Get Beta Access: Our New Automations Platform!

I’m back with another big one we've had in the works: Chariot Automations.
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You’ve already seen some built-in automations in Chariot — things like sending welcome messages when leads submit forms, estimate reminders, or payment receipts.
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But this new feature goes much further:
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💡 What’s new with Chariot Automations

• Triggers for any event — job booked, stage changed, invoice paid, time tracking started, LiveSwitch video uploaded, and more
• Dozens of actions — send texts/emails, update fields, create tasks, add/remove tags, send web forms, etc.
• Multi-step workflows — chain actions together, not just one-offs
• Custom conditions — fire only for certain job types, service lines, or customer tags

🚀 What it means for you

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

• No lead slips through the cracks: auto-create tasks for new leads or stale ones with no activity
• Automate follow-ups: send text/email sequences to boost close rates and recover declined estimates
• Upsell and prep automatically: schedule move-day prep tips, packing info, or valuation reminders
• Clean up ops tasks: auto-flag lost jobs, trigger follow-ups on missed payments or bad reviews
• Win repeat business: send timed review or referral requests, or check in months later for repeat moves

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.
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👉 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.
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- Ian