Mover's Portal
Write a change order
When the customer adds items or services, or the job isn't what was estimated, write a change order on your phone — the new price, then the customer's and your signatures.
- 2 min read
- Checked against MoveBoard
- For foremen
A change order is the addendum to the customer's order for service. Use it when the customer adds items or services, or when you find the job different from the estimate. Once signed, the order is updated straight away.
Before you start
Your company must let the crew write change orders: Crew writes change orders on the job in Settings › Documents & bill of lading › Change orders (on unless switched off). When it's off, the Change Order tile is greyed with Turned off.
Write it
- On the job screen, press Change Order, then New change order.
- Pick the Reason: Customer added items, Customer added services, Access found different, Extra stop, Shuttle, Long carry, Stairs / elevator, Packing, Storage or Other. Add a note (for Other, say what the reason is).
- Add what changed: - Items added — pick from your company's inventory list or type one (with its cubic feet), and the quantity. They go on the order's inventory, in the room "Added by change order". - Services added and Packing & materials — from your company's lists, or typed with a price. - Crew, trucks and hours (local jobs) — a new crew size or truck count, and extra hours. "Extra hours are added on top of the estimate; the calculator stays on."
- Read the price: Before, After and Difference, worked out by the order's own pricing as you type, with the words for the estimate type (binding, non-binding or binding not-to-exceed).
- Press Save change order.
Sign it
- Type the Customer's name.
- Press Customer signs and hand over the phone: "I agree to this change order".
- Press Foreman signs & submit and sign as the carrier's representative.
Updating the order… shows while MoveBoard applies it. The order gets the new items and charges, and the signed change order becomes part of the bill of lading — you'll see it under Signed change orders — part of this bill of lading.
If the customer won't agree, press Customer declined and confirm The customer declines this change order? Nothing on the order will change.
The list
Each change order shows its number, status (Draft, Sent to customer, Signed, Declined or Voided), the reason and the difference. A signed, declined or closed one can't be changed — open it to see its printed copy.
Once the bill of lading for that leg is submitted, open change orders close: "The bill of lading for this leg was submitted; this change order is closed."
Where the office sees it
In the order window, and as a green Change Orders icon on the job's card on the Dispatch board.
If something goes wrong
- Could not save the change order.
- Could not submit the change order.
- Could not work out the price. — check the signal; the price is worked out on the server.
Related guides
- Mover's PortalAdd materials and services to the billAdd the boxes, packing and extra services you used on the bill of lading — tap to add, set the quantity, and the totals change straight away.
- Mover's PortalOrder for Service on siteCheck what the customer agreed to before you start — the signed order for service, or the terms and the deposit still owed if nothing's signed yet.
- Mover's PortalRelease formsWhen the customer asks for something risky — hoisting, a tight stairway, items you'd rather not move — have them sign a release form on your phone.
- Mover's PortalThe job screenOnce you've arrived, a job opens on its tiles — Bill of Lading, Order for Service, details, photos, notes, forms and agreements — with the status chain across the top.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.