Integration · RingCentral
RingCentral integration for moving companies: Your phones, inside every order.
Connect RingCentral and your line rings in MoveBoard with the caller's name and orders on screen before you pick up. When you hang up, the call, its recording and any voicemail are already on the order.
Dana Whitfield
(617) 555-0142 · Main line
- #RES-1088BookedOct 14
- #RES-0951CompletedMar 2
Call filed on #RES-1088 · 4:12
What you get
RingCentral and MoveBoard, working as one.
Screen pop with the customer's orders
MoveBoard matches the caller's number to your orders and shows the customer, order number, status and move date before you answer. Open the order in one click.
Every call filed on the order
Answered, missed or voicemail, with duration and who answered. Missed calls and voicemails wait on the Calls page until someone deals with them.
Recordings and voicemails you can play
Recordings and voicemails come into MoveBoard and play right on the order, so nobody logs into RingCentral to find the audio.
Transcripts when you need them
Turn any recording or voicemail into a transcript with the speakers separated, and read the call instead of replaying it.
Setup
How it's turned on.
- 1
An admin connects the company line
Settings › Integrations › RingCentral. Sign in to RingCentral and pick the caller ID your outbound calls show. No passwords are stored in MoveBoard.
- 2
Each person signs in to their extension
From their name › Connections. Without it, their calls use the company line.
- 3
Calls ring in the browser
The softphone lives in MoveBoard's top bar: answer, send to voicemail, hold, mute, keypad and transfer. A headset is all you need.
- 4
Everything files itself
Hang up and the call, the recording and any voicemail are on the order. The whole team sees the phone history of every job.
Good to know
- RingCentral is turned on for your company by the MoveBoard team. Ask support or your account manager.
- Customer texts still go from your MoveBoard texting number, not RingCentral.
- Calls keep ringing on your desk phones and the RingCentral app too. Whoever answers, the call is filed.
- Included in both plans at no extra charge. You need your own RingCentral account.
Where you'll see it
Do I need a RingCentral account to use this?
Yes. The integration connects MoveBoard to your existing RingCentral phone system. If you don't use RingCentral, MoveBoard still handles texts and email on every order; call us and we'll help you decide whether RingCentral is a fit for your office.
Does it replace our desk phones?
It doesn't have to. The MoveBoard softphone rings in the browser alongside your desk phones and the RingCentral mobile app. Whoever answers, the call is still filed on the order.
Is every call transcribed automatically?
No, transcription is on demand. Click Transcribe on any recording or voicemail and MoveBoard writes a transcript with the speakers separated. You only transcribe the calls you need to read.
How does MoveBoard know which order a call belongs to?
It matches the caller's phone number against the phones on your orders. If there's more than one match you pick the right one. Unknown callers can be attached to any order by searching the order number.
Can each salesperson use their own RingCentral line?
Yes. A company connects one RingCentral account, and each person can sign in to their own extension on top of it. Without their own sign-in, their calls use the company line.
How do we turn it on?
There's no extra charge: the integration is included in both the Professional and Enterprise plans and turned on for your company by the MoveBoard team. Contact us or book a demo and we'll switch it on and walk your office through the setup.
More integrations
- TwilioTwo-way texts with pictures from your own business number, filed on every order.Learn more
- GoogleSend from your own Gmail address, put booked jobs on Google Calendar, and let Google Maps fill in addresses and drive times.Learn more
- Angi & HomeAdvisorLeads from Angi and HomeAdvisor arrive as new orders in seconds, assigned by your lead rules. Any other provider can post to the lead API.Learn more
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