Hi there,

Happy October! The leaves are falling here in New York, and we’re excited to drop some long-awaited feature updates for you. Take a look at what’s new below, and as always, feel free to reach out if there's anything we can improve.

What’s new 🔽

• Auto-book Reserved Jobs: Once a customer signs an estimate and pays a deposit (if required), jobs that have been reserved on the schedule will automatically move to the Booked stage. (details below ⤵️)
• Generate a Packing Materials PDF: Generate a PDF of a day’s packing materials directly from the Schedule page (via the Actions button) to help streamline your move day preparation process. (details below ⤵️)
• Disable Discount Button on BoLs: You can disable the + Add Discount button on Bills of Lading to prevent movers from offering discounts that don't align with your policies. Reach out if you'd like this turned on. (details below ⤵️)
• Cancel On-Hold/Postponed Jobs: Move jobs in the On-Hold or Postponed stage directly to Canceled without needing to move them to Booked first, keeping your job list organized and up-to-date.
• Inactive Movers in Time-off Requests: Inactive movers will no longer appear in the Time-off Request workflow, making it easier to manage active mover schedules without errors.

Reminders 🔽

• If you want to set up Automated Reviews for your account, please reach out! All Chariot accounts now have access to send review requests from the Job > Actions menu, but we can also turn on an automated trigger for your account to send these requests automatically the day after a job is closed.
• Early data shows that 35% of customers complete the Chariot review request!
• You can now view customer reviews directly in Chariot as well on the Job > Results page:

Details 🔽

Auto-booking Reserved Jobs

❓ Why we built this

We’re always focused on streamlining your operations and reducing manual steps in the job booking process. If a job is reserved on the Job Schedule and a customer signs an estimate, that job will be booked automatically (vs. requiring additional steps to book).

💡 How it works

• If you have a lead Reserved on the Job Schedule, the job will automatically move to Booked once the customer signs the estimate and pays any required deposit.
• Customers will receive an estimate-signed confirmation as well as the booked confirmation notification.
• This feature is on by default – reach out to us and we can disable it for you if needed.

Generate Packing List PDF

❓ Why we built this

We know that pulling together the materials you need for a day’s jobs can be difficult and time-consuming – this feature allows you to generate a list of packing material needs (based on your job estimates) for a day in one click.

💡 How it works

On the Schedule > Day View page, click “Actions” then Print Packing List. This will open a PDF in another webpage that you can then share or print. The list is based on any charges from the estimate that have a category of “Packing” or “Materials.”

Disable Discount Button on BoLs

❓ Why we built this

We know that move days are hectic and we’ve received a lot of feedback about removing the ability for movers to provide discounts without office approval.

💡 How it works

• Contact us at support@chariotmove.com or through the Support chat
• We’ll turn the setting on for specific mover roles or users
• Movers won’t be able to access the “Add Discount” button on BoLs

Authorized users will have to add any discounts on the office side in Results or by opening up the BoL (Results > BoL Actions > Open Digital BoL).

Hi there,

We’re super excited to introduce Automated Reviews today, which will allow you to easily request reviews from your customers, all within Chariot. Also sharing a couple other smaller updates, including new Drag and Drop Functionality on the Schedule and the ability for Office Users to Mark a Job as Confirmed. Please reach out if you’re interested in getting early access to the Automated Reviews feature!

Automated Reviews

❓ Why we built this

We know how important customer reviews are to your business and we want to make collecting reviews as simple and effective as possible.

💡 How it works

• You can send a review request via email and/or text from a job’s Actions menu in Chariot.
• We can also set Chariot up to automatically send review requests to customers after a Job is moved to Completed (Open or Closed)
• If a review is above a certain number of stars (for now, 5 out of 5), customers will be prompted to share a review to Google or any 3rd-party sites you’d like.

