Hi there,

Happy New Year! The Chariot team has been hard at work as the clock turns from 2024 to 2025 – read on for new tools like Time Tracking tips, Estimate Signature Workflow changes, and more!

• Bill of Lading x Time Tracking assistance – Movers will now see context-specific banners to ensure accurate Time Tracking and Bill of Lading completion when on-site.

• Web Form Updates – The requested move date now appears on the first page, and leads are auto-submitted as soon as customers click ‘Next’ on the first page. Note: this vertically expands the embedded quote form by one row, so please check your website to ensure that the form is still shown properly.

• Clearing digital estimate signatures when details change – When job details that impact already-signed digital estimates are updated, customer signatures will be cleared from the digital version to avoid confusion. Customers can still access the signed PDF for reference to the signed version.

• Ordered Review Links – You can now specify the ordering of review links in Chariot’s Review Request flow.
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• Add distinct crates (and other items) to an inventory with unique dimensions – If you add an inventory item’s dimensions, it will add the dimensions to the name of the item. This allows you to easily add multiple versions of the same type of item – like crates of different sizes – to the same inventory. It also makes it easier to see (via the inventory list) the dimensions of crates that need to be built for a job.
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• Request Photo Uploads from Customers (announced last week) – 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, and you can set up notifications for uploads in Settings > Notifications. You will need to turn these notifications on if you'd like to receive them.

We’re always looking to improve – if you have questions or feedback, reply to this email or reach out to support@chariotmove.com.

Thanks,

Amos

(on behalf of Team Chariot)

⏰ Time Tracking Tips

❓ Why we built this

To help movers completing Time Tracking and a Bill of Lading in case they forget key steps.

💡 How it works

Movers will now see context-specific banners to ensure accurate Time Tracking and Bill of Lading completion. Note: these changes are only relevant for Chariot customers with Time Tracking enabled.

• If a Time Tracking has not been started, movers will see a reminder to begin one before opening the Bill of Lading.

• If a Time Tracking is in-progress, a banner confirms it’s linked to the Bill of Lading

• If a Bill of Lading is open without an active Time Tracking, movers will be prompted to start a Time Tracking.

🙋 WebForm Updates

❓ Why we built this

To maximize lead submissions and streamline the customer experience.

💡 How it works

Chariot customers using the Chariot Short Form will see two changes:

• The requested move date now appears on the first page
• Leads are auto-submitted once the customer clicks ‘Next’ – even if they don’t finish the full form (this previously happened after the 2nd page of the form)
• Users will still be able to continue filling out the form
• Note: this vertically expands the embedded quote form by one row, so please check your website to ensure that the form is still shown properly.

📄 Digital Estimate Signature Clearance

❓ Why we built this

To ensure that signatures on digital estimate pages only are present for the version of the estimate that the customer signed.

💡 How it works

If you change an estimate after a customer has signed it, their signature will be cleared and they’ll be notified that the estimate has been updated from its original.

From the office side, you’ll see this banner on the Estimate page. You can choose to resend the customer the estimate (it won’t happen automatically). Here is an article covering Modified Job Stages.

Your customers will see this banner on their digital estimate, which will revert to an unsigned state.

📄 Add Distinct Inventory Items

❓ Why we built this

To allow you to more easily add and save custom-sized inventory items

💡 How it works

• Add an item (like a crate) to a job's inventory
• Add custom dimensions
• Custom dimensions are saved to the item's title