AI moving company software: Ask Ed about your business, then let him do the busywork.
Ed is MoveBoard's AI assistant, a column on the right of any screen. Ask in plain words about an order, today's bookings or who's on tomorrow's jobs, and he answers from your company's data with links. Ask him to text a customer, add a task or change a status, and he puts it on a card you confirm. The AI also drafts and polishes your messages and types what you say.
- opens Ed from any screen
- ⌘Jopens Ed from any screen
- changes before you press the card
- 0changes before you press the card
- year your Ed chats are kept
- 1year your Ed chats are kept
Order #RES-1146
Robert Hale, Oct 18
Ed
About #RES-1146Not about this order
What's left to pay?
$1,270.00 is left on #RES-1146: the $1,420.00 estimate, less the $150.00 deposit paid on Oct 2.
How many jobs did we book this week?
14 booked this week, 3 more than last week. Saturday is the busiest day, with 4 moves.
Open Orders
Ed is included in every plan, with a monthly allowance per company. The AI Receptionist on your phone is a separate, prepaid add-on.
What it fixes
The day before Ed, and the day after.
“How many did we book this week?” means opening three reports and a spreadsheet.
Ask Ed in plain words and get the number, with a link to the list behind it.
A quick “movers are on the way” text takes opening the order, the tab, the template.
Tell Ed. He drafts it on a card with the order and the number; you press Send.
Replies go out with typos, or in a tone that doesn't sound like your company.
Polish, change the tone or fix the spelling in one press, before you send.
How it works
Ed, screen by screen.
01 / Ask Ed
Your numbers, in plain words.
Open Ed from the top bar, with ⌘ J (Ctrl + J), or by pressing E. On a wide screen he opens as a column and the page makes room; on a phone he fills the screen. With an order open he knows which order you mean, and the mention button picks any other. Ask how to do something and he answers from the Help Center, with a link to the screen you need.
- “Which leads haven't been called back?” “Who's on the crew for tomorrow's moves?”
- Ed sees only what your permissions open: income figures need the income permission
- Talk to Ed: press the microphone and speak
Order #RES-1146
Robert Hale, Oct 18
Ed
About #RES-1146Not about this order
What's left to pay?
$1,270.00 is left on #RES-1146: the $1,420.00 estimate, less the $150.00 deposit paid on Oct 2.
How many jobs did we book this week?
14 booked this week, 3 more than last week. Saturday is the busiest day, with 4 moves.
Open Orders
02 / Ed does it
On a card you check, then one press.
Ask Ed to do what your role lets you do in MoveBoard: text or email a customer, add a note or a task, change a status or a move date, assign a salesperson, set flags, put crews and trucks on a job, or work on storage tenants, invoices, accounts, users, payroll and trips. He shows a card with exactly what will happen. Nothing is done until you press its button, and your permissions are checked again at that moment.
- Customers who replied STOP are refused, like anywhere else
- What Ed did is written in the order's log, as Ed · on your behalf
- A setting change offers Undo
- Ed never takes payments and never deletes: he opens the screen for you instead
Ed
Text order 1150 that the movers are on the way
Text to Megan Cole #RES-1150
(617) 555-0131
Hi Megan, your movers are on the way and should arrive in about 25 minutes. See you soon!
Nothing happens until you press. Cards last 15 minutes.
03 / Many customers at once
“Text everyone moving tomorrow.” Done.
Ask for a text or an email to a group, like everyone moving tomorrow or every lead from last week, and Ed finds them the way the Orders list filters do, only among orders you can see. The card shows how many it goes to, who they are, who is left out and why, and the message as the first customer will read it. Each customer gets their own, on their own order.
- Left out, with the reason: no number, replied STOP, unsubscribed
- Up to 100 customers in one send
- Sent through the same mass text and email as the Orders list, with the same opt-out rules
Ed
Text everyone moving tomorrow a reminder
Text 7 customers
- To
- 7 customers
- Who
- Megan Cole (#1150), Robert Hale (#1146), Dana Ruiz (#1176), Victor Chen (#1193), Ana Costa (#1201), and 2 more
- Left out
- 2: 1 · replied STOP; 1 · no number
Hi Megan, a reminder that your move with Harbor & Pine Moving is tomorrow, Oct 18, with the crew arriving 8–9 AM. Reply here with any questions.
This sends to 7 customers at once. Each customer gets their own, on their own order.
04 / Scheduled reports
Your numbers, texted at five.
Ask Ed to send you a few numbers every day, every weekday or once a week, by text, email or both: bookings, new leads with how many were booked and lost, money from closed jobs, payments received, jobs not done yet, and moves today, tomorrow or next week. Up to four numbers a message, ten schedules each.
