Coming from spreadsheets or paper

If your jobs live in a spreadsheet, a paper diary or on a whiteboard, MoveBoard gives each one a proper order — and gives your crew, customers and office the same up-to-date picture.

Your upcoming jobs from a spreadsheet

Put one job per row with headings in the first row. MoveBoard understands common names, so these headings are matched by themselves:

Save it as .csv or .xlsx and import it on Settings › Sales & orders › Import orders — see Import your orders from a file. The Validate Data step tells you exactly which cells need fixing.

Or enter them by hand

For a few dozen jobs, typing them in is quick and checks every price as you go. Use Add new to make each order — see Create a new order. It's a good way for your team to learn the order window.

Inventories

• Customers can list their own items room by room from a link — see Send the inventory link.
• An item list you already have in a spreadsheet can be imported into a room of the order's inventory: one row per item, with a Name (or Item) column and a quantity.

Paper bills of lading

Your crew fills in the bill of lading on the phone and the customer signs on the screen; the signed PDF is kept on the order. Set the words of your bill in Settings › Documents & bill of lading › Bill of lading, from your paper form. See Submit the bill of lading.

Customers and calendars

There's no separate customer list to import: each order carries its customer, and MoveBoard spots a returning customer by their email, or by the same phone number and last name. The Dispatch board and the calendar replace the whiteboard from the first booked job.