote; the microphone writes what you say where the cursor is. Where the sparkle and the microphone are

    Fixes

    • Safer documents and messages: the Order for Service and other company documents now never run code written inside them, on the customer's page or when the office prints, and words a customer types are always shown as plain text in staff emails. Nothing changes in how documents look, sign or print.
    • Long-distance bill of lading: the order's discount is on the bill: the federal long-distance bill of lading (printed and on the crew's screen) priced the move without the order's discount, so its Total owed, 110% of the estimate and Collect at delivery were higher than the bill's Job balance. It now shows a Discount line, taken the same way as on the order (a dollar amount, or a percent of every charge except the valuation), and every total after it is after the discount. Bills without a discount are unchanged. Long-distance bill of lading
    • Long-distance delivery: Collect now matches the job balance: on a long-distance bill with a discount, Collect now and the payment amount could be higher than the Job balance, so the crew could take too much and leave a negative balance. Collect now, the payment amount and the tip step's total now never pass the Job balance, and the crew may take any amount up to it. Take payment on the bill
    • The confirmation note box is bigger: on Dispatch › Confirmations, the box for Add note and the note in Mark confirmed was too small to write in. It is now a roomy pop-up (a sheet from the bottom on a phone) that opens beside the button with a tall box that grows as you type, the AI sparkle and the microphone under the words, and a grey line saying who the note goes to. Press Cmd+Enter (Ctrl+Enter on Windows) to save a note, or Esc to close the box without losing what you typed. Write a confirmation note
    • Tighter access checks: people only reach the branches, orders, files and invoices their permissions allow.
    • Safer sign-in: sign-in tries and short links are counted more carefully, so password guessing and link guessing stop sooner. Nothing changes in how you sign in, and a password can now be up to 128 characters. Signing in
    • Templates show how many messages they sent: on Settings › Communication › Templates every card said "0 sent" for companies whose messages go out through the automatic reminders and status messages. Each card now counts the emails and texts sent with that template in the last 30 days. A template that is only sent by hand or with a button shows "—", because those messages don't record which template they came from.

  9. New features

    • Move confirmations: the day before the move, ask each customer to confirm by text, email or both. They reply YES or tap the link and press "Yes, confirm my move". Dispatch › Confirmations shows who has confirmed, who is waiting and who replied, with Send now, Send to all and Mark confirmed; a ✓ shows on the job's card and a pill on the order's day. Choose the time, the reminders and who gets the "Call to confirm" task in Settings › Dispatch › Move confirmation. Included in every plan. Move confirmations
    • Running late alerts: shortly before the end of a job's arrival window, MoveBoard checks whether the crew is on its way. If there's no crew yet, or its status is still before the step you pick (En route to start with), the people you choose get a text and one shared task to call the customer, and the order log says so. Set the rules, who hears and the words in Settings › Dispatch › Running late; nothing is sent until you add a rule. Included in every plan. Running late alerts

    Fixes

    • Every job of the day stays on an order's Schedule Date/Truck: with more than one branch, an order of another branch than the one you were working in could lose the day's other booked and reserved jobs from its truck schedule a moment after it opened (whenever an order changed anywhere in the company, or when you went to another day or the week), until the order was opened again. The schedule now always shows the jobs of the order's own branch, and so does the Storage Charge pop-up's list of storage facilities.
    • Move confirmation and Running late settings show everything you saved: right after the update, these pages could open with their settings back at the defaults even though your Save had stored them, so only the text you edited seemed to be kept. The pages now always show what was saved. A setting you change and then put back no longer leaves Save showing. Help

  10. New features

    • Multi-day crew messages: Communication › Templates now has a second crew assignment email and text for multi-day jobs, turned off to start. Turn one on and Dispatch sends it instead of the regular one when someone is put on a day of a multi-day job, with new variables for the day ("Day 2 of 3"), its date and report time, and a list of all the job's days. Help
    • Keep a move in and its move out in step: Settings › Storage › Linked move in / move out decides what a change to the customer's details on one order of the pair does to the other once the move out has been worked on — Do nothing (as today), Ask me ("Also update the move out?"), or Update both automatically. A change to the move in's inventory is asked or copied the same way. Both orders' logs say what was copied. Linked move in / move out
    • Customer has no email: tick it on the Customer card to book a customer who has no email. Nothing is emailed for that order. The Customer card
    • Office chat: a chat for your office people inside MoveBoard, like WhatsApp — one-on-one chats and groups, ticks that turn blue when read, who's online, photos, PDFs and Word or Excel files, reply, forward and delete for everyone. Order, storage, invoice, claim and trip numbers in a message become cards that open the record (only for people who may see it), and Send to Office chat in an order, tenant, invoice or claim window shares it in one click. It opens from the chat icon in the top bar on every screen, beside the page like Ed. Included in your plan. Office chat
    • Crossed-out rate can be your regular rate: Settings › Pricing & calculator › Promotions has a new choice, Crossed-out rate shows. Pick Your regular rate for that crew and trucks and, on a Discount day of your price calendar, the crossed-out rate is your Regular rate for the same crew and trucks: 3 movers paying $179 show $199, not a percentage above. It shows in quote emails, the customer's page and the Order for Service. Off until you pick it: every company keeps the percentage. Promotions
    • Personal referral links for your partners: in the new Settings › Affiliates › Referral links (or on the partner's account), make a short link and QR code for each realtor, stager, property manager or past customer. A customer who opens it lands on your quote form, and the quote is credited to that partner automatically — no typing, no matching — even if they come back through your website within 30 days. Each link shows its clicks, leads, conversion, bookings and booked value; download the QR code (with your logo), print it, or email the partner their link from MoveBoard. Works while Referrals is on. Referral links
    • Referral leads linked to the partner who sent them: switch on Referrals in the new Settings › Affiliates › Referrals, and a lead that says who referred the customer — from the lead API or the quote forms' new "Someone referred me" box — is linked to that partner's or past customer's account (by account number, exact email, phone or company name; never a guess). Nobody matched: the salesperson gets a task to link it. The order shows Referred by (the office can set or change it on any order), the account shows Referred moves, and the Referral Performance report counts each partner's leads, bookings and value — per partner or per referral link. Off by default. Referrals
    • Affiliate rewards and a partner portal: switch on Settings › Affiliates › Rewards and pay your realtors, stagers and property managers for the moves they send — a set amount per job, or a percent of the estimate or the final total — earned when booked, when the job is done or when the customer has paid in full. Their customers can get a discount that goes onto the order by itself. Each Affiliate account shows what you owe, every reward (Pending, Earned, Paid), Record payment (MoveBoard records it; it never sends money) and a monthly statement to print or email; Reports › Affiliate payouts lists them all. Invite a partner to their own portal: they sign in with a code, no password, and see their moves, earnings, payments, a report and their referral links. Off until you switch it on. Affiliate rewards
    • Leave a voicemail with one click: during a call you placed, press Drop voicemail and pick a recorded message (New lead or Follow-up, picked for you). It plays into the customer's voicemail, the call hangs up by itself, and you dial the next one right away; the order's log says "Voicemail left" with a player. Off until a company turns it on for each branch in Settings › Calls › Voicemail drops. Included in every plan. Leave a voicemail with one click
    • Office chat: the chat icon in the top bar opens your office's chats, with a group for each branch and, with several branches, one for all branches. An administrator can set how long messages are kept in Settings › Communication › Office chat. Office chat

    Fixes

    • Orders, the dashboard and the customer's pages open faster: the orders list, an order opened by its link, the dashboard and the customer's sign-in, Home, Messages and Order for Service pages now download much less on their first load (the orders list about a sixth less, the customer's pages about a quarter less), so they open sooner, most of all on phones. The What's new list and the help for each screen now load when they are opened.
    • Moving a booked job to a new date on the same truck saves: putting a job on the Schedule Date/Truck on its new date, on the truck it already had, no longer makes SAVE say the day has no truck. How saving works in an order
    • Google Ads card says what Google refused: a take-back Google refused now reads like 1 take-back refused: Google had no conversion with that order number, in amber, instead of a red line that looked like every upload had failed. Upload problems say how many of the uploads. Google Ads
    • "All branches" shows every branch on Claims, Storage, Invoices, Payroll and AI Leads: with "All branches" (or several branches) ticked in the top bar, these pages showed only the branch picked last. They now show every ticked branch you may see, each row says its branch, and the counts, tabs, totals and warehouse chips add up across them. With one branch picked, nothing changes. A new claim goes to its order's branch, and a new storage tenant asks you which branch. Work in another branch
    • "All branches" now also covers Accounts, Reports, Box deliveries and the Invoices export: with several branches ticked in the top bar, these still showed only the branch picked last. Accounts and Box deliveries now list every ticked branch you may see, with the branch on each row. An account or a box delivery of another branch opens and saves in its own branch, with what you may do there. Reports count the ticked branches when their Branch filter is empty, and This branch is still a choice. Export on Invoices downloads the branches the list shows. With one branch picked, nothing changes. Work in another branch
    • A move out of storage is the same customer and the same move: a move out — made with Create a move out, when the service is changed to Moving & Storage, or beside a new lead — now has the move in's name, email, both phones, best way and time to reach them, Add'l Contact, notes, source, salesperson, size and whole inventory. Details typed on the move in after the move out was made (+ New with the addresses, change the service, then type the customer) now reach it too, until your team works on the move out itself. Move-ins and move-outs
    • Storage lot numbers keep every character: a lot number, sticker color, From or To longer than 10 characters was saved cut short, so an order number like LOCAL-12345 used as the lot number lost its last digit. Lot numbers now hold up to 40 characters, the same on the storage agreement and in the tenant's Additional Details.
    • Track your movers now sits under Messages in the customer's menu: in the client portal's menu it now comes right after Messages (Home, My Inventory, Messages, Track your movers, Notes…), for every company. It still shows only where you have the live map, and your hide switch and your own name for it stay as they are. Track your movers in the client portal
    • Track your movers shows the map before the move day: before the day, the customer's Track your movers page now looks just like it does on the day: the map with their stops and the drive between them, the movers card, and the Message your movers button in its place, under the line "This page will be active on the day of your move." Until the move's day has a job on Dispatch, the button is greyed with "Available on the day of your move" under it. Track your movers in the client portal
    • A task notifies only the person it is for: when MoveBoard makes one task for each of several people (for example "Pay damage claim" for every claim manager), each person now gets one notice for their own task, instead of a copy of everyone's. The "Task for me" email, text and bell now say what the task is (its subject) and when it is due. A forwarded message or a shared note also reaches only the people it was sent to.
    • An Unassigned claim makes one shared task, not one per person: each task of a claim with no owner ("New damage claim", "Pay damage claim" and the rest) is now one task shared by everyone who manages claims: it shows once on the claim, each of them has it in their list and gets one notice, and done (or reopened) by one is done for all, with the order's log saying who. When someone presses Take it, or the claim is given to someone, its open tasks become that person's alone. How claims work
    • Customer has no email: The 'Customer has no email' tick now sits next to the word Email, with its explanation on hover, so the email box keeps its full width. It shows only while the email box is empty: typing an email hides it and unticks the order. The Customer card
    • Saving settings for the first time: some settings pages (like Storage payments' lot details, and Crew pay time) showed "That did not go through" when you changed two settings and pressed Save the first time; they save now.

