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!
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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.
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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.
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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.
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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!
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​How it works:
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​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:
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✅ 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).
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​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.
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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.
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Interested? Sign up for a time here.
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⭐ 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.).
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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.
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​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.
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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?
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​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.
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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.
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​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.
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• 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)!
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• You can now use filters on the Archive screens, which show all historical jobs. There was previously a bug impacting filtering capabilities.
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• All “date pickers” in Chariot (schedule, job dates, reports) are now Sunday-Saturday format (some were previously Monday - Sunday)
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• Mobile home is now an available location type you can choose for move locations
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• 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?
​
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).
​
​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)!

Hi there,

Back with many small-but-mighty product changes and a preview of some bigger ones coming your way!

⏲️ Quick summary – with deep dives below 👇

🚀 Big updates:

• 💳 Chariot can now fully automatically apply a card fee / non-discount to any payment that is made by card through Chariot
​

• 📹 Wednesday we announced that Chariot is now integrated with LiveSwitch, allowing users to collect videos and conduct virtual surveys by sending a link or starting a video call without leaving Chariot. Learn more about it here and reach out if you have any questions.

💪 Small but mighty updates

• 🚚 The crew experience now includes a variety of “guardrails” to prevent the most common mover mistakes, and shortly will be updated with an improved Bill of Lading and Photos tab.
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• 🤓Users can now can more easily control the columns, filters, and row height of the leads, jobs, and archives pages
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• 🧾 You can now download/ print an invoice pdf without sending it
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• 🏋️💲 It’s now simpler to customize pay rates by mover by role (requires role and pay management is turned on – let us know if you’re interested)
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• 🔽 We can now show movers on the job schedule (under “Resources”) sorted by role, in an order of your choosing (note: not exposed to users to edit themselves yet -- it will be next week! - reach out if you’d like this set up earlier)
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• 🙈 We added a estimate formatting option that allows moving cos to hide the inventory list but show the total weight and/or volume

Reminders!

• 📦 Storage Management: Let us know if you’re interested in getting access to our storage module for organizing/ automating storage tracking and recurring billing!
​

• ⭐⭐⭐⭐⭐ Auto-review feature changes: When a customer gives you 5-stars through the Chariot review feature, we now skip the step of leaving you feedback in Chariot and direct them right away to post online – we’re seeing a higher rate of public posts as a result. If you prefer, we can also have the automated review email link every customer directly to a review site, instead of the “Chariot” review experience. Reach out if you have questions/ requests – or if we haven’t set up this feature for you yet!

Happy moving! We’re here to help if you need anything. More to come 😀.

- Ian and the Chariot team

🥽 Deep dives

Preview/Early Access: Fully Automated Card Fees/ Non-Discounts

❓ Why we built this:

Today, card fees in Chariot can be added with 1 click to an estimate, invoice, or bill of lading. But we wanted to make adding the fee more seamless, less mistake-prone, and more flexible for situations where the bill is split between different payment methods.
​

🔍 How it works:

When you collect a card payment, Chariot will display the subtotal and then the total with card fee/ non-discounts added to the payment amount – whether it’s via a payment link, deposit, invoice, or payment collected from the field.

Payments with card fees will have a special icon indicating that a fee was included. The fees will not count towards the balance of the job but will count towards revenue collected.

✋ What’s next / want early access?

We’ve started to roll out this new card fee model to moving companies who are particularly eager for this feature. If you’re one of them, reach out to us and we’ll go over the next steps.

Mover Experience Upgrades and “Guardrails”

We’ve added new and improved alerts and warnings to the mover experience to reduce common mistakes. These include:

• Warning a mover if they start a Bill of Lading (BoL) before starting the time clock

• Showing if an active time tracking session is linked – or not – to a BoL (they need to be linked for time-tracking to auto-generate times and hourly charges on the bill)

• Warning the mover if they try to complete a BoL with no charges on it – or try to complete a time tracking not tied to a BoL

• Enhancing and simplifying the Bill of Lading tab

--> Also, shortly the photos tab on a job will also displays a gallery of photos without needing to click “Upload photo” to see them.

Easily control lead/job/archive pages

We’ve added a widget above the Leads, Jobs, and Archives table that allows you to more easily control table columns, filters, and row height. You can also export the tables (for example, download a table of all your open leads) to a spreadsheet.
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Pro tips!

• You can also control the ORDER of the columns by drag-and-dropping the columns with your mouse

• You can save down custom views with sorts and filters of your choosing! Some ideas here.

Print/ Download Move Invoice

You can quickly print out an invoice pdf via the “Send Invoice” button.

Simpler customization of pay rates by mover

Reminder: Default pay rates by role are managed via the Role Management Page (another reminder: we can customize these roles to your liking!), and if you have pay management on, hourly pay due will appear in Mover Reports. If you need your set up adjusted for this, let us know!

