Setting Up Your Account
How to set up office users, movers users, settings, feature customizations, and integrations
27 articles
- Editing Assumptions: Crew Size and Hours CalculatorLearn how to edit core assumptions, customize factors, and optimize crew size and hours for accurate moving estimates.
- Customizing "Checkboxes" by Location TypeStreamline information intake in Chariot by customizing checkboxes based on location types. Enhance accuracy and save time effortlessly.
- Work Date Activities: Accessing & CustomizationCustomize work date activities in Chariot for efficient job scheduling and better organization.
- Setting Default Crew NoticeLearn how to streamline crew communication by setting default daily notices. Enhance efficiency with consistent messages for your crews.
Passwords/Account Access
Updating passwords and regaining access to your account
- How to Update Your Password When Logged InLearn how to effortlessly update your Chariot password with our step-by-step guide. Ensure security and convenience in just a few clicks!
- Locked Out? How to Regain Access to Your AccountIn this guide, we'll walk you through the process of getting your password reset.
- Role-Based Permissions in ChariotControl which team roles can view and edit settings and features across Chariot using role-based permissions.
- Can't Log In? Start With the Error MessageThe error message you're seeing points to the fix. Here's what each login error means and how to resolve it.
- How to Embed the Chariot Web Form
- Customizing Questions on the Web FormWe'll guide you through the process of manually adding a lead to Chariot and customizing the final questions on the web form.
- Connecting Jotform Leads to ChariotAutomatically send leads from your Jotform into Chariot so your team never has to re-enter customer information.
- Troubleshooting: Web Form Submissions Not Coming ThroughIf leads from your web form aren't appearing in Chariot, here's how to diagnose and fix it.
- Edit Your Existing Email/SMS Message TemplatesLearn how to use the editor tool to customize your Chariot messages.
- Create New Email and Text TemplatesBuild custom message templates using Chariot's message editor tool.
- How can I link a document in my communications (email or SMS) instead of attaching it?
Managing Movers and Truck Resources
Manage movers, logins, trucks, users, and dates efficiently in Chariot.
- Add or Edit Your Trucks in ChariotLearn how to effortlessly add or edit trucks for efficient dispatching and scheduling in Chariot.
- Adding and Managing MoversAdding and editing movers in Chariot, ensuring a seamless setup for utilizing the schedule and dispatch features!
- Adjusting and Managing Mover LoginsEffortlessly manage mover logins! Learn how to set up, update, and customize usernames and passwords for seamless crew schedule access.
- Adding or Removing an Office UserIf you're looking to add/remove an office user, you're in the right place. Follow these steps to efficiently manage your office user list.
- Adjusting Start and End Dates for Movers and TrucksOptimize resource visibility with Chariot's start and end dates. Learn how to tailor availability for movers and trucks efficiently.
- How to Add and Edit Trucks in ChariotAdd new trucks to your Chariot account, update truck details, and manage how they appear on the job schedule.
- How to Reactivate a Crew Member in ChariotSteps to reactivate an inactive mover in Chariot, including how to find their login details and send a password reset.
- Change Your Notification Settings in ChariotThis article will guide you through the process of changing your notification preferences in Chariot.
- Managing Review NotificationsStay updated on customer reviews with customizable notifications via app or email for timely feedback management.
- International (Non-US) Address SupportEnable international address support for office-side jobs and the customer web form.
- Settings: Understanding the Estimate Format TabA walkthrough of every setting in the Estimate Format tab — what each option controls and when to use it.
- Editing Estimate and Bill of Lading Language in ChariotWhat you can edit yourself vs. what requires Chariot Support — covering estimate language, BOL language, and required signature fields.