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.
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• Tips and Credit Card Fees now have their own charge categories in reports
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• Lead/Job tabs (Intake, Inventory, Estimate, etc.) stay pinned when scrolling on desktop
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• 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.
  ​
• ▶️ 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.
  ​
• 👷📅 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)
​

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!*
​
​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.
  ​
• (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!
​

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?).
​
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.
​

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!

Hello!

We’ve been busy since our last update—so we’ve got a lot to share. Buckle up for some exciting improvements!

Quick summary – more details below 👇:

• 🤖 AI Voice Intake Assistant is Launching! Interested? Join the waitlist here. See it in action below!
• 📤 Our new email and text template editor/builder is rolling out to all customers by mid June.
• 📹 LiveSwitch videos – from the field or the office: Start videos from the office or crew app to document onsites, move-day walkthroughs, and more. Contact us to enable.
• 🏢 🧑‍🤝‍🧑 Easier commercial + multi-contact job management: Create multiple jobs per customer with different main contacts and send automated emails to multiple contacts per job.
• ⚙️ Role-based permissions: Set default access to edit company settings and access key features, by user role.
• 💸 Simpler Storage invoice payment flows: Take or log payments against any storage invoice, with more options.
• 📈 Many smaller improvements to: Reporting, inventory search, details you can show on estimates, move invoice details/ flexibility, 2-way texting, mobile-friendliness, web form, and more!
  ​

Other news and notes:

• Follow us on Facebook!
• We pay referral fees if you know movers looking for better software this busy season!

As always, more on the way…

Ian

🤖 AI Voice Intake Assistant

Chariot’s AI Voice Intake Assistant answers phone calls from new customers, gathers move details, and creates leads in Chariot—complete with summaries, transcripts, and follow-up confirmation emails/texts. It sounds (almost) human, runs 24/7, handles multiple calls at once, and is customizable for your company’s needs.
​
The goal: increase your bookings by capturing and setting up every lead for success–even when you’re not available. And give your sales team hours back to focus on high-value tasks.

🎥 Demo Recordings:

• Example of "standard" call
• Example of shorter/more efficient call (AI customized to ask tighter set of questions)

❓Getting Started

We’re giving a set of customers early access who participated in our research/ development and joined our waitlist. If you want to be included in the next group that gets access – join the waitlist!

📤 New Email / Text Template Builder & Editor Rollout

Last month we announced that new Chariot customers were getting access to a new dynamic email and text editor. No need to reach out to Chariot for edit (though we can help!) -- plus, it supports more dynamic layouts with photos, columns, videos, and more.
​
Over the next ~2 weeks, we’re transitioning all customers to have access to the editor. Any default Chariot emails and texts you use will be tweaked/ upgraded slightly, and all of your custom emails, texts, or customizations will remain as-is.
​
Stay tuned! Click HERE to see a sneak peek

📹 LiveSwitch videos – from field or office:

In addition to emailing/ texting video links and recording live video calls in Chariot, users of our LiveSwitch Integration can now also start a live recording in the field. Contact us if you’d like this feature on for your company!
​
​How it works:
​
​Office users can start recording video instantly from Inventory > Video on a job – for example, taking a video during an onsite estimate/survey

Crew users can be given permission to record live videos in the field – for example, recording a walkthrough at the beginning or end of a job.

Video walkthrough:
​Chariot | Start Videos from the Field in LiveSwitch - Watch Video

🏢 🧑‍🤝‍🧑 Easier commercial + multi-contact job management:

Previously in Chariot, you could:

• Create and re-use customers (like commercial accounts)
• Set multiple contacts for a job

But now, in addition, you can:
​
✅ Add multiple contacts to a Customer profile (e.g., Head of Department 1, Head of Department 2)

✅ Create multiple jobs under a Commercial Customer with different main contacts (e.g., Doing work for Chariot – Job A is for Ian Rapoport (CEO), Job B is for Srdjan Krstic (CTO).

✅ Add contacts to a job from the Customer’s profile and set additional contacts to get automated emails and be automatically cc’d when sending templated email (like a booking confirmation).

⚙️ Role-based settings/ permissions

Last month we introduced a revamped Company-wide settings screen to users with Owner roles (General > Settings).
​
​We have now fully rolled out this revamped Company-Wide Settings Screen AND Role-Based Settings, giving you more control over what your team can do in Chariot.
​
What this means:

• Everyone at your moving company can see the Settings > General > Company-Wide settings
• But by default, only owner-users can edit these settings
• But now, owners can choose which roles can edit each Company-Wide Setting

Owners can also set various role-based permissions via Settings > General > By Role

💸 Simpler Storage invoice flows

It’s now easier to take or log a payment against an unpaid storage invoice.
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Just click on the “3 dots” next to the Storage invoice, then select an option like Charge Card, Log Payment, or Log ACH to take a payment against that invoice. The invoice will be marked paid and the payment will be logged automatically.
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More to come on Storage billing enhancements!

