​
​Hope your 2026 is off to a good start – we’re back with some new product updates to make it even better!
​
​Quick summary (details below 👇):

• 📊 The Reports page has been completely revamped: More insights, better organization, plus starring and search for quick access. We’ve rolled this out to ~25% of moving companies to validate performance and polish the experience, with a rollout to everyone coming soon. Don’t see it and want earlier access? Just let us know and we'll turn it on for you.
  ​
• 💳 You can now fully customize deposits for any individual Estimate. Previously, you could only use the deposit tied to each pre-built Estimate Format.
  ​
• 📈 The Ads & Marketing Platform (go to Reports > Ads & Marketing) now shows attribution and ROI from any campaign with a unique source tag (mailers, email marketing, etc.) - in addition to the paid ads and organic traffic we already tracked! (Not signed up for Ads & Marketing yet? Click here to sign up or here to go over it with us)
  ​
• ✍️ Chariot Short Form now supports free-text move details, giving customers a simple way to add more context in their own words.
  ​
• 🤖You can now add notes to AI Voice calls, helping your team track which calls they’ve reviewed, key takeaways, and next steps.
  ​
• 🏷️ Easily add Saved Tags to jobs via the the Leads / Jobs / Archives dashboards – just click into the cell underneath the Tags column!

We have a lot in the works. We’ll be back very soon.
​
All the best,
Ian (on behalf of the Chariot team)
​

📊 Chariot Reports, Revamped!

Reports are now organized by topic and common questions, making it easier to find the insights you’re looking for.

⭐ Star your favorite reports for easy access:

🔍 Search for reports and data you’re looking for:

We’ve also added a variety of new reports, and simplified names and descriptions of existing reports:

• Customer List
• Revenue by Charge Category
• Revenue by Charge Item
• Salesperson Scorecard (total leads, estimates, booking rate, texts, emails, tasks, accuracy…)
• Outstanding invoices (aging)
• Storage job invoices
• Leads, jobs, and revenue by zip code

💳 Customize deposits for any estimate

Note: Only applies to moving companies enrolled in Chariot payment processing
​
Previously, the deposit for a move was set on the “Estimate Format” (which controls intro, terms, display of charges, etc.). That meant that to request a new deposit amount, you needed to (1) add a new Format to your Chariot set up or (2) send a one-time payment link, separate from the estimate.
​
Now, you can set a custom deposit on any Estimate.
​
At the bottom of the page, click the edit button next to "Deposit". Then, select a deposit setting (flat rate, percentage based, multiple of hourly estimate, just take card on file, no deposit) based on your preference.

If you want to re-use this deposit setup on future moves, we recommend saving it as part of a new Estimate Template so it can be loaded up with just 1-2 clicks. Reach out to Support if you need help with this!
​

📈 Ads & Marketing Platform: Revenue Attribution Beyond Ads & Organic

Chariot’s Ads & Marketing platform (Reports > Ads & Marketing) now gives you visibility into revenue from any marketing channel you run — including offline and “scrappier” marketing that movers rely on.

In addition to paid ads and organic traffic, you can now track booked revenue from:

• Email newsletters
• Social posts
• QR codes on mailers
• Referral links

…and still see Google Ads, Facebook Ads, and Organic Search alongside them.

How it works, high level:

When a customer books a move, Chariot assigns a Primary Marketing Source using a simple priority order:

1. Paid Ads – Google, Facebook, or other ad clicks
2. Tracked Links (UTMs) – email, mailers, social posts, campaigns
3. Referring Websites – Google, Yelp, partners, directories
4. Direct / Unknown – typed-in URLs, bookmarks, or unknown sources

This keeps reporting clean and consistent — for example, ad clicks take priority over UTMs if both are present.
​

✍️ Chariot Short Form now supports free-text move details

By default, the second page of the form now includes an optional field for customers to add details about their move beyond just the basic services needed (giving you more context upfront and helping dial in your sales calls).
​

Any details added by customers will display under “General notes (visible to crew)” on the Lead/Job’s Intake tab.
​
If you don't want this field to show, you can turn it off from Settings > General > Web Form Configuration
​
​

🤖 AI Voice Call Notes

You can now add notes to AI Voice calls so that you (and other team members) can keep track of who has reviewed the call, key takeaways, and next steps.

