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Utilizing the Chariot Estimator App on iPad đŸ“±

The Chariot Estimator iPad app lets you record job inventories offline on the job site, to keep things efficient.

Updated over 2 weeks ago

The Chariot Estimator app is a mobile tool designed to make it easy for you to collect and record inventory details directly at the job site. With its streamlined interface, you can fill out cube sheets, record customer inventory, and manage job details — even without an internet connection.


What Is the Estimator App?

The Estimator app is a lightweight version of Chariot, built specifically for iPads. It allows surveyors and estimators to:

  • View upcoming surveys and assigned jobs

  • Search for and access job details

  • Fill out intake forms and complete detailed inventory lists

  • Work entirely offline when internet access isn’t available

When a job is opened in the Estimator app, it is downloaded locally to the iPad so you can continue working without interruption. Once your device reconnects to the internet, all changes are automatically uploaded back to Chariot.

Device Availability

‱ ✅ Available for iPads

‱ ❌ Not available for Android tablets, Andorid phones, or iPhones


Setup & Approval

Before using the Estimator app, you must receive setup approval from the Chariot Team.

To get started:

  1. Contact support@chariotmove.com and request offline Estimator app access.

  2. Once approved, you will be able to log in with:

    • Your Chariot client name (first part of your Chariot URL)

    • Your username and password


How to Use the Estimator App

1. Log In

  • Open the Estimator app on your iPad.

  • Enter your Client Name, tap Submit.

  • Enter your Username and Password, then sign in.

2. View Your Jobs

  • Upcoming assigned surveys appear in the Upcoming Surveys list.

  • You can also:

    • See jobs you’ve recently viewed

    • Browse all jobs in the system

    • Search by customer name

3. Download a Job for Offline Use

  • Tap a job from the list.

  • The app will download the job so you can work without internet.

  • The job’s download timestamp will be visible for reference.

4. Enter Intake Details

  • Tap the Intake tab to view or edit:

    • Customer details

    • Addresses

    • Travel time calculations

5. Record Inventory

  • Tap the Inventory tab - the core functionality of the app.

  • Select a room from the list.

  • Then add items by:

    • Searching for an item name (e.g., “nightstand”)

    • Browsing by type (e.g., “bed frame”)

    • Browsing by room (e.g., "Bedroom")

  • Tab on the item you want to add, then it will be added to your inventory list on the right side of the screen

  • Repeat for each room until your inventory is complete.

6. Sync Your Data

  • If offline, data will be stored locally until you reconnect to the internet.

  • When back online, the app will automatically upload your updates to Chariot.

  • You can then view and manage them via the web version.


Need help?

Contact the Chariot Support Team at support@chariotmove.com or via the "red help button" in the bottom corner of Chariot for assistance with setup, troubleshooting, or usage questions.

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