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Love Chariot? Two small favors: 🙏
Have feedback on what we can do better? Hit reply – we’re all ears. Talk soon! - Ian |
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!

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!
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:

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

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!
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:

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

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.
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!
If you opened a new Bill of Lading:
The problem was:
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 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:
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!
You can now easily see how your AI Voice Assistant is performing – all in one place.
Get a clear breakdown of:
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.
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.
This makes your call stats clearer, reduces clutter, and ensures every real lead is tracked automatically.
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 👇)
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)
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.

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

The report now includes:
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.
🤑 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:
- Ian (on behalf of the Chariot team)
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!***)
View a lead/job summary from the top of the page—on any tab—so key info is always handy.
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 if a customer stopped filling out a form—and where—so you know if inventory is partial or complete.
We’ve shortened some stage names to simplify your experience:
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.
You can now round to the nearest time increment (not just up). Set this up from Settings > General > Payment and Billing.
Notifications now show the newest first — more consistent with other apps you use.
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!
Small but mighty updates:
Other news and reminders:
See you soon,
Ian (on behalf of the Chariot team)
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!
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:
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!
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!
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.
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!
As always, more on the way…
Ian
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:
❓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!
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
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
Previously in Chariot, you could:
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).
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:
Owners can also set various role-based permissions via Settings > General > By Role
It’s now easier to take or log a payment against an unpaid storage invoice.
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.
More to come on Storage billing enhancements!
Reporting improvements
Estimate enhancements
Move Invoice Upgrads
Miscellaneous
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Hello! As always, lots of Chariot improvements in the works -- from the big new stuff to the important platform upgrades! Quick summary of what’s below:
Other news and notes:
As always – reach out if you need assistance or have ideas for us!
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