🏷️ Easily add Saved Tags from the Leads / Jobs / Archives dashboards

Reminder: You can set custom “Saved Tags” to use on any job via Settings > General > Lead/Job Configuration.
​
Now, in addition to adding these saved tag from the job’s intake page, you can easily add them to the Leads / Jobs/ Archives dashboards as well! Just click into the “Tags” field for the lead/job and add/ remove your tags via the dropdown.

Hey there,
​
In addition to the new add-ons we’ve announced (Ads & Marketing Platform full launch, Automations beta), we’ve also shipped some meaningful upgrades to the core Chariot experience you use every day.

Quick Summary (details below 👇)

• 📊 New reports & filters for revenue planning, commissions, and other analyses (bigger Reports upgrade coming – preview below)
  ​
• 🪝 Webhooks are now live for all moving companies — connect Chariot to Slack/Teams, Mailchimp, SMS tools, Google Sheets, and more (Settings → Webhooks)
  ​
• 📦 Full support for Container / Pack / Unpack billing on Bills of Lading (Settings → Charges Management
  ​
• ⏩ Improved job preview on job schedule: get to the main job page with 1 click!
  ​
• 📆 Dates now appear with hourly rates making invoices clearer for multi-day/part jobs

👀 Sneak peek: AI-generated inventory from LiveSwitch videos

Soon, you’ll be able to generate accurate inventory lists from videos with one click — including weights and volumes — directly inside Chariot.
​More soon, but reach out if you want an early look.

📣 Quick Reminder: Ads & Marketing Platform

You can now see which ads actually drive revenue, and run campaigns optimized for booked jobs — not just leads. The result: higher ROI and clearer visibility into what’s working.

• Quick articles / videos
• Interested? Message support@chariotmove.com or go to Reports → Ads & Marketing.

❓FYI: We re-organized our help center to make it easier to find answers and onboard new team members to Chariot. You can also still search help articles in the chat widget in the bottom-left of Chariot.

As always, more to come soon.
Ian (on behalf of the Chariot team)

🚀 Highlights

📊 New reports & filters (+ preview of what’s next)

We've been renaming reports to be more intuitive, adding highly requested new ones, and making navigation much easier.
​
​New reports available now:

• Customer List | “I want a list of all customers I’ve done jobs for over the last X months and their balances”
• Revenue by Charge Category | “How much did I make from packing and valuation charges this period?”
• Revenue by Charge Item | “How much did I make from each type of box this period?”
• Leads, Jobs, and Revenue by Zip Code | “What areas are my leads coming from, and which are converting to jobs at the highest rate?”

Added Sales Owner filter to:

• Time from Lead Creation to Estimate Sent by Month | “How has my rep’s estimating speed changed over time?”
• All Charges for Date Range | “I want to see every line item my rep’s jobs billed for this month”
• Leads, Jobs, and Revenue by Source (Marketing ROI) | “What was the mix of jobs/ revenue my rep booked by overall source?”
• Revenue Over Time | “How much has my rep made for my company over time?”

Preview of what's coming soon!

• Salesperson scorecards with common KPIs
• Invoice status and aging report
• Storage payments and invoice aging reports
• Improved organization by theme (forecasts, financials, marketing, movers, etc) -- with hints on how to use each report to answer key questions
• Star your favorite reports for easy access

🪝 Webhooks

Webhooks let Chariot send real-time events to other tools the moment something happens. Paired with Zapier or Make.com, you can automate a ton of functionality.
​
​Common use cases:

• 🔔 Sending real-time alerts via Slack, Discord, Teams, email or other communication channels -- going beyond Chariot's normal notifications.
• 📤 Triggering Automated Communications outside of Chariot’s normal automations, through other tools (Mailchimp, SendBlue, etc.)
• 📊 Additional Data Tracking & Reporting – Send events to Google Sheets, Excel, or Airtable to build your own dashboards or reports.
• 🗓️ Create automatic calendar events - Automatically create events in Google or Outlook calendars:

Sounds technical, but setup is straightforward. We go over some real examples step-by-step right here!

📦 Full support for Container / Pack / Unpack billing

Many movers (especially weight-based) bill packing via per-container, pack, and unpack rates. This is now fully supported in Chariot on Estimates and Bills of Lading/ Invoices.

Before this update, the Chariot team could set up these charges for you, and you could generate this billing on estimates using the “Includes Labor” toggle on the Packing section. But it didn't fully translate on the billing side.
​
​Setting up / editing charges
Go to Settings > Charges. When editing or creating a charge with a Category of Packing or Materials, use the dropdowns to set separate Container/Pack/Unpack rates.

