There’s been a LOT we’ve been building into Chariot recently. This update highlights the big changes to the core software you all use (and Storage). I’ll be sending another update this week with news about our add-on features (AI Voice, Ads & Marketing, LiveSwitch videos) + a NEW game-changing Chariot feature we're releasing.
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Please check it out with your team!
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​Quick highlights:

• You can now set per-day hourly minimums that are automatically enforced on the bill. Full roll out will be mid-April. Message us for earlier access!
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• A new Claims Management feature is in beta for movers who want early access. Again -- message us if you want to be an early user/ tester!
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• Add and edit your own Estimate Formats (how Estimates appear to customers) from Settings > Estimate Formats, with more options for text colors, text highlighting, custom spacing, bullets, numbered lists, and more.
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• Add and edit job notes right from the "quick view" panel
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• Self-manage your automatic review request configuration (Settings > Customer Reviews Configuration)
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• Option to waive card fees for Storage Jobs by default
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• Add charges to Estimates that automatically sync to the hourly rate (for example, Travel Time Charge = 1x hourly rate)

I'll be back very soon with more.
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- Ian

New features - message us for early access!

Hourly Minimums

You can now set hourly minimums for jobs that will automatically display to the customer and will be enforced on the bill.
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You can use a company-wide default (like 2 hours) – but also override that default to set a custom hourly minimum per job or per day of the job (example: Friday pack with 3 hour min, Saturday move with 4 hour min).
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Mover reports will show actual time worked as well as the minimum time for purposes of payroll.
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We are rolling out this feature first to movers who request it, and then to all our customers by mid-April.

If you’d like it on for your moving company, please let us know and tell us your default hourly minimum.

Claims Management (Beta)

We’re releasing a Claims feature that helps moving companies:

• Organize and search for claims without manual, error-prone spreadsheets
• Centralize documentation about all Claims to ensure nothing is missed and information is easy to reference
• Track progress of each claim and ensure nothing is missed / dropped
• Ensure compliance by tracking the dates claims were received, acknowledged, settled, and paid
• Track which movers are costing the company the most in claims, to help with coaching and to reduce your claims ratio

We’ll be releasing this feature to all customers by end of April. We’re looking for movers who want access to the beta version and to give us feedback on how we can improve it.

Please reply if you’d like it on and share which users should have access. We’ll follow up with more details!

Other new features - on for all Chariot customers

Edit your own Estimate Formats – with colors and more options!

From Settings > Estimate Formats, you can finally fully customize your templated Estimate “Formats” in Chariot, which are a templated group of settings that control how the Estimate displays to the customer, including:

• Title
• Introduction text
• Terms & Conditions
• Valuation explanation (if you use the Valuation feature to display valuation on estimates)
• Customizations of what shows / hides across charge details, totals, inventory details, etc.
• Default deposit approach (flat rate, percentage of total, no estimate, etc.)

We’ve also added new formatting options – including text colors, highlighting, numbered list/ bulleted lists, custom spacing, and custom alignment.

Add/ Edit Notes from “Quick View”

Office users can now edit and add overall job notes (short job summary, general notes, office notes) directly from the “quick view” – no need to click into the separate page/ screen for the job.

Waive Card Fees for Storage Jobs

You can now apply card fees by default to moves/ standard jobs, but waive them by default on storage jobs (and control which storage customers have card fees applied vs. not).
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​Learn more below!

Self-manage your Review Links and Auto-review settings

You should be aware that Chariot makes it easy to send review requests - including automatically sending out review requests after your jobs are complete (learn more here).
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Now, you can manage the settings for this feature on your own from Settings > Customer Reviews Configuration:

• Set whether review requests send automatically
• Set what time of day they send (the day after the job is completed)
• Set up 3rd party review sites to direct happy customers to post on!

New Synced Charge: Set Charge’s Rate to the Hourly Rate

We introduce a new “synced charge” that automatically sets the price of the charge to the hourly rate.
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For example, if you charge a travel fee equal 1 x the specific hourly rate for that job (or day), you can set it up as this synced charge, so that the travel charge always sets to the correct rate:

To enable this sync for your charges:

• Go to Settings > Charges
• Click Edit for the relevant Charge
• Under Sync Type, select “Charge Rate Synced to Hourly Rate”

Other Small but Mighty Changes:

• The job schedule has improved on mobile / smartphones -- with the width of each track increased for larger companies / schedules
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• Under Resources > Role Managment, you can now toggle per mover-role if the mover can see the estimated length of the job (~4 hours, etc.) from their mover homepage.
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• The Crew Size and Hours Calculator now accepts negative factors (for example, -10% to move time for a Ranch with no stairs) and has a setting (via Settings > Estimating) that allows you to round estimated times to the nearest half-hour.
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• Estimate Templates that used "Combined" charges (vs. showing charges per day) can now be loaded for Estimates with any number of work dates (for example, a LD template can be loaded for a job that runs 2, 3, 4, 5 days, etc.)
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• Inactive Movers are now separated out when running Reports focused on different movers.
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• When creating Office Calendar events, the name of the event will automatically populate with the event type – for example, if you schedule a virtual survey the name will start as “Virtual Survey for [Customer Name]”