Please reach out to support@chariotmove.com and we’ll get you set up! Please include:

• (1) which 3rd party sites + URLs you want to send customers to to repost their review
• (2) your preferred timing for sending the automated review request after Jobs are moved to a Completed stage – the default will be at 10am the day after a Job is moved to a Completed stage, but it can be customized. Emails and texts won’t be sent to customers during the middle of the night.

Sending a review request from the office app

A customer filling out a review and then being prompted to share to 3rd party sites

Other things:

Assigning Resources to Tracks

You can now drag a resource anywhere on the Schedule to assign the resource to a Track. We received a lot of feedback on this, as previously you had to drag a resource into only the “Resources” section in order for it to “stick.” Happy Scheduling! 😀

Mark a Job as Confirmed

On the Schedule page, you can mark a Job as Confirmed. Previously, Jobs could only be “Confirmed” by customers. This new office-side functionality can help provide dispatchers and schedulers with additional reassurance that a Job is confirmed if customers aren’t able to confirm the Job (or confirm in some other way, like over the phone).

Hi Chariot User,

🤓 Back with more Chariot product updates! This is the first update from me (Amos), Chariot’s new Product Lead. I’m super excited to have joined the Chariot team and to start working closely with you -- please feel free to reach out to me directly (amos@chariotmove.com) with any product specific issues or ideas about what we should build!

Quick summary (highlights below ✨👇)

Already available to use!

• Updated our Digital Estimates to better show the full estimated charge descriptions on rates on mobile screens (so users no longer have to horizontally scroll)
• Added Tip breakdowns to the Time Worked by Movers reports
• Ability to filter by Job Date, Creation Date or Booked At date for the following reports: Conversion Rate by Sales Owner, Booked/Forecasted Revenue, Booked/Forecasted Revenue by Month and Jobs by Source
• Quickbooks sync can now automate class assignment, allowing you to specify the “Class” that you want Chariot Jobs (which sync to Quickbooks as Invoices) to sync to in QuickBooks. Classes are typically used to separate Invoices and Sales Receipts. In a moving company context, Classes can be used to categorize Invoices and their associated details by Location if there are multiple locations for a single company.

Request access if interested:

• Sales Reps now get a notification when they are assigned as a sales owner on a Lead
• Our Storage module is ready to use, including tools to organize storage job info, automated invoices and payments, and simplify tracking down what’s in your warehouse. ​
• Chariot’s first offline-compatible Estimator App (intake and inventory screens for each lead/ job, photo uploads) is ready for use on iPads! Our Android App is still in beta.
• And more from our previous update

Other small things:

• Jobs in the mover schedule now list “Arrival at Customer” instead of “Arrival” to clarify that this time does not mean time at the warehouse/ yard.
• Added JobID to full Job report export
• Updated our Digital Estimates so that if there are no inventory items on a job, the inventory section hides automatically

Ideas? Feedback? Questions? Reach out to support@chariotmove.com anytime.

All the best,
Amos and the Chariot Team

✨ Highlights

Add Tip Breakdowns to the Time Worked by Movers

❓ Why we built this

We know that it’s important for you to track tips when you’re looking at your payroll data, much of which comes from Chariot. So, we made it easy to see tip information alongside your basic time-worked reports. We’ll have more on the Payroll front coming soon, stay tuned 😉.

💡 How it works

Just go to Reporting > Movers > Reported Time Worked by Movers or Reporting > Movers > Time Worked by Mover and you’ll be able to see two new columns (Tips - Pro-Rated and Tips - Even Split) in these reports.

Tips - Even Split: calculates the tip evenly across movers on the job, regardless of time worked

Tips - Pro-Rated: calculates the tip share for the movers based on time worked

Filter Reports by "Booked At Date" and "Creation Date"

❓ Why we built this

You are now able to slice a handful of reports by Booked At Date and Created At date (rather than just Last Move Date) to better understand your lead activity.

💡 How it works

Select a report (we’ve added these different filtering options to the following reports: Conversion Rate by Sales Owner, Booked/Forecasted Revenue, Booked/Forecasted Revenue by Month and Jobs by Source) and then “Filter By” and you’ll see the new options.

