Orders
Customer history
Every move a customer has had with you, on one page inside the order window — current, past and storage.
- 1 min read
- Checked against MoveBoard
- For sales
History Overview opens inside the order window in place of the order. Open it from the orders counter at the top of the window (hover says how many orders the customer has with you), then History Overview.
What's on it
Up to three tables:
- Current Moves — moves that are still to happen.
- Past Moves — moves that are done or closed.
- Storage Moves — shown only when the customer has storage, with Open Storage Tenant to go to their storage.
Each table shows Order Number, Move Date, Service Type, the status and Last Updt. A mark shows moves of more than one day. On a phone only the order number and move date show; press a row to see the rest.
- Filter each table by status (start with All statuses; the ✕ clears the filter).
- Sort by a column heading, and page through with the arrows.
- Press a move to open it.
Go back to the order
Press Order ID at the top, or Back to Order in the window's menu.
ADD NEW ORDER, CONVERT (make the customer a business account) and ACCOUNT LOGIN are explained in Returning customers and their history.
Related guides
- Leads & salesReturning customers and their historySee everything a customer has had with you, open their earlier moves, turn them into a company account, and know who gets their new lead.
- Leads & salesBusiness accountsKeep your corporate clients and affiliates in one place — their contact, their moves, invoices, notes and their portal.
- 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.