Hey there,
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Happy Fall! ​
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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.
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​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.
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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!
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– 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.
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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.
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→ 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.
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​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.
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​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.
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💪 Other small-but-mighty changes

• Slimmer left menu with more contrast for easier reading on small screens
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• Estimator iPad App improvements for more reliable offline saving/syncing. If you’d like to try it, reach out to support@chariotmove.com!
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• 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.
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• Tips and Credit Card Fees now have their own charge categories in reports
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• Lead/Job tabs (Intake, Inventory, Estimate, etc.) stay pinned when scrolling on desktop
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• 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 -> ]
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💬 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!
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📹 LiveSwitch integration – Fall is a great time to try live video calls and links through Chariot and LiveSwitch. Customers get 10% off LiveSwitch.