Using on Estimates
Toggle on “Includes Labor” to use this billing method on an Estimate (or build it into Estimate Templates). Container and pack rates will sync for any boxes set up as synced to CP inventory items.

Using on Bills of Lading
When adding a box/ materials charge to a Bill of Lading, if “Includes Labor” is toggled on for the Estimate’s packing section, the crew will see the option to set container/ pack/ unpack rates on each charge. Imported packing charges will automatically apply each rate.
​
The charges display cleanly on the final bill of lading and invoice – no manual, confusing-looking grids!

⏩ Improved job preview on job schedule

The job preview now includes clear actions to:

• Open Quick View
• Hide the job
• Jump straight to the main job page

Fewer clicks, faster navigation.

📆 Dates now appear on hourly rates for multi-day jobs

When hourly rates are synced with work times, the associated date now appears directly on the charge — making multi-day jobs much easier to read on BoLs and invoices.

🚀 Highlights

Take inventory on your phone

We finally we made inventory tab mobile-friendly! Use your phone to take inventory wherever you are – whether an onsite, your truck, or your couch!

• Add items from one sub-tab, review from another.
• As items get added, you can click the notification / confirmation that shows if you want to edit the item right away
• Access photo and video (via LiveSwitch) functionality from your phone too!

🤖 AI Voice Upgrade

We upgraded customers to our newest voice model – and our AI Voice Assistant now sounds noticeably more natural, emotive, and realistic.
​
This means smoother conversations, less lag, and overall better efficiency, which we expect to translate into more completed intakes and time savings!

International (non-US) Addresses

If you do moves outside the United States, you can enable non-US addresses from 2 settings:
​
​(1) Settings > General > Lead/Job Configuration > Allow non-US addresses: This enables non-US addresses on the office side of Chariot

(2) Settings > General > Web Form Configuration > Allow non-US addresses on web form: Allows your customers to input international addresses on your Chariot-provided web form.
​

Once enabled, you can toggle on and enter international addresses for any job’s location:

Tasks have due date – AND time

For example, this can be helpful to track follow-up calls that you need to make at specific times requested by the customer.

​

Print an agenda from the Office calendar

From the Office Calendar, click / press PRINT, select the users you want to print an agenda for (you can select multiple to print agendas for multiple people at once – similar to our print Work Orders feature on the Job Schedule.

Chariot will generate a nicely styled-PDF, ready to print and hand to your team members!

Reports History Auto-Saving

Chariot now automatically saves a CSV/ spreadsheet file of many Reports that you run, so that you can easily reference back to them instead of needing to re-run from scratch.
​
We’ve begun rolling this out moving companies using Chariot, and everyone should see it by the end of next week!
​
Much more to come on Reporting enhancements very soon!

I’m back with another big one we've had in the works: Chariot Automations.
​
You’ve already seen some built-in automations in Chariot — things like sending welcome messages when leads submit forms, estimate reminders, or payment receipts.
​
But this new feature goes much further:
​

💡 What’s new with Chariot Automations

• Triggers for any event — job booked, stage changed, invoice paid, time tracking started, LiveSwitch video uploaded, and more
• Dozens of actions — send texts/emails, update fields, create tasks, add/remove tags, send web forms, etc.
• Multi-step workflows — chain actions together, not just one-offs
• Custom conditions — fire only for certain job types, service lines, or customer tags

🚀 What it means for you

Put manual tasks on autopilot — saving time and driving more revenue.

• No lead slips through the cracks: auto-create tasks for new leads or stale ones with no activity
• Automate follow-ups: send text/email sequences to boost close rates and recover declined estimates
• Upsell and prep automatically: schedule move-day prep tips, packing info, or valuation reminders
• Clean up ops tasks: auto-flag lost jobs, trigger follow-ups on missed payments or bad reviews
• Win repeat business: send timed review or referral requests, or check in months later for repeat moves

We’re opening a small early-access group to shape this first version and get the biggest impact right away. Early adopters will work closely with our team, share feedback, and help prioritize what comes next.
​
👉 Join the waitlist now if you're interested!