Booked At: will include data for Jobs that were Booked within this date range

Created At: will include data for Leads/Jobs that were created within this date range

Mobile Friendly Charge Descriptions

❓ Why we built this

Moves are stressful for your customers – we want to do everything we can to help you provide them with a great experience. This was a small piece of feedback but one we received quite often, and we’re happy to introduce a small change which helps prevent confusion when customers are reading digital estimates.

💡 How it works

The Description for a Charge is now consolidated into one column containing a Charge + Description so that users can see the full rate and total information without needing to scroll.

Before

After

Hi there,

🤓Back with more Chariot product updates!
​

Quick summary (highlights below ✨👇):

Already available to use!

• Movers can add time-stamped “crew notes” to a job that are visible from the office.
• Users can add memos (notes) to job invoices
• Users can remove all movers from a scheduled “track” (crew) with 2 clicks

Request access if interested:

• Our Storage module is ready to use, including tools to organize storage job info, automated invoices, and payments, and simplify tracking down what’s in your warehouse.
• Chariot’s first offline-compatible Estimator App (intake and inventory screens for each lead/ job, photo uploads) is ready for use on iPads! Our Android App is still in beta.
• We now have a setting to automatically apply a card fee by default to bills of lading (it can still be toggled off). If you mainly accept cards, this may be valuable – reach out if you’d like this turned on!
• The North Carolina Utilities Commission has greenlit Chariot users to get fast-tracked approval for our North Carolina-specific electronic Bills of Lading.
• We can now customize which office roles (Owner, Manager, Sales Rep, etc.) can be sales owners. Let us know if you want your setup modified!

Other things:

• Added Zelle and Venmo payment method options when logging a payment manually
• Added a synced California “Double Drive Time” charge that calculates travel fees according to California law
• Estimate signing is now significantly faster for end customers
• The “State Number” that shows on Estimates is now customizable – we are updating this label for all Chariot moving cos based on their state regulations
• Various speed improvements in loading jobs, loading days on the schedule, booking jobs, and more. More optimizations are in the works (esp: loading texts)

Ideas? Feedback? Questions? Reach out to support@chariotmove.com anytime.

All the best,

Ian and the Chariot Team

🔮 In the works: Descriptive inventory, sales owner assigned notifications, Customers page/ features, per-job mover roles, and payroll logic, QuickBooks sync improvements, report updates…

✨ Highlights

Crew Notes

❓ Why we built this

With Chariot, it should be easy to know what happened on a move without waiting to ask the crew. We wanted to add a way for crews to log notes about the move day that are instantly visible in the office.

💡 How it works

Crew Leads (if you want Helpers to have access, let us know) will see a new “Crew Notes” option in the mover experience. They can add notes, which are automatically timestamped. Their notes can be seen under “Crew Notes” on the Results tab.

Add Memo (Notes) to Move Invoices

❓ Why we built this

Adding a memo to an invoice is common practice, but we previously didn’t support this option in Chariot.

💡 How it works

When sending an invoice from the Results tab, click “+ Invoice Memo” and add your notes. They will appear above the charges on the digital invoice and pdf version.

Remove all resources from a schedule “track” (crew) with 2 clicks

❓ Why we built this

Previously movers and trucks had to be removed from a track one by one – resulting in extra clicks/ time for users.

💡 How it works

Above the track, click the 3 dots, then the “remove” icon. All movers and trucks will be removed from the track.

Storage Module: Ready to Use

❓ What’s changed since beta testing?

• Improved organization of storage job dashboards (see who has auto-invoices setup, cards on file, last invoice date, balance, etc)
• Tested and improved recurring payments and invoice features
• Added documents, messages, and a timeline page to each job
• Simplified storage job stages (lead, booked, in storage, closed) + management
• Improved user interface

Storage job view
​

Storage dashboard

Branded storage payment pages / invoices

🏃 How to start trying Chariot Storage

Start a chat or message support@chariotmove.com. Ian and Nick will hop on a call with you to understand your storage operations and get you set up.

