Switching to MoveBoard
Coming from other moving software or spreadsheets: what moves over and how.
9 guides
- Switching to MoveBoard from another softwareA plan for moving your company to MoveBoard from other moving software or spreadsheets — what to set up first, what comes over, and a cut-over checklist for the day you switch. 2 min read
- Import your orders from a fileBring your jobs into MoveBoard from a .csv or .xlsx export — prepare the file, match its columns, fix problem rows, preview and import — and what each imported order carries. 2 min read
- Coming from SmartMovingWhere the things you know from SmartMoving live in MoveBoard — opportunities and jobs, statuses, referral sources, tariffs, the movers' phone app, automations and the customer portal — and how your SmartMoving export imports. 3 min read
- Coming from SupermoveWhere the things you know from Supermove live in MoveBoard — projects and jobs, the movers' phone app, documents and payments — and how your Supermove export imports. 2 min read
- Coming from spreadsheets or paperMove your business from spreadsheets, a paper diary or a whiteboard into MoveBoard — build an import sheet for your upcoming jobs, enter the rest by hand, and replace paper inventories and bills. 2 min read
- Keep your phone and texting numbersHow your phone numbers work when you move to MoveBoard — your main line stays with your phone provider, your texting number and its registration are set up with the MoveBoard team, and the AI receptionist gets its own number. 2 min read
- Replace your website quote formsSwap the quote forms from your current software for MoveBoard's — install the line, place the forms, test your site, send a test lead, then remove the old forms. 2 min read
- Bring in storage tenantsMove the customers you store for into MoveBoard — set up facilities first, add each tenant with their units, monthly fee and next billing date, put their card on file, and start billing without charging twice. 2 min read
- Your first week on MoveBoardThe daily checks for your first week after switching — leads arriving, texts and emails going out, crews on their phones, deposits and payments landing, and the end-of-day closing — so small gaps are caught early. 2 min read
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.