Hi there,

More updates for you, as usual 🙂

• You can integrate Angi leads with Chariot!
• Office users now receive notifications when they’re assigned a survey/ on-site
• Users can now adjust the users they want to see on the office calendar, on the fly

👇 More context below along with a few smaller updates!

Ian (on behalf of the Chariot Team)

Angi Integration

💡 How it works:

Movers that get leads from Angi can now set up an integration so that new Angi leads flow directly into Chariot. This should cut down on manual data entry and speed up intake /booking for these leads.

❗How to set it up:

We posted step-by-step instructions in our help center. If you need help, contact us.

Survey (estimate appointment) notifications

💡 How it works

When a survey (estimate appointment) is scheduled, Chariot automatically emails the office user and/ or sends an in-app notification. This is already turned on!

🍺 A Quick Refresher…

Here’s a 1 min video on the easiest way to schedule surveys in Chariot

Adjust Users that Show on the Office Calendar

💡 How it works:

When using the office calendar, each user can check/ uncheck the office users they want to see to declutter their view.

💁 Pro tip

To view all jobs and events on one page, view the Office Calendar by “Type” (of event) and toggle on the “Collapse Columns” feature.

Other Updates

• When an auto-saving Bill of Lading is complete, movers now see a clearer button / option to go to the payments screen

• When adding movers to a work time (on the Results) tab, Chariot now filters out movers that were inactive as of the work date.

• We implemented a setting that allows movers to see “Reserved” (not booked) jobs on their schedule. Contact us if you’d like this turned on.