Offline-compatible Estimator App (ready to use on iOS tablets)

❓ What’s changed since beta testing?

• Added job search capabilities
• Improved inventory search/ adding experience
• Speed improvements
• Logins not required between sessions

🏃 How to start using the App

• Start a chat or message support@chariotmove.com (we want to know who is using it so we can help / check in)
• Reminder: the app is only optimized for tablets!
• Download the iOS Estimator App
• Give it a go!

🎉 As always, our engineering team is hard at work. A sample of the latest new features & updates below!

Quick summary:

• Our storage module beta now includes invoicing, auto monthly payments, and other enhancements – reach out if you want to try it!
  ​
• We also have an offline estimator (intake + inventory) app in beta, available on Apple and Android! Again, reach out for early access!
  ​
• Chariot can now auto-round up work times to 15 mins, half hour, or another interval – helping reduce mistakes in hourly billing. Reach out – it takes just a minute to set up!
  ​
• It’s easier to assign movers to individual jobs in Chariot – just click/tap on the job and use a dropdown
  ​
• Added and improved reports for revenue/ cashflow, salesperson performance, and lead source tracking

Reminders:

• Time tracking feature (movers mark times → bill auto-calculates): reach out if you’d like access – takes ~10 mins to configure and train!
  ​
• Refer Chariot, earn $$$: Earn $100 if a moving company you refer meets with us, and much more if they sign on. Details here.

Ideas? Feedback? Questions? Reach out to support@chariotmove.com anytime.
​
All the best,
Ian
​
🔮 In the works: More storage, descriptive inventory, per-mover-per-job roles, customers page, more report enhancements…

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Storage Management Beta

🍺 Refresher
Soon we'll be releasing Chariot’s first storage management solution. It’s designed to help movers track storage jobs in their warehouse, manage changes, invoice customers, and collect automatic payments – all from Chariot, with no need for separate systems.
​
​💡 What’s new
The latest beta (in testing phase with customers) version of this feature now includes most of the core feature set, including invoices and recurring payments/ invoices.
​
We’ve also built out initial training materials and videos, like this one:

​

🏃 Want to test it out?
Reach out to support@chariotmove.com and we’ll quickly get you started!
​

Offline Estimator (Survey) Tablet App Beta

❓ Why we built this
Many Chariot moving companies use Chariot on a tablet for on-site estimates/surveys – but it has needed an internet connection. We wanted to allow estimators to do their on-sites when they have no internet.
​
​💡 How it works
You can download our tablet app from the Apple or Google Play store. Once we enable access for your company, you can log in, download leads, work on them offline, and re-sync them later when reconnected to the internet.
​
Today, the app includes the same functionality as the intake and inventory pages of Chariot.

​🏃 Want to give it a try?
The app is also in the beta stage, meaning it’s functional but we’re still improving functionality and performance as we test with real users. Download the app (Apple, Android) on your tablet, and reach out to support@chariotmove.com!

​

Chariot can now auto-round up work times

❓ Why we built this
Many movers round up hourly work times to the nearest 15 minutes, or a different interval, for billing and payroll purposes. Previously, Chariot calculated exact work times. Rounding was done manually.
​
​💡 How it works
​Once set up, when work times are entered – or generated via the mover time tracking feature – final work times will round automatically.

​🏃 Getting started
You guessed it: reach out to support@chariotmove.com!