We've also been making some exciting upgrades to the core Chariot features that you're using today -- I'll have more to share next week.
​
- Ian

​
We’re tackling a common (and costly) problem for movers: expensive, inefficient ad spend.
​
Too often, we see:

• Thousands spent each month on ads — with little clarity on what’s working
• Campaigns optimized for clicks or form fills instead of actual revenue from booked jobs
• Missed opportunities due to incomplete attribution (calls, forms, organic traffic)
• Ads that miss the mark on best practices - keywords, negative keywords, ad extensions, etc.

So -- we’re rolling out a new Chariot Ads/Marketing Platform. It connects your ad accounts and website to your Chariot account in minutes, and lets you:

• Track every lead, job, and transaction that came from your ads (including callers who clicked your ads)
• See true return on your current ad spend (ROAS) based on real job revenue (not just clicks or form fills)
• Get insights to launch better ads that optimize for revenue, not clicks
• Try launching more effective ads directly in Chariot — powered by ad experts, Chariot tech, and AI -- at lower cost than typical agencies
• See performance of new ads in real time -- right from your CRM

If you’ve ever wondered which ads actually make you money, if your agency is giving you the full picture on their ROI, or if your moving company could benefit from running more ads (but don't have the time/ expertise) -- we're here to help.
​
We’re inviting a limited group of early customers to get access first.
​
👉 Join the waitlist now to be part of the first rollout.
​

More to come on this and other new Chariot tools for you!

Ian

Hi there,

Back with another update.
​
Every mover knows the pain of crews forgetting to add charges to a bill of lading -- lost revenue, plain and simple.
​
​To reduce the chance of this issue, we've made a notable change to how charges from the estimate get imported to the bill in Chariot.

• By default, the crew leader is prompted to import charges from the estimate as their starting a bill of lading. They have the option to start fresh if needed.
  ​
• There is also an option you can turn on (from Settings > General > Company Wide > Payment and Billing Settings) to always import charges from the estimate when the crew starts the bill of lading.

More context below. Reach out if anything is unclear!
​
Even more to come soon :)
​
Ian
​
​P.S. You can also now add/ edit tags -- including saved tags -- to the intake tab of a lead / job. If you missed the previous update on saved tags, check it out!
​

How importing charges worked before

If you opened a new Bill of Lading:

• At the beginning or end of the move, the crew lead would scroll down to the charges section (for example, at the end of the move) to add any charges they needed (box fees, travel fees, etc.).
  ​
• Of course, many of the charges that need to be billed are already on the Estimate from the sales process. So we had (and still have) an Import from Estimate button that the crew leader could press to bring over those charges easily (and then finalize/ tweak remaining charges from there).

The problem was:

• Some crew leaders were forgetting to hit the import button -- and could forget to add charges as a result.
  ​
• Sometimes crew leads would add charges, then click to import from the estimate. This cleared out the charges they had added manually -- meaning extra work to add them back.

The new default

When opening a bill of lading/ move contract, your mover will see a pop up asking them to confirm if they want to add charges from the estimate to the bill -- right from the start.
​
​They have the option to uncheck any charges that don't apply -- or to start fresh if they prefer. It will be most natural to add all the charges and proceed - and we expect this is best in most cases.
​
​Note that the "special" hourly rate charge -- the one synced to your team's work times or time tracking -- will not be included in the import (since it depends on the actual times worked.
​
Some situations where a mover may not want to import from an estimate:

• If it's a multi day move (pack day, move day) and your companies uses separate bills for each day, they would only import charges that apply to the current day
• If you built a binding estimate up from individual charges internally, but just want to add one flat move price to the final bill

Another option: Set your company to ALWAYS auto-import charges from the estimate

If you're reading this and thinking:
​"I always want the crew to bring charges from the estimate onto the final bill -- I don't even want them to have a way to mess this up!"
​
Then go to Settings > General > Company-Wide > Billing and check on the setting to "Always Automatically Import Charges from Estimate to new Bills of Lading".
​

If this setting is turned on, the crew leader will be warned that charges will be imported to the bill -- but won't have the option to skip the import step.

,

For an average mover in September, our AI Voice Assistant:

• Sourced ~13 qualified leads…
• Movers closed ~38% of those leads...
• Resulting in ~$4,900 in booked revenue…
• And saving their team ~2.6 hours of total call time

In short: it’s helping sales teams book more moves with less work – and even allowing movers to expand their business hours, helping them win busy customers who can't typically call during standard hours.
​
In the background, we’re continuing to push forward our AI’s capabilities to drive more impact for our movers.
​
With that in mind... 2 major updates below!
​
​(👀 Want an AI Voice Assistant demo? Grab time using this link! )
​
We'll be back very soon with more product updates!
- Ian (on behalf of the Chariot team)
​
​P.S. Other product updates are linked here if you've missed them!

