Product update

1/27/26 | New in Chariot | 📊 Reports upgrades, custom deposits, and much more!

Shared by Ian • January 27, 2026

Hope your 2026 is off to a good start – we’re back with some new product updates to make it even better!

Quick summary (details below 👇):

📊 The Reports page has been completely revamped: More insights, better organization, plus starring and search for quick access. We’ve rolled this out to ~25% of moving companies to validate performance and polish the experience, with a rollout to everyone coming soon. Don’t see it and want earlier access? Just let us know and we'll turn it on for you.
💳 You can now fully customize deposits for any individual Estimate. Previously, you could only use the deposit tied to each pre-built Estimate Format.
📈 The Ads & Marketing Platform (go to Reports > Ads & Marketing) now shows attribution and ROI from any campaign with a unique source tag (mailers, email marketing, etc.) - in addition to the paid ads and organic traffic we already tracked! (Not signed up for Ads & Marketing yet? Click here to sign up or here to go over it with us)
✍️ Chariot Short Form now supports free-text move details, giving customers a simple way to add more context in their own words.
🤖You can now add notes to AI Voice calls, helping your team track which calls they’ve reviewed, key takeaways, and next steps.
🏷️ Easily add Saved Tags to jobs via the the Leads / Jobs / Archives dashboards – just click into the cell underneath the Tags column!

We have a lot in the works. We’ll be back very soon.

All the best,
Ian (on behalf of the Chariot team)

📊 Chariot Reports, Revamped!

Reports are now organized by topic and common questions, making it easier to find the insights you’re looking for.

⭐ Star your favorite reports for easy access:

🔍 Search for reports and data you’re looking for:

We’ve also added a variety of new reports, and simplified names and descriptions of existing reports:

Customer List
Revenue by Charge Category
Revenue by Charge Item
Salesperson Scorecard (total leads, estimates, booking rate, texts, emails, tasks, accuracy…)
Outstanding invoices (aging)
Storage job invoices
Leads, jobs, and revenue by zip code

💳 Customize deposits for any estimate

Note: Only applies to moving companies enrolled in Chariot payment processing

Previously, the deposit for a move was set on the “Estimate Format” (which controls intro, terms, display of charges, etc.). That meant that to request a new deposit amount, you needed to (1) add a new Format to your Chariot set up or (2) send a one-time payment link, separate from the estimate.

Now, you can set a custom deposit on any Estimate.

At the bottom of the page, click the edit button next to "Deposit". Then, select a deposit setting (flat rate, percentage based, multiple of hourly estimate, just take card on file, no deposit) based on your preference.

If you want to re-use this deposit setup on future moves, we recommend saving it as part of a new Estimate Template so it can be loaded up with just 1-2 clicks. Reach out to Support if you need help with this!

📈 Ads & Marketing Platform: Revenue Attribution Beyond Ads & Organic

Chariot’s Ads & Marketing platform (Reports > Ads & Marketing) now gives you visibility into revenue from any marketing channel you run — including offline and “scrappier” marketing that movers rely on.

In addition to paid ads and organic traffic, you can now track booked revenue from:

Email newsletters
Social posts
QR codes on mailers
Referral links

…and still see Google Ads, Facebook Ads, and Organic Search alongside them.

How it works, high level:

When a customer books a move, Chariot assigns a Primary Marketing Source using a simple priority order:

Paid Ads – Google, Facebook, or other ad clicks
Tracked Links (UTMs) – email, mailers, social posts, campaigns
Referring Websites – Google, Yelp, partners, directories
Direct / Unknown – typed-in URLs, bookmarks, or unknown sources

This keeps reporting clean and consistent — for example, ad clicks take priority over UTMs if both are present.

✍️ Chariot Short Form now supports free-text move details

By default, the second page of the form now includes an optional field for customers to add details about their move beyond just the basic services needed (giving you more context upfront and helping dial in your sales calls).

Any details added by customers will display under “General notes (visible to crew)” on the Lead/Job’s Intake tab.

If you don't want this field to show, you can turn it off from Settings > General > Web Form Configuration

🤖 AI Voice Call Notes

You can now add notes to AI Voice calls so that you (and other team members) can keep track of who has reviewed the call, key takeaways, and next steps.

🏷️ Easily add Saved Tags from the Leads / Jobs / Archives dashboards

Reminder: You can set custom “Saved Tags” to use on any job via Settings > General > Lead/Job Configuration.

Now, in addition to adding these saved tag from the job’s intake page, you can easily add them to the Leads / Jobs/ Archives dashboards as well! Just click into the “Tags” field for the lead/job and add/ remove your tags via the dropdown.