Hi there,

We’re back!

Highlights

• Chariot now shows the last time a customer viewed their estimate
• Moving companies can accept ACH (bank transfer) payments through Chariot
• The mover schedule now clearly shows multi-truck/ crew jobs
• You can now move jobs to other tracks on the schedule by clicking instead of dragging

Details below!

Ian (on behalf of the Chariot Team)

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See last time the estimate was viewed

💡 How it works:

When you view the “Estimate” tab for a job, the header now shows you the last time the customer viewed the estimate – you can use this information to inform next steps.

The last viewed time is also visible on the “Quick View” of the job.

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ACH (bank transfer) payments

❓ Why we built this

Some customers – especially commercial customers with larger bills – may prefer to pay by Automated Clearing House (ACH). ACH payments are standard business practice in many industries and have lower processing fees than cards.

💡 How it works:

Office side (ON by default if you're enrolled in payments): When clicking “New Payment”, you will see the option to charge by ACH. You can enter the customer’s bank details and charge them accordingly.

Customer side (OFF by default: contact Chariot to turn on): For payment links and invoices, customers will have the option to pay by card or by ACH.

🔍 The finer points

• Cost: The processing fee for ACH transactions is 1%, capped at $10 per transaction (same as quickbooks). See Chariot’s fee disclosure for more details.
• Timing: ACH transactions can take several days to process and since reversals can occur, they are paid out to the moving company 5 days after the transaction.
• Go deeper: This help article has more details on how ACH transactions work in Chariot.

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Mover schedule shows multiple crews

💡 How it works:

Previously, if I was a mover assigned to a multi-truck/ crew job, I would only see my truck / crew on the job schedule.

Now, Chariot shows all the crews / trucks assigned to the job. The mover’s name is bolded so they know which (sub) crew they’ll be working with.

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Click to move a job to a different track

💡 How it works:

From the job schedule, click on a job. In the pop-up that appears, re-assign the track from the top right (then save).

You can still drag jobs to re-assign them to tracks, but the click option may be useful for larger moving companies and/ or on mobile devices.