Getting started
Your first day, the screens you'll live in, and setting up your company.
17 guides
- Your first day in MoveBoardA ten-minute tour of the screens you'll use every day — the menu, the top bar, the dashboard and order windows. 4 min read
- Sign in to MoveBoardSign in with your company ID, email and password, set your password from an invitation, and what to do when MoveBoard signs you out. 3 min read
- The office menuEvery item in the menu down the left, what it opens, what the red numbers mean, and why an item can be missing. 3 min read
- The top barWhat every button across the top of the screen does — search, + New, the phone, weather, customers online, Ed, the bell and the menu under your name. 3 min read
- Order, storage, invoice and trip windowsOpen several orders at once, put them away into the dock along the bottom, move them, and close them without losing unsaved work. 3 min read
- Your dashboardWhat every number, card and list on the dashboard counts, how to change the days it shows, and what "Action needed" lists. 3 min read
- Find anything with searchFind an order, account, storage tenant, invoice or payment by name, phone, email or number — from the top bar or the full search page. 2 min read
- Set up your company in a dayA checklist of the settings pages to visit, in the right order, so your first quote, booking and job go smoothly. 4 min read
- MoveBoard on your phoneHow the office screens fit a phone — the menu behind the three-line button, the ⋮ menu, full-screen search and windows — and what is roomier on a computer. 2 min read
- Work in another branchPick which branches you're looking at from the top bar, and what changes from branch to branch. 3 min read
- NotificationsThe bell and its drawer, pop-up alerts and the chime, muting, choosing what you hear about, and the Tasks due card with Dismiss, Snooze and Complete. 3 min read
- MoveBoard has been updatedWhy the update card appears, what Refresh and Later do, and why nothing you typed is lost. 2 min read
- Get help: Support and ticketsChat live with MoveBoard support, leave a message, search the Help Center, open and follow tickets, and rate the help you got. 4 min read
- The welcome tourThe short tour that opens the first time you sign in after MoveBoard's big update — how to move through it, close it, and see it again. 2 min read
- Roadmap and feature requestsSee what MoveBoard is building next, vote for the ideas you want, and ask for a feature of your own. 2 min read
- ShortcutsThe keys and clicks that save time in MoveBoard — open Ed, search, put a window away, and open rows. 1 min read
- What the words on the screen meanQuick meanings for the buttons, colours and marks you see every day — SAVE, red numbers, LOCKED, the dock and more. 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.