Chariot’s Customer Page is a powerful tool designed to centralize your customer information, making it easier to manage jobs, invoices, payments, and more. By grouping multiple jobs under a single customer profile, you can view all associated information in one convenient location. Here’s how it works and what you can do with it:
What is the Customer Page?
The Customer Page consolidates critical details about a customer’s jobs and financial activities. Instead of siloing information under individual jobs, all data is centrally located under the customer profile. This includes:
Moving Jobs
Storage Jobs (if enabled)
Invoices
Payments
Outstanding Balances
This structure simplifies customer management, especially for businesses with repeat or high-volume clients, or commercial clients.
When a new lead is created in Chariot, a customer will also be created.
How to Find a Customer
You can locate a customer profile using two methods:
Using the Customers Page:
Navigate to the Customers tab.
Use the Filter by Name box to search for a customer. Start typing their name, and the list will auto-filter to show relevant matches.
Using the Search Jobs Box:
At the top of your screen, use the Search Jobs box.
Enter the customer or job name. The search will display results for both jobs and customers. Select the desired customer profile from the options.
What You’ll See on the Customer Page
Once you open a customer profile, you’ll have access to all related information, organized into helpful tabs:
Customer Details
Name: Shows the customer name, which can be reused across multiple jobs
Move Category: Shows whether the customer falls under residential or commercial categories.
Contact Information: Reuse this information for future jobs to save time.
Notes: Keep important details about the customer in one place.
Moving Jobs
View all moving jobs associated with the customer in a CRM-style layout.
Create new moving jobs directly from this tab, reusing the customer’s saved information.
Storage Jobs
If you have Chariot’s Storage Module enabled, this tab displays all storage jobs linked to the customer.
You'll also see Recurring Invoices, for storage customers on auto-pay in the Invoices tab (see more below).
Invoices
Access all invoices generated for the customer for moving and storage jobs.
View detailed information to keep track of billing, especially for commercial clients.
Payments
See all payments collected for the customer across jobs.
The account balance aggregates logged charges and payments to show any outstanding amounts at the customer level.
Easily access all invoices, payments, and balances for a customer in Chariot to track financial details and streamline account management.
Additional Options
“Possible Repeat Customer” Flag
Chariot automatically identifies potential repeat customers by checking for matching names, phone numbers, or emails. If a match is found, a flag will prompt you to link the job to the existing customer profile.
Linking Jobs to Customer Profiles
Select “View” on the Possible Repeat Customer flag.
Click Link Job to this Customer to associate a job with the correct profile.
Easily create repeat jobs for existing residential customers in Chariot by reusing saved info, streamlining workflows, and saving time.
Merging Customer Profiles
Combine duplicate profiles by selecting them on the Customers Page and using Bulk Actions > Merge Customers.
Chariot merges based on shared details like name, email, or phone.
Note: Merging is irreversible. Double-check before proceeding.
Effortlessly match leads or jobs to existing customers in Chariot to centralize records, improve CRM accuracy, and streamline operations.
Creating New Leads for Repeat Customers
Commercial Leads: When adding a new commercial lead, Chariot suggests matches based on the company name.
Residential Leads: Add new jobs directly from the Customer Page > Moving Jobs, reusing existing contact information.
Why Use the Customer Page?
The Customer Page streamlines your workflow by:
Organizing jobs, invoices, and payments in one place.
Simplifying repeat customer management.
Enhancing your ability to track account balances across multiple jobs.
Whether you’re managing residential or commercial customers, Chariot’s Customer Page is an essential tool for efficient CRM organization.
If you have further questions or need assistance, don’t hesitate to reach out to our support team. We’re here to help!