Customizing Card Fees for Storage Jobs
This guide explains how to set default card fee behavior for storage jobs and adjust it on a per-customer basis.
Why This Matters
Some moving companies want to charge card fees (convenience fees) on move jobs but waive them on storage jobs. Chariot lets you set this default behavior while retaining flexibility for special circumstances.
Configure Default Settings
Go to Settings → General → Payment and Billing Settings
Locate these two settings:
(Optional) Allow users to waive card fees on a per job basis — enables per-job control if you don't waive or apply fees 100% of the time
Waive card fees on storage jobs by default — automatically waives fees on all storage jobs by default
Turn both settings on to waive fees by default while keeping the ability to override.
Adjust Card Fees for Individual Customers
With the settings above enabled, each storage customer record displays a Card Fees dropdown in the top right.
To apply fees on a specific job: Change the dropdown from "Waive" to "Apply" and save
To waive fees on a specific job: Change the dropdown from "Apply" to "Waive" and save
Alternate Setup: Charge Fees by Default
If you typically charge card fees on storage jobs but want the option to waive them occasionally:
Leave Waive card fees on storage jobs by default unchecked
The default will be set to "Apply"
Use the dropdown on individual customer records to waive fees as needed
Summary
Set company-wide defaults under Payment and Billing Settings
Override the default on any storage customer using the Card Fees dropdown
Works in either direction: waive by default and selectively apply, or apply by default and selectively waive