The Latest Upgrades 🤩

Smoother card / convenience fees

We’re rolling our upgraded card / convenience fee feature to all moving companies as our default by March 14, 2025. It auto-applies card fees to all appropriate payments, no checkbox / manual action required.

• We also can turn on a setting that allows you to waive card fees on specific jobs.
• More info here. Reach out if you want to be next (expect to hear from us soon regardless) – or if you want to keep the old way of adding card fees!

Payroll (Beta)

Ever wish Chariot could generate not just hours worked, tips and hourly rate, but also any other pay items for your team (commissions, bonuses, non-job work), and even calculate overtime?
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We’re in the early stages of rolling out a feature for full-fledged payroll calculations / reports – contact us if you’re interested in early access/ testing.

Estimates and Results -- better on a phone!

The estimate and results tabs are now MUCH easier to use on a phone -- we know many of you are working on the go! More mobile enhancements to come.

Estimator (Offline) App: Faster, More Reliable, More Foolproof

Our app is now MUCH faster and prevents common errors (for example, blocks you from leaving without saving changes): If you have an iPad (Android version coming) and do onsite estimates in areas with bad service, Chariot can help. Reach out to the team if you don’t have access yet and want to try the app.

You can show Sales Owner Info on Estimates

To do it, click “FORMAT” on your estimate, and then check “Show Sales Owner Info”. If you want to always/ frequently show sales owner info by default, then reach out to us and we can set up your default estimates to do this automatically.

Nudging users to book from the job schedule

At a computer, dragging / dropping jobs onto the schedule is our favorite way to book – it allows you to easily see availability while you’re booking (we noticed some users weren’t aware of this!). Chariot now encourages this option when users try to book from the job page (via Actions > Book or Reserve).
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​New to booking jobs in Chariot? Watch this video.

Leads color-coded by stage on job schedule

This should make it easier to see how far along each lead is that’s interested in the day! (New to stages in Chariot? See Here)

Auto-add charges to estimates based on volume of individual items (crates, etc.)

Do you price out each crate you provide by volume (or price this way for other items)? If so, Chariot now has a “synced charge” that can automate adding these charges to your estimates.
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Just set the “Sync type” of the charge to “Inventory Item (Volume Based) and select which items should trigger the charge. Reach out if you need help setting it up!

Add "Activities" to your hourly rate descriptions

We have a new setting that can add the work day “activities” to the description of the hourly rates on your estimates (for example: day 1’s hourly rate = “0 Truck, 2 movers - Packing”, day 2’s hourly rate = “1 Truck, 3 Movers - Load & Unload”).
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​Contact us if you’d like to try it out!

Easier to see trucks on mover schedule

Movers’ schedules now show a truck icon next to each truck assigned to the job, so that they don’t miss it and take the right truck (especially when dispatching remotely)!