Most things in Chariot you can change yourself — but a handful of tasks require our team to step in. Here's a quick reference so you know when to reach out and when to go ahead on your own.
Do it yourself in Chariot
These are all available in your account settings or directly on jobs/leads:
Adding and managing movers — Settings > Movers
Adding and managing trucks — Settings > Trucks
Creating and editing estimate templates — Settings > Estimate Templates
Editing estimate formats — Settings > Estimate Formats
Updating your charge list — Settings > Charges
Editing hourly rates — Settings > Hourly Pricing
Enabling ACH payments for customers — Settings > Payment and Billing Settings > check Allow customers to pay via ACH
Controlling who can lock the schedule or void payments — Settings > General > By Role (this can also be set per-user)
Setting up notification preferences — Settings > Notifications
Creating and editing email/SMS templates — Settings > Message Templates
Embedding the web form — Settings > Web Form
Setting up automations — Automations tab
Managing mover roles and permissions — Settings > Roles
Updating your password — Profile settings
Running and exporting reports — Reports tab
Editing jobs, estimates, and customer info — directly on the job page
Requires Chariot support
These changes need to be made by our team:
Updating your company name or logo — Contact support and we'll update it for you
Renaming schedule track labels (e.g., changing "Track 1" to "Team A") — this is a backend setting; reach out and we'll update the labels
Setting up QuickBooks integration — Initial QBO setup is done by engineering; contact support to kick off the process
Creating or modifying a Bill of Lading template — BoL templates are configured by engineering. Reach out with your requirements.
Data transfers or bulk imports — If you need to import a large set of jobs or customer records, contact support
A2P text registration — Required to send texts through Chariot. This is an industry-wide registration process our team handles on your behalf.
API credentials and webhook setup — Contact support to get API keys generated
How to reach support
The fastest way to get help is through the red chat bubble in the bottom-left corner of Chariot. You can also email support@chariotmove.com. We're available Monday–Saturday, 8am–10pm.
When you reach out, include as much context as you can — the specific setting you need changed, or the job/account it relates to — so we can turn it around as fast as possible.