Hi there,

🎉 We have more Chariot product updates!

• We’re rolling out auto-saving, single-page BoLs to all moving cos
• Movers now see an improved mover schedule page
• The intake tab now has separate Office Notes and General / Crew Notes
• Office users can now publish leads faster with less info just name and contact info)
• You can “collapse” the week view to see more on one screen

👇 More context below, with a few additional updates too!

📬 Feedback? Email us at support@chariotmove.com or reach out through chat.

Ian (on behalf of the Chariot Team)

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Auto-saving, Single Page Bills of Lading

💡 Why we built this:

Before, Chariot’s e-BoLs were split onto 2 screens for pre and post-move agreements. Saving requires clicking “next” or “back” on these screens. We found a single-page BoL with both sections would be easier to review, and that automatic saving would reduce the risk of losing work.

🔍 How the new interface works:

The BoL is a single-scrolling page. Changes save in “real-time”, with a saving notification in the top-left. Chariot also now informs users when they are offline (meaning changes will not save).

🏃 How to get started

We are converting all BoLs to this format in the coming weeks. Our team will update you as we start to convert your BoLs.

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Improved crew schedule

💡 Why we built this:

We wanted to make notes and jobs on the crew schedule easier to review and make key job details clearer.

🔍 How the new interface works:

The upgraded schedule:

• Splits out the “Default Crew Notice”, “Daily Notes”, and “Track-level notes” distinctly
• Has more condensed job “events” for the movers, with clearer visuals for key details
• Shows arrival time/window and estimated duration (instead of estimated start time and end time from the job schedule)

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Separate Office and Crew (“General”) Notes

💡 Why we built this:

We received feedback that many moving companies would like a separate notes field for their crews, so they can provide just what crews need to know vs. all of the details relevant for office users.

🔍 How it works:

• There is now a new “Office Notes” field that will only show to office users
• There is a General (Crew) Notes field that will show to office AND mover users
• We also added visual indicators showing with of these notes show to the movers and/ or the customers for easy reference

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“Quick publish” leads with less info

💡 Why we built this:

We know that when potential customers call in, they often dive right into details of the move that don’t necessarily match the “Create new lead” form in Chariot. We wanted to make creating a new lead faster, more flexible, and less mistake-prone.

🔍 How it works

• When you click “+ New Lead”, the new form only requires (1) a name and (2) a phone number or email
• Jump right into the “job details” page and proceed as you wish!

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Collapsable week view

💡 Why we built this:

The week view of the job schedule was not easily viewed on smaller screens and for larger movers with more jobs.

🔍 The “Collapse” feature

In the top right of the week view, click “Collapse” all. It will condense the jobs on the page, allowing you to see more at once.

🔮 What’s coming

We often get feedback on the week view and have some ideas to keep improving its usefulness. Reach out if you have feedback/ ideas to share!

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Other updates

• The “Short Summary” on leads/ job has been extended to 70 characters and will prevent users from going over this limit

• Reserved leads now show on the crew schedule if you assign movers to them (don’t want them to see it? Use the “hide job” feature).

• The upgraded job “crew page” now displays no matter how you get to this screen (including g-cal links and directly texted BoL links)

• We can now customize the text that shows above the Chariot web form (“Request a quote”) for each moving company. Reach out to support@chariotmove.com if you’d like this customized!

Hi there,

🎉 We switched on all moving companies to a new mover interface that should make their experience smoother and easier.

👇 More details are below, along with a preview of additional mover functionality that is on the way in the coming weeks.

📬 Making movers’ jobs easier is a core priority for us in 2024. Have feedback/ ideas? Email us at support@chariotmove.com.

Ian (on behalf of the Chariot Team)

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💡 Why we built this:

Movers are often switching between tasks. For example, when finalizing the bill, they might want to check the details of the customer’s estimate.

The previous mover interface was not optimized for this switching, causing extra clicks and occasional confusion.

🔍 How the new interface works:

The new interface is more like an “app”, with tabs that movers can switch between on the fly. It also includes a payments screen that can be accessed at any time to see the current balance and initiate a payment.

🔮 Where this is going

Based on your feedback, we plan to release several crew updates in the weeks ahead:

• Updated schedule interface, with clearer notes, easier-to-read job previews, and clearer arrival times
• Single page BoLs that save automatically, to prevent unsaved changes and create a smoother experience.
• Dynamic hourly charges tied to work times, meaning hourly charges are generated automatically based on crew size / hours.
• Time clocking, allowing movers to mark each phase of the move, to automate tracking billable and non-billable time.

If you are interested in being an early beta user for these features, please let us know!

QR Code Payment Link

Why We Built This:

We've introduced a QR Code Payment Link feature to allow another option for customers to pay.

How It Works:

Now, from the crew side, you can generate a QR code linked directly to the payment details. Customers can conveniently scan this QR code using their own devices, instantly accessing the payment link.

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Hide and Unhide Job Events from Crew

Why We Built This:

We've introduced the ability to hide job events from movers. When a job is hidden, it remains on the schedule but is not visible to movers.

How It Works:

Navigate to the job events section, where you'll now find the option to hide or unhide jobs. When a job is hidden, movers won't see it in their schedule, allowing you to manage the jobs without affecting the overall workflow.

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Additional Features

Offline Icon for Crew on BoL

• When a crew member goes offline while using the BoL, an offline icon will now appear in the header indicating their offline status. Once back online, the icon will disappear automatically.

Be able to send text password reset link to mover or office user

• Now, when initiating a password reset, users have the option to receive the reset link via text message.

Clearing signature when an estimate is resent

• If you resend an estimate to a customer, the signature is cleared so it’s more clear to the customer that they must resign the document.

Worktimes: input hours and minutes of time off instead of decimal

• When logging time worked in the Worktimes section, you now input hours and minutes directly instead of decimals of an hour.

Hi there,
​
​Crews now can text customers that they (1) are on the way and (2) have arrived. More details are below!

👋 Note: this feature is off by default – see how to turn it on below.

📬 Questions/ feedback? Use the chat bubble in Chariot or email support@chariotmove.com to share your thoughts.

As always – more updates are on the way!

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💡 Why we built this:

• On move day, customers like to know that their movers are on the way.
• When customers don’t know if movers are on the way, they often call the moving company office – leading to unnecessary admin time.
• When movers arrive at the origin to start their work, sometimes customers are not ready – leading to confusion or delays regarding the start time.

🔍 How it works:

• From the crew page for a job, movers will see a “Text Customer” button
• When they click this button, they’ll see 2 options for texts to send:
• Chariot shows a preview of the message before sending. The mover can click “Send” to send the text / SMS.
• From the office, you can see the sent texts via the Texts screen

🚀 How to start using this:

• Users with a Chariot role of Owner or Manager can turn this feature on from the Settings screen, under “Enable/ Disable Feature”

🔮 Where this is going

• In the coming weeks, expect more improvements / additions to the crew experience that will make it easier for crews to access their schedule, fill out their bills of lading, and log times.
• As part of this, we expect to integrate time tracking with these text messages (for example, when starting a move, suggest an “on the way” text).
• We’ll also be adding the ability for a crew member to add an ETA to the “on the way” message.