Settings
Quote explanation
The words your customer reads under each service's quote — written once and shared between services that say the same thing.
- 1 min read
- Checked against MoveBoard
- For owners & admins
On this page
Under each quote, your customer reads a few words about what the price includes and how it works. Settings › Customer experience › Quote explanation is where you write them.
Before you start
Anyone who can open Settings can change this page. It is kept per move type (pick it at the top). Nothing is saved until you press Save. Only active services are listed — Turn a service on under Services, then write what its customers read here.
How the texts work
Services with exactly the same words share one text, each text a tab. Used by shows its services as chips.
- Edit opens Edit quote explanation … with the writing box. The words are required.
- The × on a chip takes that service off, so it gets its own words.
- Choose services ticks which services share the text, then Apply. The ones you take off move together to a new text of their own.
A tab with unsaved words shows a dot (Not saved yet). A service with no words reads No quote explanation provided.
Press Save when done.
Example
Local Move and Moving with Storage share "Your price is hourly, from the time the crew arrives until the last item is placed…". You give Long Distance its own text about the delivery window by taking it off the shared text.
Related guides
- SettingsQuote 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.
- SettingsTooltipsThe little explanations your customers can open beside job time, labor time, travel time, fuel and the packing choices on their page.
- SettingsClient 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.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.