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.