​

Simpler way to assign movers to jobs

🍺 Refresher
In Chariot, you can assign movers to a “track” (a crew/ truck for the day) or to individual jobs. More here.
​
​❓ Why we built this
Previously, dispatching movers to individual jobs required the user hover over a mover’s name, then click a button in a popup. This interaction could be finicky for some users, and since you cannot hover on a mobile device, prevented this way of dispatching on phones/ tablets.
​
​💡 How it works
Click on a job → use the “assign movers” dropdown → pick a mover

​

🤓 Report updates

​“Booked / Forecasted Revenue” (Previously: “Booked / Forecasted Revenue by Month”):
This report measures historical revenue or forecast upcoming revenue/ cash -- and now you can break down this report by day, month, or week, for any period.
​
​“Sales Process” (NEW!)
Review all the leads handled by a salesperson / owner for a time period, with details on the status of each lead.
​
​“Revenue/ Spending per month by Source” (NEW!)
The “Jobs by Source” report already lets you review performance / ROI of various lead sources. This new report lets you drill down into a single source over time, with a list of the specific jobs generated via that source.

​

Other updates

• We can now flip on a setting to hide the lead source from crew helpers and/or crew leaders. Contact us if you want this on!
  ​
• In the main “New Lead” form, users can now publish move locations with no address but other details (like access method, sq ft) populated, providing more flexibility.

We're overdue for a product update!
​
Reach out to support@chariotmove.com if you have requests/ questions related to these features!

Quick summary:

• ⏱️ Crews can clock move start, stop, breaks, and other move activities! The goal: better visibility for the office, fewer mistakes for the crews. If you want this turned on - message us!
  ​
• 📦 Storage ("alpha" testing): We're getting close to releasing our first storage module and looking for moving cos to start testing and giving feedback. Message us if you'd like to be a part of this!
  ​
• 🤓 Save your dashboard setup (saved views): You can now save down preferred "views" (sorting/ filtering/ column ordering) of the Leads, Jobs, and Archive pages -- we've included some ideas below to get you started.
  ​
• 🔒 Let only certain users "lock" the schedule: You can control which users can "lock" a day in Chariot. If you want us to turn this on / restrict certain users, message us!

More details are below, and more are on the way!
​
​A sample of what’s in the works: more storage, offline estimator/survey app, descriptive (mover) inventory, approved North Carolina BoLs, reporting upgrades...
​
- Ian

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Crew Time Tracking

❓ Why we built this

Previously, work times (start, stop, non-billed time) had to be manually inputted into Bills of Lading in Chariot. With time tracking, we wanted to:

• Reduce billing mistakes
• Make it easier to accurately complete work times and billing when the crew changes mid-move (for example, someone leaves early)
• Give the office more visibility into movers' activities throughout jobs
• Break down moves into sets of activities -- so that in the future we can assign pay rates to each and generate a more granular payroll

​💡 How it works

When the feature is on, crew leaders will see a "time tracking" tab on the job's crew page. To start tracking, they'll confirm the crew, and hourly rate (if applicable -- *and based on your auto-synced hourly rate setup*), and start activity.
​
This starts a timeline -- and a work time on the Bill of Lading.

Throughout the move, the crew leader can track breaks, driving, or other activities. They can also change the crew and rate mid-move! Note that these activities are 100% customizable -- so you can use fundamental tracking (started move, ended move, etc.) or more detailed tracking (driving to the origin, loading, unloading, etc.).
​

At the end of the move, the Bill of Lading will automatically generate the work times, crews, and hourly rates. The crew can add other charges and edit the bill as needed.

In the office, the Results tab will include a "time log" with details on the crew timeline, showing the app-based and manually edited activity times

​❗How to get started

Message us if you'd like to start using this feature. We'll quickly discuss your personalized setup and turn it on for you!
​

Storage "alpha testing"

❓ Why we built this

Many Chariot moving companies offer storage to their clients. Today, the details and billing of these storage jobs are often done manually, leading to extra hours of administrative time and payment delays. Chariot's storage module intends to give movers this time back, simplify billing, and improve organization, with storage and moving operations tied together.

​💡 The current state

We're ready to share a preliminary version of this storage module that allows for basic warehouse setup, inputting storage job info, and taking one-time payments. In the coming weeks, we're adding automated invoices/payment schedules, more refined organization, and more.

❗Interested? Get early access and work with us!

