We have some exciting updates on Chariot add-on features -- and another big one coming next week. Read more below, and grab time if you're interested in diving deeper!
​

LiveSwitch Integration: AI Inventories from customer videos!

Chariot already has the best integration with LiveSwitch in the industry. Now integration users can generate full inventory lists in Chariot from LiveSwitch videos using AI – no manual input required, and with you in control of the final details. No additional fees beyond your normal LiveSwitch subscription.

See more in this ~2 minute overview video!

Chariot x LiveSwitch | AI-Generated inventories from videos - Watch Video

One disclaimer: Users at your moving company can only run the AI on videos if they have a LiveSwitch seat/ license/ login.

AI Voice Assistant - Full inventory generation, and big 2026 results

AI-generated inventories = saved time

After the AI Voice Assistant runs a customer through their inventory list, it now creates full inventory lists complete with weights, volumes, and notes -- directly on the Lead's inventory tab.

→ That means less time entering inventories manually, faster turnaround on estimates, and higher booking rates.
​

More impact

So far in 2026, the AI Voice Assistant has handled 145 hours of calls with customers. On average, movers using it have seen:

~$17K in additional revenue booked via AI
​~14 more jobs captured
​~39 more qualified leads generated

Several movers have booked $50K+ in revenue to their schedules through the AI in 2026 so far!
​
AI isn't perfect, and not every caller will want to talk to it. But no moving company can cover the phones 100% of the time -- and even capturing a handful of customers that would've otherwise gone to voicemail makes a significant difference to your bottom line.

Ads & Marketing Platform Updates

Whether you're spending thousands (or tens of thousands) a month on ads and need to know what's actually working, or you're a smaller operation figuring out where to start -- the Ads & Marketing Platform is built for both: Real-time visibility into how your marketing ties to actual revenue in Chariot -- and if you're not running ads yet, we can manage them for you.

Lead Attribution Details

You can now see every lead we can track to a channel -- Google Ads, organic search, AI search, mailers, and more -- along with how they first engaged (web form, phone call, etc.).

Now you can see who didn't book, which channels are driving leads, which are converting, and where you're losing people.
​

CallRail Integration

Our Ads & Marketing Platform could already attribute phone leads to marketing sources through Google Ads call tracking and dynamic number insertion. Now we also integrate with CallRail -- one of the most widely used call tracking tools.
​
CallRail is popular because it goes beyond just tracking ad clicks. It dynamically swaps the phone number on your website for each visitor, so you can attribute calls to specific sources -- Google Ads, organic search, direct traffic, and more. Connecting it to Chariot means all of that attribution data flows directly into your Ads & Marketing Platform for a broader, more accurate view.
​
To connect, click the gear icon in the platform, then "Connect CallRail" and follow the instructions. Let us know if you need help.

There’s been a LOT we’ve been building into Chariot recently. This update highlights the big changes to the core software you all use (and Storage). I’ll be sending another update this week with news about our add-on features (AI Voice, Ads & Marketing, LiveSwitch videos) + a NEW game-changing Chariot feature we're releasing.
​
Please check it out with your team!
​
​Quick highlights:

• You can now set per-day hourly minimums that are automatically enforced on the bill. Full roll out will be mid-April. Message us for earlier access!
  ​
• A new Claims Management feature is in beta for movers who want early access. Again -- message us if you want to be an early user/ tester!
  ​
• Add and edit your own Estimate Formats (how Estimates appear to customers) from Settings > Estimate Formats, with more options for text colors, text highlighting, custom spacing, bullets, numbered lists, and more.
  ​
• Add and edit job notes right from the "quick view" panel
  ​
• Self-manage your automatic review request configuration (Settings > Customer Reviews Configuration)
  ​
• Option to waive card fees for Storage Jobs by default
  ​
• Add charges to Estimates that automatically sync to the hourly rate (for example, Travel Time Charge = 1x hourly rate)

I'll be back very soon with more.
​
- Ian

New features - message us for early access!

Hourly Minimums

You can now set hourly minimums for jobs that will automatically display to the customer and will be enforced on the bill.
​
You can use a company-wide default (like 2 hours) – but also override that default to set a custom hourly minimum per job or per day of the job (example: Friday pack with 3 hour min, Saturday move with 4 hour min).
​
Mover reports will show actual time worked as well as the minimum time for purposes of payroll.
​

We are rolling out this feature first to movers who request it, and then to all our customers by mid-April.

If you’d like it on for your moving company, please let us know and tell us your default hourly minimum.

Claims Management (Beta)

We’re releasing a Claims feature that helps moving companies:

• Organize and search for claims without manual, error-prone spreadsheets
• Centralize documentation about all Claims to ensure nothing is missed and information is easy to reference
• Track progress of each claim and ensure nothing is missed / dropped
• Ensure compliance by tracking the dates claims were received, acknowledged, settled, and paid
• Track which movers are costing the company the most in claims, to help with coaching and to reduce your claims ratio

We’ll be releasing this feature to all customers by end of April. We’re looking for movers who want access to the beta version and to give us feedback on how we can improve it.