📈 The small but mighty 💪

Reporting improvements

• The beta widgets/ reports are now working properly for multi-site accounts
• The “Jobs by Source” report now has totals at the bottom – making it easy to see the total jobs booked, created, or with an estimate signed over any period.
• We added the “Job Results Notes” to the Outstanding Balances report. This allows users to note the context for an unpaid balance in the Job Results Notes, and then see all these notes in one place alongside outstanding balances.

Estimate enhancements

• You can show the number of stories and access method for each location on your estimates! Click “FORMAT” and click the relevant customizations on for each estimate – or if you always want this on, reach out and we can update your default settings.
• Any charge with a category of “Materials” will now show in the Packing section of an estimate (previously it only showed charges with a category of “Packing”).
• You now have to click the “^” button to close/ open each section of the Estimate or Results tabs (previously clicking anywhere in the header did this – creating occasional confusing)

Move Invoice Upgrads

• Move invoices now include the date sent at the top
• When sending an invoice, hide the charge details or only show a total amount.

Miscellaneous

• Inventory search now includes better alphabetical sorting (if you type “sofa”, “Sofa - 2 piece” will always show before “Sofa - 3 piece”, etc.)
• Notifications “in the bell” of Chariot are now smartphone/ mobile-optimized
• The Chariot web forms now force the customer to choose a custom move date (it previously defaulted to today’s date) and no longer allows them to select a date in the past.

Hi there,

It’s been a month since our last update—behind the scenes, we’ve been hard at work on major Chariot improvements. Check out what’s new in March, and stay tuned for more very soon in April as we roll out new tools to support your team this busy season.
​
Your feedback, questions, and ideas about Chariot fuel our engineering efforts. Reach out anytime!
​
- Ian (on behalf of the Chariot team)

Reminder: Know a mover who needs software to set them up for success this busy season? You can earn money / Chariot discounts by introducing them to us!

🤖 Preview + opportunity for input: Chariot’s AI Intake Assistant

Is your team ever:

• Losing jobs because customers call after hours and you can't follow up before a competitor does?
• Struggling to reach leads at the right time to talk about their move?
• Unsure which new leads are most qualified and worth prioritizing?
• Wishing you had more context about each move before you call, so you can personalize your sales pitch?
• Wasting hours each week asking the same basic intake questions?

Imagine if:

• Customers could go through a personalized intake flow by phone or chat when no one’s available to answer their call.
• They could do it anytime—on their terms.
• And those leads showed up in Chariot with everything your team needs: context, upsell interest, and info to help close the sale.

We’ve been building a customizable AI-powered chat + voice intake experience to make this possible — and we’re looking for movers to test it out and tell us what would make it even better.
​
Interested? Sign up for a time here.
​

⭐ Other Major Product Updates

👤🗓️ Monthly schedule: daily “mini-maps!”

Chariot’s month view shows your leads, jobs and mover/ truck capacity by day. But a day’s truck and mover capacity doesn’t tell the whole story. For example, can you slot in a small afternoon job without adding more crews? Maybe you can staff another crew, but only for labor-only jobs?
​
​Now when you hover over a day, Chariot shows a “mini-map" reflecting how the schedule looks for the day – telling you at a glance what’s available without having to click through each day’s schedule.

⛔📧 Turn off automatic emails and texts on jobs

From the Customer Overview section of the intake tab, you can now toggle OFF customers receiving automated emails and texts (estimate reminders, pre move reminders, post move reviews, etc.).
​
For example, you may want to turn off auto-emails/ texts for repeat commercial customers where the main contact doesn’t need to get transactional messages.
​
​Before we release it widely (soon!), we’re doing final testing of this feature for a few movers who had this as a top priority – if you want early access too, reach out.

📈📊 New homepage “widgets” / insights beta

Owners and Managers will now see a “beta” version of Homepage that includes “widgets” of insights that you can view and sort in the order you wish. We’ve added 3 widgets to start:

• (1) Leads created, estimates sent, and jobs booked
• (2) Revenue and # jobs booked by sales owner
• (3) Number of leads generated by source

Each widget can be filtered by today, this week, or this month.
​
The future: transitioning the homepage to a set of widgets that each user can customize based on what they want to see!

🔔 Sounds for new notifications

Missing any important notifications?
​
​If so, now you can turn on a sound for them!

