Hi there,

Back with an update on recent features!

Highlights

• ⌛ [The big one!] Hourly rate auto-sync: Instead of having X Movers + Y Trucks charges, we can now collapse them into ONE dynamic hourly charge tied to crew size

• 👬 Movers can pick who worked on each part of a job from the Bill of Lading – simplifying the close out process

• 📂 You can now right click a job and open in a new tab – making it quicker to quickly reference several jobs at once

• 🔍 You can now search jobs by invoice or bill of lading #

More details below 👇 along with a few smaller updates!

Lots of things in progress (storage, time tracking, offline, crew roles)...say tuned and reach out anytime.

Ian (on behalf of the Chariot team)

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Hourly Rate Auto-Sync

❓ Why we built this

Previously, hourly charges in Chariot were configured like this:

• 1 truck and 3 movers
• 1 truck and 4 movers
• Etc.

For hourly movers, when creating an estimate, they would:

• Set the crew size from the "Work Times" section
• Select the corresponding crew-size charge from the charge list (or an estimate template)

And on the Bill of Lading, crews would following a similar flow: add their work times, set the hourly charge, and make sure everything matches up.

We love flexibility at Chariot -- so you can still do this. But for the majority of cases we wanted to make this much easier.

💡 How it works:

Nick from our team wrote up a great guide, viewable HERE.

In short:

From the office, you can add / sync hourly rates to estimates that auto-tie to the crew size. Even create auto-syncing templates!

From the mover side / BOL, the mover can tie their work times to an hourly rate -- auto-generating the correct hourly charge in a new "hourly charges" section.

🏃How to start using this

We're reaching out proactively to everyone to turn this feature on. In the meantime, contact us if you're eager to get started sooner!

🔮What's next

What if Chariot just automatically generated the work times for the mover without any work for the mover 🤔? More on that soon...

Movers can pick who worked from BoL

❓ Why we built this

Previously movers filled out the overall times on the BoL. When viewing the job Results, Chariot would "pull through" who worked on the job based on who was dispatched.

But what if who worked wasn't who was dispatched? What if someone leaves the crew early or joins part way? We wanted to make it easier for movers to put in this information -- saving time for the office after the move.

💡 How it works:

When adding a work time to the BOL, the mover can add which movers specifically worked. Chariot will auto-fill the team with who was dispatched to start. The BoL shows who worked too!

In the office, you'll see who specifically worked on each time from the Results tab.

Right-click jobs and open in new tab(s)

❓ Why we built this

Previously in Chariot, there wasn't an easy way to open multiple jobs in one quick go -- for example, to view several jobs from the leads dashboard, or several jobs from a payroll report.

💡 How it works:

Right click a link job in Chariot, and you can open it in a new tab!

🤔 Keep in mind:

Keeping too many old tabs of Chariot open at once can impact Chariot's performance. It's best to close the tabs when you're done with them!

Search jobs by invoice or bill of lading #

💡 How it works:

If a customer pays you and only references a Bill of Lading or invoice number, you can now find in jobs in Chariot by searching those numbers.

Other updates

• The Archive pages in Chariot now all filter and sort properly

• The format of job titles in G-Cal sync are now customizable! Reach out if you'd like us to edit these for you.

• We can now remove the estimate / charges from the work order form that gets printed in Chariot. Reach out if you'd like this!