Email, texts & calls
Templates, the mailbox, texting, the phone and reminders.
25 guides
- The Messages pageEvery customer conversation in one place — unread first — with the reply box, templates and AI help, plus the SMS log and an overview of what MoveBoard sends by itself. 4 min read
- Send an email from a templatePick one of your email templates on an order, see it filled in for this customer, change the words for this one email, and send — from the company's mailbox or your own. 2 min read
- Text a customerSend a text from the order or the Messages page — to one number or several, with pictures and files — and what stops a text from going. 3 min read
- AI writing helpLet the AI suggest a reply, draft a message, polish what you typed, change its tone or length, fix spelling, translate a customer's message — and undo any of it. 2 min read
- Make and take callsCall customers from MoveBoard and answer in the browser — the Phone keypad, the call pop-up, hold, mute, keypad tones, transfers, and filing the call on the right order. 3 min read
- The Calls pageEvery call and voicemail in one list — incoming, outgoing, missed and unheard — with recordings, transcripts, the order each one is filed on, and who may see which calls. 2 min read
- MailEvery mailbox you work from in one place — your own, the ones shared with your position, the company's — with reply, forward, flag, archive, and attaching a conversation to an order. 2 min read
- Connect your email and phoneConnect your own Gmail or Microsoft mailbox, Google Calendar and RingCentral from Connections; set up the company mailbox; and, for admins, see who still needs to connect. 2 min read
- Variables in templatesThe placeholders that fill in each customer's name, move details, prices, invoice and links when a message goes out — how to insert them, how they're spelled, and how to check them. 3 min read
- Email header and footerSet the logo, banner and contact details that go round every email template — once, for every email — and give one template its own when it needs to look different. 2 min read
- Texting registration (A2P 10DLC)Why US carriers require your company to be registered before you can text customers, what MoveBoard does about it, and how to tell where your registration stands. 2 min read
- Call forwarding to your numberWhen a customer calls your texting number, ring a phone of your choice — how to switch it on and set the number. 1 min read
- Texting balance and auto-rechargeThe prepaid balance that pays for your texts (and the AI receptionist) — top it up, keep it topped up automatically, and what happens at $0 or when a card is declined. 2 min read
- Staff notificationsChoose which of your team hear about what — new leads, bookings, payments, customer replies — and whether by the bell, email or text; one event is one message, never a pile. 2 min read
- Who hears about what (defaults by position)The notifications each position starts with — Sales, Customer Service, Manager, Finance, Dispatcher, Admin — how to change your company's defaults, and how to give them to everyone in a position. 2 min read
- VoicemailWhere voicemails land, how to listen and read the transcript, how to mark one heard, and how to file one on the right order. 1 min read
- Calls in the order's conversationHow phone calls, recordings, voicemails, missed calls and AI receptionist calls appear on an order — and how to log a call you made from another phone. 2 min read
- Unread messages from the Orders listThe envelope on an order's row shows the customer's unread messages and opens the conversation right there, so you can read and reply without opening the order. 1 min read
- Speak to typeTalk instead of typing in any message box — press the microphone, speak in any language, press again, and your words land where the cursor is. 1 min read
- When messages go outWhat time your automatic emails and texts reach customers — right away, at a set hour, or held until morning by quiet hours — and why a message you send yourself always goes at once. 2 min read
- Did my email arrive?Check whether an email went out and whether the customer opened it — the copy kept on the order, the open indicator, and what to do when it didn't arrive. 2 min read
- Messages to the additional contactWhat the second person on a move — a spouse, an assistant, a relocation manager — receives, how to switch their copies on or off, and why their links never sign them in as the customer. 1 min read
- Get a daily report by text or emailAsk Ed to send you your numbers — bookings, new leads, money from closed jobs, payments, moves — every day, every weekday or once a week, by text, email or both. 2 min read
- Texting rules and opt-outsWho MoveBoard won't text and why — customers who replied STOP, numbers that can't receive texts, switched-off contacts — and the consent line on your website forms. 2 min read
- Box delivery messages and remindersThe emails and texts a box delivery sends the customer, the notices the person delivering gets, the New box order notice, and the reminder the day before — all editable and switchable. 2 min read
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.