Please reply if you’d like it on and share which users should have access. We’ll follow up with more details!

Other new features - on for all Chariot customers

Edit your own Estimate Formats – with colors and more options!

From Settings > Estimate Formats, you can finally fully customize your templated Estimate “Formats” in Chariot, which are a templated group of settings that control how the Estimate displays to the customer, including:

• Title
• Introduction text
• Terms & Conditions
• Valuation explanation (if you use the Valuation feature to display valuation on estimates)
• Customizations of what shows / hides across charge details, totals, inventory details, etc.
• Default deposit approach (flat rate, percentage of total, no estimate, etc.)

We’ve also added new formatting options – including text colors, highlighting, numbered list/ bulleted lists, custom spacing, and custom alignment.

Add/ Edit Notes from “Quick View”

Office users can now edit and add overall job notes (short job summary, general notes, office notes) directly from the “quick view” – no need to click into the separate page/ screen for the job.

Waive Card Fees for Storage Jobs

You can now apply card fees by default to moves/ standard jobs, but waive them by default on storage jobs (and control which storage customers have card fees applied vs. not).
​
​Learn more below!

Self-manage your Review Links and Auto-review settings

You should be aware that Chariot makes it easy to send review requests - including automatically sending out review requests after your jobs are complete (learn more here).
​
Now, you can manage the settings for this feature on your own from Settings > Customer Reviews Configuration:

• Set whether review requests send automatically
• Set what time of day they send (the day after the job is completed)
• Set up 3rd party review sites to direct happy customers to post on!

New Synced Charge: Set Charge’s Rate to the Hourly Rate

We introduce a new “synced charge” that automatically sets the price of the charge to the hourly rate.
​
For example, if you charge a travel fee equal 1 x the specific hourly rate for that job (or day), you can set it up as this synced charge, so that the travel charge always sets to the correct rate:

To enable this sync for your charges:

• Go to Settings > Charges
• Click Edit for the relevant Charge
• Under Sync Type, select “Charge Rate Synced to Hourly Rate”

Other Small but Mighty Changes:

• The job schedule has improved on mobile / smartphones -- with the width of each track increased for larger companies / schedules
  ​
• Under Resources > Role Managment, you can now toggle per mover-role if the mover can see the estimated length of the job (~4 hours, etc.) from their mover homepage.
  ​
• The Crew Size and Hours Calculator now accepts negative factors (for example, -10% to move time for a Ranch with no stairs) and has a setting (via Settings > Estimating) that allows you to round estimated times to the nearest half-hour.
  ​
• Estimate Templates that used "Combined" charges (vs. showing charges per day) can now be loaded for Estimates with any number of work dates (for example, a LD template can be loaded for a job that runs 2, 3, 4, 5 days, etc.)
  ​
• Inactive Movers are now separated out when running Reports focused on different movers.
  ​
• When creating Office Calendar events, the name of the event will automatically populate with the event type – for example, if you schedule a virtual survey the name will start as “Virtual Survey for [Customer Name]”

In December, we launched our Ads & Marketing Platform inside Chariot.

The core problem it solves:
Most movers spend thousands per month on marketing, but don't know what they're getting back. Their ads optimize for leads.
​
The biggest/best service businesses? They can track every dollar back to their ads. And their ads optimize for revenue.

With the Ads & Marketing platform, with a few minutes of setup, movers connect Google, Meta, their website, and Chariot — and instantly see:

1. Which jobs actually came from which sources
2. Real revenue tied to calls, forms, mailers, etc.
3. True return on ad spend (ROAS) — not guesswork

We also automatically send offline revenue data back to Google in real time. By attaching that to your ad campaigns, Google can bid on high-value jobs, not just cheap leads.

15+ movers are live on the platform. What we're seeing:

• Movers are finally seeing true return on ad spend in real time. They're holding their agencies accountable for results. If they run ads themselves, they're no longer guessing -- they're strategizing.
• “Good” campaigns are often unprofitable once revenue is tracked
• Movers are cutting $1-3K+/month in wasted spend
• Data makes experimentation easier - they're trying new marketing ideas, knowing they can measure the impact.

Others are reallocating dollars to campaigns that actually work -- or having Chariot's ads team manage campaigns for them -- and are driving significantly more booked revenue.

One Real example:
​
Previous campaign → 1.19x ROAS
After switching → 6.4x ROAS
(And budget cut in half)

The difference? Optimizing for booked revenue, not clicks (and some disciplined campaign management behind the scenes).

If you’re running ads and not tying them directly to booked revenue, or interested in running ads but don't know where to start -- we'd love to discuss if we can help. You can schedule time below.

If you're still getting oriented to how moving company ads work -- I'd check out the webinar and Q&A we hosted back in December.

Chariot: How Moving Company Ads Actually Work + our Ads & Marketing Platform - Watch Video

Will be back soon -- big updates on the way!
​
- Ian

​
​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!