(1) AI Performance Stats!

You can now easily see how your AI Voice Assistant is performing – all in one place.
​
Get a clear breakdown of:

• Total calls handled by the AI
• Qualified leads sourced
• Booked jobs and estimated revenue from those leads
• Call time saved and distribution by hour

These insights make it simple to track ROI, understand when leads are coming in, and see the real impact your AI is having each month.

(2) Smarter categorization of Lead, Voicemail, and Hangup calls

Our AI now has AI-enabled categorization every call -- so you can instantly see which calls are new sales opportunities, a voicemail about something unrelated to sales, and what’s just noise.

• New Lead – when a caller expresses interest in a move quote, booking, or pricing. These automatically create a synced lead in Chariot with all details captured from the call — and trigger a customer notification.

• Voicemail – non-sales inquiries like complaints, feedback, confirmations, vendor calls, or delivery updates.

• Hang-up – callers who disconnect before saying what they need (e.g., spam or wrong-number calls).

This makes your call stats clearer, reduces clutter, and ensures every real lead is tracked automatically.
​

Bonus: Examples of recent customizations!

AI Names: Kate, Avi, Nicole, Janet, Mark
​
​Smart inventory prompts:
Getting customers talking naturally:
​ “Imagine you’re walking through your front door and giving me a quick tour...”
​
Helping them remember overlooked areas:
​ “Sometimes people forget hallways, foyers, and patios — any other rooms or spaces we should include?”
​
​Getting ahead of objections:
​ “As a heads up, we can’t move that grand piano — but we can recommend another mover who can help!”
​
​Valuation upsell preview:
​ “I’ll just note that we offer valuation coverage if you’d like extra peace of mind. The team can share more details when you connect.”
​
​Self-Storage flows:
One mover with self-storage customized their AI to answer pricing questions and guide customers to book online – fully automated!

Hey there,
​
Happy Fall! ​
​
I’m excited to share some improvements we’ve rolled out in Chariot recently – all designed to save you time and make your work smoother.
​
​Top Updates (Full details below 👇)

• 🏷️ Saved, color-coded tags you can reuse across leads & jobs
• 📃 Simpler estimate formatting customization on-the-fly
• 📱 Mobile-friendly headers for easier smartphone use
• 📊 More fields in Full Job Export for deeper reporting
• ✏️ Update job stages with fewer clicks

We'll be announcing more soon – including upgrades to our AI Voice Assistant and other bigger features in the works.
​
Thanks for being part of the Chariot community – we’re working hard to help your team book more moves and save time. Reach out with ideas/ feedback anytime!
​
– Ian (on behalf of the Chariot team)

🚀 What’s new in Chariot

🏷️ Add saved, color-coded tags to leads & jobs

Tags are now easier and more powerful. Instead of typing them out each time, you can create Saved Tags – complete with colors and even emojis.
​
Use them across leads and jobs, filter on them with Saved Views, and quickly spot context like VIP customer, Spanish speaker, callback needed, or whatever is important to your team.
​
→ Find/ edit them from Settings > General > Lead/Job Configuration.

→ You can add/ edit them on each job from the “quick view” (we’ll be adding them to the “Intake” tab soon)

→ You can also add them from the leads/ jobs tables – if a tag you write matches a Saved Tag, it will automatically color code.

📃 Easier estimate format customization

We’ve simplified the way you control what customers see on estimates. Just click FORMAT for a cleaner list of options.
​
​Reminder: You should NOT need to customize these details every time. Instead, set up saved formats and templates you can load-up automatically. Reach out to support@chariotmove and we’ll make sure you’re set up for success!

📱Mobile-friendly header

Leads and jobs now look cleaner on smartphones, with quick view, stage changer, and actions always in reach. More mobile improvements are on the way.
​
​Pro tip: If you’re often using Chariot on a phone, we recommend adding it as a web app to your home screen. Learn more here!

✏️ Change job stage in fewer clicks

No more clicking through the Actions menu – just click the stage itself to update with 1 click.

