November Chariot Recap 🦃 🥔 🍠: Customer Reviews report, Bulk Hide / Unhide jobs, and ‘Last Notified at’ on Notify Crews

Hi there,

Here’s a quick recap of all the new features and tools we rolled out in the 2nd half of November – details below!

• Customer Reviews report – you can now see all your reviews in one centralized view!
• Bulk Hide / Unhide jobs – Update job visibility for crewmembers in bulk, making it easier to plan your job assignments in advance! (more below)
• ‘Last Notified at’ in the Notify Crews pop-up – Easily see if you’ve already notified crews about their job(s) for the day so you don’t accidentally message them multiple times (or forget if you messaged them)
• Improved request Customer Review flow – Updated the last step of the flow to better guide your customers to post reviews on sites like Google and Facebook.
• Mover Role Management 2.0 – Enhanced tools like Role Management, Per Job Roles and Pay Rates Reporting to help you more effectively manage your crew operations in Chariot. Reminder: please reach out to us (support@chariotmove.com) if you want to turn on Role Capacity and Pay Management for your account! More information here.
• Dimensions in inches – Enter inventory item dimensions in inches (instead of just feet).
• Icons for payment statuses and balance due vs. paid – Added icons to display payment statuses and a new field to show you the amount paid vs. due on a job, right next to the payments table.
• Added Closed and Deleted storage CRM views – Added tabs in the CRM to view storage jobs that are Closed or Deleted.
• Recurring icon for storage invoices – Added an indicator to the invoices table on storage jobs so that you can tell which invoices are generated from a recurring invoice schedule vs. one-off.

Customer Reviews Report

❓ Why we built this

The Request Review feature allows you to more easily collect customer reviews, but there was previously no place to see all of your completed and incomplete reviews in one place.

💡 How it works

• Go to Reports > Customers > Reviews
• You’ll be able to view all customer review activity here – filtering for dates and submission status (submitted, requested, not requested)
• Submitted = customer has submitted a Chariot review.
• Requested not Submitted = a review request has been sent to the customer, but they haven’t yet submitted a review.
• Not Requested = a review request has not been sent to the customer.

Bulk Hide / Unhide Jobs

❓ Why we built this

Chariot’s Bulk Hide / Unhide feature allows you to plan out moves further in advance without making all schedule details visible to your movers, but until now this had to be done one job at a time. This update allows you to hide and unhide multiple jobs with just a few clicks.

💡 How it works

• Go to Job Schedule > Day > Actions > Bulk Hide / Unhide
• If a job is checked → it is hidden
• If a job is unchecked → it is unhidden
• Make sure to click ‘Save’ after clicking ‘Confirm’ to save your changes

Last Notified on Notify Crews

❓ Why we built this

In Chariot you can notify crews about their job assignments via text, but what if you’re not sure if you sent them the notification yet? What if you only want to message the new movers you’ve added last minute? This feature helps you (and your dispatchers) easily see if a crewmember has been notified about their job for the day.

💡 How it works

Go to Job Schedule > Day > Actions > Notify Crews, and you’ll see new the feature showing you if you a mover has already been notified for their job(s) on that schedule that day or not.

Amos (on behalf of the Chariot team)