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
​

• 📹 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.
​

• 🤓Users can now can more easily control the columns, filters, and row height of the leads, jobs, and archives pages
​

• 🧾 You can now download/ print an invoice pdf without sending it
​

• 🏋️💲 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)
​

• 🔽 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)
​

• 🙈 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!
​

• ⭐⭐⭐⭐⭐ 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

🥽 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.
​

🔍 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.
​
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!

Hi there,

We're excited to introduce our integration with LiveSwitch, the fastest-growing video and virtual survey platform for moving companies!

Now, customers of Chariot and LiveSwitch can request video recordings, start and record live video calls (for virtual surveys), and view all videos -- all without leaving Chariot.

​Click the video below to watch a ~2 minute overview

Already a LiveSwitch customer? To set up the integration, go to any job --> Inventory --> Videos, and click the main button to connect to LiveSwitch.
​
​Not a LiveSwitch customer? Check out our Integration FAQs for more information on the benefits of the integration, pricing (Chariot customers get 10% off), free trials and more. If you know you want to try out the integration, you can contact LiveSwitch's team at https://www.liveswitch.com/chariot. Of course, we're also happy to help answer any questions.

All the best,
Ian and the Chariot team

Hi there,

We’re excited to announce our long awaited Customer Management feature! This new feature allows you to group multiple jobs under a single customer profile and view associated information (like invoices, payments, etc) in one place.

This feature is to work alongside Chariot’s leads/jobs pages, giving you greater visibility into your repeat business.

It will be available for all Chariot customers starting Monday 1/13.

Best,
​The Chariot Team

👥 Customer Management

❓ Why we built this

To simplify CRM organization by making it possible to group jobs under customer profiles, providing more insight into your operations.

💡 How it works

• “Possible Repeat Customer” Flag: Jobs with matching names, phone numbers, or emails (or a combination of these) will display a possible repeat customer flag.

• Link Existing Jobs to a Customer Profile: Click “View” on the possible repeat customer flag to associate a job with a customer profile. You can proceed to link the job to a customer by clicking “Link Job to this Customer”

• Merging Customer Profiles: You can merge multiple customers into a single profile on the Customers CRM page. After selecting multiple customers and clicking Bulk Actions > Merge Customers, Chariot will combine matches based on shared information (name, email, phone). Note: Merging is irreversible, so please double-check before proceeding.

• Creating a New Lead for a Repeat Customer:

Suggested matches dropdown when adding a lead for a commercial customer

• Commercial Customers: Commercial customers/jobs will use the company name and main contact email and phone for matching purposes.

• Viewing Customer Jobs, Invoices, Payments and Balances: All customer financial information is now accessible in one place via the new Customers CRM and Customer Profile pages. You’ll see tabs for Moving Jobs, Storage Jobs, Invoices, and Payments, so you can see information across customer’s jobs all in one place.

Customers CRM page

Customer Profile page

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.
  ​
• 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.
  ​
• 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

Hi there,

Happy Wednesday! We’re excited to introduce Mover Role Management 2.0 – a set of updates that give you more flexibility when assigning movers to jobs, viewing capacity by role on the schedule, controlling mover permissions, and managing payroll data right in Chariot.

Role Management and Per Job Roles will be available in your account by default – contact us (support@chariotmove.com) if you want to turn on Capacity by Role and Pay Rate Configuration + Reporting.

Quick summary (highlights below ✨👇):

• Per Job Roles – Assign movers to jobs with different roles as needed (i.e., John Smith can be a Driver on Job A and a Helper on Job B).
• Capacity by Role – On the Schedule, easily view the number of available resources by role (e.g., 6 Drivers and 12 Helpers).
• Role Management – Change permissions (e.g., “Can access BoL” or “Can send mover texts”) for your movers directly in Chariot.
• Pay Rate Configuration + Reporting – You can also configure default pay rates for roles in the new Role Management page and for movers (which would override the default role rate) in Resources > Edit Movers, allowing you to more easily measure payroll costs and reporting directly within Chariot.
• Custom Badge Colors – Customize the colors of your role badges!