Additionally, on the Resources → Movers page, you can add custom (overrides the default rate) pay rates for each mover (this was previously a bit more complex). If you don’t add a custom pay rate, the mover will get the same pay rate for that role.

Custom Ordering of Movers on the Job Schedule by Role

We can now show movers on the job schedule (under “Resources”) sorted by role, in an order of your choosing (note: not exposed to users to edit themselves yet - next week you'll be able to edit it yourself under --> Resources --> Role Management; reach out if you’d like this set up earlier). For example, Leads, then Drivers, then Helpers!

Hi there,

We're excited to introduce our integration with LiveSwitch, the fastest-growing video and virtual survey platform for moving companies!

Now, customers of Chariot and LiveSwitch can request video recordings, start and record live video calls (for virtual surveys), and view all videos -- all without leaving Chariot.

​Click the video below to watch a ~2 minute overview

Already a LiveSwitch customer? To set up the integration, go to any job --> Inventory --> Videos, and click the main button to connect to LiveSwitch.
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​Not a LiveSwitch customer? Check out our Integration FAQs for more information on the benefits of the integration, pricing (Chariot customers get 10% off), free trials and more. If you know you want to try out the integration, you can contact LiveSwitch's team at https://www.liveswitch.com/chariot. Of course, we're also happy to help answer any questions.

All the best,
Ian and the Chariot team

Hi there,

We’re excited to announce our long awaited Customer Management feature! This new feature allows you to group multiple jobs under a single customer profile and view associated information (like invoices, payments, etc) in one place.

This feature is to work alongside Chariot’s leads/jobs pages, giving you greater visibility into your repeat business.

It will be available for all Chariot customers starting Monday 1/13.

Best,
​The Chariot Team

👥 Customer Management

❓ Why we built this

To simplify CRM organization by making it possible to group jobs under customer profiles, providing more insight into your operations.

💡 How it works

• “Possible Repeat Customer” Flag: Jobs with matching names, phone numbers, or emails (or a combination of these) will display a possible repeat customer flag.

• Link Existing Jobs to a Customer Profile: Click “View” on the possible repeat customer flag to associate a job with a customer profile. You can proceed to link the job to a customer by clicking “Link Job to this Customer”

• Merging Customer Profiles: You can merge multiple customers into a single profile on the Customers CRM page. After selecting multiple customers and clicking Bulk Actions > Merge Customers, Chariot will combine matches based on shared information (name, email, phone). Note: Merging is irreversible, so please double-check before proceeding.

• Creating a New Lead for a Repeat Customer:

Suggested matches dropdown when adding a lead for a commercial customer

• Commercial Customers: Commercial customers/jobs will use the company name and main contact email and phone for matching purposes.

• Viewing Customer Jobs, Invoices, Payments and Balances: All customer financial information is now accessible in one place via the new Customers CRM and Customer Profile pages. You’ll see tabs for Moving Jobs, Storage Jobs, Invoices, and Payments, so you can see information across customer’s jobs all in one place.

Customers CRM page

Customer Profile page

Hi there,

Happy New Year! The Chariot team has been hard at work as the clock turns from 2024 to 2025 – read on for new tools like Time Tracking tips, Estimate Signature Workflow changes, and more!

• Bill of Lading x Time Tracking assistance – Movers will now see context-specific banners to ensure accurate Time Tracking and Bill of Lading completion when on-site.

• Web Form Updates – The requested move date now appears on the first page, and leads are auto-submitted as soon as customers click ‘Next’ on the first page. Note: this vertically expands the embedded quote form by one row, so please check your website to ensure that the form is still shown properly.

• Clearing digital estimate signatures when details change – When job details that impact already-signed digital estimates are updated, customer signatures will be cleared from the digital version to avoid confusion. Customers can still access the signed PDF for reference to the signed version.

• Ordered Review Links – You can now specify the ordering of review links in Chariot’s Review Request flow.
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• Add distinct crates (and other items) to an inventory with unique dimensions – If you add an inventory item’s dimensions, it will add the dimensions to the name of the item. This allows you to easily add multiple versions of the same type of item – like crates of different sizes – to the same inventory. It also makes it easier to see (via the inventory list) the dimensions of crates that need to be built for a job.
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• Request Photo Uploads from Customers (announced last week) – your customers can now upload photos to Chariot! From the Actions menu, click Request Photo Uploads and your customers will get a notification to upload photos for their move. Uploaded photos will appear in Job > Inventory, and you can set up notifications for uploads in Settings > Notifications. You will need to turn these notifications on if you'd like to receive them.

We’re always looking to improve – if you have questions or feedback, reply to this email or reach out to support@chariotmove.com.

