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ElromcoMoveBoard

Settings

Every settings page and every switch on it, explained.

118 guides

  1. Company infoYour company's name, contact, addresses, time zone, licenses, units and the move types you take — what each field does and where it shows. 3 min read
  2. Branding (your logo)Upload and crop your company logo — it appears on your documents, emails and the customer's page. 1 min read
  3. BranchesSee every location of your company, edit a branch's details, add a new branch and choose how its settings start, and copy chosen settings between branches. 3 min read
  4. Order routingThe per-branch "Route to current branch" switch and the company-wide routing choices — what they keep and what they do today. 1 min read
  5. DepartmentsSet the permissions a new person in each department starts with, and push them onto everyone already in it. Notifications come from the position, not the department. 2 min read
  6. Notification settings for your teamChoose which notifications each position starts with, and which notifications reach each person — in the app, by email or by text. 2 min read
  7. Lead sourcesKeep the list of places your customers hear about you, choose which ones customers can pick, put them in order, and record what each source costs you. 2 min read
  8. Lead scoring settingsTurn lead scoring on, set when a lead turns warm and hot, and choose how many points each customer action earns. 2 min read
  9. Lead assignment settingsThe page where you set, person by person, which new website and portal leads each salesperson takes, and when. 3 min read
  10. Expiration rules settingsThe page that decides when quotes the customer can book online expire, what a move tomorrow turns into at midnight, and what a customer's own change does. 2 min read
  11. Postponed ordersChoose whether, and after how long, MoveBoard cancels an order that stays postponed. 1 min read
  12. Booked jobs overlapHow many minutes two booked or reserved jobs may share on one truck before MoveBoard refuses the second. 1 min read
  13. In-home estimates settingsHow long an estimator's visit blocks their schedule, which moves are big enough to get one, and whether the drive counts on the schedule. 1 min read
  14. Move type namesCall Residential, Commercial and Military moves by your own names — everywhere your office, crews and customers read them. 1 min read
  15. New order defaultsThe move type and service a new order starts with, and whether the Create Order pop-up is skipped. 1 min read
  16. Arrival windows settingsSet the arrival windows your office can pick — your standard windows, a custom time, or TBD — and which one a new move starts with. 2 min read
  17. Packing materialsThe boxes and supplies an order can carry, with their prices for hourly and long-distance moves, the order they're listed in, and — for administrators — what each one costs you. 2 min read
  18. Additional servicesThe extras an order can carry — a piano, hoisting, a second trip — with their default price and quantity for local and long-distance moves. 2 min read
  19. Equipment feesThe equipment fee's name and its distance ranges, per move type — and what MoveBoard does with them today. 1 min read
  20. Order numberingChoose the number your next order takes and the letters in front of it, for all move types or each one. 1 min read
  21. Order flags settingsCreate the coloured flags your office puts on orders — VIP, fragile, call back — per move type, and keep them in order. 1 min read
  22. Property typesThe kinds of address an order's stops can be — house, apartment, storage unit — and which ones customers may pick. 1 min read
  23. Import orders from a fileBring orders in from your previous software's export — upload the file, match its columns, fix problems, preview, and import. 2 min read
  24. RatesThe page that holds your hourly labor and travel rates — one row per price level, one column per crew and truck combination, per move type. 1 min read
  25. Price calendarThe page where you mark each day's price level, minimum hours and blocked days, per move type. 2 min read
  26. Mover SpeedThe page that sets how much a crew moves in an hour, and what slows it down — entrances, elevator floors, parking distance, packing and unpacking. 2 min read
  27. Crew Size & MinimumsThe page that sets the smallest crew and billable hours for a move, the single-item exception, and when a bigger job needs more movers. 1 min read
  28. Truck countThe page that decides how many trucks a quote needs for the size of the move. 1 min read
  29. Move SizeThe page that lists your room sizes and bedroom (move) sizes, how big each one is, and which rooms each size usually holds. 3 min read
