Chariot Updates: July 16, 2024

🎉 As always, our engineering team is hard at work. A sample of the latest new features & updates below!

Quick summary:

• Our storage module beta now includes invoicing, auto monthly payments, and other enhancements – reach out if you want to try it!
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• We also have an offline estimator (intake + inventory) app in beta, available on Apple and Android! Again, reach out for early access!
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• Chariot can now auto-round up work times to 15 mins, half hour, or another interval – helping reduce mistakes in hourly billing. Reach out – it takes just a minute to set up!
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• It’s easier to assign movers to individual jobs in Chariot – just click/tap on the job and use a dropdown
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• Added and improved reports for revenue/ cashflow, salesperson performance, and lead source tracking

Reminders:

• Time tracking feature (movers mark times → bill auto-calculates): reach out if you’d like access – takes ~10 mins to configure and train!
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• Refer Chariot, earn $$$: Earn $100 if a moving company you refer meets with us, and much more if they sign on. Details here.

Ideas? Feedback? Questions? Reach out to support@chariotmove.com anytime.
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All the best,
Ian
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🔮 In the works: More storage, descriptive inventory, per-mover-per-job roles, customers page, more report enhancements…

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Storage Management Beta

🍺 Refresher
Soon we'll be releasing Chariot’s first storage management solution. It’s designed to help movers track storage jobs in their warehouse, manage changes, invoice customers, and collect automatic payments – all from Chariot, with no need for separate systems.
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​💡 What’s new
The latest beta (in testing phase with customers) version of this feature now includes most of the core feature set, including invoices and recurring payments/ invoices.
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We’ve also built out initial training materials and videos, like this one:

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🏃 Want to test it out?
Reach out to support@chariotmove.com and we’ll quickly get you started!
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Offline Estimator (Survey) Tablet App Beta

❓ Why we built this
Many Chariot moving companies use Chariot on a tablet for on-site estimates/surveys – but it has needed an internet connection. We wanted to allow estimators to do their on-sites when they have no internet.
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​💡 How it works
You can download our tablet app from the Apple or Google Play store. Once we enable access for your company, you can log in, download leads, work on them offline, and re-sync them later when reconnected to the internet.
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Today, the app includes the same functionality as the intake and inventory pages of Chariot.

​🏃 Want to give it a try?
The app is also in the beta stage, meaning it’s functional but we’re still improving functionality and performance as we test with real users. Download the app (Apple, Android) on your tablet, and reach out to support@chariotmove.com!

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Chariot can now auto-round up work times

❓ Why we built this
Many movers round up hourly work times to the nearest 15 minutes, or a different interval, for billing and payroll purposes. Previously, Chariot calculated exact work times. Rounding was done manually.
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​💡 How it works
​Once set up, when work times are entered – or generated via the mover time tracking feature – final work times will round automatically.

​🏃 Getting started
You guessed it: reach out to support@chariotmove.com!

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Simpler way to assign movers to jobs

🍺 Refresher
In Chariot, you can assign movers to a “track” (a crew/ truck for the day) or to individual jobs. More here.
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​❓ Why we built this
Previously, dispatching movers to individual jobs required the user hover over a mover’s name, then click a button in a popup. This interaction could be finicky for some users, and since you cannot hover on a mobile device, prevented this way of dispatching on phones/ tablets.
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​💡 How it works
Click on a job → use the “assign movers” dropdown → pick a mover

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🤓 Report updates

​“Booked / Forecasted Revenue” (Previously: “Booked / Forecasted Revenue by Month”):
This report measures historical revenue or forecast upcoming revenue/ cash -- and now you can break down this report by day, month, or week, for any period.
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​“Sales Process” (NEW!)
Review all the leads handled by a salesperson / owner for a time period, with details on the status of each lead.
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​“Revenue/ Spending per month by Source” (NEW!)
The “Jobs by Source” report already lets you review performance / ROI of various lead sources. This new report lets you drill down into a single source over time, with a list of the specific jobs generated via that source.

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Other updates

• We can now flip on a setting to hide the lead source from crew helpers and/or crew leaders. Contact us if you want this on!
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• In the main “New Lead” form, users can now publish move locations with no address but other details (like access method, sq ft) populated, providing more flexibility.