MoveBoardWorkflows & automation
When this happens, do that: follow-ups, reminders and recipes you can copy.
- Workflows: when every message goes outHow MoveBoard decides when each email, text, document and task goes out — one plain sentence per workflow, When · Wait · Only if · Do — and where to find them.
- Set up a Workflow (the piano example)Build a When · Wait · Only if · Do rule — here, a task to confirm the piano whenever an order with a piano is booked — and try it on an order before it ever runs.
- Build your email and text templatesEvery email and text your company sends, as cards — see each one exactly as your customer gets it, build an email in the designer (from a ready-made one or blank), send yourself a test.
- Built-in workflowsThe messages MoveBoard already sends for your company, shown as workflows — what they are, how to change or switch one off, and how Reset puts it back.
- Turning workflows onThe company switch that hands every automatic message to Workflows — who can flip it, what happens the moment it goes on, and how to turn it back off.
- When: the moments that start a workflowEvery way a workflow can start — something that happens (a lead comes in, an order is booked, a customer pays) or a date on the order coming round — how to pick one, and how to pick several so one workflow covers them all.
- Wait: when the steps runThe four ways a workflow can wait before it acts — right away, delay the template by a while, until a time of day, or until a date on the order — how to repeat it while it is still true, and how quiet hours move it out of the night.
- Only if: conditionsNarrow a workflow to the orders it's meant for — status, move type, inventory, money, documents, addresses and more — with ALL or ANY, groups, and conditions that make it stop by itself.
- Do: the steps a workflow takesEvery step a workflow can take — emails, texts, the deposit and inventory links, documents to sign, tasks, a note to a teammate, a status change, a flag, a sales rep — and what each one checks before it acts.
- Quiet hoursWhy a workflow's message waits until morning — the 8 PM to 8 AM quiet hours, which workflows keep them, and the links that always do.
- Test a workflow before it runsRead the rule back as one sentence, try it on a real order without sending anything, and look at the exact email or text it would send.
- The run log — why something did or didn't sendEvery run of a workflow — sent, done, waiting, skipped, stopped or failed — with the reason in plain words, on the Workflows page.
- The Automation timelineFollow-ups and reminders sent a set number of days after something happens — quiet leads, a status that hasn't moved, completed moves, unpaid invoices — and how to add, change or remove one.
- Skip an automatic message that was already sent by handOptional — when someone in the office already sent the customer the same email or text by hand, the automatic one is not sent again. One switch for emails, one for texts, each with its own time window. Off unless you turn it on.
- Set up a follow-up emailA step-by-step recipe for the follow-up every mover needs — an email a day after a quote that hasn't booked, which stops by itself once the customer books.
- Booked and Reserved messagesHow your Booked and Reserved emails and texts go out exactly once, whichever way the order got there — the customer paying online, the office taking a deposit, or a status change from the order window.
- Reminders for unsigned documentsRemind customers to sign a custom document you sent — first after a few hours, then every so often, by email, text or both — for every document or just one.
- Tasks made by workflowsHave a workflow give someone a task — the order's sales rep, the dispatchers, the managers, a whole department or one person — with a title, a due time and a kind.
- Workflow recipesReady-to-build workflows for the follow-ups, reminders and hand-offs most movers want — the examples MoveBoard offers, plus recipes you can build in a couple of minutes.
- Templates vs workflowsTemplates hold the words, workflows decide when they go — which page to open for which change, and why switching a template off still stops it.
- Messages that are not workflowsThe few messages MoveBoard sends on its own, outside Workflows — storage bills and their reminders, payment receipts, staff notifications and the crew's texts — and where each one is set.
- Lead scoring pointsGive points to what customers do so the busiest leads rise to the top — and use the score in a workflow's conditions.
- Postponed orders cancel by themselvesLet MoveBoard cancel a move that has stayed Postponed too long — how to set the time, what the customer and your team hear, and how to get the order back.
- Automatic status changes overnightThe status changes MoveBoard makes by itself — quotes that expire, leads whose move day has come — and how they connect to your messages and workflows.
- Automatic lead assignmentHow new leads get a salesperson without anyone pressing a button, and how to add your own hand-offs with workflows.