Hi there,

Back with many small-but-mighty product changes and a preview of some bigger ones coming your way!

⏲️ Quick summary – with deep dives below 👇

🚀 Big updates:

• 💳 Chariot can now fully automatically apply a card fee / non-discount to any payment that is made by card through Chariot
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• 📹 Wednesday we announced that Chariot is now integrated with LiveSwitch, allowing users to collect videos and conduct virtual surveys by sending a link or starting a video call without leaving Chariot. Learn more about it here and reach out if you have any questions.

💪 Small but mighty updates

• 🚚 The crew experience now includes a variety of “guardrails” to prevent the most common mover mistakes, and shortly will be updated with an improved Bill of Lading and Photos tab.
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• 🤓Users can now can more easily control the columns, filters, and row height of the leads, jobs, and archives pages
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• 🧾 You can now download/ print an invoice pdf without sending it
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• 🏋️💲 It’s now simpler to customize pay rates by mover by role (requires role and pay management is turned on – let us know if you’re interested)
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• 🔽 We can now show movers on the job schedule (under “Resources”) sorted by role, in an order of your choosing (note: not exposed to users to edit themselves yet -- it will be next week! - reach out if you’d like this set up earlier)
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• 🙈 We added a estimate formatting option that allows moving cos to hide the inventory list but show the total weight and/or volume

Reminders!

• 📦 Storage Management: Let us know if you’re interested in getting access to our storage module for organizing/ automating storage tracking and recurring billing!
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• ⭐⭐⭐⭐⭐ Auto-review feature changes: When a customer gives you 5-stars through the Chariot review feature, we now skip the step of leaving you feedback in Chariot and direct them right away to post online – we’re seeing a higher rate of public posts as a result. If you prefer, we can also have the automated review email link every customer directly to a review site, instead of the “Chariot” review experience. Reach out if you have questions/ requests – or if we haven’t set up this feature for you yet!

Happy moving! We’re here to help if you need anything. More to come 😀.

- Ian and the Chariot team

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🥽 Deep dives

Preview/Early Access: Fully Automated Card Fees/ Non-Discounts

❓ Why we built this:

Today, card fees in Chariot can be added with 1 click to an estimate, invoice, or bill of lading. But we wanted to make adding the fee more seamless, less mistake-prone, and more flexible for situations where the bill is split between different payment methods.
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🔍 How it works:

When you collect a card payment, Chariot will display the subtotal and then the total with card fee/ non-discounts added to the payment amount – whether it’s via a payment link, deposit, invoice, or payment collected from the field.

Payments with card fees will have a special icon indicating that a fee was included. The fees will not count towards the balance of the job but will count towards revenue collected.

✋ What’s next / want early access?

We’ve started to roll out this new card fee model to moving companies who are particularly eager for this feature. If you’re one of them, reach out to us and we’ll go over the next steps.

Mover Experience Upgrades and “Guardrails”

We’ve added new and improved alerts and warnings to the mover experience to reduce common mistakes. These include:

• Warning a mover if they start a Bill of Lading (BoL) before starting the time clock

• Showing if an active time tracking session is linked – or not – to a BoL (they need to be linked for time-tracking to auto-generate times and hourly charges on the bill)

• Warning the mover if they try to complete a BoL with no charges on it – or try to complete a time tracking not tied to a BoL

• Enhancing and simplifying the Bill of Lading tab

--> Also, shortly the photos tab on a job will also displays a gallery of photos without needing to click “Upload photo” to see them.

Easily control lead/job/archive pages

We’ve added a widget above the Leads, Jobs, and Archives table that allows you to more easily control table columns, filters, and row height. You can also export the tables (for example, download a table of all your open leads) to a spreadsheet.
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Pro tips!

• You can also control the ORDER of the columns by drag-and-dropping the columns with your mouse

• You can save down custom views with sorts and filters of your choosing! Some ideas here.

Print/ Download Move Invoice

You can quickly print out an invoice pdf via the “Send Invoice” button.

Simpler customization of pay rates by mover

Reminder: Default pay rates by role are managed via the Role Management Page (another reminder: we can customize these roles to your liking!), and if you have pay management on, hourly pay due will appear in Mover Reports. If you need your set up adjusted for this, let us know!

Additionally, on the Resources → Movers page, you can add custom (overrides the default rate) pay rates for each mover (this was previously a bit more complex). If you don’t add a custom pay rate, the mover will get the same pay rate for that role.

Custom Ordering of Movers on the Job Schedule by Role

We can now show movers on the job schedule (under “Resources”) sorted by role, in an order of your choosing (note: not exposed to users to edit themselves yet - next week you'll be able to edit it yourself under --> Resources --> Role Management; reach out if you’d like this set up earlier). For example, Leads, then Drivers, then Helpers!