Hi Chariot User,

🤓 Back with more Chariot product updates! This is the first update from me (Amos), Chariot’s new Product Lead. I’m super excited to have joined the Chariot team and to start working closely with you -- please feel free to reach out to me directly (amos@chariotmove.com) with any product specific issues or ideas about what we should build!

Quick summary (highlights below ✨👇)

Already available to use!

• Updated our Digital Estimates to better show the full estimated charge descriptions on rates on mobile screens (so users no longer have to horizontally scroll)
• Added Tip breakdowns to the Time Worked by Movers reports
• Ability to filter by Job Date, Creation Date or Booked At date for the following reports: Conversion Rate by Sales Owner, Booked/Forecasted Revenue, Booked/Forecasted Revenue by Month and Jobs by Source
• Quickbooks sync can now automate class assignment, allowing you to specify the “Class” that you want Chariot Jobs (which sync to Quickbooks as Invoices) to sync to in QuickBooks. Classes are typically used to separate Invoices and Sales Receipts. In a moving company context, Classes can be used to categorize Invoices and their associated details by Location if there are multiple locations for a single company.

Request access if interested:

• Sales Reps now get a notification when they are assigned as a sales owner on a Lead
• Our Storage module is ready to use, including tools to organize storage job info, automated invoices and payments, and simplify tracking down what’s in your warehouse. ​
• Chariot’s first offline-compatible Estimator App (intake and inventory screens for each lead/ job, photo uploads) is ready for use on iPads! Our Android App is still in beta.
• And more from our previous update

Other small things:

• Jobs in the mover schedule now list “Arrival at Customer” instead of “Arrival” to clarify that this time does not mean time at the warehouse/ yard.
• Added JobID to full Job report export
• Updated our Digital Estimates so that if there are no inventory items on a job, the inventory section hides automatically

Ideas? Feedback? Questions? Reach out to support@chariotmove.com anytime.

All the best,
Amos and the Chariot Team

✨ Highlights

Add Tip Breakdowns to the Time Worked by Movers

❓ Why we built this

We know that it’s important for you to track tips when you’re looking at your payroll data, much of which comes from Chariot. So, we made it easy to see tip information alongside your basic time-worked reports. We’ll have more on the Payroll front coming soon, stay tuned 😉.

💡 How it works

Just go to Reporting > Movers > Reported Time Worked by Movers or Reporting > Movers > Time Worked by Mover and you’ll be able to see two new columns (Tips - Pro-Rated and Tips - Even Split) in these reports.

Tips - Even Split: calculates the tip evenly across movers on the job, regardless of time worked

Tips - Pro-Rated: calculates the tip share for the movers based on time worked

Filter Reports by "Booked At Date" and "Creation Date"

❓ Why we built this

You are now able to slice a handful of reports by Booked At Date and Created At date (rather than just Last Move Date) to better understand your lead activity.

💡 How it works

Select a report (we’ve added these different filtering options to the following reports: Conversion Rate by Sales Owner, Booked/Forecasted Revenue, Booked/Forecasted Revenue by Month and Jobs by Source) and then “Filter By” and you’ll see the new options.

Booked At: will include data for Jobs that were Booked within this date range

Created At: will include data for Leads/Jobs that were created within this date range

Mobile Friendly Charge Descriptions

❓ Why we built this

Moves are stressful for your customers – we want to do everything we can to help you provide them with a great experience. This was a small piece of feedback but one we received quite often, and we’re happy to introduce a small change which helps prevent confusion when customers are reading digital estimates.

💡 How it works

The Description for a Charge is now consolidated into one column containing a Charge + Description so that users can see the full rate and total information without needing to scroll.

Before

After