Thanks,

Amos

(on behalf of Team Chariot)

⏰ Time Tracking Tips

❓ Why we built this

To help movers completing Time Tracking and a Bill of Lading in case they forget key steps.

💡 How it works

Movers will now see context-specific banners to ensure accurate Time Tracking and Bill of Lading completion. Note: these changes are only relevant for Chariot customers with Time Tracking enabled.

• If a Time Tracking has not been started, movers will see a reminder to begin one before opening the Bill of Lading.

• If a Time Tracking is in-progress, a banner confirms it’s linked to the Bill of Lading

• If a Bill of Lading is open without an active Time Tracking, movers will be prompted to start a Time Tracking.

🙋 WebForm Updates

❓ Why we built this

To maximize lead submissions and streamline the customer experience.

💡 How it works

Chariot customers using the Chariot Short Form will see two changes:

• The requested move date now appears on the first page
• Leads are auto-submitted once the customer clicks ‘Next’ – even if they don’t finish the full form (this previously happened after the 2nd page of the form)
• Users will still be able to continue filling out the form
• Note: this vertically expands the embedded quote form by one row, so please check your website to ensure that the form is still shown properly.

📄 Digital Estimate Signature Clearance

❓ Why we built this

To ensure that signatures on digital estimate pages only are present for the version of the estimate that the customer signed.

💡 How it works

If you change an estimate after a customer has signed it, their signature will be cleared and they’ll be notified that the estimate has been updated from its original.

From the office side, you’ll see this banner on the Estimate page. You can choose to resend the customer the estimate (it won’t happen automatically). Here is an article covering Modified Job Stages.

Your customers will see this banner on their digital estimate, which will revert to an unsigned state.

📄 Add Distinct Inventory Items

❓ Why we built this

To allow you to more easily add and save custom-sized inventory items

💡 How it works

• Add an item (like a crate) to a job's inventory
• Add custom dimensions
• Custom dimensions are saved to the item's title

Hi there,

Happy Wednesday! We’re excited to introduce Mover Role Management 2.0 – a set of updates that give you more flexibility when assigning movers to jobs, viewing capacity by role on the schedule, controlling mover permissions, and managing payroll data right in Chariot.

Role Management and Per Job Roles will be available in your account by default – contact us (support@chariotmove.com) if you want to turn on Capacity by Role and Pay Rate Configuration + Reporting.

Quick summary (highlights below ✨👇):

• Per Job Roles – Assign movers to jobs with different roles as needed (i.e., John Smith can be a Driver on Job A and a Helper on Job B).
• Capacity by Role – On the Schedule, easily view the number of available resources by role (e.g., 6 Drivers and 12 Helpers).
• Role Management – Change permissions (e.g., “Can access BoL” or “Can send mover texts”) for your movers directly in Chariot.
• Pay Rate Configuration + Reporting – You can also configure default pay rates for roles in the new Role Management page and for movers (which would override the default role rate) in Resources > Edit Movers, allowing you to more easily measure payroll costs and reporting directly within Chariot.
• Custom Badge Colors – Customize the colors of your role badges!

Per Job Roles and Capacity by Role

❓ Why we built this

We know that movers often need to have different roles on different jobs – you now have the flexibility to assign, communicate and track that in Chariot.

💡 How it works

1. Movers will continue to have a default role
2. However, now, when you assign a mover to a Track or to a Job, you’ll also be able to change their role (at the Track level or on the Job itself) by clicking the badge and selecting a role from the dropdown.
3. Please note: the Capacity by Role feature is opt-in only – reach out to support@chariotmove.com if you’d like us to set it up for you!

Role Management

❓ Why we built this

There are many crew features in Chariot and we understand the importance of providing access to those features to the right movers at the right time.

💡 How it works

Users with the role of “Owner” will have access to a new tab in Resources > Role Management and will be able to update permissions, change role badge colors and assign default pay rates.

Reminder – roles themselves are customizable, just reach out to us and we can help you out!

Pay Rate Configuration and Reporting

❓ Why we built this

Having all of your data in one place is always helpful, so we’ve added the ability to configure pay rates and view basic payroll reports in Chariot. We have more payroll management features coming soon, so stay tuned!

💡 How it works

• You can configure default pay rates for roles in Resources > Role Management or configure pay rates for movers (overriding default role rates) in Resources > Movers > Edit Pay Rates.
• Please note – Pay Rate configuration is opt-in only, reach out to support@chariotmove.com if you’d like us to set it up!
• Pay rate data will show up in Reports in the Time Worked by Mover and Time Worked by All Movers reports, showing you a mover’s hours, rate and total pay for a given job.

Role Management – Editing Default Rates for Roles

Movers – Editing Rates per Mover

Thanks,

Amos (on behalf of the Chariot team)