  11. New features

    • Send leads to the nearest branch: each branch now has a Routes to row on Settings › Company & branches › Order routing. Tick the branches its new leads may go to, and every new website, lead-provider or Angi lead for that branch lands in the nearest of them, measured from the pickup to each branch's yard the way the page's routing setting says. The order's log says "Routed from … to …". Nothing ticked = every lead stays in the branch it came in for. Order routing
    • Website leads can take their source from the ad: on Settings › Sales & orders › Lead sources, the new Website leads card lets you choose From the ad link first, then the customer's pick. Rules you set send a Google ad click (gclid), a Facebook or Instagram click (fbclid), a Microsoft click (msclkid) or any utm_source, utm_medium or utm_campaign words to the source you choose, even an office-only one like "Google Ads". The order's log says which rule set it. Lead sources
    • Choose the source when a customer doesn't pick one: on the same card, If the customer doesn't pick a source can now be Website, Other or any of your sources instead of the first source in your list, so skipped answers no longer pile up on that first source. Both choices stay as they are today until you change them, and orders you already have never change. Lead sources
    • Move storage tenants from the older system: company admins can now bring storage tenants over from the older system — sent by it with a transfer sign-in, or from its export files — with their cards on file, monthly rate, old invoices and payments. Nothing is charged on the way in; their monthly billing waits until you turn it off in the older system and press Start MoveBoard billing in Settings › Integrations › Older system.
    • Add inventory by voice: press the microphone, say the items and how many — "one sofa, a dining table, twenty small boxes… in the bedroom a bed and two nightstands" — check the list and add them. Items come from your own item list with its sizes, rooms you name go to your rooms, anything else comes in as a custom item. Switch it on in Settings › Inventory › Add by voice, for your office, for your customers in the client portal, or both; nothing changes until you do. Add inventory by voice
    • Credit a review by the customer's name: Settings › Reputation › Competition & bonus › Crediting a review to a foreman has a new choice, Match by the customer's name (most accurate). When the reviewer is the customer of a job whose QR was scanned in the last 7 days ("Katlyn R." = Katlyn Rogers), that job's crew gets the review, even days later; when several crews' customers scanned and the name matches none, the review waits for the office instead of going to the latest scan. Your company keeps its current choice until you pick it. How reviews are matched
    • The review QR right after the customer pays: a new switch on the same page, off until you turn it on. On, once the customer's payment on the bill of lading went through and they signed for it, the crew's Close opens the job's review QR for the customer, with Skip for the movers. The Review card
    • The crew fills the lot details on the storage agreement: turn on Crew fills lot details on the storage agreement and the foreman fills the lot number (it can start as the job number), sticker color and From / To sticker numbers on the agreement at the end of the job. The customer signs with them shown, they're on the signed PDF, and they're saved into the storage tenant's Additional Details. You can also require them before signing. Off by default. Settings › Storage › Storage payments. The storage agreement
    • Property type on the Short quote form: the Short website form can now ask From Property Type and To Property Type, from your Property types that are Active and shown to customers. Off until you turn them on in Settings › Website & forms › Quote forms › Short › Fields on this form; the customer's pick goes on the order's addresses. Quote forms
    • Minimum hours at a fixed price: charge your minimum hours as one flat price, then your hourly rate — for example "First 3 hours: $689 (3 movers, 1 truck) · then $195 per hour". Switch on the new Minimum hours price card in Settings › Pricing & calculator › Rates (off = by the hour, as today) and fill it for the crews you charge this way. Quotes, the client portal, documents, the bill of lading and the AI receptionist all say it in those words. Minimum hours at a fixed price
    • Local or long distance by the move's route: a branch that also quotes moves far from its warehouse can choose, in Settings › Services & packing › Local moves, to decide local or long distance from pickup to drop-off only: local up to the miles you type, your choice for crossing a state line, every local service offered, a fixed travel time each way instead of the drive from the warehouse, and the fuel surcharge by distance and the equipment fee measured from pickup to drop-off. Off until you switch it on. Help
    • The website form measures with the branch the move goes to: when a branch sends its leads to the nearest branch (Order routing › Routes to), the form decides local or long distance with that branch's distances, warehouse and Local or long distance choice. Help
    • Reputation shows when Google isn't connected: with no reviews yet, Reputation › Reviews offers one thing — Connect Google — instead of "Add a review". Reviews kept from an earlier connection show a line that Google isn't connected (and when it was last read) with a Connect Google button. Reviews
    • Disconnect Google: keep or remove the reviews: Disconnect now asks whether to keep the branch's Google reviews or remove them (admins), each with "Are you sure?". While Google is disconnected, admins can Clear all reviews for the branch (for example, if the wrong business was connected). Bonuses already paid never change. Connect Google Business Profile
    • Review sites not available yet are greyed out: in Settings › Reputation › Connections only Google can be connected now; Facebook (waiting for Meta's approval), Yelp, Nextdoor, BBB, Angi and Thumbtack show "Coming soon". Links you saved stay. Connections
    • Turn off the tip question on the bill of lading: a new switch, Ask for a tip when taking payment (Settings › Documents & bill of lading › Payments on the bill of lading), is on for everyone as today. Switch it off and the payment starts at Payment Details with no tip — on local and long-distance bills and on Send to pay links. Payments on the bill of lading
    • Choose what the job cards show: Settings › Dispatch › Job card. Pick the details, their order, separators and new lines, with a live preview. Cards stay as they are until a company saves its own layout. Choose what job cards show

    Fixes

    • The Deposit box can be emptied and retyped on a phone: in an order's Quote Details, backspacing the Deposit figure to empty made it jump back to the deposit the rules ask for, so a new amount could not be typed from empty on an iPhone. Now the box keeps exactly what you type. Left empty, the order follows the deposit rules (the rules' figure shows faintly in the empty box). Typing your own deposit again after emptying it keeps it, and the order window's other number boxes (packing quantities, the closing's figures, Order Settings' volume) can be emptied and retyped the same way.
    • Bill of lading shows the right travel rate: when your travel time is charged at the labor rates and the closing's hourly rate was changed, the bill of lading could still show the old rate on its Travel Time / Double Driving Time line (and a "Travel rate" line in the rate confirmation). The amount charged was always at the labor rate; now the rate shown matches it.
    • Connecting Google answers at once: after you pick your Business Profile location, MoveBoard no longer makes you wait while every review comes in. The location shows "Bringing in your reviews from Google…" and then Google's rating and count, usually within a minute or two. Connect Google Business Profile
    • Reviews from before you connected stay quiet: when a location is connected, the reviews it already had come in without a low-review alert and without an AI reply, even the ones from the last few days. Only reviews written after you connect can get an alert or an AI reply. Connect Google Business Profile
    • A tenant moved out leaves their unit at once: saving a storage tenant Moved Out now takes them out of their unit on Storage › Units right away (an open Units tab updates by itself), and a move-out date still ahead frees the unit on that day. Use storage units
    • Coming to Storage always makes the storage tenant: turning on Coming to Storage on the job (also when goods go into storage at the last minute) makes the one storage tenant, the grey Storage Agreement tile now says how to turn it on, and signing the storage agreement makes the tenant if it was still missing. Storage agreement on site
    • Moved Out keeps its date: saving a storage tenant Moved Out with the Move Out date left empty now sets it to today (the tenant window fills it as soon as you pick Moved Out), and the recurring billing ends that day. Clearing the Move Out date also clears the billing End Date it had filled. The storage tenant window
    • Job chat keeps every letter the customer types: on a phone, a customer who tapped the message box the moment the chat opened could lose the rest of the message (the cursor jumped to the back arrow, and a space then closed the chat). The box now keeps the cursor and every key.
    • Website quote form: long lists scroll again: on your website's quote form, a long list such as Move Size can be scrolled to its last choice again — with the mouse wheel, a trackpad, a finger on a phone, the scrollbar or the arrow keys. It kept jumping back to its top, so customers could not reach the larger sizes. On every website, whether the form is inside a frame or directly on your page; a list that has no room under its field now opens where it fits on the screen.
    • Customer account on an iPhone: policies scroll: in your customer's account, the Cancellation Policy and Company Policies (and every other text you wrote for customers, such as Quote Details) scroll under a finger on an iPhone again. A long policy used to get stuck and could not be read to the end.
    • Faster payments on the crew's bill of lading: taking a payment on the bill (cash, cheque, card or a custom method, with a tip or a card fee) now answers faster: the same payment, receipt, tip and fee on the bill and the closing, and the job at Payment, with about half the work it used to take.
    • Bill of lading: the Declaration of Value block starts with the right words: a Declaration of Value (and Terms and Conditions) block dragged into a bill of lading template no longer starts with placeholder text. It now names your company and lists the protection options you offer, with the titles and explanations from your Valuation settings. Blocks already in your templates are not changed. Bill of lading templates
    • Import orders: Stop, Resume and no double orders: an import whose page was closed now shows Stopped — the page was closed instead of Importing forever. Import history has Stop (the orders already imported stay) and Resume (carries on from the next row). A row whose order an earlier import already brought in is skipped — "Already imported as #RES-37" — unless you tick Import again even if already imported. A route Google Maps could not work out now says which addresses and what to do. Import orders
    • Managers look after only their own branches' people: a manager who isn't an administrator can now open and change only people who work in at least one of their branches. Before, someone who knew another person's number could reach a person who works only in another branch. Administrators still look after everyone. What a non-admin manager can change
    • Settings in the menu under your name only when you can open it: people without Can see Settings Tab in the branch they're working in no longer see Settings there (it used to answer That one is not yours to open). The top bar
    • Response rate and "awaiting reply" count only reviews you can answer: reviews MoveBoard can't reply to (Google not connected, added by hand, or another site's) no longer show as needing a reply or lower the response rate. Reviews
    • Bill of lading: the Destination signature no longer comes back empty: when a stop's times were saved twice at the same moment (a weak signal, then both sent together), the stop could keep two times; the end time box showed one, the customer's Destination signature was refused, and the crew was sent back to it before the Mover's signature. A stop now always keeps one time, a stop that already had two is put right the moment it is signed, and the end time box shows only the time the bill has saved (a missing end is edged in red at the box).
    • A crew or truck count you pick stays when the Size of Move changes: in the order window, a Crew Size or Trucks count you chose stays exactly as you picked it when you later change the Size of Move, the inventory, the date or the addresses, also when the count you picked was the calculator's own number at that moment (it used to be saved as the calculator's and move with the next size change). A typed hourly rate and typed labor time stay too. Once your count and the calculator's differ, the count turns red with a reset arrow beside it; press the arrow to go back to the calculator. Move Details card
    • Website quote forms no longer show "Powered by MoveBoard": it stays at the bottom of the client portal.
    • Customers online shows the order for every customer online: a customer on their moves list (where the portal opens after signing in), on Track your movers, in the job chat, on Packing supplies, on their claim, on a document to sign, on a payment link or on an invoice now shows with the order (number, move date, move type, service, status and the Messages button) and where they are in words. A customer whose page is about no single order shows their next move, else their newest one; a customer with no order at all shows their phone and email.
    • Company name in the top bar: The company name at the top of MoveBoard changes as soon as it's saved in Company info (before, it changed at the next sign-in). Company info
    • Customers online includes customers on Track your movers: a customer watching their movers on the live map link from the crew's "on the way" text now shows in Customers online, with that move's order, on Track your movers. Opening the link yourself while signed in to MoveBoard doesn't count as the customer.