Per Job Roles and Capacity by Role

❓ Why we built this

We know that movers often need to have different roles on different jobs – you now have the flexibility to assign, communicate and track that in Chariot.

💡 How it works

1. Movers will continue to have a default role
2. However, now, when you assign a mover to a Track or to a Job, you’ll also be able to change their role (at the Track level or on the Job itself) by clicking the badge and selecting a role from the dropdown.
3. Please note: the Capacity by Role feature is opt-in only – reach out to support@chariotmove.com if you’d like us to set it up for you!

Role Management

❓ Why we built this

There are many crew features in Chariot and we understand the importance of providing access to those features to the right movers at the right time.

💡 How it works

Users with the role of “Owner” will have access to a new tab in Resources > Role Management and will be able to update permissions, change role badge colors and assign default pay rates.

Reminder – roles themselves are customizable, just reach out to us and we can help you out!

Pay Rate Configuration and Reporting

❓ Why we built this

Having all of your data in one place is always helpful, so we’ve added the ability to configure pay rates and view basic payroll reports in Chariot. We have more payroll management features coming soon, so stay tuned!

💡 How it works

• You can configure default pay rates for roles in Resources > Role Management or configure pay rates for movers (overriding default role rates) in Resources > Movers > Edit Pay Rates.
• Please note – Pay Rate configuration is opt-in only, reach out to support@chariotmove.com if you’d like us to set it up!
• Pay rate data will show up in Reports in the Time Worked by Mover and Time Worked by All Movers reports, showing you a mover’s hours, rate and total pay for a given job.

Role Management – Editing Default Rates for Roles

Movers – Editing Rates per Mover

Thanks,

Amos (on behalf of the Chariot team)

Hi there,

Here’s a quick recap of all the new features and tools we rolled out in the 2nd half of November – details below!

• Customer Reviews report – you can now see all your reviews in one centralized view!
• Bulk Hide / Unhide jobs – Update job visibility for crewmembers in bulk, making it easier to plan your job assignments in advance! (more below)
• ‘Last Notified at’ in the Notify Crews pop-up – Easily see if you’ve already notified crews about their job(s) for the day so you don’t accidentally message them multiple times (or forget if you messaged them)
• Improved request Customer Review flow – Updated the last step of the flow to better guide your customers to post reviews on sites like Google and Facebook.
• Mover Role Management 2.0 – Enhanced tools like Role Management, Per Job Roles and Pay Rates Reporting to help you more effectively manage your crew operations in Chariot. Reminder: please reach out to us (support@chariotmove.com) if you want to turn on Role Capacity and Pay Management for your account! More information here.
• Dimensions in inches – Enter inventory item dimensions in inches (instead of just feet).
• Icons for payment statuses and balance due vs. paid – Added icons to display payment statuses and a new field to show you the amount paid vs. due on a job, right next to the payments table.
• Added Closed and Deleted storage CRM views – Added tabs in the CRM to view storage jobs that are Closed or Deleted.
• Recurring icon for storage invoices – Added an indicator to the invoices table on storage jobs so that you can tell which invoices are generated from a recurring invoice schedule vs. one-off.

Customer Reviews Report

❓ Why we built this

The Request Review feature allows you to more easily collect customer reviews, but there was previously no place to see all of your completed and incomplete reviews in one place.

💡 How it works

• Go to Reports > Customers > Reviews
• You’ll be able to view all customer review activity here – filtering for dates and submission status (submitted, requested, not requested)
• Submitted = customer has submitted a Chariot review.
• Requested not Submitted = a review request has been sent to the customer, but they haven’t yet submitted a review.
• Not Requested = a review request has not been sent to the customer.

Bulk Hide / Unhide Jobs

❓ Why we built this

Chariot’s Bulk Hide / Unhide feature allows you to plan out moves further in advance without making all schedule details visible to your movers, but until now this had to be done one job at a time. This update allows you to hide and unhide multiple jobs with just a few clicks.

