Inventory PDF, more house options, and more!

Inventory PDF + Changes to Inventory Display on Estimates

❓ Why we built this

So that office staff can generate a professional inventory summary instantly – to show a prospect during an on-site, share the latest with a customer, or send to a crew leader.
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​💡 How it works
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On the inventory tab, click “PRINT PDF”

… Or click “Print Inventory” from the Actions menu / dropdown for a job

The inventory PDF also includes a box summary, with totals of all PBO (packed by owner) and CP (carrier pack) boxes across ALL rooms.
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Estimates now include a box summary as well:

House location types include # of bedrooms

❓ Why we built this
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Some moving companies always take down the # of bedrooms in a house – sometimes as a core way to estimate job time. Previously Chariot had just a single “House” option.
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​💡 How it works
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When selecting a location type from the office, or from the web form, there are options for houses with 1-5+ bedrooms.

Work times auto-fill with dispatched movers on BoL

💡 How it works
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When a mover starts filling out a work time, Chariot auto-fills who was dispatched to the job. The mover can add / remove movers from the work time as needed.

🔮 Next…
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Our upcoming time tracking feature will allow movers to to handle this all upfront, making the process even smoother and more mistake-proof.

Office users can receive notifications when estimates are viewed

💡 How it works
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On the estimate tab, you can already see the last time a customer viewed their estimate.
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Now you can also get email and in app notifications when these views occur. To turn this on, go to Settings → Notifications

Trucks visible in schedule week view

💡 How it works
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This one is pretty self-explanatory :)

Convert discounts to "surcharges" (extra fees) on estimates and bills of lading

❓ Why we built this
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Some moving companies tack on a general surcharge (usually a %) to their estimate/ bill. There’s two main scenarios we see this:
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(1) The moving company charges a kind of generic service fee (e.g., 8%) on top of the bill – for example, they might not charge for shrink wrap / other materials and use this surcharge instead
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(2) The moving company provides BINDING estimates with one simple price – but to generate the estimate they add up their expected costs/ rates and add on a % buffer to make sure the move is profitable (in Chariot there are ways to set up estimates this way!)

💡 How it works
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At the bottom of an estimate, result, or bill of lading:

• Click “+Discount / Surcharge”
• Flip the discount to a surcharge
• Enter in a $ or % based surcharge