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Helpful Articles to Get You Started
Getting Oriented with Chariot

Understanding how the features in Chariot work - simplified down to each topic

8 articles
Setting Up Your Account

All the essential resources and guides to help you seamlessly set up your Chariot account. From creating a strong password to customizing your profile, our step-by-step instructions will ensure you get the most out of your Chariot experience

26 articles
Job Schedule and Office Calendar

Effortlessly manage schedules in Chariot! Master month/day views, dispatching, survey scheduling, crew texts, default notices, and move day adjustments.

10 articles
Leads, Jobs, & Booking

Manage leads, jobs, and bookings efficiently with comprehensive features including dashboards, inventory, estimates, charges, and booking/reservation tools

39 articles
Customers Page

Overview of how to use Customers related features

4 articles
Texting and Emailing

Unlock effective communication in Chariot! Seamlessly text and email customers, explore messaging overview, and enable mover texting for enhanced service

7 articles
Payments

Streamline payments in Chariot! From collecting to refunds, explore the payments dashboard, deposits, QR codes, ACH payments for seamless transactions.

11 articles
Chariot on Mobile

Understand how Chariot works on your mobile devices

3 articles
Reports

Easily see how your business is doing. Learn how to use Chariot’s reports to track sales, leads, and other key numbers in one place.

8 articles
Crew Features

Get your crew set up and oriented with Chariot

8 articles
Storage Management

Quickly learn how to set up storage jobs and recurring billing

9 articles
North Carolina Electronic Bills of Lading

In North Carolina, movers need to get approved to use electronic bills of lading. These videos provide background on how to start using compliant Chariot e-BoLs in NC.

3 articles
Articles

for training

1 article
LiveSwitch Integration

Integrating LiveSwitch and Chariot for seamless video surveys

2 articles
Using Chariot Webhooks

Learn how to use Chariot webhooks to send notifications, trigger follow-ups, and connect to tools like Slack, Google Sheets, Mailchimp, and more.

1 article
Empresa de Mudanzas

Empresa de Mudanzas

10 articles