💡 How it works

• Go to Job Schedule > Day > Actions > Bulk Hide / Unhide
• If a job is checked → it is hidden
• If a job is unchecked → it is unhidden
• Make sure to click ‘Save’ after clicking ‘Confirm’ to save your changes

Last Notified on Notify Crews

❓ Why we built this

In Chariot you can notify crews about their job assignments via text, but what if you’re not sure if you sent them the notification yet? What if you only want to message the new movers you’ve added last minute? This feature helps you (and your dispatchers) easily see if a crewmember has been notified about their job for the day.

💡 How it works

Go to Job Schedule > Day > Actions > Notify Crews, and you’ll see new the feature showing you if you a mover has already been notified for their job(s) on that schedule that day or not.

Amos (on behalf of the Chariot team)

Hi there,

Sharing one of our last updates of the year – see the highlights below and keep reading for details ⤵️

• Request Photo Uploads from Customers – 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. Reach out to us (support@chariotmove.com) to get early access to this feature.
• Crew Availability in the Week View – view crew availability on the Week view when scheduling jobs, so you don’t have to flip back and forth between the day view and the week view to confirm moves for customers.
• Preview Estimate – view a preview of what your estimate looks like for your customers from the Estimate page with one click.
• Added Sales Owner to the Quick View – the job Quick View now displays the Sales Owner for each job.
• Source in Lead/Job Tables – added a Source field to the leads/jobs table.
• Notifications for Failed Storage Auto-payments – added a notification for failed auto-payments for storage jobs (to turn it on, go to Settings > Notifications > Recurring Payment Failed).

📸 Request Photo Uploads from Customers

❓ Why we built this

To make it fast and easy to collect photos from customers for purposes of estimates and move prep.

💡 How it works

1. From the Actions menu, click Request Photo Uploads
2. Your customer will receive a notification prompting them to upload photos for their upcoming move
3. Photos will show up in the Job > Inventory page
4. You’ll receive a notification when a customer uploads a photo (coming soon)

You can also embed this link in your automated email and text templates so that it fits right into your existing customer communication workflows (e.g., you could include it in a pre-move confirmation email).

📅 Week View Groups Jobs by Track

❓ Why we built this

To allow office users to more easily see availability across each week when scheduling or re-scheduling a job.

💡 How it works

When you’re in the Week View, you can now easily see availability by track without needing to toggle back to the Day View.

👀 Preview Estimates with One Click

❓ Why we built this

To make it easier to see the current estimate with fewer clicks (previously needed to click “Show Summary” → “View Estimate” or “Send Estimate” → “Preview”)

💡 How it works

Navigate to the Estimate page, and click the new Preview button to see what your customers will receive.

Hi there,

Happy Friday! We’ve made some recent updates to help you track your marketing efforts, more clearly navigate the crew experience, and easily view work time details in Bills of Lading on mobile.

Quick summary (highlights below ✨👇):

• Pass UTM tags into Chariot and analyze leads by marketing campaign source – you can now pass UTM tags (marketing campaign unique identifiers) into Chariot via the Chariot quote form and pull reports showing which leads/ jobs can be attributed to your marketing campaigns. Reach out to us and we’ll happily walk through the set-up with you! We can also work with your marketing/SEO teams/partners
• Clean-up of work times on BoL – cleaned up the Work Times table on Bills of Lading to improve readability on smartphones.
• Menu labels in Crew experience – added labels (in addition to icons) to make it clear to movers what each tab does.
• Moved customer-facing notes and attachments on estimates – the customer-facing notes and attachments sections, if present, are now directly beneath the introduction section on all estimates to ensure that customers don’t miss important details you share with them about move day.
• “Full Job Export” report update – the Full Job Export report now contains one row per job (it previously had multiple rows for jobs with multiple trucks or days) to help users avoid double-counting jobs in their analyses.
• Non-textable phone numbers – landlines and non-textable numbers now display a note to clarify why you can’t text them through Chariot.