  12. New features

    • The Claims email in Mail: if your branch reads its claims address (for example claims@yourcompany.com), it is now its own mailbox in Mail, <Branch> Claims, with its unread number. Everyone who can see claims has it, and mail that matches no order shows there too. A customer's email about a claim gives the claim's owner one task, Customer replied about claim CL-…. An email matched only by the sender's address goes to their order with an open claim. The claim window shows the claim's emails, read-only. Branches without a claims email see no change. Claims email
    • Export your company's data: in Settings › Advanced › Export data, a company admin picks what to export — orders, customers, storage, invoices, payments, payroll, claims and a monthly summary, or everything with the order documents and photos — and which dates, and presses Start export. MoveBoard builds it in the background and sends a notification and an email with a download link when it's ready: one zip of spreadsheet files (CSV) with clear column names and money as plain numbers. Only admins see the page, and every export and download is written in the company's activity log. Export data
    • Quote form inside a frame or directly on your page: Quote forms › Install has a new choice, "How the quote form shows on your website". Inside a frame stays the default (fastest, no style clashes). Directly on my page draws the form straight into your page like before, so WhatConverts, Google Tag Manager, Facebook and Hotjar see the form and each finished quote — with no change to the code on your website. Frame or on your page
    • Inventory on your website quote forms: your quote forms can ask the customer for their inventory before their contact details, with one button that opens My Inventory, the same screen as in their account (rooms and items, the typical list for their move size, AI from photos, a spreadsheet). Choose per form and per service, and per estimate type if you like: Don't ask (the default), Optional or Required, in Settings › Website & forms › Quote forms › Settings. The items land on the new move as if the customer had added them in My Inventory, and the quote counts them. Help
    • Google reviews, connected: Google approved MoveBoard's Business Profile access, so every company can now connect each branch's Google Business Profile in Settings › Reputation › Connections — reviews come in every few minutes and replies post on Google. Connect Google Business Profile
    • Pay the long-distance drive as its own payroll line: on long-distance moves priced as flat transportation plus hourly loading and unloading, you can now pay your movers for the drive between the pickup and the delivery on a payroll line of its own, at the same hourly rate, with their hourly line for the loading and unloading hours. It starts off, so nothing changes in how your movers are paid until you turn it on in Settings › Payments & billing › Crew pay time. Crew pay time
    • Protection words in documents: estimates and Orders for Service can print the protection the customer chose — its name and your explanation from the Valuation settings, its coverage, deductible and cost — and show a paragraph only with Full Value Protection, only with Basic, or only with your third option. Estimate & order for service
    • More document words: your legal name, full address and a new Tax registration number (Company info), the deposit required, the balance due and the subtotal before tax. The legal name variable now prints the branch's legal name. Estimate & order for service
    • History and Preview with an order: estimate documents keep their earlier versions with Restore this version, and any estimate or Order for Service document — even one that is turned off — can be filled with a real order to read, print or save as PDF. The page also warns when a bill-of-lading word like @companyLogo sits in one of these documents. Estimate & order for service
    • Signing options: Never shrink documents below half size on phones and Ask for a reason when a booked order goes back for a new signature (both off until you switch them on); each newly signed document shows its SHA-256 fingerprint in the Payments window. Estimate & order for service
    • Smaller clear-ups: the Test calculator shows a long-distance quote's parts (transportation, loading, unloading) like a real order; Clone's question says that No sizes the new order by move size; emails sent from your own mailbox say Accepted by Gmail (or Microsoft 365, or your mail server) instead of Sent; and Mover's count flags a crew size rule that points at a removed entrance. Test calculator
    • Tax the valuation: on Settings › Pricing & calculator › Taxes, a new Tax the valuation switch adds the valuation (Full Value Protection) to what the Order Total Tax is charged on. For example, a $520 move with $220 of protection at 13% comes to $96.20 of tax instead of $67.60. It's off for every company, so nothing changes until you turn it on. Taxes
    • Tax after the discount: on the same page, Calculate tax after the discount works the Order Total Tax out on the charges less the discount. For example, $1,400 with $50 off at 13% comes to $175.50 of tax instead of $182.00. It's off by default. Turning either switch on or off updates new quotes and your open orders that the customer hasn't agreed to yet. Reserved, Booked and completed orders keep their totals. Taxes
    • A service's deposit can be once per move: under Settings › Pricing & calculator › Reservation & deposits › Deposit by service, a service with its own deposit now has Per truck, as above or Once per move. With Once per move, a $500 long-distance deposit stays $500 on a two-truck move even when Charge Reservation Price Per Truck is on, while your other services keep asking per truck. Per truck, as above is the default, so nothing changes until you choose it; it applies to orders created after you save. Reservation & deposits
    • Choose which services get the equipment fee: Settings › Sales & orders › Equipment fees has a new Charge on these services card, per move type. Every service is on, so nothing changes until you turn one off; then new days of that service (for example a packing-only or labor-only day) get no equipment fee. Fees already on orders stay as they are. Equipment fees
    • Round billed hours up to the next 15 minutes: in Settings › Documents & bill of lading › Bill of lading rules, Bill the crew's hours now lets each move type choose Always round up to the next 15 minutes (3 h 01 bills 3 h 15) instead of the nearest 15 minutes with the 5-minute grace. It changes only what the customer is billed for the crew's recorded hours (bill of lading, closing, invoices); the crew's worked minutes stay exact, and jobs already started or closed keep their rounding. Nothing changes until you choose it. Bill of lading rules
    • After-hours rate by start time: on Settings › Pricing & calculator › Rates, a new After-hours rate card lets jobs that start at or after a time you choose (for example 5:00 PM) use another price level's rates (for example High-Peak). Only the start time counts: a job that starts earlier and runs late keeps its rate, and a rate typed on the order always stays. It's off for every company until you turn it on. Hourly rates and price levels
    • Lead provider instructions on Lead sources too: the Lead providers card in Settings › Sales & orders › Lead sources now has For lead providers and For Angi — the same ready-to-copy instructions as on Move size. Lead sources
    • New lead notices show move size and source: New lead notices now show the move size and where the customer heard about you. Notifications
    • Partner data feed: give a partner you choose — your ad agency, a reporting service — a read-only key to your booked orders, with the status dates, ad tracking and totals you allow. Off until an admin makes a key; revoke it any time; every request is logged. Settings › Integrations › Partner data feed. Help
    • Job chat moves into Track your movers: in the client portal the chat now opens from the Message button on Track your movers — full screen on a phone, a panel over the map on a computer — and the separate Job chat menu item is gone (old links still open it). The live map link from the arrival-time text opens its chat the same way. A red count on the button and on Track your movers in the menu shows unread messages. When the foreman or your office writes, the customer gets one text, "You have a new message from your movers", with your short link that opens the chat; edit the words in Communication › Templates and switch the texts off in Settings › Customer experience › Job chat. Track your movers in the client portal
    • Stop titles on Track your movers: each stop says what it is above its street — A · Pickup, B · Extra drop-off, C · Destination — in the portal and on the live map link. Track your movers in the client portal
    • Track your movers in the client portal: every move in your customer's portal has Track your movers in the menu — before the day, their stops and route on a map, Your movers with a Message your movers button, and the job chat; once a foreman is assigned, Mike is your foreman and Message Mike; on the day, from En Route, the live map with the truck and the arrival time. Shown where your crews use the movers' phone app and the live map is on; hide or rename it in Settings › Client portal › What customers see. Track your movers in the client portal
    • Reputation › Connections: every review site on one page — Google, Facebook, Yelp, Nextdoor, BBB, Angi and Thumbtack — each a tile with a green, grey or red dot. Connect Yelp to see your Yelp rating and newest reviews, and add your Nextdoor, BBB, Angi and Thumbtack pages so the office opens them from Reputation › Reviews. Google Business Profile moved here from Integrations; Facebook connects as soon as Facebook approves MoveBoard. Nothing changes until you connect a site. Connections
    • Skip an automatic message already sent by hand: new, optional, off unless you turn it on. At the top of Settings › Communication › Workflows, one switch for emails and one for texts, each with its own window (1 to 24 hours). On, when someone in the office already sent the customer the same email or text on the same order within that time, the automatic one is not sent, and the order log says who sent it and when. Messages to your office and crew always go. Skip an automatic message that was already sent by hand

    Fixes

    • Review QR codes open the review page: scanning a foreman's review QR code (Settings › Reputation, the Review card in the Movers App) opened a "Getting your move ready…" screen on your website instead of your review page. Now the scan is counted and the customer goes straight to your review page, and the same goes for review request links. Links to the customer portal open the portal over your website. Review link and QR codes
    • A paid damage claim never makes a balance due: money paid to settle a claim is a claim payout, not a refund of the move. It no longer lowers what the customer paid, so the closing, the customer's portal, the bill of lading, invoices, Send to pay and payment reminders show no balance for it. Payments shows it as Claim payout, apart from the Total; the closing shows Claim payouts beside its figures. A claim can now be paid several ways at once (for example $100 to the card and $100 by Zelle), a refund already made in Payments can be picked as the claim's payout, and the Refund window has This refund pays damage claim CL-…. Pay a claim
    • Email designer: drag anything to any place in older emails: in an older email laid out in one big table, a new Text (or any element) dragged in the email only went to the very top or the very bottom. The email now opens in its own pieces, so a green line shows every place between two pieces and the element lands right there. Nothing about how the email looks or sends changes until you change it. Help
    • Email footer no longer breaks the rest of the email: a default header or footer with a piece of code left unfinished (for example a tag cut off in the Code view, or a pasted block with extra closing tags) could spill into the email around it, so the blue bar at the bottom shrank to a narrow column at the left. Now the header and footer are always closed off on their own, every email keeps its full width, and the rest of your footer looks exactly as you wrote it. Email header and footer
    • Long-distance moves with flat transportation and hourly loading and unloading show the right labor time: the bill of lading counted the labor from the first start to the last end, so the drive between the two addresses read as labor (for example 7h 15m for 3h 15m of loading and 3h 15m of unloading), and a $0 travel hour was added to the total time. The labor time is now the loading plus the unloading hours (6h 30m), with no travel row unless travel is charged, and while the job runs the closing follows the crew's recorded hours at once. The charges never changed and don't now, and nothing changes in how your movers are paid. Flat transportation + hourly
    • "Due at pickup" on long-distance moves is one figure everywhere: the bill of lading worked it out as your percent of the total less the deposit, while the crew's Take payment amount and Block the crew until this % is collected took your percent of the whole total less everything received. All three now use the bill's figure: a $4,181 move with a $500 deposit at 50% asks $1,840.50 at pickup, where the crew's screen used to suggest $1,590.50. With 100% at pickup, or no deposit, the amount the crew is asked for does not change. Bill of lading rules
    • Crew messages no longer show as customer workflows: the texts and emails Dispatch sends your movers (assigned to a job, crew scheduled, start time changed) were also listed in Settings › Communication › Workflows as messages to the customer, and their runs always said "the customer has no mobile number". Nothing was ever sent to a customer from them. They're gone from Workflows, and a workflow of your own on a crew moment never texts the customer. Your movers get exactly the same messages from Dispatch. Messages that are not workflows
    • A customer who signs while the deposit is paid another way keeps their signature: with no online card payments connected, the customer page let customers place every signature and only then said to call about the deposit, keeping none of it. Now the page says before they sign that the deposit is paid to you directly, their signatures are saved when they press Sign and save, and the order books the moment you receive the deposit (cash, check or card). Nothing changes for companies that take the deposit by card online. When you pick Booked on an order whose customer hasn't signed the Order for Service, MoveBoard now asks first. Book a job
    • Multi-day moves show each day's own crew on the truck schedule: on an order with more than one day, the order's own bars on the truck schedule (the ones tagged This order) now show that day's movers and that day's pickup and drop-off ZIPs, the same as the Dispatch board. Before, every day showed the first day's crew and stops, so a move day after a packing day could read "6 movers · 01810 → ?" instead of its own 8 movers. Multi-day moves
    • Flags can always come off an order: when an order's move type was changed (say Residential to Commercial), the flags it already had stayed at the top of the order but the Flags panel did not show them as on, so they could not be taken off. Now the panel and the Orders list's Edit Flags show them as on and a press takes them off, and every flag chip at the top of the order has its own × to take it off. SAVE writes the change to the order's log. Flag orders
    • Adding flags to many orders keeps their flags: on the Orders list, ticking orders and adding flags replaced each order's flags with the ones you picked. Now the flags you pick are added to each order and the flags it already has stay; an order that already has a flag of that name doesn't get a second one. The button says Add flags to N orders, and each order that got a flag has "Added flags: …" in its log. Flag orders
    • Ticked orders stay ticked after a bulk action: on the Orders list, the ticks were cleared after every action for selected items, so a second action meant ticking the orders again. Now they stay ticked, so you can send a mass text and then add flags to the same orders. An order the action moved off the list drops out, and Clear unticks them all. Bulk actions
    • Online booking is faster: when a customer pays the deposit and signs on their portal, they see their booking confirmed sooner (about 40% less waiting). The deposit, the booking, the trucks and the order log stay exactly the same; the notices about other orders that lose their truck go out a moment after the customer's answer instead of before it.
    • Template previews show links the way customers get them (short): in Settings › Templates, "Email me a test" and the Workflows preview, every customer link (portal, account, inventory, order of service, change date, pay, live map, claim) now shows as your company's short link, like https://yoursite.com/?hl=preview, instead of a long address. Customers always get the short link; the one in a preview is only a sample and opens nothing.
    • AI receptionist no longer asks for a ZIP code twice: when the receptionist read a ZIP code back and the caller said yes, it could still ask for that ZIP again just before making the estimate. A ZIP the caller confirmed now counts, so it is asked once. Help
    • AI receptionist keeps the email the caller confirmed: when the caller said no to the email the receptionist read back and confirmed a corrected one, the call's lead notes could keep the wrong one. The notes now keep the email the order got. Help
    • Reputation › Reviews no longer has a Request reviews tab — review requests go through your messages and workflows (open the order and use Text or Email with one of your message templates, or let a workflow send it after the job). Reviews
    • Crediting a review to a foreman, in plain words: Settings › Reputation › Competition & bonus now has one setting — Within 4 hours of the scan, Within 48 hours of the scan, or the office assigns every review by hand — with the hours right inside each choice. No more A/B/C letters or separate Hours row (Reputation › Competition says it in words too: "Credited within 4 h of a scan", and a review's chip reads QR scan or Assigned by hand); your current choice and hours are kept. Competition and bonus settings
    • Bonus payouts: Reputation › Competition's Bonus Calculator is now Bonus payouts — the period's breakdown per person, the total, Print payout slips and Export CSV, with no amounts to type (they are in Settings › Reputation › Competition & bonus). The Settings tab at the end is gone too. The review competition
    • Distances between stops in the same town: a stop the map service gave a malformed ZIP, or a drive the map service ended at a same-named street in another town, no longer shows (and prices) as 100 miles away. The route now checks that every drive ends at its stop; if it does not, the stop is routed by its exact position, and a stop placed far from its typed ZIP is marked "Distance and travel time may be inaccurate".
    • SAVE at the same moment as the customer's online booking: when an order was saved at the very second someone else (or the customer, booking online) was saving the same order, SAVE could stop with a technical "Deadlock found…" message. MoveBoard now lets the two go one after the other and tries the SAVE again by itself; in the rare case it still cannot go through, it says "Someone else was saving this order at the same moment. Nothing was saved; press SAVE again." and keeps everything you typed.
    • Texts go from the order's branch number after you move the order: with a texting number on each branch, an order moved to another branch kept texting the customer from the old branch's number once the customer had replied to it. Now every text about an order — yours, workflows', job chat's — goes from the order's current branch's number, and a reply the customer sends to the old number still lands on the order, for the new branch's team. Text a customer
    • Unloading-only jobs no longer charge loading time: an Unloading Help job (also a delivery or unpacking day) now counts only the unloading part of the move — 40% of the size. It was adding the 60% loading part too, so the estimated time was too long. Orders already made keep their price until they are re-estimated. How a quote is calculated

