Settings
Estimate & order for service
The 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
- Checked against MoveBoard
- For owners & admins
On this page
Settings › Documents & bill of lading › Estimate & order for service holds the documents a customer signs: an estimate signature, and the Order for Service that books the move. How customers sign them is in The order for service.
Before you start
Anyone who can open Settings can change this page. Nothing is saved until you press Save under the document.
Pick the kind
Estimate signatures | Order for service at the top switches between the two kinds.
The documents
Your documents are listed on the left — Add estimate or Add order for service under the list. For the chosen document:
- Name and Enabled.
- Edit block — the words, with the order's details placed in them.
- Block settings — what it's for: By move type, By service type, By estimate type, Multi Day (single or multi-day moves), and Show on confirmation page / Don't show on confirmation page.
- The document itself is shown below, as the customer will read it.
The new design
An Order for Service document can switch to MoveBoard's current design: Use the new design previews it, and applying it replaces this document's words and layout — the current version is kept, and Restore previous puts it back. Already using it means it's in place.
Saving a change customers may already have
When you change an Order for Service, Save asks who the new words are for:
- Every order not yet signed, or
- Only the orders that come after (unsigned orders keep the words they have).
Signed orders always keep the words they were signed with.
Also used by
The Order for Service quotes your Policies. Your own extra documents (a damage waiver, a stairs release) are made on Custom documents.
Related guides
- Booking & paymentsOrder for Service and estimate signingThe documents a customer signs to book — which one fits which move, how to edit them, and where the signed copy goes.
- Booking & paymentsBook a jobHow an order goes from Reserved to Booked — the customer signs the Order for Service, online or with you on the phone.
- SettingsPoliciesYour company policy, cancellation policy and terms and conditions — the default words or your own.
- SettingsCustom 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.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.