Hi there,

🎉 We have more Chariot product updates!

• We’re rolling out auto-saving, single-page BoLs to all moving cos
• Movers now see an improved mover schedule page
• The intake tab now has separate Office Notes and General / Crew Notes
• Office users can now publish leads faster with less info just name and contact info)
• You can “collapse” the week view to see more on one screen

👇 More context below, with a few additional updates too!

📬 Feedback? Email us at support@chariotmove.com or reach out through chat.

Ian (on behalf of the Chariot Team)

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Auto-saving, Single Page Bills of Lading

💡 Why we built this:

Before, Chariot’s e-BoLs were split onto 2 screens for pre and post-move agreements. Saving requires clicking “next” or “back” on these screens. We found a single-page BoL with both sections would be easier to review, and that automatic saving would reduce the risk of losing work.

🔍 How the new interface works:

The BoL is a single-scrolling page. Changes save in “real-time”, with a saving notification in the top-left. Chariot also now informs users when they are offline (meaning changes will not save).

🏃 How to get started

We are converting all BoLs to this format in the coming weeks. Our team will update you as we start to convert your BoLs.

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Improved crew schedule

💡 Why we built this:

We wanted to make notes and jobs on the crew schedule easier to review and make key job details clearer.

🔍 How the new interface works:

The upgraded schedule:

• Splits out the “Default Crew Notice”, “Daily Notes”, and “Track-level notes” distinctly
• Has more condensed job “events” for the movers, with clearer visuals for key details
• Shows arrival time/window and estimated duration (instead of estimated start time and end time from the job schedule)

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Separate Office and Crew (“General”) Notes

💡 Why we built this:

We received feedback that many moving companies would like a separate notes field for their crews, so they can provide just what crews need to know vs. all of the details relevant for office users.

🔍 How it works:

• There is now a new “Office Notes” field that will only show to office users
• There is a General (Crew) Notes field that will show to office AND mover users
• We also added visual indicators showing with of these notes show to the movers and/ or the customers for easy reference

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“Quick publish” leads with less info

💡 Why we built this:

We know that when potential customers call in, they often dive right into details of the move that don’t necessarily match the “Create new lead” form in Chariot. We wanted to make creating a new lead faster, more flexible, and less mistake-prone.

🔍 How it works

• When you click “+ New Lead”, the new form only requires (1) a name and (2) a phone number or email
• Jump right into the “job details” page and proceed as you wish!

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Collapsable week view

💡 Why we built this:

The week view of the job schedule was not easily viewed on smaller screens and for larger movers with more jobs.

🔍 The “Collapse” feature

In the top right of the week view, click “Collapse” all. It will condense the jobs on the page, allowing you to see more at once.

🔮 What’s coming

We often get feedback on the week view and have some ideas to keep improving its usefulness. Reach out if you have feedback/ ideas to share!

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Other updates

• The “Short Summary” on leads/ job has been extended to 70 characters and will prevent users from going over this limit

• Reserved leads now show on the crew schedule if you assign movers to them (don’t want them to see it? Use the “hide job” feature).

• The upgraded job “crew page” now displays no matter how you get to this screen (including g-cal links and directly texted BoL links)

• We can now customize the text that shows above the Chariot web form (“Request a quote”) for each moving company. Reach out to support@chariotmove.com if you’d like this customized!