How to Switch from Chariot to Elromco: A Complete Migration Guide

If you are considering moving from Chariot to Elromco, this guide will walk you through every step. We have helped many moving companies make this transition, and our onboarding team ensures a smooth, zero-downtime migration.

Why Moving Companies Switch from Chariot

Chariot is a solid platform with CRM, dispatch, AI voice assistant, and multi-location support. Both Chariot and Elromco cover core moving company operations well. However, companies switch to Elromco when they need capabilities that Chariot does not offer:

Instant online quotes with real prices. Chariot captures leads through web forms that require manual estimate follow-up. Elromco calculates and displays a real, binding price on your website instantly — customers see their exact cost in seconds, 24/7, without waiting for a callback from your team.

A branded client portal with real-time quote editing. Elromco provides a white-labeled portal on your company's own domain. Customers can view their quote, adjust inventory items, change dates, and see the price recalculate in real time. Chariot offers client-facing access for inventory and photos but does not provide this level of interactive, self-service quote modification.

True online booking with e-signature. With Elromco, customers can review their quote, e-sign the agreement, pay a deposit, and confirm their move — all online without a phone call. Chariot requires manual confirmation to finalize bookings.

A customer-facing 9-stage job tracker. Elromco provides customers with a dedicated tracking page where they can check their move's real-time progress from confirmed to delivered. Chariot provides internal job and time tracking for office use but does not offer this customer-facing visibility.

Flat-rate pricing regardless of company size. Elromco charges the same flat rate whether you have 2 trucks or 20. Chariot's pricing starts at $254/month for the smallest companies but scales based on company size — larger companies with more crews pay more. Elromco's Professional plan is $289/month and Enterprise is $399/month, with the same price as your company grows.

What Data Migrates

Our onboarding team handles the complete migration from Chariot at no cost. Here is what transfers:

• Customer database — contacts, addresses, communication history
• Lead records — with status, source, and assignment
• Job history — completed moves with pricing, dates, and notes
• Rate tables — your pricing rules, hourly rates, and surcharges
• Documents — contracts, agreements, and uploaded files
• Inventory and item data — room lists, packing materials, item databases

Timeline: What to Expect

Week 1: Setup. We configure your account, import your data, install quote forms on your website, set up your branded client portal, and customize your templates. Your Chariot account stays active throughout.

Week 1-2: Training. Live sessions for office staff, sales team, dispatchers, and crew members. All sessions are recorded. The Crew Portal is a mobile web app — no downloads required — and most crews learn it in a single session.

Week 2: Go Live. New leads and jobs go through Elromco. Active jobs can finish in Chariot or be imported. Most companies are fully transitioned within two weeks.

What You Gain After Switching

• Instant online quotes that convert more website visitors into booked moves
• Self-service client portal that reduces phone calls and lets customers manage their move details
• Online booking with e-signature and deposit collection — no phone call needed
• Customer-facing 9-stage job tracker that eliminates "Where is the truck?" calls
• Flat-rate pricing that stays the same as your company grows
• 500-1,000 free SMS per month included in every plan
• AI tools on every text field — tone adjustment, translation, auto-reply, and speech-to-text
• Free unlimited support, training, and onboarding — included at no extra cost

Frequently Asked Questions

Does the migration cost anything? No. Data migration, account setup, website integration, training, and onboarding are all free with every Elromco plan.

Is there any downtime during the switch? No. Your Chariot account stays active throughout the migration. You switch to Elromco only when your team is ready.

Both platforms support multi-branch — what is the difference? Both Elromco and Chariot support multi-location operations from a single dashboard. Elromco's advantage is flat-rate pricing for unlimited branches and unified reporting across all locations with a three-level financial drill-down.

Will my pricing structure transfer? Yes. We recreate your rate tables, surcharges, seasonal adjustments, and pricing rules in Elromco. Your quotes will calculate with the same logic your customers and sales team are used to.

Ready to Switch?

Book a free demo to see how Elromco compares to Chariot side by side. Our team will create a migration plan specific to your business. Call us at (617) 313-0200 or email info@elromco.com.