MoveBoard Documentation

MoveBoard Software Knowledge Base

Now you can get to know our software all in one place.

F.A.Q.

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New Features

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Getting Started

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Long Distance

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3 ArticlesAuthorize.Net →

  • How do I obtain my API Login ID and Transaction Key? (Training 2)
  • Authorize.Net Merchants (Training 2)
  • How can I change or update the processor connected to my payment gateway account? (Training 2)

1 ArticlesAutomated SMS →

  • SMS Settings & Automation Rules (Training 3)

1 ArticlesClient's Account Page →

  • Client’s Account Page Overview

2 ArticlesDashboard →

  • Pending-info Status (Training 2)
  • Date Pending (Training 2)

6 ArticlesEmails and Template Builder →

  • Email Template Builder Overview (Training 3)
  • Creating your Header and Footer (Training 3)
  • Creating a Template (Training 3)
  • Template Folders (Training 3)
  • Creating an Email Block (Training 3)

5 ArticlesGetting Started →

  • How does a Request Form Look Like? (Training 4)
  • Creating a Draft Request (Training 4)
  • Why Do I Need Company Policy? (Training 2)
  • Basic WorkFlow. A Request from Pending to Confirmed Status (Training 1)
  • Basic WorkFlow. Creating a Request from MoveBoard (Training 4)

1 ArticlesInstallation →

  • Delegating access through Godaddy

1 ArticlesLocal Dispatch →

  • How to Assign a Foreman/Crew to a Job (Training 4)

12 ArticlesLong Distance →

  • Status update in LD
  • State list explanation
  • Charge for extra stairs
  • Floor you are moving from and to
  • Long carry charges

8 ArticlesMoveBoard →

  • Sorting Requests for a Foreman (Training 4)
  • Calculator. How does the System Calculate a Quote? (Training 1)
  • Quickbooks Integration (Training 2)
  • How Do I Assign an Inhome Estimator? (Training 4)
  • How to Close a Job (Training 4)

7 ArticlesSettings →

  • Calculator Settings (Training 1)
  • Account Page Settings (Training 2)
  • Google Calendar Integration (Training 1)
  • Move Size Settings (Training 1)
  • Movers Count & Movers Speed (Training 1)
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