🚀 More Chariot Updates | Loss reason tracking, on the way ETAs, and much more!

Happy July and Happy America 250 🇺🇸!
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Back with some exciting updates to the core Chariot software you all use.
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​Quick Summary - please see details below!

• You can now track / analyze reasons you lose or disqualify leads in Chariot. Reach out if you want early access (full roll out in ~2 weeks)!
• Movers' "on the way" texts now include an ETA
• The Chariot web form is faster with more accurate box ranges
• Texting is more efficient and easier to filter
• You can control who can void payments and lock the schedule from Settings
• Dispatching movers to "tracks" by clicking above the track name now takes fewer clicks

We have some other significant updates close the finish line as well (in particular, a big improvement to estimate ranging). I'll be back soon with more details.

- Ian

[Ask for Early Access] Track reasons why you Lose or Disqualify Jobs

You can now record why a lead is lost or disqualified — and turn those reasons into insight!
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Spot why winnable jobs are slipping away, find ways to lift your booking rate, and see which services customers keep asking for that you don't offer yet.
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​We’re turning on this feature to movers that request it for the next ~2 weeks, then will be rolling it out widely. Reply or reach out to us if you’d like to be one of the first! More details here.

Movers input ETA into “On the way” messages

When sending an “On the Way” text to the customer, movers will now be prompted to add an Estimated Time of Arrival (ETA), which will automatically be included in the text.
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By default, they set the estimated minutes/ hours to reach the customer (Chariot sets this to a specific time), or they can choose to pick the specific time of arrival.

Improved: Box counts on the Chariot "long" web form

We tightened how the "long form" captures box counts. Instead of a range-slider it now asks customers to click/tap a minimum and maximum – two quick taps that produce a more realistic count (Chariot still automatically biases to the high end, since customers typically under-estimate).
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That range now also shows clearly in the notes on the Medium Box created in your Chariot inventory. More accurate box counts = more accurate estimates.

Texting (SMS) Experience Improvements

We’ve made several upgrades to make Texting with customers easier in Chariot.
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​Undelivered Text Warnings

Chariot now displays if the text you sent wasn’t delivered (common reasons include customer opt-outs and carrier blocks).

Text length automatically capped (and optimized)
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SMS carriers limit how long a text can be – 1,600 characters, or 700 once you add emojis or special characters. Chariot now manages that limit for you:

• Caps a message at the carrier max before you send, so it goes through cleanly.
• Warns you in advance if a “custom message” (like the note on a texted estimate) is running long, so you can trim it or drop the text (and just send an email instead)
• Automatically swaps special characters (like the “em dashes” AI is fond of using) for standard ones, so more of your message fits.

Sales Owner filter on the main Texts screen

You can now filter the Texts screen by Sales Owner (will show texts from any customer that has at least 1 lead or job with that Sales Owner) – reducing the need to scroll through texts that may not be relevant to you, and helping you see how different sales reps are using texting.

Choose which user roles can “lock” the Job Schedule, and void payments

From Settings > General > By Role, Moving companies can now control:

• Which user roles have access to Lock a day on the job schedule (prevent anyone from booking new jobs on that date)
• Which user roles can void payments (no longer counting them towards the job balance)

​Note: Like most Settings, we can also control this at the individual user-level, if Role-based permissions are too broad for your company. Message us and we’ll help set this up on the back end!
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Simpler to add multiple movers to a Job Schedule “Track”

When clicking / tapping to add movers to a track (vs. dragging/ dropping; especially useful on mobile), you can now multi-select movers in one go.

💪 Other Small but Mighty Updates

• The inventory tab now shows a red outline around any items with a weight AND volume of 0 (this can happen, for example, when a customer inputs a custom inventory item through the Chariot web form). The goal is to make sure Movers see these items and can add in a volume and weight if needed.
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• We re-engineered the backend of the Chariot web form so that it loads more efficiently, which can improve PageSpeed scores on your site depending on how you embed it.
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• The number next to the Tasks page in the main menu now reflects the # of tasks assigned to you due today or overdue (was previously the overdue count only)
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• It’s now easier to add negative charges (e.g., ad hoc discounts) to the Bill of Lading
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• The section of the Job schedule that shows your count of available movers by role is now ordered based on the “Sort Order” you set in Resources > Mover Roles
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• You can now add any Mover to a Claim in our Claims Management feature – even if they are not present on the Results/ Work Times for that job.
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• Users can now easily re-send storage invoices easily if the payment was previously attempted but failed
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• You can now more easily change the Stage of a lead/ job from the "Quick View" by clicking into the Stage "chip" itself