Customer portal
Messages, notes and files in the portal
How 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
- Checked against MoveBoard
- For sales, owners & admins
The customer's menu has three ways to talk to you.
Messages
Messages is their conversation with you — Anything you write here goes straight to your moving specialist. They type, attach a photo or file (Attach a photo or file), and Send. Your replies sent with Send as message appear here; texts and emails you send are in their phone and inbox as usual.
On your side the message lands in the order's conversation and the Messages page, unread, and your team hears Customer message or text if they have it on.
With Send messages off in the designer, they see your messages with no reply box: Messages here are from your moving company. To reach us, please call.
Notes
Notes holds notes you've shared with the customer and the customer's own notes — Add a note for your moving specialist, then Add. They can reword their own notes later; yours they can only read.
On your side their note appears in the order's notes, and your team hears Customer added a file or note.
Files
Files has two boards:
- Photos — No photos yet. Pictures of what you are moving help us plan.
- Documents — what you've shared, their signed orders for service, and what they've added.
They press Choose files to add from their phone or computer, and can Describe or Remove their own. Files you share with the customer show here; they can't remove yours.
On your side their files land in the order's attachments.
Switch them off
In the client portal designer: Send messages, Write notes, Upload files. Off, the customer still sees what you've shared, without the box or button.
If something goes wrong
- Your message could not be sent. / The file could not be added.
- Your note could not be saved.
- That file could not be removed.
Related guides
- Email, texts & callsThe 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.
- Email, texts & callsText 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.
- OrdersThe order's conversationText, email, message, log a call or leave a note from the order — and read everything with the customer in one feed.
- OrdersAttach files and photos to an orderAdd photos and documents to an order, share them with the customer or the foreman, and find the signed paperwork.
- OrdersNotes on an orderLeave a note for sales, dispatch, the foreman or the customer — and who may edit or delete notes.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.