  13. New features

    • Lead provider instructions list every field, and your Angi setup is on the page: in Settings › Pricing & calculator › Move Size, For lead providers now says what a lead must have (only an email or a phone number), lists every optional field with what it means and how to write it, and gives your numbers for services and entrances beside the move sizes. Next to it, For Angi gives what Angi needs to set up your leads, with your Angi Leads address, ready to forward to your Angi contact. Move Size
    • Put the customer's Home cards in your own order: in Settings › Customer experience › Client portal › What customers see, the new Order of the cards puts Move Details, Move Status and Quote Details in the order you want, for example Quote Details before Move Status. Drag a card by its handle or press Move up / Move down; the preview shows it at once, on Phone and Desktop, and nothing changes for your customers until you press Save. Your customers see the cards in that order on a computer (left to right) and on a phone (top to bottom). A hidden card stays hidden wherever it sits, and if you never change the order, nothing changes. Client portal designer
    • Reviews count for the whole crew: a review linked to a job now carries the job's crew — the foreman and the movers. Everyone is responsible until you untick someone (say, on a bad review), and your ticks are kept. How reviews are matched
    • Reviews in the movers' stars: the stars beside every mover (Dispatch, the crew pickers, the person's Claims tab, Ed) now blend their damage claims with the customers' reviews of their jobs — good reviews raise them, 1–3★ reviews lower them, removed ones stop counting. Safety stars
    • Choose who gets the review bonus: Settings › Reputation › Competition & bonus — Foreman only, Foreman and movers, or Movers only; each the full amount or the amount split (cents fair, never more in total). The photo extra, take-backs, the ranking, the crew's podium and the payroll lines follow it; a change starts with the next pay period. Competition and bonus settings
    • Attach a job to any review: search by order number, name, phone or email, or pick a suggestion — the review goes with the order and its customer, and the job's crew comes along; written in the order's log. How reviews are matched
    • The customer's reviews on the order: a star beside the order's counters when the customer ever reviewed you (red for 1–3★, even on a returning customer's new quote), and this move's review beside the closing bar; press for the review and your reply. Ask Ed "Did this customer review us?". A customer's reviews on the order window
    • Reputation for every company now: the menu shows Reputation to everyone with "Can see Reputation"; add reviews by hand until the Google connection is approved. Add a review by hand
    • Reputation › Reviews: a new Reputation menu with every Google review of your company in one place — the live rating, the response rate, how many more five-star reviews raise your rating a tenth, the stars and months, the words customers use; filters, CSV export, replies posted to Google, saved replies and an AI draft; reviews Google removes move to Filtered. Reviews
    • AI replies to reviews: Settings › Reputation — off, a draft for your approval, or posted automatically, for the ratings you pick, after a delay; a low review is never posted automatically and the office is told once. AI replies
    • Review card on every job: the Movers App and the Mover's Portal have a new Review tile — the crew's review competition podium, then one tap shows the customer the foreman's QR code to leave a review. Every foreman gets a QR code automatically, and each scan is noted with the job. The Review card
    • Review link & QR codes: Settings › Reputation sets where the crews' QR codes send customers and shows every foreman's code. Review link and QR codes
    • Review competition: Reputation › Competition ranks your foremen by their customers' reviews each pay period — Overview, Leaderboard, Daily performance, Reviews, QR scans, Filtered, Mover view and the Bonus calculator. Every review is matched to its foreman by name or by the customer's QR scan on the job, and you can correct any of them. The review competition
    • Review bonus in payroll: turn on a review bonus in Settings › Reputation › Competition & bonus ($ per review, photo extra, place prizes, foreman only or split with the crew) and each person's bonus goes into Accounting › Payroll by itself after every pay period; a review the site removes later is taken back. The review bonus in payroll
    • Pay the review bonus weekly, every two weeks, twice a month or monthly: Settings › Reputation › Competition & bonus — pick the schedule (the weekday a week starts, the first day of a two-week period) and the pay date. A new schedule starts the day after the current period ends, and past periods keep their dates, standings and payroll lines. Competition and bonus settings
    • Removed reviews, settled your way: Reputation › Competition › Filtered has a card per crew leader with "Money recovered" and "Deduct from current bonus", a printable adjustment notice, and the payout impact per pay period; the Bonus Calculator prints payout slips. The review bonus in payroll

    Fixes

    • Card photos the crew takes with a payment are in the order's photos: a card or check photo the crew takes on the bill of lading's payment now shows in the order under Documents › Photos from the job (and in Attach), named "Card or check photo (payment)". Before, a card photo that reached MoveBoard a moment after the payment was saved was kept on file but shown nowhere in the order. On the crew's payment screen, Pay now waits until the card photo has finished uploading, so the payment always carries it (the office sees it in Edit Payment too).
    • Sales performance follows the switch at once: turning "Include user in sales performance dashboard" off (or on) for a user now updates the dashboard's Sales performance card right away. Before, the card could keep showing the person for a few minutes, and a dashboard left open kept them until it was reloaded. Your dashboard
    • Trucks always show when a job still needs one: with the truck schedule folded, an order with no truck held showed no trucks at all, so nothing could be dragged onto a truck. Folded, it now shows every truck until the job is placed, and the Schedule Date/Truck pop-up always opens unfolded. The truck schedule in the order
    • WhatConverts records every quote, the long form included: on Safari, iPhones and private windows WhatConverts could miss a quote when the quote form loaded quickly (most often the long form, or a second form on the same page), and a quote form reloaded on its own lost the tracking code. Now your tracking code in the quote form always starts and stays in after a reload. Styles & scripts
    • Hiding Inventory from your customers' portal works from the menu too: in Settings › Customer experience › Client portal › What customers see, a click on My Inventory in the preview did nothing. Now it hides Inventory like a click on the Inventory card does — after Save, your customers have no My Inventory in the menu, no Inventory card or Add your inventory button, and their progress reads Quote · Reserve · Book; an old link to their inventory opens their Home. Click it again to show it back. Client portal designer
    • Search finds archived orders: if you're an administrator or have See archived orders, search (the top bar pop-up and the full search page) now finds an archived order by its number, name, phone, email or ZIP like any other order, marked Archived, and opens it. Before, it said "Nothing was found" unless you turned on the Archived chip. Everyone else still never finds archived orders. Find anything with search

  14. New features

    • Each salesperson's own email for customers: on a person's Signature tab (Users › the person), Contact phone is now called User's contact phone, and next to it there is a new User's contact email. Messages that show the salesperson's email (the Salesperson's contact email variable, and the specialist card on the customer portal) now use that email. Left blank, your company's email is used. Your templates keep working without any change. A person's own private phone and email are never shown to customers. Signature and customer-facing contact

    Fixes

    • Flat rate: the Linehaul Charge carries into the closing: on a local Flat Rate order, the Linehaul Charge from the quote (typed or calculated) now shows on the closing's Quote Details and counts in its total when you press Activate Closing (and stays there when you close the job from the order), when you save the closing, and when the crew submits the bill of lading. Before, the closing showed a zero Linehaul Charge and a total of only the fuel and fees. A long-distance closing's Linehaul Charge also follows a linehaul changed on the quote after booking. The closing
    • Print an invoice without it downloading by itself: an invoice's Print (in the order's Invoices list, the invoice window and the Invoices page) now brings up your browser's print dialog, as it used to, instead of saving the PDF straight to your Downloads folder. Choose a printer, or Save as PDF to pick the folder and the name, already filled in as Invoice 214 - Jane Smith. Several ticked invoices print together, each on its own page. A new Download button saves the PDF and, in Chrome and Edge, asks where to save it first, with that name filled in. Print or download an invoice
    • Invoice Qty takes decimals: an invoice line's Qty is now a box you type in, decimals included (1.5, 2.25), instead of a 1, 2, 3… list. The line total is the unit cost × qty less the line's discount, to the cent, and the PDF, the email and the customer's invoice page show the qty as typed. A qty of 0 is refused with the reason. Create and send an invoice
    • WhatConverts records quote requests from the quote form: the hidden moveboard-lead form a filed quote is sent through is now in the quote form from the moment it opens, so WhatConverts (and trackers like it, which look for their forms when they start) finds it and records every quote. Before, the form appeared only at the moment of sending, too late for WhatConverts to hear it. In WhatConverts, track the form ID moveboard-lead. Styles & scripts

  15. Fixes

    • Rate per mile uses the miles on the order: on a long-distance order priced as flat transportation + hourly with Rate per mile, MoveBoard now prices the transportation by the same miles the order's Addresses and the bill of lading show (the road miles from the pickup to the delivery), so a move near a band's edge lands in the band the customer sees. Before, the price used a separate measure between the two ZIP codes, which could be a few miles, or on a rural ZIP more than a dozen, off. Orders already priced keep their price until you change the addresses, the size or the move date and press SAVE. Flat transportation + hourly
    • Dashboard bars open their own day: on the Leads, Reserved, Booked and Moves tiles, pressing one bar of the chart now lists only that day's orders, exactly as many as the bar shows, instead of the whole week. The words under the bars still open every day together. Dashboard
    • Crew tracking history follows the job's statuses: Dispatch › Crew tracking › History now shows each part of the move from the times the crew set them: travel to the customer, loading, the drive, unloading. Before, a phone that sent no location for a while could squeeze the whole morning into one long drive, with no loading and no unloading. Stretches with no location from the phone say so on the card, and a status the Movers App never sent says so too.
    • No more made-up "extra stop": arriving at the destination is the drop-off, never "Stop 2 · extra stop". A stop on the way is only numbered when the order really has an extra address. A long stop with no address on the order shows as "Stopped on the way".
    • On duty ends when the job is done: a foreman whose last job of the day is completed, with the bill of lading submitted, goes off duty right then. History says "Off duty: bill of lading submitted" with the time. A phone that stays quiet in the middle of a job no longer clocks the foreman off and on again. Pressing a clock line in History moves the map to that moment.
    • Online bookings no longer counted as Reserved: on the Dashboard, the Reserved tile's bars (Went to Reserved each day) and the list a bar opens now count only orders your office reserved: a deposit taken over the phone, a status you set, or a booked order sent back for a revised Order for Service. A customer who pays the deposit and signs online in one go booked the move straight away, so it is counted under Booked only. Before, every online booking also showed in that day's Reserved bar, because MoveBoard holds the date with the deposit for the second before the signature goes in. Past days count the same way, and Ed's answers about orders that went to Reserved follow the same rule. Dashboard

  16. New features

    • Crew tracking shows the date, and History any day: Dispatch › Crew tracking now says which day you are looking at. Live shows today only and says so; in History, pick yesterday or any earlier day with the same ‹ date › arrows as Dispatch to see when a crew got to a job. Crew locations on a map
    • Every part of the move named and coloured: History now names each part of the day from the job's statuses: Travel to customer, Loading at pickup, Driving to destination, extra stops, and Unloading at drop-off. The list, the path on the map and the play bar share the same colours, with a key under the bar. The drive to the customer starts when the foreman pressed En Route, and if the phone sent no location for a while, MoveBoard says so ("No GPS from the phone until 9:07 AM") instead of leaving the drive out. The drop-off no longer shows as "Loading".
    • A bigger Crew tracking map: the map now fills the right side of the screen from under the tabs to the bottom, at any screen size, with the crews, the date and the counts in a narrow column on the left. On a phone the map is on top and the list under it.
    • The crew's map from the Dispatch board: the white crew strip under each job now has a chat icon and a map icon. The map icon opens a big map of that job's crew: live today, or the day's route on another day, right on the board. The Dispatch board
    • Flat transportation + hourly on your long-distance bill of lading: on a long-distance order priced as flat transportation + hourly loading and unloading, your bill of lading's Summary of Charges now shows the flat-rate transportation, the loading labor and the unloading labor as separate lines, each with its hours × hourly rate, the minimum, the billing step and the amount. Before the move it shows the estimated hours; once the crew enters the real times, the real hours, with the same amounts as the closing. The crew's phone, the customer's portal and the PDF all show the same lines, and your own MoveBoard templates can place them with new variables such as @longDistanceFlatTransportation and @longDistanceLoadingAmount. Flat transportation + hourly

    Fixes

    • Movers App: tabs open at once: moving from Home to Jobs to Tracker on the movers' phone app no longer waits a few seconds on a spinner. Each tab shows what the phone already has right away and updates quietly behind it; the very first time, the screen's outline appears at once and fills in as the information arrives.
    • Dispatch switches days at once: the arrows, Today and the calendar now show the day you pick right away on every Dispatch tab (Dispatch, Job assignments, Crew schedule and Dashboard). The day before and the day after are ready before you press, a day you haven't opened yet shows its trucks with grey cards for a moment while it loads, and the Back button still steps through the days you looked at. Help
    • Saves come back faster: saving in the order window and other office screens no longer makes MoveBoard redraw the whole page behind the scenes, so the answer comes back sooner.
    • Order log and Last updated: the order log now shows when a customer finishes the inventory, in the same words as the bell. Last updated (and Last Modified By) now changes with every real change to an order, by anyone, including the customer, the crew, payments, documents and automatic rules. Opening or viewing an order no longer moves it. When the customer sends the inventory
    • Fewer random slow screens: MoveBoard no longer stops for a second or two now and then while a screen or an answer loads. Each part of MoveBoard now uses about half the memory it did, so it keeps running instead of starting over between requests.
    • Customers can pay by card again on Stripe: for companies that take cards through Stripe, the card form on the customer's own pages (deposit when booking, pay links, invoices, the box store) and the crew's bill of lading opened empty, and paying showed a technical message from Stripe. The card form now always opens ready for a card. If the card form ever cannot open, MoveBoard says so in plain words and nothing is charged. Pressing pay with no card chosen says "Choose a card or enter a new one."
    • Stripe refunds from the office work again: refunding a card payment taken through Stripe was refused by Stripe with a technical message. It now goes through, for part of a payment or all of it, and the office always gets a clear answer: refunded, or not refunded and safe to try again.
    • Card payments only on Stripe: when a customer picks Stripe Link's bank option instead of a card, MoveBoard now asks for a debit or credit card before anything is charged.
    • Flags shown as dots tell you their names again when you point at them: in the Orders and Leads lists and the dashboard's order lists, an order with more than three flags shows them as small coloured dots. Point at the dots and MoveBoard now lists every flag with its colour and name, as it used to; clicking still opens Edit flags. With the keyboard, moving onto the dots shows the same list, and on a phone the first tap shows the names and a second tap edits them.
    • Saving a card on file rides out a passing card-processor hiccup: when the card processor answers a card check with its own "please try again", MoveBoard now asks again by itself (twice at most, in under two seconds) instead of telling the crew or the office the card was not saved. Nothing is ever charged by the check.
    • Typing right as a window opens keeps every key: clicking into a box while a pop-up was still opening (on a slow phone or computer) could move the cursor to the first box a moment later and lose what was being typed. The cursor now stays where you put it.
    • Storage Ledger opens faster: opening a tenant's Ledger no longer redraws the whole tenant window behind it, so the pop-up and its lines show sooner, most of all on a slower computer.
    • Inventory search follows what you type: in MoveBoard's inventory window the item list now changes with every letter you type, at once. It could keep showing the results of an earlier search (bins and totes while you typed "table" or "dresser"); clearing the box shows the full list again, and Enter still adds the first item.
    • Faster bill of lading page for your customers: the Sign Bill of Lading page of your MoveBoard client portal now opens about twice as fast on long-distance moves. It reads the move once for both the bill and the storage agreement, instead of reading it again for each. The crew's bill of lading and its PDF read a little less too. Nothing on the pages changed.
    • Short links in every text and email: Every link MoveBoard texts or emails to a customer is now a short link on your own website, like yourcompany.com/?hl=Ab3dE5gH7jK9x. That includes the live crew map in the "on the way" and "almost there" messages, sign-in and order links, deposit and pay links, invoices, storage, documents, claims and unsubscribe. The same link is reused for the same page, so a customer gets one tidy link instead of a long one that looks suspicious.
    • Track your movers stays open on your website: the customer's live map no longer switches to "We couldn't open your account here" every minute when it opens inside your company's website. If the connection drops for a moment, MoveBoard keeps showing the last update and says "Reconnecting…" until it is back.
    • A clearer live map for your customers: the status line now says what the crew is doing and where, like "Loading at the pickup (A)" or "On the way to the drop-off (B)" with "Arriving in about 12 min", using the same steps as the Movers App and Dispatch. The truck no longer covers the stop the crew is at (the stop is marked "Crew here" and the truck sits beside it). The map is bigger, zooms with a double-click, double-tap or pinch, and has an "Enlarge map" button that opens it over the whole screen, on phones too.
    • Smoother maps in Dispatch › Crew tracking: the crew map zooms smoothly with the mouse wheel, trackpad, double-click, the + and − buttons or a pinch, and it no longer goes blank while it zooms. The map is bigger, and a new "Enlarge" button opens it over the whole screen, on phones too. The same smoother zoom and Enlarge work on the other maps in MoveBoard.