📊 More insights in the Full Job Export

The report now includes:

• Lead creation date/time
• Breakouts for moving, packing, and storage services
• Separate fields for Origin/Destination state & zip
• Estimate sent date/time
• Job result notes, crew notes, and tags

To keep this report running fast, exports are now limited to 6-month chunks, but you can combine periods – or reach out to support@chariotmove.com if you need help pulling multi-year data in one go.
​

💪 Other small-but-mighty changes

• Slimmer left menu with more contrast for easier reading on small screens
  ​
• Estimator iPad App improvements for more reliable offline saving/syncing. If you’d like to try it, reach out to support@chariotmove.com!
  ​
• Dispatched / assigned movers on the job schedule now show in order of role (Crew Leaders → Helpers, etc), based on the role order you set in Resources > Role Management.
  ​
• Tips and Credit Card Fees now have their own charge categories in reports
  ​
• Lead/Job tabs (Intake, Inventory, Estimate, etc.) stay pinned when scrolling on desktop
  ​
• Text threads now shows a banner when there are new messages to view in a thread, so you don’t miss anything.

📌 Notes & Reminders

🤑 Referral bonuses – Know a mover looking to upgrade software after busy season? Send them our way and earn cash/ discounts on Chariot. [Learn more -> ]
​
💬 Chat widget access – If you ever have trouble seeing the chat bubble in the bottom-left corner, let us know (a couple users have reported issues recently). That’s where you can message support, search articles, see updates like these, and find key links!
​
📹 LiveSwitch integration – Fall is a great time to try live video calls and links through Chariot and LiveSwitch. Customers get 10% off LiveSwitch.

Hope you’re having a productive busy season!
​
We’re still working around the clock to improve Chariot. See what’s new below 👇 and reach out with any questions or feedback!

​Other news and notes:

• 🤖AI Voice Assistant: We’ll be sending a separate update soon on our AI Voice Assistant upgrades!
  👉 Go to “Voice Calls” in your Chariot menu to learn more or book a demo.
• 🤑 Referral bonuses: Know any movers thinking about a software upgrade coming out of busy season?
  👉 If you send them our way, you earn money! Learn more.
• 🪧💰Do you feel like you overpay for Google Ads and marketing agencies without clear/ compelling ROI? We’re kicking around a new feature idea related to this and are looking to talk to movers to see if they like it.
  👉 If this is a challenge for you, shoot us a quick reply and I’ll share more.

- Ian (on behalf of the Chariot team)
​

What’s new in Chariot!

💳 Option to take a Card on File (No Charge/ Deposit) to book

You now have the option to collect a card on file during estimate signing without charging upfront (no need to take a deposit). Great for teams that want a card in case of no-show payment issues.

(***Support setup required - contact us if you want this on for some of your estimate formats!***)

👀 Quick View Shortcut

View a lead/job summary from the top of the page—on any tab—so key info is always handy.

🏷️ Add and edit tags from the Quick View

Previously, you could only edit a lead’s/job’s tags from the Lead ands Jobs screens/ tables.
​
​Now you can edit them from the “quick view”, which means you can virtually add and edit tags from any screen in Chariot!
​
You can use tags to track/ organize anything from follow-up instructions, the status of claims, and more.

🛑 See Web Form Drop-Offs

See if a customer stopped filling out a form—and where—so you know if inventory is partial or complete.
​

✂️ Simplified Stage Names

We’ve shortened some stage names to simplify your experience:

• Intake in Progress → Intake
• Intake Complete → Intake Done
• Completed (Open) → Done (Open)
• On Hold/Postponed → Postponed
• Form Submitted → New Lead
  ​

📅 Manage your own Default Tracks

Set your own default schedule tracks from Settings > General > Scheduling to keep your dispatch views up to date. Confused about why/ how to use default and custom/ one-off tracks? See here.

⏱ Time Rounding – New Option to round to nearest increment

You can now round to the nearest time increment (not just up). Set this up from Settings > General > Payment and Billing.

🔔 Notification Bell Update

Notifications now show the newest first — more consistent with other apps you use.

✨ Quick View Improvements

Quick View now shows estimate type, deposit amount, and a clearer arrival window for each day.

Hey there

It’s been a busy stretch since our last product update – our engineers have been shipping fast, and there’s a lot to catch up on.
​
Below is a quick rundown of what’s new, plus some details if you want to dig deeper. As always, we’d love your feedback or questions — ping us anytime!
​

Quick summary – with deep dives below 👇:

• 🤖 Chariot AI Sales Assistant is live – capturing missed calls and booking new revenue. We’ve improved handling of spam/no-response calls and are expanding its capabilities, including support for non-sales calls. FAQs here. More updates coming soon!

