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How to Request and Collect Customer Photos for a Smooth Move

Easily collect photos from customers for better move preparation using Chariot’s Request Photos feature via text or email.

Updated over 4 months ago

Overview

To ensure your move team is fully prepared, you can request photos from customers directly through Chariot. This feature simplifies the process of gathering essential photos, such as inventory, tight spaces, or parking options, to help execute a smooth and efficient move.

How to Access the Feature

  1. Access the Feature:

    1. Open any job or lead in Chariot.

    2. Click on the Actions menu.

    3. Select Request Photo Uploads.

  2. Choose a Delivery Method:

    1. Send the photo upload portal to the customer via Text or Email. Both will be selected by default.

    2. Optionally, use the Preview Uploads Portal option to see how the upload portal will appear for the customer.

  3. Customer Uploads Photos:

    1. The customer receives a link to the Photo Upload Portal.

    2. Once they open the portal, they'll click Upload Photos, add their photos, and submit them.

    3. Customers can also view general move details in the portal.

  4. Review the Uploaded Photos:

    1. Once uploaded, photos appear in the Inventory Tab.

    2. A badge will display the number of photos submitted.

    3. Click on the photos to view them in full detail.

Use-Cases for the Request Photos Feature

  • Inventory Verification:

    • Gather images of all items to plan for truck space and labor needs.

  • Assess Tight Spaces:

    • Understand potential challenges like narrow hallways or staircases.

  • Identify Parking Solutions:

    • View potential parking spots to minimize unloading distance.

  • Handle Bulky or Special Items:

    • Prepare for oversized items like pianos or furniture that need extra care.

  • Reduce On-Site Surprises:

    • Visual preparation helps avoid unexpected hurdles on moving day.

Benefits of Requesting Photos

  • Improved Planning: Helps allocate resources and equipment efficiently.

  • Clear Communication: Gives your team and customers a shared understanding of the move scope.

  • Faster Moves: Reduces delays caused by unforeseen challenges.

  • Enhanced Customer Experience: Simplifies collaboration and ensures transparency.

Need Help?

If you have questions or run into any issues while using the Request Photos feature, feel free to reach out to our support team. We’re here to help!

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How Crews Can Upload Job Site Photos
Adding a Storage Job (Customer) to Chariot
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