Orders
The order's conversation
Text, email, message, log a call or leave a note from the order — and read everything with the customer in one feed.
- 2 min read
- Checked against MoveBoard
- For sales, dispatchers
On this page
At the bottom of the order window is the conversation: a box to write in, and under it every text, email, portal message, call, note and task with this customer. The Order Log sits beside it.
The Messages button in the window's top bar jumps straight here, with the number unread.
Write something
Pick what to write at the top of the box: Message, Email, Note or Call.
Message (text or portal)
Write to the customer, then:
- Send as SMS — a text to their phone. If texting isn't possible (no number, the customer replied STOP, texting isn't set up), the button is greyed and hovering over it says why.
- Send as message — a message in their portal, without a text.
If your words contain variables (like the customer's name), the button becomes Preview and send SMS / Preview and send message so you can check the final words first. A text longer than 160 characters goes as more than one part.
Choose From (when you can send as others), write a Subject and the email. Use the toolbar for bold, lists and links, Attach for files, and the eye to Preview the email.
Note
See Notes on an order.
Call
Log a call you made or took: Inbound or Outbound, the Outcome (No answer, Busy, Wrong number, Left live message, Left voicemail, Connected, Number disconnected), when it happened, and what was said.
Tools
- Template — start from one of your company's templates.
- Variable — insert a value from the order, such as the move date.
- Write with AI — rewrite what you typed: more professional, friendlier, more formal, shorter, longer, or fix spelling and grammar. Undo puts back what you had. (Shown once your company's AI is set up.)
- Create a follow-up — switch it on to add a task as you send: Call, Email or Custom, who it's for, and when it's due (an hour from now to start with).
Read the feed
The feed shows the newest first. Choose All, Notes, Emails, Calls, Messages or Tasks to narrow it. Unread messages from the customer carry an Unread tag. Pictures the customer sent can be saved with the download button.
New messages appear on their own — you never need to refresh.
Related guides
- OrdersNotes on an orderLeave a note for sales, dispatch, the foreman or the customer — and who may edit or delete notes.
- OrdersThe order logEverything that happened to an order — what changed, who did it, and when, to the second.
- Leads & salesFollow up on leadsKeep every lead moving with tasks and reminders, the Follow Up status, and automatic follow-up messages.
- OrdersThe 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.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.