Inventory
Item lists, cubic feet and weight, and letting customers build their own inventory.
10 guides
- Send the inventory linkOne press emails and texts the customer a link straight to their inventory list, so you can price the move exactly. 2 min read
- Build an inventory in the officeList the customer's items room by room on the phone with them — add items, change sizes, mark who packs — and SUBMIT to re-price the move. 3 min read
- Request inventory from the customerThe ways to get the customer to list their own items — the Request inventory link, a workflow that sends it for you, and their portal — and when each applies. 2 min read
- How customers build their inventoryWhat your customer sees and does on My Inventory — rooms, the catalog, the typical list, photos, a pasted list or a spreadsheet — and how it reaches you. 2 min read
- When the customer sends the inventoryWhat changes when a customer sends their inventory — the live pop-up in the order window, the bell notice, the New-Info status and the new quote. 2 min read
- Typical inventory by room and sizeKeep the usual contents of each room and move size so customers can fill their inventory in one step, then change what's different. 2 min read
- Your item libraryThe catalog every inventory is built from — sizes and weights, special items, extra fees, bulky-item charges and packing — per move type, and how changes reach quotes. 2 min read
- Import an inventory from a spreadsheetBring a customer's list in from a CSV or Excel file — the columns MoveBoard reads, how names match your library, and checking before you submit. 2 min read
- Item fees on the billHow an inventory item's extra fee — a piano's heavy-carry fee — shows on the quote and the bill of lading as its own line, and why the crew can't change it. 2 min read
- Inventory changes and the truckA customer's bigger inventory makes the job longer — the order keeps its truck unless the longer job now runs into another booked job on it. 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.