Chariot

Chariot aims for a seamless, rapid onboarding experience that gets you up and running in under 48 hours. Their process emphasizes personalized support and minimal friction.

Process & Timeframe (bullet points):

• Initial Sales & Discovery
  • Chariot explores your business during the sales process to tailor the setup to your operations.

• Onboarding & Data Migration
  • They offer “white-glove onboarding,” which includes transferring data from your previous system at no cost.

• Activation
  • Most new customers are set up and ready in under 48 hours, including payments integration for accepting cards, ACH, etc.

• Ongoing Training & Support
  • You receive proactive, daily support—7 days a week, with average response times under 5 minutes.

• Continuous Product Evolution
  • The platform is updated frequently, incorporating real customer feedback within days or weeks.

Chariot emphasizes adaptability—whether it’s tailored workflows, custom documentation, or multi-site support, they configure the software to align with your processes and grow from your feedback.

Customization Highlights (bullet points):

• Workflow Fit
  • The onboarding deep-dive into your business ensures Chariot aligns with how you operate.

• Flexible Documentation
  • Digital Bills of Lading can be customized with liability clauses, valuation options, and any necessary fields.

• Real-World Dispatching
  • Designed for complexity—multi-truck jobs, multi-day moves, flexible crew/truck setups, drag-and-drop scheduling.

• Multi-Location Support
  • Works seamlessly across multiple locations, with centralized and site-specific reporting.

• Rapid Feedback Loop
  • User suggestions translate into product enhancements within days or weeks, not months.

Chariot offers transparent, inclusive pricing. Most essentials are bundled into the monthly rate, with no hidden fees for setup, data migration, support, or upgrades.

Cost Structure Breakdown (bullet points):

• Monthly Subscription
  • Starts at $254/month, billed quarterly or annually, with pricing determined by company size (e.g., number of crews).

• Unlimited Access
  • Unlimited office and crew users are included—no per-user charges.

• All-Inclusive Core Features
  • Access to all major functionality like CRM, scheduling, dispatch, mobile app, payments, reporting—all included.

• No Setup or Data Migration Fees
  • White-glove onboarding and data transfer from old software is provided free of charge.

• Support & Upgrades Included
  • Ongoing support is part of the package—fast, day-of-week service—and updates are automatically delivered.

Chariot focuses on a hands-on, white-glove approach to onboarding and continuous assistance. Their training ensures that teams quickly adapt to the platform, while ongoing support provides long-term guidance without extra costs.

Training & Support Details (bullet points):

• White-Glove Onboarding
  • Dedicated setup and walkthrough sessions tailored to each business, ensuring teams understand workflows from day one.

• Data Migration Assistance
  • Support in transferring existing data into Chariot’s system to reduce friction and avoid downtime.

• Multi-Channel Support
  • Daily assistance available 7 days a week, with response times averaging under 5 minutes.

• Continuous Education
  • Guidance on new feature rollouts, process improvements, and best practices for operational efficiency.

• Unlimited Users & Access
  • Training provided for all team members—whether office staff or field crew—without extra fees.

Chariot prioritizes data protection, implementing safeguards to protect sensitive business and customer information across all stages—storage, transfer, and access.

Security Details (bullet points):

• Encrypted Data Transmission
  • All communications and transactions are encrypted to prevent unauthorized access during transfer.

• Secure Payment Processing
  • Built-in tools comply with industry standards for handling cards and ACH transactions safely.

• Role-Based Access Controls
  • Permissions and access levels ensure that only authorized team members can view or manage sensitive information.

• Regular Backups
  • Customer and business data are regularly backed up to minimize risks of loss or corruption.

• Compliance Practices
  • Designed with industry compliance in mind, aligning with regulations on customer data protection and digital payments.

Chariot operates on an agile development cycle, frequently rolling out updates based on customer feedback. These updates are designed to be seamless, with no downtime or added costs.

Update Details (bullet points):

• Frequent Release Cycle
  • Enhancements, bug fixes, and new features are often delivered within days or weeks, rather than long quarterly cycles.

• Customer-Driven Improvements
  • Feedback loops from users directly shape product updates, ensuring real-world needs are quickly addressed.

• Automatic Rollouts
  • Updates are managed on the back end, requiring no manual installations or disruptions to operations.

• Minimal Downtime
  • Changes are designed to be seamless, avoiding service interruptions.

• Inclusive of Subscription
  • All updates are included in the standard pricing, with no additional charges.

Chariot emphasizes transparency and customer control over data. Businesses retain ownership of all client, financial, and operational records stored in the platform. The system is designed so that information remains portable and accessible, minimizing vendor lock-in.

Details (bullet points):

• Full Data Ownership
  • All customer, job, financial, and operational records remain the property of the business, not the software provider.

• Data Portability
  • Businesses can export their data if they decide to switch platforms or maintain their own offline records.

• Migration Support
  • During onboarding or offboarding, Chariot provides assistance in migrating data, reducing risk of loss.

• Access Control
  • Authorized users can securely access, download, or transfer data at any time, ensuring continuous transparency.

• Compliance Alignment
  • Policies align with privacy and compliance standards, giving businesses legal assurance over their data.

Chariot is built with flexibility in mind, allowing businesses to scale usage up or down as their organizational needs evolve—whether that means expanding into new locations or temporarily reducing workforce capacity.

Details (bullet points):

• Flexible Pricing Model
  • Subscription costs are based on company size (e.g., crew count), allowing for fair scaling without unnecessary expenses.

• Unlimited Users
  • Businesses can add as many office staff or crew members as needed without additional per-user fees.

• Multi-Location Support
  • Scaling up to new locations is supported, with centralized reporting and site-specific customization.

• Seasonal Adjustments
  • Companies with fluctuating workloads can adjust their plan, avoiding overpayment during slower seasons.

• Seamless Transition
  • Scaling changes do not disrupt existing operations, as updates to plan size or structure are handled smoothly.

Chariot is designed with transparent, flexible agreements that avoid the rigid contracts common in legacy software. Their model makes it simple to continue, expand, or exit without unexpected penalties.

Details (bullet points):

• Subscription-Based Model
  • Businesses typically subscribe on a quarterly or annual basis, with pricing adjusted according to crew size.

• Automatic Renewal
  • Unless notified, subscriptions renew automatically at the end of the billing cycle to avoid service interruption.

• Cancellation Flexibility
  • Customers can cancel at the end of a subscription term without penalties or hidden fees.

• Advance Notice
  • A short notice period is usually required for cancellation before the renewal date to ensure smooth closure of billing.

• Data Retention Options
  • On cancellation, businesses can request data exports to maintain ownership of records and historical information.

• No Setup Losses
  • Since onboarding and migration are included at no charge, customers don’t face sunk costs when switching.

Chariot is structured with security and compliance practices that protect sensitive data, ensure safe financial transactions, and align with industry regulations. This framework provides peace of mind for businesses that handle customer and payment information daily.

Details (bullet points):

• Payment Security Compliance
  • Adheres to PCI-DSS standards for handling credit card and ACH payments, ensuring transactions are processed safely.

• Data Protection Practices
  • Implements encryption, secure storage, and access controls to align with modern data privacy expectations.

• Role-Based Permissions
  • Supports compliance by limiting access to sensitive records only to authorized team members.

• Backup & Recovery Standards
  • Regular data backups and redundancy protocols safeguard information against system failure or data loss.

• Privacy Regulations Alignment
  • Policies are designed to respect customer privacy and meet requirements similar to GDPR-style data handling expectations.

• Operational Integrity
  • Internal systems and procedures are continuously updated to match evolving compliance and security benchmarks.