  17. New features

    • Job chat: on moving day the customer, that day's foreman and your office write to each other in one conversation — the customer from the live map link ("Mike is your foreman · Message Mike") and their portal, the foreman from the movers' phone app (notifications, works without signal), your office from the order window's Job chat and right on the Dispatch board (a red count on the job's card). The foreman's messages have their own office notification, When a foreman writes in the job chat. Names only, never phone numbers. Every message is also in the order log. Switch it on in Settings › Customer experience › Job chat. Job chat
    • Long distance: billing step for loading and unloading: "Flat transportation + hourly" has a new Billing step for loading and unloading — 15 minutes (the default, unchanged) or 30 minutes, rounded up (2 h 01 bills 2 h 30). Loading and unloading are each rounded on their own after the minimum hours, the same on the quote, the bill of lading, the closing and the invoice. Nothing changes until you pick it. Help
    • Crew tracking, redesigned: Dispatch › Crew tracking is now a big live map beside a list of your crews, with each crew's arrival time ("12 min · 7:33 PM"), job step, speed and last GPS report. Counts at the top show who is en route, on the job, late, at risk or out of signal — press one to see only those crews. Press a crew to see its route to the next stop. History replays a foreman's day with a time slider. Works on phones and tablets too. Crew locations on a map
    • Export customers: download your customers as a spreadsheet, one row per customer however many orders they have, with phone, email, second phone and email, city and state, number of orders, booked moves, first order, last move, source, sales person and whether they opted out of texts or emails. Press Export customers next to Export this list on the Orders page (it follows your filters), or open Reports › Customers › Customer list and press CSV. Needs Can Export reports. Export customers
    • Send to pay now works on long-distance bills — and on any job with a bill of lading: long distance (pickup and delivery), flat rate, moving & storage, storage, packing, labor only and invoice on delivery can all send a payment link now. On a long-distance bill the link starts at what is due on that leg (the % due at pickup, or what may be collected at delivery) and never asks for more than the balance; the payment lands on the long-distance bill and the closing as "Paid remotely by …". Whether the crew sees the button is still up to you: your Send to pay setting, or the move's own switch in the Payments window. A day with no bill of lading yet shows no Send to pay. Send to pay

    Fixes

    • Your own name on the customer sign-in page: after a quote on your website form, "Manage My Quote" for a returning customer could open a sign-in page without your company's name and logo. It now always opens your own sign-in page, and Logout lands there too.
    • Every link and form shows only your company: a customer link, password-reset link or quote-form link that does not name its moving company now opens a plain page asking for the link from the company's message, never another company's page. "Get a quote" links open your own quote form, and the mover's password-reset email now opens your own company's page.
    • Typing stays where you put it: picking an item in a small menu that opens another window (for example Invoices › + › Order Invoice) could, on a slow connection, move the cursor out of the box you had started typing in. The cursor now stays in your box.
    • Website quote form: the Service Type menu stays open: right after both ZIP codes were typed, the Service Type menu could close by itself a moment after it was opened. It now stays open until the customer picks.
    • WhatConverts finds the quote form: the quote form's frame on your website now has the class moveboard-form-frame, so WhatConverts can be pointed at it with wc_frame_target = '.moveboard-form-frame'. Before, it had no class or name WhatConverts could use. Help
    • The crew tracking map always shows the map: for a company with its own Google key, Dispatch › Crew tracking and the customer's "Track the movers" page could show only a gray background ("Map tiles unavailable") when that key isn't set up for maps. The map now always draws its streets.
    • The live map link is in every arrival-time text: when Track the movers is on, the text and email the customer gets when the foreman presses En Route (and the "almost there" message) now always end with Follow your crew live: and the link, even if your own template doesn't include it. A template that already places the link keeps it where you put it. Track the movers
    • Delete an invoice that only shows the order's deposit: an Order Invoice that listed the deposit already paid on the order said it "has payments received, so it can't be deleted". Only money paid on the invoice itself keeps it now; the deposit stays on the order when the invoice is deleted. Help
    • Every RingCentral call lands on its order: some calls never reached the Calls page or the order — a voicemail left in a person's own box, a call forwarded to a cell phone, a call whose end RingCentral never reported, or every call of a company whose main RingCentral line isn't connected. Every few minutes MoveBoard now checks RingCentral's own call history and files any finished call that is missing — on the customer's order, with its recording or voicemail — so a call RingCentral has is there within about 15 minutes. A call from a number that isn't on any order (a relative, a caseworker) is on the Calls page: Attach to an order files it, and its next calls too. Help
    • Card charges always give one clear answer: when the card processor is slow, the Charge button now says Confirming the payment… and checks with the processor while you wait, then says Charged or Not charged — please try again — never "not known whether the card was charged". When a card is declined
    • Trying a card again never charges it twice: every charge is sent with the processor's duplicate check. Pressing Charge again after a charge that went through says This card was already charged $X — it is recorded on the order, and makes sure it is. Charge again anyway is there when you really mean a second payment. A duplicate charge that slips through some other way is voided automatically and written on the Order Log. When a card is declined
    • Card expiration dates are taken however they're typed: 03/31, 3/31, 03/2031, 0331 or 032031 — in Credit Record (which refused them before), Credit Online, the portal, the crew's bill, Send to pay and invoices. When a card is declined
    • Signatures show in the Dark look: with Dark chosen under your name, signatures were black on a dark page and could not be seen (the bill of lading, a payment's signature, release forms, change orders, box deliveries, documents and the team profile). Every signature now sits on a white paper tile, exactly as it was signed.
    • Dashboard Reserved bars show every order that went to Reserved: a booked order sent back for a revised Order for Service, then signed again, no longer disappears from the Reserved bars. The bars count every order that went to Reserved each day, the big number is the orders still reserved, and the list from a bar shows each order's status now with what happened ("signed again 2:15 PM"). Help
    • Crew photos save and delete faster: deleting an inspection photo no longer waits for the photo storage to answer, and saving a photo's details or adding a photo to an inspection takes one quick step. The Movers App shows every save and delete at once and sends it in the background.
    • Order window › Invoices fits the screen: the list no longer scrolls sideways — it opens wide enough for every column, each invoice's buttons sit together at the end of its row (Edit and Pay, then Print, Resend and Delete), and on a phone each invoice is a card. Help
    • Save an invoice without sending it: the invoice editor has Save (an invoice already sent — it keeps its status) and Save as draft (a new one) next to Proceed To Send Invoice. Nothing goes to the customer, and the order's log says it was updated. Help
    • The invoice email shows the right amount: the email preview showed the invoice's old saved total ($947.00) instead of what was on the screen. It now uses the invoice as you see it, and asks the customer to pay the Balance Due — the same amount they see when they open the invoice. Help
    • Tracking scripts inside the quote form run every time: the code in Settings › Website & forms › Styles & scripts › "Tracking scripts inside the quote form" (WhatConverts and similar) now runs inside the quote form on your website in every browser, Safari included, on every visit. Before, some browsers and some visits got the form without it. Styles & scripts

  18. New features

    • Flat transportation + hourly: calculated transportation and long-distance hourly rates: on Settings › Long distance › Flat transportation + hourly, the new Transportation price choice can fill the flat-rate transportation from your Flat rate long distance settings (by distance and move size) — the office can still type over it on the order. On Settings › Pricing & calculator › Rates, Long-distance hourly (loading and unloading) lets you untick Use the same hourly rates as local moves and set a second rate chart for long-distance loading and unloading. Nothing changes until you change these settings. Help
    • MoveBoard's own mark on the sign-in page: the sign-in page, the signed-out card and the loading circle in an order now show MoveBoard's mark in place of the old letter badge, and the line under "Welcome back" reads "Sign in to run your moving company."
    • Refund an overpaid order in one step: on the closing, press (overpaid) next to Total Due. Refund Payment opens with the overpaid amount already filled in, and you only pick which payment it comes back from (picked for you when one payment can cover it). It never refunds more than that payment can still give back. Only people who can process refunds see it as a link. Help
    • What's new in two parts: each day's updates are split into New features (new, or works differently) and Fixes (was broken, now works) — in the What's new pop-up, on the crew's phone and in the Help Center.
    • Tracking scripts inside the quote form: admins can now add tracking code, such as WhatConverts, that runs inside the website quote form itself, on the company's own website. Find it in Settings › Website & forms › Styles & scripts. Each quote request then also reaches the tracking tool as one complete form submit, named moveboard-lead. Help
    • Long distance: transportation priced by the mile: "Flat transportation + hourly" has a third Transportation price, Rate per mile (by distance) — your own distance bands (From / To / Rate per mile, the last band "and up"), so the transportation follows the trip's miles only, never the move size; the order's ? shows the miles, the rate and the band. Nothing changes until you pick it. Help
    • See several branches on Dispatch and the Calendar: switch it on in Settings › Dispatch › Several branches, for every branch at once or for one branch, then pick "All my branches" or the branches you want. Every job, truck and crew shows a small label with its branch, and a job only goes on its own branch's trucks and crews. Help
    • Copy a person's permissions to other branches: on a person's Permissions tab, press "Copy these permissions to other branches…", pick the branches, check what changes, and copy. You can only give permissions you hold yourself. Help