  30. Travel TimeThe page that decides how travel time is charged on hourly moves — the charge, its minimum, flat travel, driving and double drive time, truck speed, and how the trip is measured. 2 min read
  31. Flat rate (hourly moves)The page that builds the flat-rate price of an hourly move — rate per unit and per mile, elevation and parking increases, volume discounts, and what the quote shows. 1 min read
  32. Labor spreadThe page that sets how much wider a quote's labor range gets on long jobs — the minimum comes down, the maximum goes up. 2 min read
  33. Packing calculatorThe page that sets what full and partial packing cost the customer, where they see the packing options, and a test box to try it. 2 min read
  34. Additional stop feesThe page that sets a flat fee for extra pickup or drop-off stops — per service, once per move or for each extra stop. 1 min read
  35. Overnight chargesThe page that sets what an overnight move charges — the first night, each further night, per truck or once per order — and the most nights allowed. 1 min read
  36. Fuel surchargeThe page that sets how fuel is charged on hourly and long-distance moves — by mileage bands, as a percent, or per mile — and whether it's charged per truck. 3 min read
  37. Reservation & depositsThe page that sets what a customer pays to reserve their move — per kind of move and move type — and how it rises closer to the date. 1 min read
  38. Not-to-exceedThe page that sets the contingency percent added to a quote's top to make its not-to-exceed price, for local and long-distance moves and each estimate type. 1 min read
  39. ValuationThe page that sets the protection plans your customers can choose — released value, Full Value Protection and a third option — their names, where they show, and the price table. 2 min read
  40. TaxesThe page that sets tax on labor, travel, long-distance linehaul, packing materials, or the whole order, per move type. 1 min read
  41. PromotionsThe page that runs a sale promotion — banner slogans for hourly and long-distance moves, and a crossed-out "was" rate above your real one. 1 min read
  42. Test calculatorPrice a pretend move with today's settings to check a change — nothing is saved. 1 min read
  43. Foreman app settingsWhat your crews may do on their phones — see past jobs, decline a schedule, skip the ETA text, share their location, and ask for time off. 2 min read
  44. TrucksYour trucks — names, capacity, order and days off — plus the Unassigned truck, where the truck schedule sits in the order window, how an available truck is counted, and (for administrators) what each truck costs. 2 min read
  45. Dispatch trucksThe trucks the dispatch board shows, named and numbered, with the switch that turns the list on. 1 min read
  46. Job assignmentsWhether the dispatch board always shows its Job Assignments tab, or only when you use the Unassigned truck. 1 min read
  47. Submitted bill of lading after a reopenWhether reopening a completed job also reopens its submitted bill of lading for the crew to change and submit again. 1 min read
  48. Delivery truck auto-assignmentOn a long-distance order, put the pickup truck on the delivery too, without picking it twice. 1 min read
  49. ServicesThe services you sell — local move, loading help, packing day, long distance and more — how each is priced, whether customers see it, its colour and its order. 2 min read
  50. Local movesWhether local moves are offered for each move type, their default estimate type, and how far a move stays local before it becomes long distance. 1 min read
  51. LoadingLoading-only jobs by move type — their estimate type, whether the truck is charged, and how travel time is charged. 1 min read
  52. UnloadingUnloading-only jobs by move type — their estimate type, whether the truck is charged, and how travel time is charged. 1 min read
  53. Packing servicePacking-only jobs by move type — their estimate type and how travel time is charged. 1 min read
  54. Flat rate serviceThe flat rate service's rate per cube and per mile, where the mileage charge starts, and how the distance is measured. 1 min read
  55. Inventory itemsThe item library your quotes count — each item's size, weight, labor time, extra fees, bulky charges, packing and special handling — per move type. 2 min read
  56. RoomsThe rooms an inventory is sorted by — living room, kitchen, garage — per move type. 1 min read
  57. Typical inventoryWhat each room and each move size usually holds, so customers and the office can fill an inventory in one step. 2 min read
  58. Storage facilitiesSet up each storage facility — contact details, how storage is priced, billing, price increases, free months, late fees — and the bills and reminders it sends. 3 min read
