Workflows & automation
Automatic status changes overnight
The status changes MoveBoard makes by itself — quotes that expire, leads whose move day has come — and how they connect to your messages and workflows.
- 2 min read
- Checked against MoveBoard
- For owners & admins
Some status changes happen without anyone pressing a button. They're set in Settings › Sales & orders › Expiration rules, per move type. The full guide is Quotes that expire; here's how they fit with your automation.
What changes by itself
| Rule card | What happens |
|---|---|
| Quotes the customer can book online | A Can Book Online quote still unbooked the day before its move goes to New Lead Past after the hour you set. |
| Quotes with no activity | A Can Book Online quote with no status change for the days you set goes to Expired. |
| The night before the move | A lead nobody booked or reserved becomes Expired or New Lead Past once its move day arrives. |
| After a customer changes their move | What happens to the status when the customer edits their move on the portal. |
These changes run during the day, between 8 AM and 9 PM your branch's time. Booked, reserved and completed jobs are never touched.
They count as moments
An automatic status change is a status change like any other:
- Your templates for Expired or New Lead Past go to the customer, if you send any.
- A workflow whose When is "An order expires" or "An order's status changes" starts.
- The office hears of it through the Order status changed notification, for whoever has it on.
So you can, for example, build a workflow "When an order expires → create a task for the sales rep to call and re-quote".
How to tell it was automatic
The Order Log gives the reason, for example Expiration Rule: Move not Booked/Reserved on current business day. — no person's name.
Related guides
- Leads & salesQuotes that expireHow MoveBoard closes quotes that ran out of time — Can Book Online quotes, quiet quotes, and leads whose move day has come — and how to set each rule.
- Workflows & automationPostponed orders cancel by themselvesLet MoveBoard cancel a move that has stayed Postponed too long — how to set the time, what the customer and your team hear, and how to get the order back.
- Workflows & automationWhen: the moments that start a workflowEvery way a workflow can start — something that happens (a lead comes in, an order is booked, a customer pays) or a date on the order coming round — how to pick one, and how to pick several so one workflow covers them all.
- Leads & salesLead and order statusesWhat each status means, which ones MoveBoard sets on its own, and which changes need an admin.
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Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.