Getting started
Set up your company in a day
A checklist of the settings pages to visit, in the right order, so your first quote, booking and job go smoothly.
- 4 min read
- Checked against MoveBoard
- For owners & admins
On this page
This is the order we recommend for setting up a new company. Each step is a settings page; nothing lower down works well until the steps above it are done. Plan on a working day in all — the times are a guide.
Open Settings from the bottom of the menu (you need the Settings permission). Every page below is a group and a section on the Settings screen.
Your company (about 45 minutes)
- Company & branches › Company info — name, addresses, phones, licences (USDOT/MC), time zone, units and the move types you take. 15 min
- Company & branches › Branding — upload your logo. It appears in the top bar and on what customers see. 2 min
- Company & branches › Branches and Order routing — only if you have more than one branch. 5 min
- Users & permissions › Users and Departments — invite the office team, give each a department, and set their permissions. 20 min
Trucks and crew (about 25 minutes)
- Dispatch › Trucks and Dispatch trucks — your trucks' names, sizes and order. 10 min
- Users & permissions › Users — add your foremen, drivers and helpers, each with a mobile number. 15 min
Pricing (about 1½ hours)
- Pricing & calculator › Rates and Price calendar — hourly rates by crew size, and your peak and discount days. 20 min
- Pricing & calculator › Crew Size & Minimums, Truck count and Mover Speed. 20 min
- Pricing & calculator › Travel Time and Fuel surcharge. 10 min
- Pricing & calculator › Reservation & deposits. 5 min
- Pricing & calculator › Valuation — released and full value protection. 10 min
- Services & packing › Services, then Sales & orders › Packing materials and Additional services. 20 min
- Pricing & calculator › Test calculator — price a pretend move and check the result looks right. 5 min
How the pieces add up is in How a quote is calculated.
Getting paid (about 15 minutes)
- Payments & billing › Payment processing — connect your card processor. Type your Authorize.net API Login ID and Transaction Key; the line under each box says where to find it in Authorize.net (Account › Settings › Security Settings › API Credentials & Keys). 10 min
- Payments & billing › Payment & processing fees and Payment receipts — card fees or a cash discount, and what receipts say. 5 min
Talking to customers (about 1½ hours)
- Communication › Email setup — connect the mailbox your emails go out from. Type the address and press Get Recommended Settings; it fills the SMTP Host and Port for most providers. The line under each box says what goes in it (with 2-step sign-in on, the Password is an app password from your provider). Gmail and Outlook can sign in instead of a password. 10 min
- Communication › Text messages and Texting registration, and Payments & billing › Balance & usage for your texting balance. 15 min
- Communication › Header & footer and Templates — your look, and the quote, booked and reminder messages. 20 min
- Documents & bill of lading › Estimate & order for service and Bill of lading — the wording customers sign. 15 min
- Customer experience › Policies and FAQ. 10 min
- Customer experience › Client portal — how the customer's portal looks. 10 min
Leads coming in (about 30 minutes)
- Website & forms › Quote forms — put the quote form on your website. 10 min
- Sales & orders › Lead sources and Lead assignment — where leads come from, and who gets them. 10 min
- Communication › Workflows — look through the built-in workflows that send messages for you. 10 min
Go live
- Have your crew sign in to the Mover's Portal on their phones. 10 min
- Take one job all the way: a new lead, booked, completed, with the bill of lading submitted.
- Advanced › Setup wizard — turn on Is configuration wizard completed? to record that setup is finished. (The switch only records it; it doesn't change anything else.) 1 min
When you need them
- Integrations › RingCentral — calls in the browser.
- Your own Google Calendar — under Connections in the menu under your name.
- Storage › Facilities — if you store goods.
- Long distance › Method — if you do long-distance moves.
- AI receptionist — if you'd like it to answer calls.
- Documents & bill of lading › Claims — who handles damage claims.
Related guides
- Estimates & pricingHow MoveBoard prices a moveThe chain behind every hourly quote — size, crew, speed, labor time, travel, minimums, add-ons and taxes — with a worked example.
- Estimates & pricingTry a price with the test calculatorPrice a pretend move with your current settings — nothing is saved, no order is made.
- Booking & paymentsHow the deposit amount is setThe rules that work out each order's deposit — per kind of move, per truck, per day, and the raise closer to the move.
- Leads & salesWhere leads come fromEvery way a new lead reaches your Orders list — website forms, the AI receptionist, lead providers, the customer portal and your office — and how the source is recorded.
- Getting startedThe office menuEvery item in the menu down the left, what it opens, what the red numbers mean, and why an item can be missing.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.