  59. Moving & storage settingsHow a move that goes into storage is quoted — its estimate type, whether the storage price is in the quote and on the customer's page, and the automatic move-out order. 1 min read
  60. Storage agreementBuild the agreement a storage customer signs, block by block, with the same designer as the bill of lading. 1 min read
  61. Storage flagsThe coloured marks a storage tenant can carry — past due, VIP, do not release. 1 min read
  62. Tenant numberingThe number your next storage tenant takes. 1 min read
  63. Storage paymentsWhether a storage customer must give a card before signing the agreement, and whether they may switch autopay on or off themselves. 1 min read
  64. IntrastateWhether in-state long-distance moves are offered for each move type, their default estimate type, and the distance range they cover. 1 min read
  65. InterstateWhether out-of-state moves are offered for each move type, their default estimate type, and the distance range they cover. 1 min read
  66. Long-distance methodChoose which kind of tariff prices long-distance moves for each move type — mileage, 400N-style, single factor, cubic foot, flat rate or regions. 2 min read
  67. Mileage tariffMake and edit mileage tariffs — a rate for each distance range and size range, by weight or by volume — and choose the active one. 2 min read
  68. 400N tariffBuild a 400N-style tariff — line haul per 100 lbs by mileage band and weight bracket, minimums, discounts and accessorials — or import it from a spreadsheet. 1 min read
  69. Single factor rate tariffOne all-inclusive rate per 100 lbs by distance band or state to state — or a percent off another of your tariffs. 1 min read
  70. Cubic foot tariffA rate per cubic foot by distance band (and by size if you like), with a minimum size, a minimum charge and the density that states the weight. 1 min read
  71. Flat rate long distanceA flat price for each move size and distance band. 1 min read
  72. Regions tariffPrice long-distance moves by route — from a state or region to another — with seasons, minimums, delivery days and large-shipment discounts. 2 min read
  73. Long-distance extra feesWhat a long-distance move adds for extra pickups and drop-offs, stairs, elevators, long carry and shuttles — and the most extra distance you allow. 2 min read
  74. Long-distance travel timeHow the trip is measured for the travel time charge of a long-distance move. 2 min read
  75. Client portal designerDesign your customers' portal on the live page — hide, reword or recolour anything, match your brand's colours — and put the portal on your own website. 2 min read
  76. New long-distance ordersChoose who picks up and who delivers every new long-distance order — your local crew or the Trip Planner. 1 min read
  77. Quote displayWhere each service's quote shows — on the customer's page and your website form — when a lead sees its price, AI leads, the form's thank-you words, and the packing options. 2 min read
  78. Quote explanationThe words your customer reads under each service's quote — written once and shared between services that say the same thing. 1 min read
  79. TooltipsThe little explanations your customers can open beside job time, labor time, travel time, fuel and the packing choices on their page. 1 min read
  80. FAQThe questions and answers on your customers' FAQ tab, in the order they read them. 1 min read
  81. Custom blocksBoxes of your own on the customer's page — shown only for the services, order statuses and move types you choose. 1 min read
  82. PoliciesYour company policy, cancellation policy and terms and conditions — the default words or your own. 1 min read
  83. Moving insurance pageThe words on the Insurance page of your customers' portal, and whether it shows. 1 min read
  84. COI & time windowsLet customers tell you their building needs a certificate of insurance, or only allows moves in certain hours. 1 min read
  85. Not interested button settingsWhether customers can tell you they're no longer interested from their page, and the reasons they pick from. 1 min read
  86. Track the moversThe switch that will let customers follow their crew on a map on moving day — kept, but not in use yet. 1 min read
  87. Bill of lading templatesDesign the bill of lading your crews have signed — block by block, for each service, move type and estimate type — and choose which bill long-distance jobs use. 2 min read
  88. Bill of lading rulesHow the crew's bill counts labor hours, what submits it, which signatures it uses, and how much a long-distance customer pays at pickup. 1 min read
  89. Contract rulesExtra stops on the bill of lading, the not-to-exceed warning, and the hourly rate confirmation the customer signs. 1 min read
