Product update

May 2025: Chariot AI Launch + Powerful New Features

Shared by Nick • May 29, 2025

Hello!

We’ve been busy since our last update—so we’ve got a lot to share. Buckle up for some exciting improvements!

Quick summary – more details below 👇:

🤖 AI Voice Intake Assistant is Launching! Interested? Join the waitlist here. See it in action below!
📤 Our new email and text template editor/builder is rolling out to all customers by mid June.
📹 LiveSwitch videos – from the field or the office: Start videos from the office or crew app to document onsites, move-day walkthroughs, and more. Contact us to enable.
🏢 🧑‍🤝‍🧑 Easier commercial + multi-contact job management: Create multiple jobs per customer with different main contacts and send automated emails to multiple contacts per job.
⚙️ Role-based permissions: Set default access to edit company settings and access key features, by user role.
💸 Simpler Storage invoice payment flows: Take or log payments against any storage invoice, with more options.
📈 Many smaller improvements to: Reporting, inventory search, details you can show on estimates, move invoice details/ flexibility, 2-way texting, mobile-friendliness, web form, and more!

Other news and notes:

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We pay referral fees if you know movers looking for better software this busy season!

As always, more on the way…

Ian

🤖 AI Voice Intake Assistant

Chariot’s AI Voice Intake Assistant answers phone calls from new customers, gathers move details, and creates leads in Chariot—complete with summaries, transcripts, and follow-up confirmation emails/texts. It sounds (almost) human, runs 24/7, handles multiple calls at once, and is customizable for your company’s needs.

The goal: increase your bookings by capturing and setting up every lead for success–even when you’re not available. And give your sales team hours back to focus on high-value tasks.

🎥 Demo Recordings:

❓Getting Started

We’re giving a set of customers early access who participated in our research/ development and joined our waitlist. If you want to be included in the next group that gets access – join the waitlist!

📤 New Email / Text Template Builder & Editor Rollout

Last month we announced that new Chariot customers were getting access to a new dynamic email and text editor. No need to reach out to Chariot for edit (though we can help!) -- plus, it supports more dynamic layouts with photos, columns, videos, and more.

Over the next ~2 weeks, we’re transitioning all customers to have access to the editor. Any default Chariot emails and texts you use will be tweaked/ upgraded slightly, and all of your custom emails, texts, or customizations will remain as-is.

Stay tuned! Click HERE to see a sneak peek

📹 LiveSwitch videos – from field or office:

In addition to emailing/ texting video links and recording live video calls in Chariot, users of our LiveSwitch Integration can now also start a live recording in the field. Contact us if you’d like this feature on for your company!

How it works:

Office users can start recording video instantly from Inventory > Video on a job – for example, taking a video during an onsite estimate/survey

Crew users can be given permission to record live videos in the field – for example, recording a walkthrough at the beginning or end of a job.

Video walkthrough:
Chariot | Start Videos from the Field in LiveSwitch - Watch Video

🏢 🧑‍🤝‍🧑 Easier commercial + multi-contact job management:

Previously in Chariot, you could:

Create and re-use customers (like commercial accounts)
Set multiple contacts for a job

But now, in addition, you can:

✅ Add multiple contacts to a Customer profile (e.g., Head of Department 1, Head of Department 2)

✅ Create multiple jobs under a Commercial Customer with different main contacts (e.g., Doing work for Chariot – Job A is for Ian Rapoport (CEO), Job B is for Srdjan Krstic (CTO).

✅ Add contacts to a job from the Customer’s profile and set additional contacts to get automated emails and be automatically cc’d when sending templated email (like a booking confirmation).

⚙️ Role-based settings/ permissions

Last month we introduced a revamped Company-wide settings screen to users with Owner roles (General > Settings).

We have now fully rolled out this revamped Company-Wide Settings Screen AND Role-Based Settings, giving you more control over what your team can do in Chariot.

What this means:

Everyone at your moving company can see the Settings > General > Company-Wide settings
But by default, only owner-users can edit these settings
But now, owners can choose which roles can edit each Company-Wide Setting

Owners can also set various role-based permissions via Settings > General > By Role

💸 Simpler Storage invoice flows

It’s now easier to take or log a payment against an unpaid storage invoice.

Just click on the “3 dots” next to the Storage invoice, then select an option like Charge Card, Log Payment, or Log ACH to take a payment against that invoice. The invoice will be marked paid and the payment will be logged automatically.

More to come on Storage billing enhancements!

📈 The small but mighty 💪

Reporting improvements

The beta widgets/ reports are now working properly for multi-site accounts
The “Jobs by Source” report now has totals at the bottom – making it easy to see the total jobs booked, created, or with an estimate signed over any period.
We added the “Job Results Notes” to the Outstanding Balances report. This allows users to note the context for an unpaid balance in the Job Results Notes, and then see all these notes in one place alongside outstanding balances.

Estimate enhancements

You can show the number of stories and access method for each location on your estimates! Click “FORMAT” and click the relevant customizations on for each estimate – or if you always want this on, reach out and we can update your default settings.
Any charge with a category of “Materials” will now show in the Packing section of an estimate (previously it only showed charges with a category of “Packing”).
You now have to click the “^” button to close/ open each section of the Estimate or Results tabs (previously clicking anywhere in the header did this – creating occasional confusing)

Move Invoice Upgrads

Move invoices now include the date sent at the top
When sending an invoice, hide the charge details or only show a total amount.

Miscellaneous

Inventory search now includes better alphabetical sorting (if you type “sofa”, “Sofa - 2 piece” will always show before “Sofa - 3 piece”, etc.)
Notifications “in the bell” of Chariot are now smartphone/ mobile-optimized
The Chariot web forms now force the customer to choose a custom move date (it previously defaulted to today’s date) and no longer allows them to select a date in the past.