• ✉️📲 Email & Text Template Editor is now available for users with the “Owner” role via Settings > Edit Message Templates. Easily create and edit dynamic templates. Want to give access to someone else on your team? Message us – we’re adding role-based controls in Settings > General soon.
  ​
• 🪝⚙️ Chariot now has “webhooks” you can use to send notifications in Slack, Teams, Discord, share contact info to marketing tools like Mailchimp and SendBlue, send automated messages (outside of Chariot’s normal ones), port data to spreadsheets, and trigger other 3rd-party automations.
  ​
  Sounds complicated? It’s not! Learn more on how it works here and ping us if you’d like to have the feature turned on!
  ​
• 📹 LiveSwitch Office Videos now appear in quick view and the crew’s inventory summary. Reminder: Want your movers to capture videos for walkthroughs? We also have a feature for that – let us know if you’d like it turned on.
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• ▶️ New “First Source” Field shows how your lead got into Chariot – web form, API, office, or AI Voice Assistant. It’s on your Leads/Jobs dashboards and job export. Using saved Views? You may need to update them if you want this field added – reach out if you need help.
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• 👷📅 Job Activities now display at the top of each schedule event in bold – making work plans easier to see, especially for multi-day jobs.
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• 📄 Estimate Options: You can now hide the dates section (for TBD moves) and the total amount at the top (if you’d prefer it less front-and-center).
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• 🪖 New Customer Type: Military – now available alongside Residential and Commercial. Turn it on in Settings > General > Lead/Job Configuration.
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• 🏢🏢 Multi-Location Improvements: Smoother account switching, better user management, reporting enhancements, and new controls in Settings > General for umbrella accounts

Small but mighty updates:

• Multi-day jobs with multiple crews / work dates per day show more logically on the schedule
• Added totals row to the “Job Results Charges” report (easy to see all revenue for period)
• Added JobIDs with hyperlinks to the “Job details report” (easily navigate to the page for the job)
• Photo uploads now always show in order they were added
• Storage invoices only show ACH option if you have the feature on to expose ACH payments to customers

Other news and reminders:

• Refer other movers – earn money! More on our program here.
• We’re working on a slew of automation and reporting features in Q3. Have ideas for this you haven’t discussed with us yet? Let us know!

See you soon,
Ian (on behalf of the Chariot team)
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Highlights and deep dives 🔍

Email / Text Template Editor

Previously, if you want to update your templated Chariot email and texts – or add your own custom email templates – you’d have to message our support team. No longer!*
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​From Settings > Edit Message Templates, you can now edit and create email and SMS templates on your own. For emails, you can add custom formatting, colors (backgrounds and text), videos, social links, dividers, attachments, and more!
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You’ll use “merge tags” to add dynamic content (customer name, links to estimates, review request buttons, etc.) throughout your message templates.

*Two notes about this:

• (1) If you want assistance updating / adding templates – especially more complex ones – we’re still here to help! Don’t hesitate to loop us in.
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• (2) Today, you can only edit existing templates if you were previously using a default template without customizations. For templates you’ve customized, we’re still working to convert them over to the new email/ text editor (if you need edits in the meantime, message us and we’ll do it the old-school way!)

LiveSwitch Videos from Quick View/ Crew Summary

Previously, LiveSwitch videos had to be viewed from the Inventory tab for a job. Now they’re conveniently accessible from the “quick view”.

The videos are now also viewable by the movers in their job summary!
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New “First Source” Field

We wanted to make it easier for you to track HOW your customers got into your sales funnel – and to enable better reporting around this (e.g., how many booked jobs did I get from the AI Voice Assistant last month?).
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The new “First Source” field in your Leads/ Jobs dashboards – and full job export, now enables this. More to come!

New Estimate Formatting Options

Under “FORMAT” for an estimate, you can now hide the move dates section from the top of the estimate (for TBD moves) or the total estimate that shows on top (if you prefer the customer has to scroll down to see it).

Note: that if you do a multi-day move with TBD dates, this might not fully solve the issue. If you’re showing charge details and breaking out charges by date,out by date, the dates will show in the charges section. We have a follow-up queued-up for this.
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Multi-Location Improvements

If you have access to multiple Chariot accounts – for example, you work in sales for a multi-location company – switching between accounts is now as simple as clicking on the account toggle in the top-left of Chariot!