    Fixes

    • Booking an order is faster: booking an order (from the order window, the customer's portal, an import or the assistant) now makes the bill of lading, the closing and the booking's notifications in far fewer steps, so the booked order, its bill of lading and imports of booked orders are ready sooner. Nothing about what is saved has changed.
    • Email preview no longer stuck on "Filling in the email for this order…": when the email came back very quickly, the preview (the eye in an order's Email tab, and the mass-send preview) could keep showing the loading words. It now always shows the filled-in email.
    • Pop-ups no longer move your cursor after you have clicked into them: a pop-up puts the cursor in its first box a moment after it opens. If you had already clicked into another box (for example a refund's Reason) or opened a calendar, it took the cursor away and what you typed went into the first box. It now leaves your cursor where you put it.
    • Long distance question no longer takes your typing: "This move is now long distance" can come a second or two after you change an address. It used to move your cursor onto Change to Long Distance, so a space typed in the next address could switch the service. Now your typing stays where it is and nothing is pressed for you. Help
    • Import Progress follows the import to the end: when MoveBoard was slow to answer, the progress card could say "That did not go through" while the orders were still going in. Now it keeps following the import until every row is in, shows the same counts as Import history, and lists any row that could not be imported with its reason. A row is never imported twice. Help
    • Adding inventory no longer freezes: pressing items in the office inventory is instant again on big item lists, SUBMIT saves in the background (opening the inventory again right away is never greyed out, and the save is retried by itself if the connection drops), and saving takes a fraction of the time it did. Changing an item in Settings › Inventory › Items is quick again too. Help
    • The menu shows only what you may open, from the first moment: on a new tab, the menu on the left could show every item (Settings too) for a few seconds before it knew what you may open. Now it shows Dashboard, Orders, Tasks and Support at once and the rest as soon as it knows; your other screens have it straight away.
    • Street suggestions come back by themselves: when the address service was slow to answer, the street box stayed empty until another key was pressed. Now it asks again by itself a moment later, and the suggestions appear.
    • Truck days off always save: taking a truck off the road for a day that had been off before and put back failed with "That did not go through." and nothing was saved. Those days now save like any other, red and pink days elsewhere in the year are left as they are, and if a save ever can't be written the calendar says which truck and days and keeps what you picked. Help
    • Calls reach the Calls page again when RingCentral is busy: when RingCentral asked MoveBoard to slow down, every open phone and every call event kept asking, so new calls stopped being filed. MoveBoard now waits RingCentral's pause out, the phone in the top bar reconnects by itself instead of asking you to reload, and calls are filed first. Call and voicemail events also keep arriving after the weekly renewal of the RingCentral connection. Help
    • Email connection warning and Connections now agree: the red envelope names the mailbox address and what went wrong, Connections shows Needs reconnect when the check finds your mailbox refused, and if you work in several branches it lists your mailbox in each one with its own Connect button. Help
    • A custom service's name is kept while the bill saves: on the crew's bill, a name typed into a new custom service right after adding it could disappear when the bill finished saving the new line, mostly on a slow connection. What the crew types now stays and is saved when they leave the box. Help
    • Signing again keeps the booked date: when a booked order goes back to Reserved (a new date, a Revised Order for Service, the status menu, Move back to Reserved, Send quote, a postponed move) and the customer signs again, it keeps the date it was first booked and who booked it. The dashboard's Booked tile, the reports, payroll and sales credit count the first booked date, and the order shows "Booked Oct 1 · Re-signed Oct 22 (Revised Order for Service #2)". Help
    • A custom invoice asks for the total you typed: a Custom Invoice (or one with Include Order Payments off) could show the order's earlier payments as Paid once saved — a $1,165 invoice read Paid $800.00 · Balance due $365.00 although the editor said $1,165 due. Now it asks for exactly what you typed, less only payments taken on that invoice, on the invoice, the email, the PDF and the customer's link. To take a deposit off, use an Order Invoice with Include Order Payments on, or add a minus Deposit line. Help
    • Lead notices land on the right order: an emailed lead notice from a lead provider no longer piles onto an unrelated customer's order — it goes on the order of the lead it describes, or stays in Mail. Help
    • Address suggestions answer faster on a new ZIP: the first street suggestions near a ZIP code, and a customer's new address in the client portal, no longer wait for MoveBoard's own bookkeeping before they answer. Two people typing near the same new ZIP at once now share one lookup.
    • Size of move from your website form always shows on the order: a size whose name has its own brackets, such as "Large 1 Bedroom condo/aprt (up to 1000 sq ft)", showed "Select Size" on the order, though the rooms came through. Now the order shows the size and rooms the customer picked, for new and earlier orders. Long room lists are kept whole. If a website lead names a size that is not in your list, the order's log says what the customer picked. Help
    • Moving & storage customers hear from you once: a moving-and-storage lead is two linked orders, and the customer used to get the welcome, texts and follow-ups for each. Now they get one welcome (with both dates), one quote email showing both moves with a Book button for each, and one follow-up — from the move in. Creating a move out sends the customer nothing new. Booked reminders stay per move. Help

  19. New features

    • Pay your crew for the time they actually worked: a new switch on Settings › Payments & billing › Crew pay time. The customer is still billed in your rounded time (quarter hours and your minimum hours); payroll pays the crew's hourly lines for the exact minutes worked. A second choice, Also pay the minimum hours, pays the crew your minimum on short jobs. The closing and the order's payroll show both times. It starts off, so nothing changes until you turn it on. Help
    • Full Value Protection deductible on the bill of lading: switch on Show the Full Value Protection deductible in Settings › Documents & bill of lading › Bill of lading rules and, when the customer chose Full Value Protection, the bill shows the deductible beside the valuation ("Valuation Cost (Deductible $250.00)") on the crew's phone, your copy and the signed PDF, with no template changes. Off until you switch it on; templates that already print the deductible show it once. Help
    • Start a block on a new page: on a bill of lading page that holds several forms, tick Start on a new page on a block (Settings › Documents & bill of lading › Bill of lading, on the block's toolbar) and the PDF starts that form on a new sheet, with no table row or signature cut in half and no extra sheets. Blocks you don't tick print the way they always have. Help
    • A deposit for each service: on Reservation & deposits, any of your services can now ask its own deposit — hours of labor, a percent of the max quote or a dollar amount — instead of the Hourly, Flat Rate or Long Distance one. Services left on "Same as above" ask what they did before. Help
    • Long distance: flat transportation + hourly loading and unloading: price a long-distance move as a flat-rate transportation charge the office types, plus hourly labor at the pickup and at the delivery, each with its own crew, rate and minimum hours (Settings › Long distance › Flat transportation + hourly). The calculator works out the loading and unloading hours; the customer sees the transportation, the hourly rates and the minimums, never the estimated hours. Off until you turn it on. Help
    • Flat transportation + hourly: tick boxes for crew and rate: on Settings › Long distance › Flat transportation + hourly, each end (loading at the pickup, unloading at the delivery) now has Use the calculator's crew and Use the hourly rate table — untick to type your own crew or rate. The minimum hours are required at each end once a service is ticked. Your saved settings and prices stay the same. Help
    • Crew permissions for one person: a foreman's Permissions tab has a new Crew phone card. Each switch (past jobs, skipping the ETA text, change orders, release form items and prices, custom services and prices on the bill, declining a schedule, time off) starts from your settings for the position, and you can change it for that one foreman. Helpers and drivers get the card too, alone on their Permissions tab. Reset to position puts it back. Nothing changes until you do. Help
    • Foreman permissions on the bill: two new switches on Settings › Crew › Foreman app, "Foreman can add custom services on the bill" and "Foreman can change prices on the bill". Both start on, so nothing changes until you switch one off, for every foreman or for one person on their Crew phone card. Help
    • Faster SAVE and messages: the order window's SAVE and the messages sent after it wait for fewer trips to the database — a crew change about three fewer, a status change on a freshly started server up to two fewer, an email after a SAVE about five fewer. Nothing on screen looks or works differently.

    Fixes

    • Deleting a paid invoice now says why it stays: ticking a paid invoice in the order's Invoices list and pressing Delete used to do nothing. Now it tells you what to do: Mark as unpaid first if it was only marked paid, or refund or remove the payment first if money was received. Help
    • Double drive time shows the drive it doubles: the order's Double Driving Time row, the closing and the bill of lading now name the drive from the pickup to the destination ("Pickup → destination 19 min × 2"), and the bill's pop-up shows that drive instead of the trip from and back to the office. New on Settings › Pricing & calculator › Travel Time: Round the drive before doubling it (off unless you switch it on) counts an 18-minute drive as 15 min × 2 = 30 min instead of 36 min rounded to 45. Help
    • Website quote forms on Framer, Webflow and similar sites: a form now shows when a visitor clicks to its page from another page of your site, not only when the page is opened directly. Nothing to change on your site. Help
    • Scrolling on an iPad: in Chrome or Safari on an iPad, the page no longer slips out of its frame while you scroll — the menu, the top bar and the page's card stay in place, and the page scrolls in one smooth piece.
    • Pay a claim onto the closing, and AI answers that match the screens: when you mark a claim paid by check, cash, bank transfer, Zelle or Other, a new tick box Also put this on the closing writes the payout on the order, so the closing shows it as Claims settled and the balance no longer reads it as owed (it starts from your Paying a claim setting and can be changed for each payment; unticked, it stays on the claim only). AI connections and Ed: storage tenants show their unit and storage location; trucks are counted from the Dispatch board's own trucks and "needed" is never below "in use"; all-branches days use each branch's own day and time zone; refund lists give the refunded payment's date and amount and the later refunds of the period's payments; payroll totals add up the lines to the cent; the last page of a list says it is complete. Help
    • Overnight moves get their Overnight emails and texts: an overnight move has two days, so its status changes used the multi-day templates, and the Can Book Online and Booked templates you set up for Overnight Storage were never offered or sent. An overnight move now gets the status templates for a one-day order that have Overnight Storage ticked, in the Order Updates pop-up after SAVE and in the workflows. If none of them has Overnight Storage ticked, it keeps getting the multi-day templates. Help
    • Portal links on your website never show an empty box: when a customer's phone or computer can't load the portal from your website's link, your loading screen stays up and after a few seconds they see "We couldn't open your account here." with Try again, never a blank grey or white box. Help
    • Taking off a later day of a multi-day move after day 1 is signed: deleting a day that hasn't started and pressing SAVE used to say "The contract is signed, so sales are locked" when an earlier day was already signed or closed. The lock is per day now: a day that hasn't started can be taken off (and it's written in the order's log); a started or closed day stays protected. Help
    • No "Verify you are human" box on your website forms: the robot check now runs only in the background — your visitors are never asked to tick a box, and no space is kept for one under the form. When the check can't vouch for a visitor, the quote still comes in. Help

  20. New features

    • Services we don't do: tell your AI receptionist what you don't do — hoisting (or only up to a floor), pianos up more stairs than you carry, and your own list — in Settings › AI receptionist › Estimates & leads. She tells callers politely, offers to help with the rest of the move, and notes it on the order — a caller who wants nothing else is kept as a lead on their number, so you can call back. Help
    • New status Can't provide service: close a lead whose customer only wanted something you don't do; picking it asks which service. The new Services We Don't Do report shows how many customers asked, orders lost and their value, by service. Help
    • Take cards through your own Stripe account: company admins can now connect their company's Stripe account in Settings › Payments & billing › Payment processing and choose Stripe or Authorize.net for cards. Money, payouts and disputes stay in your own Stripe dashboard. Help link
    • "Can archive orders" permission: admins can now let anyone archive orders and take them out of Archived, from the order's status menu, the bulk Change status and Ed. Turn it on in Settings › Users & permissions › Users › Permissions › Orders. It's off until you do; admins always have it. Help
    • Choose what's required to book online: Settings › Sales & orders › Required to book online sets which customer details (first name, last name, email, phone) an order needs before it can be Can Book Online or its quote sent. A lead with only an email can then get its quote. All four stay required until you change it; Booked and Reserved still need all four. Help
    • Bulk Change status shows the order's own statuses: the list now has only the statuses that can work for the orders you ticked, the same as each order's own status menu. Tick only leads and Postponed and Cancel aren't offered. Draft and the automatic New statuses aren't listed. Help
    • Copy inventory: the Email tab of an order has a Copy inventory button next to Template. It copies the whole inventory list in one click, as a table for emails and documents or as plain lines for texts and notes. Help
    • Type the hourly rate right in the field: on the Move card, click the rate amount and type a new one. Enter keeps it and Esc cancels. A typed rate shows red with a back arrow that brings back the calculated rate. Click the words "Hourly Rate" to open the pop-up with the rate's expiry. Help
    • Item measurements in inches: turn on Settings › Inventory › Measurements to show each item's width × depth × height next to its cubic feet. Choose where they show: the office, the customer's inventory page, the Order for Service, or the crew's inventory. Every item starts with a standard size, and you can type your own on each item in Inventory items. It's off until you turn it on. Help
    • Small text size: Display › Text size (in your user menu) now has Small, along with Normal, Large and Extra large. Small makes all the office's text smaller, the dashboard included, so more fits on the screen. It only changes your own view, and Normal stays the default. Help
    • Send a message with any save: the Order Updates window now has Add update on every save, not only when the status changes. After updating a quote you can add the quote email, a reminder or any template, and it's sent after the save. Nothing goes out unless you add it. Help

