Hello Chariot users! In this tutorial, we'll delve into the process of adding and editing movers in Chariot, ensuring a seamless setup for utilizing the schedule and dispatch features. Let's get started!
Navigating to Movers
On the left-hand side of your Chariot dashboard, locate the "Resources" tab.
Under "Resources," select "Movers." This is the central hub where you can efficiently manage the movers who will be handling jobs for your moving company
Understanding Mover Status
Upon entering the Movers page, you'll encounter a table displaying your configured movers. Across the top, you'll find categories like "Active" (currently employed), "Inactive" (past employees), and potentially "Upcoming" (movers starting in the future).
Adding a New Mover
Let's explore the process of adding a new mover to your Chariot system:
Click on the "Add Mover" button.
Fill in the necessary details for the new mover. This includes the mover's name, phone number, and email. The email is crucial for login purposes, especially if you plan to use Chariot's crew schedule and digital BOL features.
Specify the start and end dates to define the timeframe during which the mover will be working. If it's a seasonal worker or someone with a specific end date, this is where you input that information.
Mark the days of the week when the mover is unavailable for work.
Add any relevant notes, such as specific preferences or important information about the mover.
Managing Mover Availability
The information you input for each mover directly impacts your job scheduling and dispatching efficiency. Here's how:
Navigate to the job schedule in Chariot.
You'll see a breakdown of available movers versus the number needed for the day's jobs.
Mover availability is based on the information provided in the Movers and Resources pages.
Easily dispatch movers by selecting from those available on the specified day.
Additional Features
Chariot provides further functionalities related to managing movers, such as handling logins, understanding crew schedules, and more. Stay tuned for separate videos covering these topics.
By following these steps, you'll establish a solid foundation for managing your movers effectively in Chariot, optimizing your scheduling processes, and ensuring a streamlined workflow for your moving company.