Hi there,

Happy October! The leaves are falling here in New York, and we’re excited to drop some long-awaited feature updates for you. Take a look at what’s new below, and as always, feel free to reach out if there's anything we can improve.

What’s new 🔽

• Auto-book Reserved Jobs: Once a customer signs an estimate and pays a deposit (if required), jobs that have been reserved on the schedule will automatically move to the Booked stage. (details below ⤵️)
• Generate a Packing Materials PDF: Generate a PDF of a day’s packing materials directly from the Schedule page (via the Actions button) to help streamline your move day preparation process. (details below ⤵️)
• Disable Discount Button on BoLs: You can disable the + Add Discount button on Bills of Lading to prevent movers from offering discounts that don't align with your policies. Reach out if you'd like this turned on. (details below ⤵️)
• Cancel On-Hold/Postponed Jobs: Move jobs in the On-Hold or Postponed stage directly to Canceled without needing to move them to Booked first, keeping your job list organized and up-to-date.
• Inactive Movers in Time-off Requests: Inactive movers will no longer appear in the Time-off Request workflow, making it easier to manage active mover schedules without errors.

Reminders 🔽

• If you want to set up Automated Reviews for your account, please reach out! All Chariot accounts now have access to send review requests from the Job > Actions menu, but we can also turn on an automated trigger for your account to send these requests automatically the day after a job is closed.
• Early data shows that 35% of customers complete the Chariot review request!
• You can now view customer reviews directly in Chariot as well on the Job > Results page:

Details 🔽

Auto-booking Reserved Jobs

❓ Why we built this

We’re always focused on streamlining your operations and reducing manual steps in the job booking process. If a job is reserved on the Job Schedule and a customer signs an estimate, that job will be booked automatically (vs. requiring additional steps to book).

💡 How it works

• If you have a lead Reserved on the Job Schedule, the job will automatically move to Booked once the customer signs the estimate and pays any required deposit.
• Customers will receive an estimate-signed confirmation as well as the booked confirmation notification.
• This feature is on by default – reach out to us and we can disable it for you if needed.

Generate Packing List PDF

❓ Why we built this

We know that pulling together the materials you need for a day’s jobs can be difficult and time-consuming – this feature allows you to generate a list of packing material needs (based on your job estimates) for a day in one click.

💡 How it works

On the Schedule > Day View page, click “Actions” then Print Packing List. This will open a PDF in another webpage that you can then share or print. The list is based on any charges from the estimate that have a category of “Packing” or “Materials.”

Disable Discount Button on BoLs

❓ Why we built this

We know that move days are hectic and we’ve received a lot of feedback about removing the ability for movers to provide discounts without office approval.

💡 How it works

• Contact us at support@chariotmove.com or through the Support chat
• We’ll turn the setting on for specific mover roles or users
• Movers won’t be able to access the “Add Discount” button on BoLs

Authorized users will have to add any discounts on the office side in Results or by opening up the BoL (Results > BoL Actions > Open Digital BoL).