Hey there

It’s been a busy stretch since our last product update – our engineers have been shipping fast, and there’s a lot to catch up on.
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Below is a quick rundown of what’s new, plus some details if you want to dig deeper. As always, we’d love your feedback or questions — ping us anytime!
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Quick summary – with deep dives below 👇:

• 🤖 Chariot AI Sales Assistant is live – capturing missed calls and booking new revenue. We’ve improved handling of spam/no-response calls and are expanding its capabilities, including support for non-sales calls. FAQs here. More updates coming soon!

• ✉️📲 Email & Text Template Editor is now available for users with the “Owner” role via Settings > Edit Message Templates. Easily create and edit dynamic templates. Want to give access to someone else on your team? Message us – we’re adding role-based controls in Settings > General soon.
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• 🪝⚙️ Chariot now has “webhooks” you can use to send notifications in Slack, Teams, Discord, share contact info to marketing tools like Mailchimp and SendBlue, send automated messages (outside of Chariot’s normal ones), port data to spreadsheets, and trigger other 3rd-party automations.
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  Sounds complicated? It’s not! Learn more on how it works here and ping us if you’d like to have the feature turned on!
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• 📹 LiveSwitch Office Videos now appear in quick view and the crew’s inventory summary. Reminder: Want your movers to capture videos for walkthroughs? We also have a feature for that – let us know if you’d like it turned on.
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• ▶️ New “First Source” Field shows how your lead got into Chariot – web form, API, office, or AI Voice Assistant. It’s on your Leads/Jobs dashboards and job export. Using saved Views? You may need to update them if you want this field added – reach out if you need help.
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• 👷📅 Job Activities now display at the top of each schedule event in bold – making work plans easier to see, especially for multi-day jobs.
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• 📄 Estimate Options: You can now hide the dates section (for TBD moves) and the total amount at the top (if you’d prefer it less front-and-center).
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• 🪖 New Customer Type: Military – now available alongside Residential and Commercial. Turn it on in Settings > General > Lead/Job Configuration.
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• 🏢🏢 Multi-Location Improvements: Smoother account switching, better user management, reporting enhancements, and new controls in Settings > General for umbrella accounts

Small but mighty updates:

• Multi-day jobs with multiple crews / work dates per day show more logically on the schedule
• Added totals row to the “Job Results Charges” report (easy to see all revenue for period)
• Added JobIDs with hyperlinks to the “Job details report” (easily navigate to the page for the job)
• Photo uploads now always show in order they were added
• Storage invoices only show ACH option if you have the feature on to expose ACH payments to customers

Other news and reminders:

• Refer other movers – earn money! More on our program here.
• We’re working on a slew of automation and reporting features in Q3. Have ideas for this you haven’t discussed with us yet? Let us know!

See you soon,
Ian (on behalf of the Chariot team)
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Highlights and deep dives 🔍

Email / Text Template Editor

Previously, if you want to update your templated Chariot email and texts – or add your own custom email templates – you’d have to message our support team. No longer!*
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​From Settings > Edit Message Templates, you can now edit and create email and SMS templates on your own. For emails, you can add custom formatting, colors (backgrounds and text), videos, social links, dividers, attachments, and more!
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You’ll use “merge tags” to add dynamic content (customer name, links to estimates, review request buttons, etc.) throughout your message templates.

*Two notes about this:

• (1) If you want assistance updating / adding templates – especially more complex ones – we’re still here to help! Don’t hesitate to loop us in.
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• (2) Today, you can only edit existing templates if you were previously using a default template without customizations. For templates you’ve customized, we’re still working to convert them over to the new email/ text editor (if you need edits in the meantime, message us and we’ll do it the old-school way!)

LiveSwitch Videos from Quick View/ Crew Summary

Previously, LiveSwitch videos had to be viewed from the Inventory tab for a job. Now they’re conveniently accessible from the “quick view”.

The videos are now also viewable by the movers in their job summary!
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New “First Source” Field

We wanted to make it easier for you to track HOW your customers got into your sales funnel – and to enable better reporting around this (e.g., how many booked jobs did I get from the AI Voice Assistant last month?).
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The new “First Source” field in your Leads/ Jobs dashboards – and full job export, now enables this. More to come!

New Estimate Formatting Options

Under “FORMAT” for an estimate, you can now hide the move dates section from the top of the estimate (for TBD moves) or the total estimate that shows on top (if you prefer the customer has to scroll down to see it).

Note: that if you do a multi-day move with TBD dates, this might not fully solve the issue. If you’re showing charge details and breaking out charges by date,out by date, the dates will show in the charges section. We have a follow-up queued-up for this.
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Multi-Location Improvements

If you have access to multiple Chariot accounts – for example, you work in sales for a multi-location company – switching between accounts is now as simple as clicking on the account toggle in the top-left of Chariot!