Orders
The order window card by card: addresses, services, crew, notes and status.
38 guides
- The order window, card by cardEverything on an order in one window — the top bar, the status, the truck schedule, the four cards, the addresses, the conversation — and how SAVE works. 4 min read
- Create a new orderStart an order the quick way with New Order, or fill in every detail first on the full form — and what MoveBoard writes either way. 3 min read
- Quick new order for a callerTake a caller's move on the short form — the same questions your website asks, in the same order — and the lead is yours. 2 min read
- How saving works in an orderWhat waits for SAVE, what is saved the moment you do it, the checks SAVE makes, and what happens if you close with changes. 4 min read
- The Customer cardWho the customer is and how to reach them — names, email, phones, best contact, the additional contact, the message switches and the account. 3 min read
- The Order cardThe order's IDs, the kind of move, service and estimate, the size, and who the lead belongs to — and which changes re-price the order on the spot. 3 min read
- The Move Details cardThe day of the move — date, arrival window, crew, trucks, rates and hours — and how a figure you set yourself sits beside the calculator's. 3 min read
- Addresses and stopsAdd, change, reorder and remove the stops of a move, and set the details that change how long it takes. 3 min read
- When a move becomes long distanceWhat MoveBoard asks when an address change turns a local move into a long-distance one (or back), and what each answer does. 2 min read
- Multi-day movesAdd days to a move (a pack day, a load, a delivery), switch between them, put them in order and take one off. 4 min read
- The truck schedule in the orderSee every truck for the move day with the jobs already on them, hold a truck for this order, and move between days. 2 min read
- Quote Details cardEvery line of the price — deposit, charges, fees, discount, taxes, total, payments and balance — and how to change each one. 3 min read
- Schedule date and truckSet the move date and arrival window, and hold trucks for a day — from Move Details or the Schedule Date/Truck pop-up. 2 min read
- Inventory on the orderOpen and edit an order's inventory from the order window, see its cubic feet and special items, and know when the customer sent theirs. 2 min read
- The order's conversationText, email, message, log a call or leave a note from the order — and read everything with the customer in one feed. 2 min read
- Notes on an orderLeave a note for sales, dispatch, the foreman or the customer — and who may edit or delete notes. 1 min read
- The order logEverything that happened to an order — what changed, who did it, and when, to the second. 2 min read
- Job trackerFollow the crew's day on the order — en route, arrived, loading, unloading, done — against the time you sold. 1 min read
- Profit on this jobSee what a job really made — revenue, payroll, materials, trucks and fuel — on the closing side of the order. 2 min read
- Completed jobs and reopeningClose a job when it's done, what a completed job locks, and how to reopen it to make a change. 2 min read
- Postpone, cancel or archive an orderWhat Postponed, Cancelled and Archived each do to an order, its trucks, its crew and your numbers. 2 min read
- Why some fields are lockedOnce the crew starts the job, the sold quote and the schedule lock — here's what locks, why, and where to make changes instead. 2 min read
- Customer historyEvery move a customer has had with you, on one page inside the order window — current, past and storage. 1 min read
- Payroll from the orderSee and change what the crew and the salesperson earn on a job — and update everyone after you fix the closing. 2 min read
- Send a document to sign from the orderSend one of your custom documents to the customer by email or text, follow it from Sent to Opened to Signed, and find the signed copy. 3 min read
- What ran on this orderSee every workflow that sent, skipped, stopped or is still waiting on an order — and why. 1 min read
- Attach 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. 3 min read
- The order on a phoneHow the order window fits a phone — the stacked top bar, the ⋮ menu, cards one under another, and the dock. 1 min read
- Tasks on an orderAdd a reminder to call, email or collect a payment, filed under the order — for yourself or a colleague. 2 min read
- Print an orderPrint the Order for Service or a clean copy of the order window. 2 min read
- Order settingsThe settings for one order — how its volume is worked out, the not-to-exceed percent, COD or invoice on delivery, and when card fees apply. 3 min read
- The Order Updates windowWhat SAVE is about to write, and the messages to the customer that go with a status change — check, change, add or drop them before they're sent. 3 min read
- Someone else is in this orderWhy an order says LOCKED, how RELEASE works, and what "Order Has Been Updated" means. 3 min read
- Change the service of a daySwitch a day from one service to another — the price, the stops and the cards follow at once; the inventory stays as it is. 4 min read
- Moving & storage and overnight daysHow a moving & storage day shows on the order, linking the move-in and move-out orders, the storage tenant made at booking, and overnight days. 3 min read
- The closing viewWhat the crew actually did and charged, side by side with what was sold — and how to fix the closing, see Total Due and close the job. 3 min read
- Book a box delivery from an orderServices › Box delivery — pick the boxes or a bundle, choose the day, the window and who delivers on a schedule that knows who is busy, and charge the card. Paid separately from the move. 5 min read
- The Box deliveries page and windowEvery box delivery by status, the ones to schedule counted in red, and the box delivery window — reschedule or reassign at any time, change what goes, charge, give back, cancel. 3 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.