Orders
Notes on an order
Leave a note for sales, dispatch, the foreman or the customer — and who may edit or delete notes.
- 1 min read
- Checked against MoveBoard
- For sales, dispatchers, owners & admins
Notes live in the order's conversation, at the bottom of the window, alongside texts, emails and calls.
Leave a note
- In the conversation, choose Note.
- Write the note.
- Under Show to, tick who it's for: Customer, Foreman and/or Dispatch. Sales always see notes.
- Send it.
The note appears in the feed as "Your name left note.", with who it's for beside the date — for example (Sales, Dispatch).
| Show to | Who reads it |
|---|---|
| Customer | The customer, in their portal. Hover over the chip to be reminded. |
| Foreman | The crew's foreman, on the job in the Mover's Portal. |
| Dispatch | Dispatchers, on the Dispatch board. |
Edit or delete a note
Press the pencil on a note to change or delete it. What you may do depends on your permissions:
| To… | You need |
|---|---|
| Edit your own notes | permission to edit a note |
| Edit someone else's notes | permission to edit other users' notes |
| Delete your own notes | permission to delete own notes |
| Delete someone else's notes | permission to delete other users' notes |
Admins can do all four. Without the permission MoveBoard says why — for example You may only edit your own notes. A note can't be saved empty: A note cannot be empty; delete it instead.
Find notes later
Choose Notes at the top of the feed to see only notes.
Related guides
- OrdersThe order's conversationText, email, message, log a call or leave a note from the order — and read everything with the customer in one feed.
- OrdersThe order logEverything that happened to an order — what changed, who did it, and when, to the second.
- OrdersTasks on an orderAdd a reminder to call, email or collect a payment, filed under the order — for yourself or a colleague.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.