9/23 🎉 ✏️ Chariot Updates: Introducing Automated Reviews!

Hi there,

We’re super excited to introduce Automated Reviews today, which will allow you to easily request reviews from your customers, all within Chariot. Also sharing a couple other smaller updates, including new Drag and Drop Functionality on the Schedule and the ability for Office Users to Mark a Job as Confirmed. Please reach out if you’re interested in getting early access to the Automated Reviews feature!

Automated Reviews

❓ Why we built this

We know how important customer reviews are to your business and we want to make collecting reviews as simple and effective as possible.

💡 How it works

• You can send a review request via email and/or text from a job’s Actions menu in Chariot.
• We can also set Chariot up to automatically send review requests to customers after a Job is moved to Completed (Open or Closed)
• If a review is above a certain number of stars (for now, 5 out of 5), customers will be prompted to share a review to Google or any 3rd-party sites you’d like.

Please reach out to support@chariotmove.com and we’ll get you set up! Please include:

• (1) which 3rd party sites + URLs you want to send customers to to repost their review
• (2) your preferred timing for sending the automated review request after Jobs are moved to a Completed stage – the default will be at 10am the day after a Job is moved to a Completed stage, but it can be customized. Emails and texts won’t be sent to customers during the middle of the night.

Sending a review request from the office app

A customer filling out a review and then being prompted to share to 3rd party sites

Other things:

Assigning Resources to Tracks

You can now drag a resource anywhere on the Schedule to assign the resource to a Track. We received a lot of feedback on this, as previously you had to drag a resource into only the “Resources” section in order for it to “stick.” Happy Scheduling! 😀

Mark a Job as Confirmed

On the Schedule page, you can mark a Job as Confirmed. Previously, Jobs could only be “Confirmed” by customers. This new office-side functionality can help provide dispatchers and schedulers with additional reassurance that a Job is confirmed if customers aren’t able to confirm the Job (or confirm in some other way, like over the phone).