🚚⌚ Option to show each mover a report of jobs and times worked

We can now turn on a setting that allows movers (or select movers) to view their work times (and hourly pay, if pay management is turned on) for their previous jobs.
​
This may be helpful if you want to give your movers transparency into the information you’re using to calculate payroll, and get ahead of any disagreements re: pay owed ahead of running payroll.
​
​If you'd like this feature on -- let us know!

👶💪 Small but mighty updates

• The office calendar now dynamically starts the day at 7-8am local time (earlier if you have an earlier event) – it previously started at midnight, which made it harder to review.
  ​
• Moving companies now have the option to hide the packing and storage services questions from the Chariot web forms – let us know if you’d like this option turned on (you’ll be able to do it yourself soon)!
  ​
• You can now use filters on the Archive screens, which show all historical jobs. There was previously a bug impacting filtering capabilities.
  ​
• All “date pickers” in Chariot (schedule, job dates, reports) are now Sunday-Saturday format (some were previously Monday - Sunday)
  ​
• Mobile home is now an available location type you can choose for move locations
  ​
• The Resources > Time Off screen (where you can mark days off for movers and trucks) is now faster to load/ work with

Hi there,

Back with another update!!
​
You can now create and manage tasks in Chariot to ensure your team stays on top of every key next step.

A quick video overview of the feature:
​

Or check out this short article/ explainer!

Please note:

• If your role is Owner, Manager, or Operations you'll be able to view tasks across your team from the "Tasks Dashboard" page in the main left-menu. We can turn off this ability for specific users upon request.
• If you have a different role, you can view all of your tasks from the "Task Dashboard", but will not see tasks of other team members. We can turn ON cross-team task visibility for these users upon request.

This is just the beginning for task management -- reach out as you try the feature with ideas to make it more powerful for your team!

All the best,
Ian and the Chariot team

The Latest Upgrades 🤩

Smoother card / convenience fees

We’re rolling our upgraded card / convenience fee feature to all moving companies as our default by March 14, 2025. It auto-applies card fees to all appropriate payments, no checkbox / manual action required.

• We also can turn on a setting that allows you to waive card fees on specific jobs.
• More info here. Reach out if you want to be next (expect to hear from us soon regardless) – or if you want to keep the old way of adding card fees!

Payroll (Beta)

Ever wish Chariot could generate not just hours worked, tips and hourly rate, but also any other pay items for your team (commissions, bonuses, non-job work), and even calculate overtime?
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We’re in the early stages of rolling out a feature for full-fledged payroll calculations / reports – contact us if you’re interested in early access/ testing.

Estimates and Results -- better on a phone!

The estimate and results tabs are now MUCH easier to use on a phone -- we know many of you are working on the go! More mobile enhancements to come.

Estimator (Offline) App: Faster, More Reliable, More Foolproof

Our app is now MUCH faster and prevents common errors (for example, blocks you from leaving without saving changes): If you have an iPad (Android version coming) and do onsite estimates in areas with bad service, Chariot can help. Reach out to the team if you don’t have access yet and want to try the app.

You can show Sales Owner Info on Estimates

To do it, click “FORMAT” on your estimate, and then check “Show Sales Owner Info”. If you want to always/ frequently show sales owner info by default, then reach out to us and we can set up your default estimates to do this automatically.

Nudging users to book from the job schedule

At a computer, dragging / dropping jobs onto the schedule is our favorite way to book – it allows you to easily see availability while you’re booking (we noticed some users weren’t aware of this!). Chariot now encourages this option when users try to book from the job page (via Actions > Book or Reserve).
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​New to booking jobs in Chariot? Watch this video.

Leads color-coded by stage on job schedule

This should make it easier to see how far along each lead is that’s interested in the day! (New to stages in Chariot? See Here)

Auto-add charges to estimates based on volume of individual items (crates, etc.)

Do you price out each crate you provide by volume (or price this way for other items)? If so, Chariot now has a “synced charge” that can automate adding these charges to your estimates.
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Just set the “Sync type” of the charge to “Inventory Item (Volume Based) and select which items should trigger the charge. Reach out if you need help setting it up!

Add "Activities" to your hourly rate descriptions

We have a new setting that can add the work day “activities” to the description of the hourly rates on your estimates (for example: day 1’s hourly rate = “0 Truck, 2 movers - Packing”, day 2’s hourly rate = “1 Truck, 3 Movers - Load & Unload”).
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​Contact us if you’d like to try it out!

Easier to see trucks on mover schedule

Movers’ schedules now show a truck icon next to each truck assigned to the job, so that they don’t miss it and take the right truck (especially when dispatching remotely)!