Latest News from the Chariot Team
Product update

Oct 1, 2025 - Product Updates

Ian avatar
Shared by Ian • October 01, 2025

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 👇)

  • 🏷️ Saved, color-coded tags you can reuse across leads & jobs
  • 📃 Simpler estimate formatting customization on-the-fly
  • 📱 Mobile-friendly headers for easier smartphone use
  • 📊 More fields in Full Job Export for deeper reporting
  • ✏️ Update job stages with fewer clicks

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)

🚀 What’s new in Chariot

🏷️ Add saved, color-coded tags to leads & jobs

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.

📃 Easier estimate format customization

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!

📱Mobile-friendly header

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!

✏️ Change job stage in fewer clicks

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

📊 More insights in the Full Job Export

The report now includes:

  • Lead creation date/time
  • Breakouts for moving, packing, and storage services
  • Separate fields for Origin/Destination state & zip
  • Estimate sent date/time
  • Job result notes, crew notes, and tags

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.

💪 Other small-but-mighty changes

  • Slimmer left menu with more contrast for easier reading on small screens
  • Estimator iPad App improvements for more reliable offline saving/syncing. If you’d like to try it, reach out to support@chariotmove.com!
  • Dispatched / assigned movers on the job schedule now show in order of role (Crew Leaders → Helpers, etc), based on the role order you set in Resources > Role Management.
  • Tips and Credit Card Fees now have their own charge categories in reports
  • Lead/Job tabs (Intake, Inventory, Estimate, etc.) stay pinned when scrolling on desktop
  • Text threads now shows a banner when there are new messages to view in a thread, so you don’t miss anything.

📌 Notes & Reminders

🤑 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.