We're looking for moving companies to start testing what we've built and providing feedback on the final iterations to ensure it meets their need. Message us if you'd like to be a part of this! We'll turn on the current version for you and guide you on how to get started!

Save your dashboard setup (saved views)

❓ Why we built this

Chariot has "Leads," "Jobs," and "Archive" dashboards meant to help users quickly see all their relevant sales ops, upcoming jobs, and historical jobs on one screen.
​
Previously, when a user viewed these pages, they always loaded with the same default columns and sorting. You could sort and filter from there, but this takes extra time.
​
Now you can save down the "views" of these most useful dashboards so they load by default or with 2 clicks.
​

💡 How it works

Here's a 2-minute overview of the basics...

... And some saved view ideas to get you started!

Decide which users can "lock" the schedule

❓ Why we built this

Users in Chariot can "lock" a day on the schedule, preventing any new jobs from being booked on that day.
​
We received requests only to allow certain users (for example, owners, dispatchers, etc.) to use this feature to prevent inappropriate use.
​

💡 How it works

Using the "Lock" is now a user-based setting. You can't set this up yourself yet, but if you'd like to start limiting usage to certain people, please message us and let us know!

Our latest enhancement allows movers to input deducted time in both hours and minutes, and here's the game-changer – Chariot now seamlessly converts this time into a decimal value. This means no more manual calculations or converting hassles for you or your team!

We understand that time is of the essence in your busy schedules, and this improvement is designed to make your workflow even more efficient. With Chariot handling the conversion, you can focus on what you do best while we take care of the details.

​

Hi Chariot User,

We’ve released a number of highly requested updates!

Highlights:

• Lock a day on the schedule – blocking new jobs from being booked on that day
• Assign movers and trucks at the same time when using the “click and add” approach
• Hide certain lead sources and moving services from the web form
• Users can subscribe to notifications about failed ACH transactions
• Chariot now has a forgot password flow :)

👇 More details and some additional updates below!

Much more to come...

Ian (on behalf of the Chariot team)

Lock a day on the schedule

💡 How it works:

From the job schedule “Day” view, click the lock icon next to the date. This locks the date (click again to unlock).

You can see locked days (but not edit the lock) from the schedule week view and the month view

If a user tries to book, reserve, or reschedule a job to a locked date, Chariot will block them and show an error message. If booking from the schedule (drag and drop), users will see a “✖️” symbol when trying to drag the job.

🔮 What’s next:

We plan on adding visual cues throughout the software that warn users (and potentially your customers) to locked days on the schedule, making this feature even more effective!

Assign movers and trucks at the same time

💡 How it works:

When dispatching to a track / crew by clicking to assign resources, you can now assign movers and trucks from the same pop-up dialog.

Hide certain lead sources and moving services from the web form

❓Why we built this

Previously, Chariot’s web form showed end-customers a full lead source (“How did you hear about us?”) and moving services list.

However, some options may not be relevant to end-customers (for example, a commercial / government lead source or moving service), and could reveal unnecessary information about your business to competitors.

💡 How it works:

From the Settings screen, click the circle on each lead source or moving service to hide it on the web form.

Notifications about failed ACH payments

❓Why we built this:

ACH payments take several days to process - and in some cases result in a failed / reversed payment. We go over this in more detail in our Chariot ACH payments article.

💡 How it works:

From Settings → Notifications, users can subscribe to in-app and email notifications about failed ACH payments, so they can promptly re-collect payment (we have already auto-subscribed all users with a role of "Owner").

Forgot password flow

❓Why we built this:

It was about time 🙂

💡 How it works:

Click “Forgot Password?” from the login screen. Enter a phone number or email, and Chariot will text / email a password reset link to you!

