Hi there,

Sharing one of our last updates of the year – see the highlights below and keep reading for details ⤵️

• Request Photo Uploads from Customers – your customers can now upload photos to Chariot! From the Actions menu, click Request Photo Uploads and your customers will get a notification to upload photos for their move. Uploaded photos will appear in Job > Inventory. Reach out to us (support@chariotmove.com) to get early access to this feature.
• Crew Availability in the Week View – view crew availability on the Week view when scheduling jobs, so you don’t have to flip back and forth between the day view and the week view to confirm moves for customers.
• Preview Estimate – view a preview of what your estimate looks like for your customers from the Estimate page with one click.
• Added Sales Owner to the Quick View – the job Quick View now displays the Sales Owner for each job.
• Source in Lead/Job Tables – added a Source field to the leads/jobs table.
• Notifications for Failed Storage Auto-payments – added a notification for failed auto-payments for storage jobs (to turn it on, go to Settings > Notifications > Recurring Payment Failed).

📸 Request Photo Uploads from Customers

❓ Why we built this

To make it fast and easy to collect photos from customers for purposes of estimates and move prep.

💡 How it works

1. From the Actions menu, click Request Photo Uploads
2. Your customer will receive a notification prompting them to upload photos for their upcoming move
3. Photos will show up in the Job > Inventory page
4. You’ll receive a notification when a customer uploads a photo (coming soon)

You can also embed this link in your automated email and text templates so that it fits right into your existing customer communication workflows (e.g., you could include it in a pre-move confirmation email).

📅 Week View Groups Jobs by Track

❓ Why we built this

To allow office users to more easily see availability across each week when scheduling or re-scheduling a job.

💡 How it works

When you’re in the Week View, you can now easily see availability by track without needing to toggle back to the Day View.

👀 Preview Estimates with One Click

❓ Why we built this

To make it easier to see the current estimate with fewer clicks (previously needed to click “Show Summary” → “View Estimate” or “Send Estimate” → “Preview”)

💡 How it works

Navigate to the Estimate page, and click the new Preview button to see what your customers will receive.