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.