    Fixes

    • Mark as unpaid on an invoice marked paid by mistake: press Mark as unpaid in the order's Invoices list or on the open invoice. It goes back to Sent, or Partially paid if a deposit was received. No payment is removed. Anyone who can create or edit invoices can do it. Help
    • Truck Fee shows just its name on the bill of lading too: the Other Fees list on the bill of lading (crew phone and office) now reads "Truck Fee" without "(8 Miles to parking)", the same as the order. Emails, the customer's page and QuickBooks invoices show the name only as well. Help link
    • Disconnect, delete and cancel now ask first: pressing Disconnect on QuickBooks (and Google Ads, a mailbox, an AI app or connection) no longer acts at once: a question says what will happen, and only the red button does it — Cancel leaves everything as it was. The same goes for deleting a task, file or note, letting go of held truck time, unlinking an account, cancelling or archiving many orders at once, clearing flags, discarding an inventory draft, and, in the movers' app, withdrawing time off, deleting a photo or turning storage off. Help
    • Email setup shows only the company's mailbox: storage facilities no longer appear there as extra "… mailbox" cards that looked like duplicates. A facility's own mailbox is set on the facility in Settings › Storage › Facilities, and the page links there. Help
    • AI connections and Ed answer like the screens, every list complete: a long list now says how many came back of how many and how to get the next page, and its totals add up everything (payroll, revenue by move date, storage tenants, documents and more). Card refunds show under refunds and in the days they were made; an order with a paid damage claim no longer reads the claim's refund as owed; times of another branch are in that branch's own zone; unread messages, calls and past-due tasks follow the branches asked; free trucks leave out trucks already on a job; storage's "this month's income" counts only charges still due this month; the company's claims rate never reads 0 with a claim. New: everyone's tasks, read-only, for people who may see other users' tasks. Help
    • Long-distance Grand Total typed by hand: on an older long-distance order whose Grand Total was typed by hand, turning a fee off left the Grand Total and Balance unchanged with nothing saying why. That total now reads red on the Quote card, and the arrow beside it puts back what the rows add up to; after Save the total follows every change again. Help
    • Inventory search finds what you type: searching "king" used to list every item whose details say "Packing required". Each word you type now matches the start of a word in the item's name or details, and items whose name matches come first. This works in the office inventory and on the customer's inventory page. Help
    • TVs show TV pictures: flat panel TVs from 33" up, DLP and tube TVs, the laminating machine and the office chair showed the wrong picture. Each now shows its own. Help
    • Labor time follows the end you pick: picking a "from" above the "to" (9h when the "to" was 6h) used to leave "9h – 6h", and Save then refused it. The other end now moves along with it. Help
    • Bulk Change status no longer offers Booked-Completed: picking it failed every order. It is shown on finished jobs, but nobody picks it. Help
    • Overnight workflows start: an "Overnight → Can book online" or "Overnight → Booked" workflow never started, because an overnight order always has two days. It now starts when the overnight order changes to that status. Help
    • A busy truck in the order's schedule says why: when a truck is busy at the order's arrival window, hovering over its name shows which job holds it then. To use the same truck at a free time, such as the afternoon, drag the order's job onto that time on the truck's row. Help
    • Custom sizes read in inches: an item sized by width, depth and height now reads, for example, custom 60" x 8" x 36". It used to show feet marks for sizes that were typed in inches. Help
    • Truck schedule placement shows the real setting: when the setting was never saved, Settings › Dispatch › Trucks said "Bottom" while the order window put the schedule at the top. Both now say Top. Help
    • Older custom email templates edit like any other email: an email made before the designer (or written in HTML) now opens in its own pieces — text, headings, pictures, buttons and spaces — so you can take out words and pictures, close or add gaps and move parts without touching HTML. Until you change something it is sent exactly as it was; Edit HTML is still there. Help
    • Valuation shows its amount, not its wording: the Valuation line in Quote Details, the closing, the customer's quote and the bill of lading's Other Services box now shows $0 for the basic (released value) option instead of the plan's name, which could run over the amounts. Point at the amount to see the plan's name. Help link
    • No Select button when there is only one deductible: if your Full Value Protection plan has a single deductible, the Valuation pop-up (order and closing) and the customer's protection page use it without asking you to press Select. Help link

  21. New features

    • A shorter Materials block on the bill of lading: the materials used come first with their quantity, price and total, then the Materials total, then every other material and its price in a compact list — all still on the signed bill, in about a third of the space. Edit materials opens one pop-up with Boxes / Packing / Unpacking tabs, a search and − / + buttons; every tap saves at once. Help
    • Policies on the customer's page: Cancellation Policy and Company Policies are now links at the foot of the customer's page, always there to read, not only on the Order for Service. Help link
    • Use a card already on file on the storage agreement: the crew's Add Payment on File lists the customer's cards on file — pick one and press Use this card, or add a new one. Help
    • The full Storage Charge window on the closing: the closing's Storage row opens the same window as the sales side, editable after the job has started; once the storage agreement is signed it shows and changes the agreement's space and monthly rate. Help

    Fixes

    • The crew's materials are never wiped by an office save: saving the closing while the job was running (a storage charge, say) put the closing's older copy over the crew's bill of lading, and the materials, services and travel the foreman had entered disappeared. The crew's bill and the closing are now one record: what the crew enters shows on the closing at once, the office's Save changes only what it changed, line by line, and if the crew changed the same line Save stops and shows their version. Every bill and closing save is now in the order log. Help
    • The bill of lading always shows whether it saved: every change saves at once — even if the page is refreshed or closed straight after — and a line at the top says Saving…, Saved, Not saved yet — kept on this phone or Not saved with the reason. Help
    • Deleting a day no longer asks for a truck: on a Booked, Reserved or Can Book Online move, taking off a day and pressing SAVE used to say "assign a truck to your move" when that day had no truck. A day you delete is never checked; the days that stay still need their trucks. Help
    • Foremen can take an Other Fee off the bill: "Can remove other fees on contract" now shows on a person's Permissions tab, in the Bill of Lading card, so you can let a foreman remove a fee from the bill on the phone. Nobody has it until you switch it on. Help
    • Website quote form no longer cut off on phones: on some company websites the quote form's second page lost its Continue button on a phone once the customer started filling it in, because the website's own styles held the form at a fixed height. The form now always takes the room it needs, whatever the website's styles say. Help
    • The "survey booked" email goes out right away again: when you book or reschedule an in-home or virtual estimate, the customer's confirmation email (and text) is sent at once instead of minutes late — or, sometimes, not at all. Help link
    • Estimator reminders reach the estimator: an email step on a survey moment now has Send to — Customer or Estimator. Your built-in "Estimator Reminder" emails go to the estimator named on the survey, at their staff email (never a text — their phone stays private), and the run log no longer says "the customer has no email address" when a moment names no customer. Help link
    • AI connections and Ed read the board as you see it: jobs on a truck row in San Diego-style branches (dispatch trucks off) now count as having a truck, people on a job's crew are no longer listed as free, the day's truck count matches everywhere, and test or placeholder crew profiles are not offered as free movers. Help
    • Money answers match the reports: revenue and payments are counted in the same branch and days as Payments collected, card includes cards recorded by hand, and an order shows everything it was paid (deposit and closing) and reads Booked-Completed once finished. Help
    • Storage and search answers fixed: a moved-out tenant is no longer said to be in the warehouse, moves into your warehouse address count as coming into storage, a balance with no sent bill says why, and a search for a full name finds names saved with extra spaces. Help
    • Every time is your branch's own, with its time zone, and an order's history answers even when its change log is slow to read. Help
    • New for AI connections and Ed: revenue by move date, payroll by person or job, lists of payments and invoices, storage tenants with rate, late fee and log, an order's trucks, crew, closing and lead tracking — and answers for all your branches at once. Help
    • Order windows open and stay open again: since this afternoon (Oct 19), order windows could go blank with "This order couldn't be shown", and some screens showed "This screen couldn't be shown". That was a slow Order Log read, and it's fixed. If an order can't be refreshed now, the window keeps showing it with a short note. Try again reads the order again without closing the window, and Refresh shows that it's working. Help link
    • Can edit payroll can be given: the switch now shows on a person's Permissions tab, in the Admin card, so someone other than an admin can make and change a job's payroll. Nobody has it until you switch it on. Help
    • A person's department always shows: in a branch where their department belongs to another branch, Details shows it with that branch's name instead of a blank box, and saving the window now writes only what you changed. Help
    • Truck Fee shows just its name: the equipment fee on an order and on the bill of lading now reads "Truck Fee" (or whatever you named it in Settings › Sales & orders › Equipment fees), without "(8 Miles to parking)" after it. Help link
    • Calls reach the Calls page again: a few calls whose hang-up never reached us could hold up every call behind them, so new calls stopped showing on the Calls page. Those calls no longer hold anything up, the calls that just ended are always filed first, and the waiting calls are being filed now, dated when they happened. Help link
    • Address changes save even when the map can't answer: on Oct 19 the map service stopped answering for about an hour, and an order whose address had changed showed "The new route could not be worked out" and would not save. MoveBoard now asks the map service again by itself, and if it still can't answer, SAVE goes through: the day keeps its last travel time and fuel, the Addresses card says Travel time not updated, and the route is worked out again automatically a few minutes later. Help
    • A2P registration fees: the texting registration's fees (the one-time brand and campaign fee, then the monthly campaign fee) were billed at the price of texts. They are now charged at what the registration costs plus a small card-processing margin. Help
    • Change who a text or email goes to: in an order's conversation every recipient chip has an ✕ again, the customer's own number and address included, and + Add takes another number or address for this one message. A typed number must be a whole 10-digit number; the order's contact stays as it is. Help
    • Workflow log no longer says "sent" for a text that was held: when texting is off, the texting balance is used up, or your company's texting registration isn't finished, an automatic text is now logged as skipped with that reason, instead of sent. Help link
    • Saving a card without a charge works again: adding a card on file (the storage agreement, the storage tenant, the order's cards) was refused as "declined by the bank" every time, even for good cards. The card is now checked with a one-cent hold that is cancelled at once, and when a card isn't kept the message says the real reason with its code. Help
    • The bill of lading's storage follows the storage agreement: the agreement's space and monthly rate now reach the bill's Coming to Storage words, its Storage line and total, and the closing, as soon as they change. Help
    • Storage Time Machine shows evening move-ins on the right day: a tenant added in the evening (after 8 PM on the East Coast) was missing from that day's board in the Units Time Machine, though the unit showed. The Time Machine now counts each tenant on the day it was added on your branch's own clock.
    • Moving a job to a new time and a free truck in one SAVE: the order window no longer refuses with "Spot is taken … on" the truck the job is leaving. SAVE checks the new time on the truck you picked. Help
    • "Last Modified By" on the order is now the real last change: it used to stay on the day of an older save while days, trucks, dates or prices were changed after it. It now shows who made the last change and when, in your branch's time zone, and the order list's Last updated follows the same time from now on. Help

  22. Fixes

    • No drive added when the travel charge is off: with Enable Travel Time Charge off, Travel Time from Origin to Destination and Add Driving to Travel Time no longer do anything, even if they were left on — the drive between the stops isn't added to the travel, the labor, the job time or the price, so a 3-hour job reads 3:00. The Travel Time settings page marks both Not in use and lets you switch them off. Double Drive Time is not affected. With the travel time charge off
    • Travel in quarter hours: when your travel is the drive between the addresses (Travel Time from Origin to Destination, Add Driving to Travel Time or Double Drive Time), the drive is rounded to the quarter hour before it is shown, added to the job time or charged — a 6:50 drive is 0:15, so a 3-hour job reads 3:15 on the order, the schedule and the customer's page instead of 3:07. Prices don't change: travel was always charged in quarter hours. Travel is always in quarter hours

  23. New features

    • Send to pay: when someone else pays for a move — an employer, family, a relocation company — the crew (or the office, from the closing) texts and emails them a secure payment link. They see the bill of lading, can tip the crew, confirm with their name and pay by card; the payment shows on the crew's bill and the closing at once as Paid remotely by them. Turn it on in Settings › Documents & bill of lading › Payments on the bill of lading. Send to pay
    • Managers who add people but don't change permissions: a new permission, Can change employees' permissions, right under Manage employees within the company. Without it a manager still adds people and edits their details, positions, branches and pay, but not their permissions, user type or department. Everyone who had Manage employees has it too, so nothing changed — turn it off for the managers you want to limit. And Users is now in the menu under your name for anyone who manages employees, even without the Settings tab. Let a manager add people without changing permissions
    • QuickBooks Online: connect each branch to its QuickBooks company (sign in at Intuit, no keys to paste) and every closed order posts by itself — one invoice per order on its own job, every charge on its own line (labor as hours × rate, each material, service and fee), discounts as negative lines, tips to Tips Payable, your tax to the cent; deposits and payments applied; refunds; a changed closing updates the same invoice and a canceled order's is voided. Use defaults sets up the items and accounts; the sync log says every problem in plain words. QuickBooks
    • Claims settled on the closing: money you pay a customer for a claim by lowering their bill shows as one Claims settled line on the closing, and payroll, profit, the invoice and reports all use the lowered total. A claim paid on its own, with no change to the bill, changes nothing on the order. Claims settled on the closing
    • Storage units — Edit unit, Return and the Time Machine: edit a unit's location, capacity and next charge, return it to the facility or delete it from the big Units view, and open the Time Machine to see where every unit was and who was in it on any day. The storage units board
    • AI Receptionist finds the caller's order: every name on the order counts, and the caller ID together with the move date or the order number is enough to check who is calling. A missing or damaged item becomes an urgent task for your managers on the order, with the item's details, and every task has a Link to order button. How the AI Receptionist finds callers
    • Returned missed calls clear by themselves: once someone calls the number back, or the caller rings again and gets through, the missed call leaves Unheard and says who returned it and when. Missed calls that were returned
    • Copy link on sent emails: under an opened email, Links in this email lists each link — PAY Invoice, the customer's page and so on — with Copy link, to paste in a text for a customer who can't open the email. Email copies and delivery
    • Customers change only the count on your inventory lines: on lines your office set as packed by the company or not shipped, the customer can change how many — never who packs it or that it stays behind. How customers build their inventory
    • Payroll — Save, pay another: when you add a payment on the Accounting page, Save, pay another saves it and keeps the form filled in, so paying the next person the same way is one change and one press. Each one saved is listed in a green Saved ✓ box. Add a misc payment

    Fixes

    • Calls from every branch you work in: the Calls page, Unheard and the number beside Calls in the menu list the calls of every branch you work in, each by your switches in that branch — so branches that share one phone system no longer hide each other's missed calls. Who sees which calls
    • Texting storage tenants: Send as SMS in a tenant's window checks the tenant's own number, so it is no longer greyed out for tenants of another branch. When a text can't go, the reason is written under the button, and a text stopped by the carrier's daily limit says so. Message a tenant yourself
    • Storage units: Open the tenant from the Units pop-up closes the pop-up, so the tenant's window is in front. The storage units board

