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Messages that are not workflows

The 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.

2 min readChecked October 27, 2026

Almost every automatic message is a workflow. A few aren't, and they keep going out the same way whether workflows are on or off. If you can't find a message in Settings › Communication › Workflows, it's probably one of these.

Storage messages that name their own template

Storage reminders, late-fee notices and declined-payment messages that are set up on the storage side with their own template keep sending from there. So does the storage bill's own email and text when a tenant is billed. Change them in Settings › Storage.

Payment receipts

The receipt a customer gets after a payment is sent by the payment itself, not by a workflow. Choose the receipt for each kind of payment in Settings › Payments & billing › Payment receipts.

Staff notifications

Messages to your own team — "New lead", "Booked online", "Cash collected", "Task for me" — come from each person's notification settings, not from Workflows. See Staff notifications.

A workflow can still tell a teammate something with its Tell a teammate step; that message then follows each person's own App / Email / Text choice.

Texts and emails to your crew

The messages your movers get — "New Job Assignment" when someone is put on a job, "You're scheduled to report to work", "Your work start time has been changed", "Job Assignment Removed", "Job Cancelled" — are sent by Dispatch to each person's own phone and email when you assign, change or remove a crew. They never go to the customer, so they aren't workflows: you won't see them in Workflows, and a workflow can't send them. Their words are the templates on those moments in Settings › Communication › Templates.

A workflow of your own on a crew moment (for example Someone is put on a job) can still tell a teammate or make a task. A Send a text or Send an email step on it sends nothing: the moment names no customer, and the run's log says so.

Messages the office sends by hand

Anything someone sends from an order — an email, a text, the quote, an invoice — is sent right then by that person, not by a workflow. The two exceptions are Text link (the deposit link) and Request inventory (the inventory link): with workflows on, the built-in workflow sends them, once, at the press of the button.

Office-only reminders

The estimator's "in-home survey tomorrow" reminder and the office's "cash collected" message go to your staff, not the customer, so they aren't built-in workflows either.