Hi there,
🤓Back with more Chariot product updates!
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…
❓ 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.
❓ 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.
❓ 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.
❓ What’s changed since beta testing?
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.
❓ What’s changed since beta testing?
🏃 How to start using the App
🎉 As always, our engineering team is hard at work. A sample of the latest new features & updates below!
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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🍺 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!
❓ 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!
❓ 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!
🍺 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
“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.
We're overdue for a product update!
Reach out to support@chariotmove.com if you have requests/ questions related to these features!
Quick summary:
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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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:
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
Message us if you'd like to start using this feature. We'll quickly discuss your personalized setup and turn it on for you!
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.
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.
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!
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.
Here's a 2-minute overview of the basics...
... And some saved view ideas to get you started!
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.
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.
We’ve released a number of highly requested updates!
Highlights:
👇 More details and some additional updates below!
Much more to come...
Ian (on behalf of the Chariot team)
💡 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!
💡 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.
❓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.
❓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").
❓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!
Hi there,
![]()
![]() 🔮What's next
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Hi there,
Catching you up on the latest Chariot features!
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. … 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. ![]() House location types include # of bedrooms❓ Why we built this Work times auto-fill with dispatched movers on BoL💡 How it works 🔮 Next… Office users can receive notifications when estimates are viewed💡 How it works Trucks visible in schedule week view💡 How it works Convert discounts to "surcharges" (extra fees) on estimates and bills of lading❓ Why we built this 💡 How it works
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Hi there,
Back with an update on recent features!
More details below 👇 along with a few smaller updates!
Lots of things in progress (storage, time tracking, offline, crew roles)...say tuned and reach out anytime.
Ian (on behalf of the Chariot team)
Previously, hourly charges in Chariot were configured like this:
For hourly movers, when creating an estimate, they would:
And on the Bill of Lading, crews would following a similar flow: add their work times, set the hourly charge, and make sure everything matches up.
We love flexibility at Chariot -- so you can still do this. But for the majority of cases we wanted to make this much easier.
Nick from our team wrote up a great guide, viewable HERE.
From the office, you can add / sync hourly rates to estimates that auto-tie to the crew size. Even create auto-syncing templates!
From the mover side / BOL, the mover can tie their work times to an hourly rate -- auto-generating the correct hourly charge in a new "hourly charges" section.
We're reaching out proactively to everyone to turn this feature on. In the meantime, contact us if you're eager to get started sooner!
What if Chariot just automatically generated the work times for the mover without any work for the mover 🤔? More on that soon...
Previously movers filled out the overall times on the BoL. When viewing the job Results, Chariot would "pull through" who worked on the job based on who was dispatched.
But what if who worked wasn't who was dispatched? What if someone leaves the crew early or joins part way? We wanted to make it easier for movers to put in this information -- saving time for the office after the move.
When adding a work time to the BOL, the mover can add which movers specifically worked. Chariot will auto-fill the team with who was dispatched to start. The BoL shows who worked too!
In the office, you'll see who specifically worked on each time from the Results tab.
Previously in Chariot, there wasn't an easy way to open multiple jobs in one quick go -- for example, to view several jobs from the leads dashboard, or several jobs from a payroll report.
Right click a link job in Chariot, and you can open it in a new tab!
Keeping too many old tabs of Chariot open at once can impact Chariot's performance. It's best to close the tabs when you're done with them!
If a customer pays you and only references a Bill of Lading or invoice number, you can now find in jobs in Chariot by searching those numbers.
Hi there,
We’re back!
Highlights
Details below!
Ian (on behalf of the Chariot Team)
💡 How it works:
When you view the “Estimate” tab for a job, the header now shows you the last time the customer viewed the estimate – you can use this information to inform next steps.
The last viewed time is also visible on the “Quick View” of the job.
Some customers – especially commercial customers with larger bills – may prefer to pay by Automated Clearing House (ACH). ACH payments are standard business practice in many industries and have lower processing fees than cards.
Office side (ON by default if you're enrolled in payments): When clicking “New Payment”, you will see the option to charge by ACH. You can enter the customer’s bank details and charge them accordingly.
Customer side (OFF by default: contact Chariot to turn on): For payment links and invoices, customers will have the option to pay by card or by ACH.
🔍 The finer points
Previously, if I was a mover assigned to a multi-truck/ crew job, I would only see my truck / crew on the job schedule.
Now, Chariot shows all the crews / trucks assigned to the job. The mover’s name is bolded so they know which (sub) crew they’ll be working with.
From the job schedule, click on a job. In the pop-up that appears, re-assign the track from the top right (then save).
You can still drag jobs to re-assign them to tracks, but the click option may be useful for larger moving companies and/ or on mobile devices.
Hi there,
More updates for you, as usual 🙂
👇 More context below along with a few smaller updates!
Ian (on behalf of the Chariot Team)
Movers that get leads from Angi can now set up an integration so that new Angi leads flow directly into Chariot. This should cut down on manual data entry and speed up intake /booking for these leads.
We posted step-by-step instructions in our help center. If you need help, contact us.
When a survey (estimate appointment) is scheduled, Chariot automatically emails the office user and/ or sends an in-app notification. This is already turned on!
Here’s a 1 min video on the easiest way to schedule surveys in Chariot
When using the office calendar, each user can check/ uncheck the office users they want to see to declutter their view.
To view all jobs and events on one page, view the Office Calendar by “Type” (of event) and toggle on the “Collapse Columns” feature.