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  • Writer's pictureSusan LeGrice

6 New Moveboard 2.0 Features You Can't Afford to Live Without

Updated: Feb 13, 2023

1. Customer Account Page

Moveboard 2.0's new customer account page is more interactive than ever before. Your customers will still be able to book their moves, add inventory, sign the order for service, and send you instant messages. However, now they can also upload documents, add & view notes about their move, and itemize their inventory list by which stop items will be picked up from and/or dropped off to. You have the ability to upload documents for your customers to view as well. If your company offers services such as special handling, wall mounting, crating, assembly, and disassembly, the customer can specify which items they might need those services for. The account page allows your clients to manage so much more on their own - making the process easier and quicker for both themselves and your sales team.

2. Completely Mobile Friendly Customer Account and Software

Life in 2023 means being on the go. You need constant reliable access to your CRM to manage your business from anywhere in the world. Not only that, your clients are doing most of their business on mobile devices too. Moveboard 2.0 includes completely mobile-friendly interfaces for you, your users, and your clients.

Both you and your clients can send messages, fill out a complete inventory, make changes to the move date & details, and confirm & book with ease from any mobile device. You and your team will also be able to manage clients and accounts in the mobile CRM, along with checking reports, statistics, and schedules, updating settings, and booking clients anytime, anywhere. Our highly responsive mobile-friendly Moveboard 2.0 is unlike any other moving software out there.

3. Online Booking

Booking moves has never been easier as a client. Moveboard 2.0 allows clients of your choosing to be able to book through the account page - no matter where they are in the world. Customize your order for service based on service type to ensure you and your clients are on the same page. Then they simply sign, pay a deposit (if required) and book right online. Once that process is complete, they will be reserved on your schedule as a confirmed move. Simple as that.

4. Auto-Assignment

If you have multiple salespeople on your team, you know how tricky it can get attempting to distribute leads evenly as they come in from various sources. Whether they are parsed in from lead providers, manually created by your sales team, or coming in directly from your website forms - you can allow the system to automatically distribute leads evenly among your entire team. You'll even have full control over what types of leads are assigned to which team members - breaking them down by source type, service type, etc. As a moving company owner, you have more important things to do than micromanaging a sales team with various levels of experience. This setting saves you time and keeps your team organized.

5. Integration with Moveboard 1.0

While our team is hard at work developing more state-of-the-art features for Moveboard 2.0, it is possible to integrate the brand-new CRM and booking software with our existing Moveboard 1.0 product. You will be able to seamlessly connect both Moveboards so that when the sales and booking process is complete in the new version of the software, dispatching and the electronic bill of lading can be completed in Moveboard 1.0.

6. Accounts

Many moving companies see repeat business through their years of servicing their local communities. Whether they are corporate accounts, such as furniture stores, affiliate accounts for fellow moving & logistics companies you may work with, or personal accounts for your everyday client, you can now create an entire account for each of these situations. After creating a new account and differentiating between corporate, affiliate, or personal, you will have a single area in the Moveboard to view your history with that client, including a breakdown of finances and any notes about previous jobs with them. This will keep you organized and ready to serve your repeat clients and affiliates in the best way possible.

If you have any questions or want to see a demo of Moveboard 2.0’s Professional Plan, please don’t hesitate to book a demo with our sales team.

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