Other updates

• On the intake tab, we moved the General Notes above the Office-Only notes based on your feedback!
• Our QuickBooks sync now syncs payment methods and payment notes to QuickBooks
• We fixed all the action buttons in Chariot’s in-app notifications action buttons
• Chariot now warns users if they attempt to book a job in the past (for example, if you duplicate a job and forget to update the date)

Hi there,

We just pushed a first version of one of our most-requested product changes: you can now set lead vs. non-lead (helper) crew roles, and restrict non-leads' ability to access sensitive information/ functionality. ​ ​💡How it works / how to get started Go to "Resources" --> "Movers" Click "edit" at the end of the row for a mover Under "Role", switch the mover from "Crew Lead" to "Crew Helper" Save If a mover is a "Crew Helper", they'll just be able to see basic job information (including inventory) and take move-day photos. They won't have access to: Customer phone number and email Estimate / pricing details The Bill of Lading Payments screen (total balance due + ability to take / log payments) Ability to text customer "on the way" + "arrived" messages 🔮What's next ​ Soon, admin-level office users (owners, etc) will be able to set their own custom settings/ permissions for each mover user...and office users as well. Expect more control and customizability over time. ​ ​❓Questions? Reply to this message or email support@chariotmove.com All the best, Ian (on behalf of the Chariot team)

Hi there,

Catching you up on the latest Chariot features!

Quick summary:

• Generate separate inventory PDF ("table of measurements"); Estimates now show a box summary
• “House” location type now includes options for # of bedrooms
• Work times auto-filled with dispatched movers on Bill of Lading (BoL)
• Office users can receive notifications when estimates are viewed
• Trucks visible in schedule week view.
• Convert discounts to "surcharges" (extra fees) on estimates and bills of lading

More details below 👇. And more to come next week!​​A sample of what’s in the works: mover roles/ permissions, mover time clocking, fancier options for creating lead / jobs dashboard views, storage updates, offline estimator app… ​-

Ian

Inventory PDF + Changes to Inventory Display on Estimates ❓ Why we built this So that office staff can generate a professional inventory summary instantly – to show a prospect during an on-site, share the latest with a customer, or send to a crew leader. ​ ​💡 How it works ​ On the inventory tab, click “PRINT PDF” … Or click “Print Inventory” from the Actions menu / dropdown for a job The inventory PDF also includes a box summary, with totals of all PBO (packed by owner) and CP (carrier pack) boxes across ALL rooms. ​ Estimates now include a box summary as well: House location types include # of bedrooms ❓ Why we built this ​ Some moving companies always take down the # of bedrooms in a house – sometimes as a core way to estimate job time. Previously Chariot had just a single “House” option. ​ ​💡 How it works ​ When selecting a location type from the office, or from the web form, there are options for houses with 1-5+ bedrooms. Work times auto-fill with dispatched movers on BoL 💡 How it works ​ When a mover starts filling out a work time, Chariot auto-fills who was dispatched to the job. The mover can add / remove movers from the work time as needed. 🔮 Next… ​ Our upcoming time tracking feature will allow movers to to handle this all upfront, making the process even smoother and more mistake-proof. Office users can receive notifications when estimates are viewed 💡 How it works ​ On the estimate tab, you can already see the last time a customer viewed their estimate. ​ Now you can also get email and in app notifications when these views occur. To turn this on, go to Settings → Notifications Trucks visible in schedule week view 💡 How it works ​ This one is pretty self-explanatory :) Convert discounts to "surcharges" (extra fees) on estimates and bills of lading ❓ Why we built this ​ Some moving companies tack on a general surcharge (usually a %) to their estimate/ bill. There’s two main scenarios we see this: ​ (1) The moving company charges a kind of generic service fee (e.g., 8%) on top of the bill – for example, they might not charge for shrink wrap / other materials and use this surcharge instead ​ (2) The moving company provides BINDING estimates with one simple price – but to generate the estimate they add up their expected costs/ rates and add on a % buffer to make sure the move is profitable (in Chariot there are ways to set up estimates this way!) 💡 How it works ​ At the bottom of an estimate, result, or bill of lading: Click “+Discount / Surcharge” Flip the discount to a surcharge Enter in a $ or % based surcharge