  90. Payments on the bill of ladingPay or invoice on delivery for each move type, and which ways to pay — card, cash, check — the crew's bill offers. 1 min read
  91. Release formThe services the release form offers the customer, their cost, and what the foreman may change on it. 1 min read
  92. Claims settingsSet up damage claims — who owns them, when the customer sees an offer, adding missed items, how claims are paid, denial letters, the numbers, the invitation and the settlement document. 3 min read
  93. Change orders settingsWhether the crew writes change orders on the job, and the terms printed above the signatures on every change order. 1 min read
  94. Estimate & order for serviceThe documents a customer signs to confirm an estimate and to book — their words, and which moves, services and estimate types each is for. 1 min read
  95. Custom documentsWrite your own documents to sign — a damage waiver, a stairs release — on the page, with fields and order details; choose who gets them, the reminders, and where they sit on the bill of lading. 3 min read
  96. Quote formsDesign your website's quote forms on the live form, set what happens after a quote is sent, and install the forms on your website. 3 min read
  97. Floating menu & chatThe floating menu on your website — Get a Quote, account login and the AI chat — where it sits and how it looks. 1 min read
  98. Tracking codeCode that runs on your website each time a customer asks for a quote — for example an ads conversion tag. 1 min read
  99. Styles & scriptsYour own CSS and JavaScript for the pages of your website that carry MoveBoard's forms. 1 min read
  100. Email setupConnect the mailbox your company's emails go out from — Google, Microsoft or your own mail server — and let MoveBoard read customers' replies. 2 min read
  101. Email and text templatesThe page where every email and text is built — the words, the design, the variables — while Workflows decide when each goes. 1 min read
  102. Email header & footerThe header and footer every email template is sent with — your logo and banner at the top, your address, phone, licenses and social links at the bottom. 1 min read
  103. Template foldersMake, rename and delete template folders, and sort the templates your office adds to orders into them. 1 min read
  104. Workflows settingsThe page that lists every automatic email, text, document and task as a plain sentence — and the company switch that lets workflows send them. 1 min read
  105. Automation timelineFollow-ups and reminders sent a set time after something happens — until your company turns workflows on, when they move into Workflows. 1 min read
  106. Text messagesTexting on or off, your texting number and call forwarding, this month's texting use, and the balance that pays for it. 2 min read
  107. QuickBooksWhere QuickBooks keys and the posting choice are kept — and what the connection does today. 1 min read
  108. RingCentralConnect your company's RingCentral line so calls show in MoveBoard, and choose the caller ID people see when you call from MoveBoard. 1 min read
  109. AI connections (MCP)What an AI connection (MCP) is, and what it will let an AI assistant do with your company's data — not offered yet. 1 min read
  110. AI receptionistSet up the AI that answers your phone, gives estimates and puts leads in your list — its number, hours, voice, conversation, knowledge, transfers and calls. 4 min read
  111. Payment processingConnect your card processor — your Authorize.net API Login ID and Transaction Key — so deposits and card payments go through. 1 min read
  112. Payment & processing feesThe credit card fee, the cash discount, your own payment types with their fees, which payments carry the fee, and which ways to pay the bill of lading offers. 1 min read
  113. Payment receiptsThe email and text a receipt is sent with, and the receipt attached to it — the default or your own, per receipt type and payment method. 1 min read
  114. Invoice flags settingsThe coloured flags you put on invoices to see their state at a glance. 1 min read
  115. Balance & usageThe prepaid balance that pays for texting and the AI receptionist — the card on file, top-ups, auto-recharge, this month's use and the history. 2 min read
  116. Settings tablesEvery settings list as a raw table — for when a list has no page of its own, or you need to see exactly what is stored. 1 min read
  117. Setup wizardThe switch that records whether your company finished its first-time setup. 1 min read
  118. Settings not offered yetThe settings MoveBoard doesn't offer yet — labor only, auto quote, overtime rates, junk removal, partial payments and more — and what to use instead today. 2 min read

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