Latest News from the Chariot Team
Product update

🤘Chariot Updates: Crew notes, invoices, storage, and more…

Nick avatar
Shared by Nick • August 15, 2024

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

Product update

Chariot Updates: July 16, 2024

Nick avatar
Shared by Nick • July 16, 2024

🎉 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…

------

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.

Product update

Time Tracking, Early Storage Module, Saved Dashboard Views, and More!

Ian avatar
Shared by Ian • June 03, 2024

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

------

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!

Improvement

Work Hours - Input Hours Changes

Nick avatar
Shared by Nick • May 28, 2024

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.


Product Update: March 19, 2024

Ian avatar
Shared by Ian • May 28, 2024

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)
Product update

Product Update: Lead/Non-Lead Crew Permissions

Ian avatar
Shared by Ian • May 28, 2024

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)

Product update

Inventory PDF, more house options, and more!

Ian avatar
Shared by Ian • April 26, 2024

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
Product update

Product Update: Hourly rate auto-sync + more!

Ian avatar
Shared by Ian • April 09, 2024

Hi there,

Back with an update on recent features!

Highlights

  • ⌛ [The big one!] Hourly rate auto-sync: Instead of having X Movers + Y Trucks charges, we can now collapse them into ONE dynamic hourly charge tied to crew size
  • 👬 Movers can pick who worked on each part of a job from the Bill of Lading – simplifying the close out process
  • 📂 You can now right click a job and open in a new tab – making it quicker to quickly reference several jobs at once
  • 🔍 You can now search jobs by invoice or bill of lading #

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)


Hourly Rate Auto-Sync

❓ Why we built this

Previously, hourly charges in Chariot were configured like this:

  • 1 truck and 3 movers
  • 1 truck and 4 movers
  • Etc.

For hourly movers, when creating an estimate, they would:

  • Set the crew size from the "Work Times" section
  • Select the corresponding crew-size charge from the charge list (or an estimate template)

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.

💡 How it works:

Nick from our team wrote up a great guide, viewable HERE.

In short:

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.

🏃How to start using this

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's next

What if Chariot just automatically generated the work times for the mover without any work for the mover 🤔? More on that soon...

Movers can pick who worked from BoL

❓ Why we built this

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.

💡 How it works:

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.

Right-click jobs and open in new tab(s)

❓ Why we built this

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.

💡 How it works:

Right click a link job in Chariot, and you can open it in a new tab!

🤔 Keep in mind:

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!

Search jobs by invoice or bill of lading #

💡 How it works:

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.

Other updates

  • The Archive pages in Chariot now all filter and sort properly
  • The format of job titles in G-Cal sync are now customizable! Reach out if you'd like us to edit these for you.
  • We can now remove the estimate / charges from the work order form that gets printed in Chariot. Reach out if you'd like this!
Product update

Product Update: February 22, 2024

Ian avatar
Shared by Ian • February 22, 2024

Hi there,

We’re back!

Highlights

  • Chariot now shows the last time a customer viewed their estimate
  • Moving companies can accept ACH (bank transfer) payments through Chariot
  • The mover schedule now clearly shows multi-truck/ crew jobs
  • You can now move jobs to other tracks on the schedule by clicking instead of dragging

Details below!

Ian (on behalf of the Chariot Team)


See last time the estimate was viewed

💡 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.


ACH (bank transfer) payments

❓ Why we built this

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.

💡 How it works:

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

  • Cost: The processing fee for ACH transactions is 1%, capped at $10 per transaction (same as quickbooks). See Chariot’s fee disclosure for more details.
  • Timing: ACH transactions can take several days to process and since reversals can occur, they are paid out to the moving company 5 days after the transaction.
  • Go deeper: This help article has more details on how ACH transactions work in Chariot.

Mover schedule shows multiple crews

💡 How it works:

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.



Click to move a job to a different track

💡 How it works:

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.

Product update
New feature

Chariot Updates: February 15, 2024

Ian avatar
Shared by Ian • February 21, 2024

Hi there,

More updates for you, as usual 🙂

  • You can integrate Angi leads with Chariot!
  • Office users now receive notifications when they’re assigned a survey/ on-site
  • Users can now adjust the users they want to see on the office calendar, on the fly

👇 More context below along with a few smaller updates!

Ian (on behalf of the Chariot Team)


Angi Integration

💡 How it works:

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.

❗How to set it up:

We posted step-by-step instructions in our help center. If you need help, contact us.


Survey (estimate appointment) notifications

💡 How it works

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!

🍺 A Quick Refresher…

Here’s a 1 min video on the easiest way to schedule surveys in Chariot


Adjust Users that Show on the Office Calendar

💡 How it works:

When using the office calendar, each user can check/ uncheck the office users they want to see to declutter their view.

💁 Pro tip

To view all jobs and events on one page, view the Office Calendar by “Type” (of event) and toggle on the “Collapse Columns” feature.


Other Updates

  • When an auto-saving Bill of Lading is complete, movers now see a clearer button / option to go to the payments screen
  • When adding movers to a work time (on the Results) tab, Chariot now filters out movers that were inactive as of the work date.
  • We implemented a setting that allows movers to see “Reserved” (not booked) jobs on their schedule. Contact us if you’d like this turned on.