Overview
Discover the Quick View, a summary snapshot of job details accessible across Chariot. Streamline your workflow without clicking through various sections.
Where Quick View Appears
Homepage: Click on a job for an instant overview.
Dashboards: Access Quick View from various dashboards (on Leads/Jobs)
Schedule: Click on a job to view details without leaving the schedule.
Crew Schedule: Crew members can access a mobile-friendly version of Quick View for assigned jobs.
Why Quick View Matters
Efficiency: Minimize clicks and streamline operations.
Consistency: Enter data once, and view it everywhere relevant.
Collaboration: Enable better communication and decision-making.
How to Access Quick View
From the homepage, click on a job to reveal the Quick View.
Find the Quick View in dashboards, schedules, and crew views for seamless accessibility.
Gain insights into job details, customer information, requested services, travel details, inventory, photos, and estimates.
Quick Actions
Text customers directly from Quick View (if they have a textable number).
Update job stages, request online intake, reserve/book jobs, clone jobs, and more – all without leaving the page.
Have Feedback or Questions?
We value your input! Reach out with any questions or suggestions to enhance the Quick View experience. Your feedback helps us improve Chariot for everyone.
Experience the power of Quick View – simplify your workflow in Chariot!