UTM Tag Support

❓ Why we built this

We’ve added UTM tagging support to allow movers to track the performance of their marketing campaigns directly from Chariot reporting. By passing these tags into Chariot, you can gain insights into which specific campaigns, sources, or channels are driving leads and conversions, enabling you to analyze and optimize marketing efforts.

💡 How it works

1. Decide on the UTM parameters you’ll use to track your marketing efforts. Common parameters include utm_source (e.g., Google, Facebook), utm_medium (e.g., email), and utm_campaign (e.g., FallSale).
2. Append the chosen UTM parameters to the URLs that link to your Chariot quote form. This typically might look like: https://yourdomain.com/quote?utm_source=google&utm_medium=cpc&utm_campaign=holiday_special
3. As leads fill out the quote form via UTM-tagged links, Chariot automatically captures and stores the UTM information.
4. Once set up, use the Full Job Export report to understand which channels and campaigns are performing best.

Clean-up of work times on BoL

❓ Why we built this

We improved the mobile layout of the Work Times table on the Bills of Lading to support better readability for crew members and customers.

💡 How it works

You’ll see these changes reflected in your BoLs!

Best,

Amos (on behalf of the Chariot team!)

Hi there,

We’ve added notifications for new Customer Reviews (email or in-app) so that your team can know as soon as a customer submits a review in Chariot – you can turn this on for any office user in Settings > Notifications.

Reminder – if you’d like us to set up Automated Reviews or point customers to 3rd party sites (like Google) as part of the Review flow, reach out to support@chariotmove.com and we’ll get you set up.

Also new 🔽

• Usernames can be lower or uppercase – no more auto-capitalization login errors! So if your username is freddykrueger – Freddykrueger or FreddyKrueger or FREDDYKRUEGER will still work when logging in 👻 🧙 🟠
• Leads by Source charts update – Realtor, Referral and Other sources are now grouped together in the Home screen chart (and in Reports > Leads by Source by Month) instead of breaking them out by the specific source detail (for example, Realtor – Name). The detail is still accessible in the Full Job Export and Jobs by Source reports.
• New “XTRA” tag for Multi-Stop jobs – Previously jobs with extra stops had a “MULTI” label on the schedule (as in multiple stops). We updated this label to “XTRA” as some users thought “MULTI” was referring to multi-truck jobs.

Hi there,

We’ve rolled out Time-stamped Notes (“Notes Log”) which allows office users to log job updates (call history, sales updates, etc.) in one place for easy reference.

Also new 🔽

• Timeline Activity Billing Indication – When your crew uses Time-Tracking, they now see which activities count towards the hourly rate.
• Sales Owner in Job Result Charges report – You can now associate specific charges with sales owners, for example for calculating commissions.
• Time Worked by All Movers – Pull a report showing you time worked across ALL of your movers, making payroll-related exporting simpler. This will allow you to pull a report for a time period (e.g., 2 weeks) and export all mover hours-worked and tip data to your payroll system / provider.
• Fixed Google Maps bug that sometimes caused travel time to appear as “00:00”

Notes Log

❓ Why we built this

To date, Chariot notes fields have been static, meaning users can’t view when a note was created. Additionally, because all notes were stored in a single field, important updates were at risk of being overwritten.

💡 How it works

1. On the Job > Intake page, toggle between Description and Notes Log in the top right corner
2. Switch to Notes Log to access the new Timestamped Notes experience
3. Each time a note is added, the exact time and user is added
4. Look for the blue badge to know if (and how many) timestamped notes are available

Visual Indicator of Billable Activities for Time Tracking

❓ Why we built this

We understand that managing time-tracking and the Bill of Lading, on top of other move day responsibilities, can be challenging for crewmembers. This update helps simplify that process by visually indicating which timeline activities contribute to the billable hourly rate.

💡 How it works

Crew members will now see an icon next to each activity, showing whether it’s billable or not.