- Each number needs the same permission it needs on screen
- See and cancel yours from the bell in Ed's panel
- Administrators can see the team's scheduled reports
Ed
Text me every weekday at 17:00 the bookings today and the moves tomorrow
Scheduled report
- Bookings · yours · today
- Moves · tomorrow
Every weekday · 17:00 · by text
Today 5:00 PM
Harbor & Pine Moving: you booked 3 jobs today. Moves tomorrow: 5.
05 / Write with AI
A first draft from the conversation.
In the order window, the sparkle beside the message box suggests a reply from the conversation, drafts a new message for the order, or reworks what you typed: more professional, friendlier, more formal, shorter, longer, spelling fixed. It writes a short text on the Message tab and an email with a subject on the Email tab. Back to my original undoes it.
- Add a hint, like “we can do Friday morning instead”
- It sees the order and the conversation you're in, nothing else
- Nothing is sent until you press send; it's marked AI-written
Order #RES-1150 · conversation
Write with AI, send it yourself
Write with AI
The draft lands in the box for you to read and change. Nothing is sent.
Anything it should know or say (optional): we can do 9 AM instead
Hi Megan, 9 AM on Saturday works. Your crew will call about 30 minutes before they arrive. Thanks for letting us know about the parking!
Written as a textBack to my originalSend as SMS
06 / Speak, polish, translate
Talk instead of typing, in any language.
Every message box has a microphone. Speak, pause if you like, press it again, and your words land at the cursor in the language you spoke. On the Messages page the AI button polishes, rewrites, changes the tone to friendly, witty, descriptive, informative or formal, and translates a customer's message to English.
- Stops by itself after a minute, or 30 seconds of silence
- Works in Chrome, Edge and Safari
- Restore Original puts your words back
Generate
Polish
Rewrite · Restore Original
Modify
Change tone: Friendly, Witty, Descriptive, Informative, Formal
Make shorter · Make longer
Fix spelling and grammar
Translate to English
Polished
Hi Megan, yes, we can start at 9 AM on Saturday. Your crew will call about 30 minutes before they arrive.
07 / AI on your phone line
The AI Receptionist answers the calls.
Ed works only for your office staff. For callers there's the AI Receptionist: MoveBoard's own phone AI on a local number, turned on per company and paid call by call from your prepaid balance. It prices the move with your calculator, creates the lead and texts the booking link. AI Leads shows every lead it made and how many became orders.
- Each AI call on the order: summary, recording and transcript
- Conversations, orders created and conversion rate, by date
- See the AI Receptionist and AI Leads pages for the details
AI Leads · last month
Calls the AI took, leads it made
Conversations
126
Orders Created
41
Conversion Rate
33%
AI receptionist took a call from (617) 555-0148 · 3 min 26 s
Dana, 2 bedrooms, Quincy to Braintree on Oct 16. Estimate given, booking link texted. COI needed at the delivery address.
Play recording · Conversation transcript
“The foundation and direction of this software puts it top of the class. I am impressed with the feature set from the beginning.”
By the numbers
15
Minutes an Ed card waits for you
Every action Ed drafts is a card you check and confirm. It's checked again when you press, and after 15 minutes it expires instead of going out late.
Is the AI feature included in my plan?
Ed is included in every plan, with a monthly allowance per company shared by the team. Most companies never reach it; if yours does, Ed switches to quick answers and Help Center answers until the 1st. The AI Receptionist is separate: turned on per company and paid from a prepaid balance.
What languages does the AI support?
Speak to type hears which language you spoke and writes it in that language. The AI can translate a customer's message to English, and the AI Receptionist can speak the languages you choose for it.
Can I use AI to respond to customer messages automatically?
No, and that's on purpose. The AI suggests a reply from the conversation and the order, and Ed drafts texts and emails on a card, but nothing goes until a person presses send. Automatic messages come from your workflows and templates.
Does the speech-to-text feature work in the field?
Speak to type is in the office message boxes, the order's conversation and the Messages page, and Ed has his own microphone. It works in Chrome, Edge and Safari. The Mover's Portal doesn't have it.
How is this different from using ChatGPT or other AI tools?
Ed and the writing tools work inside MoveBoard with your company's data: Ed answers from your orders, reports and team, and the writing help reads the order and the conversation you're in. Everything is limited to what your permissions let you see.
Who can read our conversations with Ed?
You can, for a year, and you can delete your own. A company administrator can read the team's conversations, read-only. Anything Ed did to an order stays in that order's log.
What won't Ed do?
He never touches money (no charges, refunds or deposits) and never deletes anything: for those he opens the screen for you. He can't do anything your role couldn't do yourself on the screen, and every action waits for you to press its card.
Can Ed message many customers at once?
Yes. Ask him to text or email a group, like everyone moving tomorrow, and the card shows how many it goes to, who, who is left out and why, and the words. Up to 100 customers in one send, each on their own order, with the same opt-out rules as the Orders list.
Works with
Ed hands the work to the next screen.
See your company on MoveBoard.
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