Switching to MoveBoard
Coming from SmartMoving
Where 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
- Checked against MoveBoard
- For owners & admins, sales
If your team knows SmartMoving, most ideas carry straight over — often under another name. Here's the map.
The words
| In SmartMoving | In MoveBoard |
|---|---|
| Lead, opportunity | An order with a lead status — New, Follow Up, Can Book Online. See Lead and order statuses. |
| Booked job | A Booked order. Reserved means the customer is holding the date before it's fully booked. |
| Job (a day of work) | A day of the order — an order can have several days (pickup, delivery, packing day). |
| Referral source | Lead source — Settings › Sales & orders › Lead sources. |
| Lost / cancel reasons | Not interested reasons — Settings › Customer experience › Not interested button. |
| Pricing periods, peak rates | The price calendar and price levels — see Peak, discount and blocked days. |
| Tariffs (long distance) | Settings › Long distance — mileage, 400N-style, single factor, cubic foot, flat and regions tariffs. See Choose how long distance is priced. |
| The movers' phone app | The Mover's Portal on the crew's phones — see The Mover's Portal home. |
| Automations, follow-ups | Workflows — when this happens, wait, check, then do. See Workflows: when every message goes out. |
| Customer portal, online estimate | The customer portal — quote, inventory, signing, deposit, payments, messages. See The customer's moves and Home page. |
| Dispatch | The Dispatch board and the Trip Planner for long-distance trips. See The Dispatch board. |
| Storage | Storage — tenants, units and monthly billing. See The Storage page. |
| Claims | Claims — see How claims work. |
Import your SmartMoving export
Export your jobs from SmartMoving as .csv or .xlsx, then import them on Settings › Sales & orders › Import orders — see Import your orders from a file. These SmartMoving headings are matched by themselves:
| SmartMoving column | Becomes |
|---|---|
| Job ID, Job Number | the order ID |
| Opportunity Status | the status |
| Job Date | the move date |
| Customer Name | the customer's full name |
| Customer Phone, Phone Number | the primary phone |
| Salesperson Name | the sales person |
| Estimator Name | the in-home estimator |
| Referral Source | the lead source |
| Created At (UTC), Booked At (UTC) | the created and booked dates |
| Volume | cubic feet |
| Hourly Rate Quoted | the labor rate |
| Estimated Number of Crew, Estimated Number of Trucks | movers and trucks |
| Estimated Discount, Total Estimated Cost, Tip Amount | discount, total and tips |
| Truck Names | the pickup trucks |
| Job Type, Opportunity Type | the service |
SmartMoving statuses are translated: Opportunity → New, Booked and Confirmed → Booked, Lost → Not Interested, Cancelled → Cancelled.
Set up the rest
Your rates, crew-size rules, templates, documents and workflows are set up in MoveBoard rather than imported — your pricing logic may differ, so price a few of your recent jobs in the test calculator to compare.
Related guides
- Switching to MoveBoardSwitching 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.
- Switching to MoveBoardImport 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.
- Leads & salesLead and order statusesWhat each status means, which ones MoveBoard sets on its own, and which changes need an admin.
- Workflows & automationWorkflows: when every message goes outHow MoveBoard decides when each email, text, document and task goes out — one plain sentence per workflow, When · Wait · Only if · Do — and where to find them.
- Mover's PortalThe Mover's Portal homeWhat foremen and movers see when they open MoveBoard on their phone — the jobs waiting for an answer, today's jobs, and where everything else is.
- Long distanceChoose how long distance is pricedThe six kinds of long-distance tariff — Mileage, 400N-style, Single Factor Rate, Cubic Foot, Flat Rate LD and Regions — what each suits, and how to make one your default.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.