Recently I've been struggling to keep up with our engineers as we push the product forward!
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This is a longer update than usual, but I strongly recommend taking a skim through it all with your team to make sure you’re getting the most out of Chariot!
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I’ll be back very soon with some other very exciting things we’re cooking up!
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All the best,
Ian

New Time Off Page/ Grid

The Time Off page has been turned into a full-fledged availability grid! It’s meant to replace the manual spreadsheet systems we see at many moving companies we’ve visited in person (list of movers in the first column, availability by day at the top).
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You can more easily see the number of movers working by day, filter by role, view truck availability, and add time off by clicking/ dragging on the grid.

Hourly Minimums - Now Rolled out to all Chariot Customers

Set a default hourly minimum, customize it by job and by day, and Chariot automatically enforces it on the final bill.
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(Note if you don’t want this on, you can toggle the feature off from Settings > Payment and Billing)

Claims Management – rolled-out, with upgrades

The Claims feature is now on for all moving companies, with access on by default for all roles by default except for sales-focused roles like Sales Reps and Marketers.

We’ve added more functionality as well:

• Customize Claim Types, Claim Item Types, Settlement Types, Workflow / Current Steps, and Valuation Types from Settings > General > Claims Management
• Users can Export all Claims from the Claims Dashboard (for reporting/ audits, etc.)
• Signed Bills of Ladings and Estimates now automatically upload by default to the Company Documentation portion of the Claim
• Added ability to delete Claims (nothing is truly deleted, and you can still view deleted Claims by filtering the Claims dashboard)
• Control which Roles can access Claims from Settings > General > By Role

Add required checkboxes to Estimates

You can now add statements that customers must check off in order to sign their Estimate — for acknowledging state consumer guides, confirming they read specific terms, or meeting other compliance requirements.
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Add statements at the Format level via Settings → Estimate Formats, or customize them on the fly for a specific job using the FORMAT button on the Estimate tab. Statements support links and basic formatting, and customers will see them above the signature field when signing.

Option to add the Estimator/ Sales Owner Signature to Estimates

You can now save your signature to your Chariot account and have it displayed on the customer-facing Estimate — useful for meeting state countersigning requirements or just adding a more professional touch to your quotes.
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Each user saves their own signature via Settings → Estimate Formats. Turn it on by default for any Estimate Format by checking Show Estimator's Signature, or toggle it on/off for a specific job using the FORMAT button on the Estimate tab. The signature shown is pulled from the job's Sales Owner — if there's no Sales Owner or they haven't saved a signature yet, it won't display.

New Synced Charge: Quantity = travel to/ from job, Rate = Hourly Rate

You can now set up charges – like travel fees – that automatically calculate on your Estimates based on:

• Quantity = travel time to and from the job (in hours)
• Rate = your hourly rate

If you calculate your travel fee this way, we strongly suggest updating your fee / charge via Settings. Just go to Settings > Charges, find your Charge (or add one), and select a sync type of “Travel Time To & From Job (hrs) and Hourly Rate.

Updated Booking / Reserving Flow

We updated the flow for Booking a Job or Reserving a Lead on the schedule (courtesy holds).
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Place crews/ trucks onto the schedule "Tracks" all in one go! There's 1 clean dialog/ pop-up, no matter how complex the job.

Storage Updates

You can now customize the due date of your recurring invoices (offset from the date of the invoice)

Just adjust the Setting below from Settings > General > Payment and Billing Settings

Add Time Stamped Notes

You can now add a feed of time-stamped notes to Storage Jobs (for changes, customer interactions, etc.), just like you can for move Jobs.

Auto-Book Reserved Leads if Estimate is Signed/Paid

You can now turn on this feature, which we announced ~1 year ago, under Settings > General > Estimate configuration. If turned on, Chariot will auto-book any Lead that is reserved on the schedule as soon as the Estimate is completed.

New Report: “Booking Momentum”

We added a new report under Reports > Sales Forecasts called “Booking Momentum”. It tracks how revenue and jobs accumulate week by week for a job date range, helping you monitor pacing and forecast how much more you’re likely to book. You can also use recent weeks as a guide to estimate how much additional revenue you’re likely to book in the upcoming weeks.

Other updates

• You can now set your Hourly Rate auto-rounding to round to 6 minutes, or 1/10th of an hour (Settings > General > Payment and Billing)
• Movers’ roles for their jobs now appear on the Crew “Homepage” where they see their upcoming jobs listed out
• We added the Distance Category field (Local, Intrastate LD, Interstate LD) to the Full Job Export
• Chariot now warns you as you approach 2 weeks logged in on the software. You’ll see an option to extend/ refresh your session, instead of Chariot automatically logging you out at 2 weeks.
• We added a “merge tag” to the Email/ Text editor called “Moves Dates with Activities” that if used will display all the dates for the job with activities (for example): 4/27/2026 (Pack), 4/28/2026 (Move)
• Archive page filtering now works for Commercial customer names