Hey there,
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In addition to the new add-ons we’ve announced (Ads & Marketing Platform full launch, Automations beta), we’ve also shipped some meaningful upgrades to the core Chariot experience you use every day.

Quick Summary (details below 👇)

• 📊 New reports & filters for revenue planning, commissions, and other analyses (bigger Reports upgrade coming – preview below)
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• 🪝 Webhooks are now live for all moving companies — connect Chariot to Slack/Teams, Mailchimp, SMS tools, Google Sheets, and more (Settings → Webhooks)
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• 📦 Full support for Container / Pack / Unpack billing on Bills of Lading (Settings → Charges Management
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• ⏩ Improved job preview on job schedule: get to the main job page with 1 click!
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• 📆 Dates now appear with hourly rates making invoices clearer for multi-day/part jobs

👀 Sneak peek: AI-generated inventory from LiveSwitch videos

Soon, you’ll be able to generate accurate inventory lists from videos with one click — including weights and volumes — directly inside Chariot.
​More soon, but reach out if you want an early look.

📣 Quick Reminder: Ads & Marketing Platform

You can now see which ads actually drive revenue, and run campaigns optimized for booked jobs — not just leads. The result: higher ROI and clearer visibility into what’s working.

• Quick articles / videos
• Interested? Message support@chariotmove.com or go to Reports → Ads & Marketing.

❓FYI: We re-organized our help center to make it easier to find answers and onboard new team members to Chariot. You can also still search help articles in the chat widget in the bottom-left of Chariot.

As always, more to come soon.
Ian (on behalf of the Chariot team)

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🚀 Highlights

📊 New reports & filters (+ preview of what’s next)

We've been renaming reports to be more intuitive, adding highly requested new ones, and making navigation much easier.
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​New reports available now:

• Customer List | “I want a list of all customers I’ve done jobs for over the last X months and their balances”
• Revenue by Charge Category | “How much did I make from packing and valuation charges this period?”
• Revenue by Charge Item | “How much did I make from each type of box this period?”
• Leads, Jobs, and Revenue by Zip Code | “What areas are my leads coming from, and which are converting to jobs at the highest rate?”

Added Sales Owner filter to:

• Time from Lead Creation to Estimate Sent by Month | “How has my rep’s estimating speed changed over time?”
• All Charges for Date Range | “I want to see every line item my rep’s jobs billed for this month”
• Leads, Jobs, and Revenue by Source (Marketing ROI) | “What was the mix of jobs/ revenue my rep booked by overall source?”
• Revenue Over Time | “How much has my rep made for my company over time?”

Preview of what's coming soon!

• Salesperson scorecards with common KPIs
• Invoice status and aging report
• Storage payments and invoice aging reports
• Improved organization by theme (forecasts, financials, marketing, movers, etc) -- with hints on how to use each report to answer key questions
• Star your favorite reports for easy access

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🪝 Webhooks

Webhooks let Chariot send real-time events to other tools the moment something happens. Paired with Zapier or Make.com, you can automate a ton of functionality.
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​Common use cases:

• 🔔 Sending real-time alerts via Slack, Discord, Teams, email or other communication channels -- going beyond Chariot's normal notifications.
• 📤 Triggering Automated Communications outside of Chariot’s normal automations, through other tools (Mailchimp, SendBlue, etc.)
• 📊 Additional Data Tracking & Reporting – Send events to Google Sheets, Excel, or Airtable to build your own dashboards or reports.
• 🗓️ Create automatic calendar events - Automatically create events in Google or Outlook calendars:

Sounds technical, but setup is straightforward. We go over some real examples step-by-step right here!

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📦 Full support for Container / Pack / Unpack billing

Many movers (especially weight-based) bill packing via per-container, pack, and unpack rates. This is now fully supported in Chariot on Estimates and Bills of Lading/ Invoices.

Before this update, the Chariot team could set up these charges for you, and you could generate this billing on estimates using the “Includes Labor” toggle on the Packing section. But it didn't fully translate on the billing side.
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​Setting up / editing charges
Go to Settings > Charges. When editing or creating a charge with a Category of Packing or Materials, use the dropdowns to set separate Container/Pack/Unpack rates.

Using on Estimates
Toggle on “Includes Labor” to use this billing method on an Estimate (or build it into Estimate Templates). Container and pack rates will sync for any boxes set up as synced to CP inventory items.

Using on Bills of Lading
When adding a box/ materials charge to a Bill of Lading, if “Includes Labor” is toggled on for the Estimate’s packing section, the crew will see the option to set container/ pack/ unpack rates on each charge. Imported packing charges will automatically apply each rate.
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The charges display cleanly on the final bill of lading and invoice – no manual, confusing-looking grids!

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⏩ Improved job preview on job schedule

The job preview now includes clear actions to:

• Open Quick View
• Hide the job
• Jump straight to the main job page

Fewer clicks, faster navigation.

📆 Dates now appear on hourly rates for multi-day jobs

When hourly rates are synced with work times, the associated date now appears directly on the charge — making multi-day jobs much easier to read on BoLs and invoices.