  24. New features

    • See archived orders: a new permission in the Orders card of a person's Permissions tab. Turn it on for a manager (or anyone) and they can search and open archived orders like an admin — the Archived filter on the orders list, AI Leads, reports and invoices, and the Archived chip in search. It's off for everyone until you turn it on; archiving stays an admin's. Let someone see archived orders
    • Find a town by its name: no ZIP for an address? Type the town (Kintnersville, Bethlehem, PA) in the order's address card, or in the address box of a new lead, and pick it — towns near the move come first, and the city, state and ZIP fill in. A town with several ZIPs gets its main one, with the others offered under it. Typing a ZIP still fills the town. Addresses and stops
    • Long distance — take up to the full balance: on the long-distance bill, Take payment still starts at the suggested amount (your company's % at pickup; at delivery, 110% of a non-binding estimate), and the crew can now change it to anything up to the customer's full remaining balance, at pickup or at delivery. Once the suggested amount is paid, Take payment stays for the rest. Binding and not-to-exceed prices never go higher. Long-distance bill of lading

    Fixes

    • Dispatch board: a job is made longer or shorter only by the small grip in the middle of its card's right edge — the rest of the edge no longer stretches it by accident. And a short card leaves its bottom lines off instead of writing under the foreman's name. The dispatch board

  25. New features

    • Move to closing: a payment that sits on the sales side but belongs to the closing can be moved there from Payments (⋮ › Move to closing) — nothing is charged or refunded, and the closing and the bill of lading count it as paid at once. Money once the closing is activated

  26. New features

    • Quote forms open filled in: when your website already asked for the ZIPs, the moving date or the visitor's name, pass them to the quote form — on the form's tag, in a script, or in the page address — and it opens with them filled in. The visitor can change everything; nothing is sent by itself. Prefill the quote form

  27. New features

    • Ed does what you can do: ask in plain words and Ed puts a card on screen for anything your role lets you do in MoveBoard — flags, move dates, statuses, crews and trucks, storage tenants, payments, invoices, accounts, users, settings — and nothing happens until you press its button. Ed no longer answers "I can't" for things he can do. Ask Ed to do things
    • Texts and emails to many customers from Ed: text everyone moving tomorrow a reminder, email every lead from this week the quote. The card shows how many customers get it, a few names, who is left out and why (no number, replied STOP, unsubscribed) and the message as the first customer reads it. Everything Ed does shows in the order log as by Ed for your name. Ask Ed to do things
    • Display: make the office screens easier to read for you — Text size, Classic font and High contrast, in the menu under your name. Text size, font and contrast
    • Closing side: addresses can be changed on the closing until the day is completed, and every change reaches the crew's bill of lading — signatures stay on their stops. The closing view
    • Storage: a tenant with no Move In order can link a Move Out order directly; the tenant list has Last paid, and every storage card payment names its card. Move in and move out
    • Dispatch: Assign Personnel lists the movers of the board's branch; dispatchers can delete a customer's signature on a bill that is still open. Assign trucks and crew

  28. Fixes

    • Order window: if a SAVE can't go through, nothing is saved and nothing you typed is lost — a Warning! pop-up says what to change, and SAVED shows only once the order really is saved. Save and draft rules
    • Long distance: the Distance on the Addresses runs from the pickup through every delivery, a town entered with its ZIP and no street keeps the ZIP, and an extra drop-off past your company's limit is shown as soon as it's entered. Save and draft rules

  29. New features

    • AI Receptionist — more voices and interruptions: Voice & name has more voices to pick from (Load more), and Call sound sets how easily a caller can interrupt her — Low for noisy callers, Medium (recommended) or High. Call sound

  30. New features

    • AI Receptionist — Day message: Voice & name has a Day message box next to the Night message: it starts with the recommended greeting, you can write your own with {company}, {name} and {ai}, and Use the recommended greeting puts it back. Voice, speed and thinking
    • Faster screens: an order opened from its own link (a bookmark, a reload, a link in an email) comes up in one step instead of two, a save re-reads the order once instead of up to four times, and every office page asks the server for much less as it loads — the menu's numbers come together and the menu no longer reads every section ahead of time. Pop-ups inside the order window load just after the window, so the order itself shows sooner, especially on a phone. Nothing on screen looks or works differently. Order windows on a phone
    • Box deliveries is a tab inside Dispatch for everyone who can see Dispatch, with the same red number of deliveries to schedule; it's no longer in their menu. People without Dispatch (for example sales) keep Box deliveries in the menu. The Box deliveries page
    • Mail is off the menu for now while incoming email is being set up. Emails with customers still show in each order's conversation.
    • AI Receptionist: company admins turn it on themselves — add a card for the prepaid balance, press Turn on, then pick its number. One settings page for everything — Voice & name (voice cards with Listen, Speaking speed from Slower to Faster, Fast answers or Careful answers, her name and the short greeting), Hours, Transfers & callbacks and Knowledge. Voice, speed and thinking
    • Reports: pick a report's dates like on an airline site — click the dates, see two months side by side, click the first day and then the last. The Period list also has Next month. Read a report
    • Box delivery: an address outside your delivery area is caught as soon as it's known — Add to cart greys out with your Too far away words, instead of a refusal at Review order. Box delivery in the portal
    • Addresses: the box checkouts (portal and website store), invoices' Send to, an employee's details, your company's addresses and the crew's stop form suggest addresses as you type; a ZIP fills its own post-office town first (01922 → Newbury), with the other towns to pick. The Order Updates list shows the town that is saved. Addresses and stops
    • Lead assignment reads like a sentence: Lauran gets a new lead when it is… Residential or Commercial · any of the 12 services · all 65 lead sources · any size · any price · every day, all day. Press Change on a line to set it. Working hours are one weekly schedule per person with quick buttons (Weekdays 9 AM – 5 PM, Copy Monday to every day), 12-hour times and a second shift a day. A person with no working hours gets no leads, and the screen now says so. All now really means all: a lead source or service you add later goes to the people set to All (Only these… stays a fixed list). Lead assignment settings
    • Claims: company admins can delete a claim made by mistake or for a test, from the claim's ⋯ menu — type the claim number to confirm. The claim's money stays on the order unless you tick Also delete the money for this claim. Delete a claim

    Fixes

    • AI Receptionist: callers hear the greeting from its first word — she waits a moment after picking up, so nothing is cut off. Voice, speed and thinking
    • Customer portal: customers can change their move size and addresses on a New move again, and the box shop checks the delivery address — even when someone at the office is signed in on the same computer. A customer never reads "not allowed": when something can't be changed, the portal says so in plain words.

  31. Fixes

    • The Start and the Destination of a move can't be deleted anymore — only extra stops have a bin, in the order window, a new order and the bill of lading. Addresses and stops

  32. New features

    • Fuel surcharge is a percent of: choose whether a fuel percent is taken of the whole quote or of labor and travel only. A percent typed on one order follows the same choice, and on long-distance orders a typed fuel wins over the long-distance fuel setting. Fuel surcharge settings
    • Pickup by and Delivery by on long-distance orders: your local crew or the Trip Planner. Choose what new long-distance orders start with in New long-distance orders.
    • Other companies' loads: haul another moving company's load on your trips, and MoveBoard settles it on that company's account. Other companies' loads
    • Payroll and payment dates — the payroll's dates, an order payment's Paid Date and refund date, storage Take a payment and a claim's Date paid — show last month and this month side by side (one month on a phone).
    • Payroll: Print makes a proper payroll statement for one person, a department or everyone. Paychecks are listed last, a new paycheck is dated on the period's last day and starts on Check, misc rows show your note, and a misc payment fills in the person's rate for the payment date. Add payment closes with Save and Close. The Accounting page
    • Templates: press an element of an email and drag it to move it. New folder shows even before your first folder.
    • Lead providers: Angi leads come straight in, HomeAdvisor's own fields are read, and a lead with no move date is set 10 days out. MoveBoard doesn't read lead emails — see Leads from emails.
    • Reports: Lead Acquisition Costs and Material Profitability.
    • New users get their notifications from Defaults by position; Departments are for permissions only. Who hears about what
    • Text messages settings show your prepaid balance with Top up and Auto-recharge. Company admins can switch Google Calendar sync themselves.
    • An account's Messages show the emails sent for its orders, and a Portal message writes to the account's portal without a text.
    • Built-in workflows on a service-type status moment start off until you switch them on. Built-in workflows
    • Custom documents can be picked by estimate type.
    • A whole ZIP code fills City and State in every address form; when it covers several towns, pick one from the list.
    • Score is now the lead score column's name on the Orders list. Our cost shows what each material sells for on the move type you're looking at.

    Fixes

    • When an order has an inventory, the inventory's volume always wins over Size of Move and rooms. Size, inventory or custom volume
    • Changing a day to Moving with Storage now shows and prices the storage at once, and the move-out order belongs to the same customer.
    • A new customer's details and a status change (Can Book Online, Reserved, Booked) save together in one SAVE. After a save, messages that didn't go show as a calm notice with the reason, never as an error.
    • Every email preview shows the message exactly as the customer gets it — variables filled in, your header and footer, real links. Order tables (services, packing, fees, payments, valuation) always fill in.
    • Claims: Open counts every claim that isn't paid or closed, the Customer column is never blank, paid claims say by check #1587, and a release signed by someone from the office says so.
    • Bill of lading stop times: a time the customer hasn't signed never blocks the crew, and every refusal names the stop and the time.
    • A custom document required before the payment signature now really stops payment until it's signed.
    • Edit Message and Edit Note open one roomy text box. Phone rows with an extension stay inside their card. The box shop on the client portal is one tidy column.
    • Valuation option B on the bill of lading no longer looks picked; a release form saved with no change saves; the typical inventory list fills an empty Bedroom 2; picking Admin keeps a person's positions; movers' user windows no longer show Integration; Skip on the crew's tip step never wraps on a phone.

  33. New features

    • Templates: every email and text as a card, with which workflow sends it. Open one to see it exactly as your customer does, design an email with blocks and themes, or edit its HTML on the page or as code beside the live email — and Email me a test. Build your email and text templates
    • The Help Center opens in a new tab from the menu under your name, and follows your Appearance (Warm, Cold or Dark) — change it from the icon at the top of any help page. Appearance now sits at the very bottom of that menu.
    • Help Center: guides with screenshots for every role, and a ? on the main screens that opens the guide for that screen.

    Fixes

    • A company without a logo no longer shows a broken picture at the top of its emails.
    • Help articles open again from every link and from the ? panel.

  34. New features

    • Damage claims: send the customer a claim link in one press — or fill the claim in for them on the phone — see what they're owed, send an offer, get the release signed and mark it paid, all from the Claims page and the order's Claims button. How to file a claim
    • Workflows: decide exactly when every email, text, document and task goes out — When · Wait · Only if · Do — with Try it on an order, which never sends anything. Set up a Workflow
    • Request inventory: one press in the Order card emails and texts the customer a link straight to their inventory list. Send the inventory link
    • Text link in the Deposit row: on Can Book Online orders, text the customer their secure link to reserve with a deposit. Text the deposit link
    • Custom documents: build your own documents to sign and send them from the order or a workflow; signed copies land in Attachments.
    • Change orders: the standard change-order form on the job, local and long distance, signed by the customer.
    • Dispatch Dashboard: the day's progress, late jobs, crews and trucks at a glance — and choose which Dispatch tab opens first with the gear. Open Dispatch on your tab
    • Customer links always use your company's own website address.
    • In the customer portal, Quote Details and Packing Services open as pop-ups.
    • Call recordings in the order conversation: one bubble per call with its exact time and length.
    • Trip Planner for long distance: plan trips, trucks and stops, with capacity bars, trip revenue against order totals, and storage in transit.
    • When MoveBoard is updated, an Update ready button lets you refresh when you're ready — the screen never reloads by itself.

  35. New features

    • Email templates: edit the whole email in one visual editor, with a shared header and footer for every email.
    • Order, storage and invoice windows can be dragged by their top bar; double-click a job on the truck schedule to open it.
    • Adding a stop opens a full address card; a ZIP code alone is enough to save a stop.
    • A canceled job frees its truck and texts its crew; crew taken off a job get a text too.
    • Customers can choose Full Value Protection in their portal, see their services and materials, and request a new move.
    • The salesperson on an order can be changed at any time, even after the job is done.

  36. New features

    • Crews send the ETA text before going en route, and the office is asked to call if the text didn't reach the customer.
    • New Customer signs every stop switch on the order.
    • The office can reopen a submitted bill of lading, and update payroll from the closing in one press; a new Profit card on the closing.
    • Packing shows on the Dispatch job card and on the order's Materials row.
    • Office calls ring right in the browser.
    • Roadmap in the menu under your name: see what's coming, vote, and ask for features.
    • The map pin on an address opens driving directions.

  37. New features

    • Customers sign in to their portal with a code by text — no password to forget.
    • Recording a refund by hand asks whether to send the customer a refund receipt.
    • Address changes on an order show at once and save with SAVE, old and new side by side.
    • Companies can rename their move types.
    • On a phone, the customer's inventory is a simple one-item-per-row list.

  38. New features

    • A redesigned Tasks page, and task reminders that go away when you dismiss, snooze or complete them.
    • A Reports page with many more reports: payments, deposits, refunds, tips, card fees, storage, marketing and more.
    • Settings grouped into clear sections.
    • When a lead can't be assigned, the order says why and links to the setting that fixes it.
    • Customers can sign the bill of lading in their portal; quote forms for your website in short, long and single-page styles.
    • Multi-day moves: + Add Day saves at once, and day pills can be dragged to reorder.