🚀 Even more Chariot Updates | Range charges on Estimates, extra Automation options, and more!

Back with our 2nd big product update this week (in case you missed it, here's the one I sent Monday)!
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Quick summary – details below.

• [The big one] Ranging Estimates just got way easier – range any charge and the total calculates automatically. Reach out if you want early access (full roll out in ~2 weeks)!
• The Automation Engine can now email your team (vs. creating a task) when something needs attention – overdue balances, untouched leads, negative reviews, and more
• New Automation Engine conditions/ triggers based on customers' estimate views and move-date day of week
• Leads, Jobs, and Archives dashboards now show the specific services on each job, not just broad categories
• Smaller wins: the horizontal job schedule upgraded, the Estimate's "Packing" section is now "Packing / Materials," and you can update a job's stage right from the stage/status chip "quick view"

Talk soon!

Ian

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[Ask for Early Access] Automated Charge and Estimate Ranges!

Ranging an estimate in Chariot used to mean manually typing in a range (for example, "$1,000-$1,500").
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Not anymore!
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​With Chariot's new ranging features you can:

• Range the quantity of any charge (Hourly Rate = 4–6 hours, Medium Boxes = 10–20, etc.) → the Total Range calculated automatically.
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• Save charge ranges (like +/- 1 hour) into Estimate Templates, so you can load pre-ranged estimates instantly.

You can still enter a total range manually and add custom notes to the total.
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Like our recent Lost and Disqualified Reasons feature, we're rolling this out to movers who want early access for ~2 weeks before releasing to everyone. If you want it turned on for your team now, please let us know!

New Automation Engine Capabilities

We recently launched our Automation Engine, which unlocks automated workflows that go far beyond what Chariot had available in the past – for example, multi-step estimate reminders, automatic communications to cold leads, automatic estimates for small moves, invoice reminders, dynamic multi-step pre move messages, CRM clean up, post move follow ups, and more.
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As more movers adopt it, we've added:
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​New Action: Send internal emails
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When conditions are met – an overdue balance, an untouched new lead, a negative review – the Automation Engine can email your team. Send to the sales owner, specific roles, specific users, or any mix. Especially useful if you prefer emails over Chariot creating tasks that you need to clear out later.

​New Conditions: Estimate Views + Move Date Day of Week

Fire automations based on whether an estimate has been viewed, or how long since it was last viewed. Now you can auto-message a customer who hasn't opened their estimate, or alert a salesperson when a customer goes quiet.
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You can also gate actions by day of week – e.g. don't send an auto-estimate when the requested move date is a Sunday.
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Want to put the Automation Engine to work for your team?
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Lead/Job/Archive dashboards show specific services

On the Leads, Jobs, and Archives dashboards, we used to show broad categories under each job name – Moving, Packing, Storage.
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​Now we show the specific services instead. Instead of just "Packing," you might see "Full move, Partial packing and unpacking" – a faster, clearer snapshot of each job without opening it.

💪 Other Small but Mighty Updates

• We improved the horizontal job schedule – it now consistently starts at the beginning of the day, even on smaller screens.
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• We changed the “Packing” section of the Estimate to “Packing / Materials,” to be clearer that these charges often represent materials/boxes, not packing labor.
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• You can now update the stage of a job from the stage “chip” in the quick view (no need to click Actions --> Update Stage to → Choose stage).