Customer portal
What your customers see: their quote, inventory, documents and payments.
25 guides
- How customers sign inCustomers never need a password — their personal link signs them straight in, and the sign-in page texts them a six-digit code. What they see, and what to tell a customer who's stuck. 2 min read
- The customer's moves and Home pageWhat a customer sees when they sign in — their current and past moves, the button to request a new move, and the Home page of each move with its progress, status and cards. 2 min read
- Quote details in the portalHow the customer's price appears in their portal — the Quote Details card, the explanation and tooltips beside it, and the settings that decide when and how the quote shows. 2 min read
- How customers book onlineThe customer's side of booking — the booking banner, agreeing to e-signatures, signing the Order for Service, paying the deposit — and what they see when it's done. 2 min read
- What customers can change themselvesThe date, the move details, the addresses and their contact details — what a customer may change in their portal, when it's locked, and what happens on your side when they do. 2 min read
- How customers build their inventoryThe customer's inventory page — rooms, the item catalog, the typical list, AI from photos or a list, a spreadsheet — and what reaches you when they press "I'm done — send to my mover". 3 min read
- Packing services in the portalHow a customer asks for full or partial packing and unpacking from their portal, and what they see of the packing, materials and extras on their quote. 2 min read
- Choosing protection (valuation) in the portalHow a customer picks their protection plan — released value, your third option, or full value protection with a deductible — and what changes on the order. 2 min read
- Documents customers sign onlineCustom documents you send a customer to sign — how they open and sign them from their link or the portal's Documents, and where the signed copy goes. 2 min read
- Receipts in the portalWhat the customer's Payment and Balance mean on Home, the Receipts tab with every payment, and the printable receipt with Print and Download PDF. 2 min read
- Sign the bill of lading onlineCustomers on a booked long-distance move can read and sign their bill of lading in the portal before pickup — what they see, and what happens with documents that must be signed first. 1 min read
- Change orders in the portalWhere customers find the change orders they signed or declined with the crew — read-only copies of each one. 1 min read
- Messages, notes and files in the portalHow customers write to you, leave notes and share photos and documents from their portal — and where it all lands on your side. 2 min read
- How customers pay an invoiceThe invoice link the customer gets, paying by card (with a tip for the crew if they like), and where they find their invoices and receipts afterwards. 2 min read
- The customer's storage accountWhat a storage customer sees in their portal — balance, status, bills, payments and statement — and how they pay or set the card for the monthly charge. 2 min read
- Track the movers (not offered yet)Customers following the crew on a map isn't switched on yet — what customers get today instead, and where the setting will live. 1 min read
- How customers report damageThe customer's claim page — their items and photos, the review, the result under their protection — and their choices to accept and sign, ask for a call, or decline. 2 min read
- Questions and answers in the portal (FAQ)Put your own questions and answers in the customer's portal — what to include, how to add and order them, and where customers read them. 1 min read
- Policies, certificates of insurance and building time windowsThe company policy, cancellation policy and terms customers agree to when they book — and how customers tell you a building needs a certificate of insurance or has set hours. 2 min read
- A second contact on the moveAdd a spouse, an assistant or a relocation manager to a move — what they receive, why they don't get the customer's sign-in, and how the customer or the office switches their copies off. 1 min read
- The portal on your websitePut the customer portal on your own website — a page that carries it, or the full-page layer your customers' links open over your site — and get the line to paste. 2 min read
- See the customer's portalOpen a customer's portal from the office exactly as they see it — read-only, with a banner, from the order or from a business account — to help them on the phone. 1 min read
- Design the client portalMake the customer portal yours — click any part of the live portal to hide it, reword it or recolour it, set what customers may do, match your brand's colours, and save. 2 min read
- Customer linksHow the links in your emails and texts sign customers in, where they open, how long they last, and why old links still work. 2 min read
- Custom blocks on the portalAdd your own boxes to the customer's Home — a note before the move, a guarantee, your memberships — shown only for the statuses, services and move types you choose. 1 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.