Introduction
When setting up Chariot for your moving company, understanding the intricacies of charges is crucial. In this overview, we'll delve into the fundamentals of charges and how they form the backbone of your estimates and invoices.
Getting Started with Charges
Charges, which can also be known as tariffs (in your state), encompass various elements crucial for building estimates. In Chariot, you'll always see them referred to as "charges." These include the name, description, default quantity, and default rate. These charges serve as the starting point for creating detailed invoices.
Customization and Editing
Chariot allows you to customize charges according to your needs. Easily edit descriptions and rates to tailor charges for specific items or services. This flexibility ensures that your estimates accurately reflect the unique aspects of each job.
Advanced Functionality
Chariot goes beyond basic charge setups by introducing advanced functionalities. For instance, charges can have multiple rate types to accommodate variations such as peak/off-peak hours or commercial/residential rates. Lightning bolt symbols indicate synced charges, automatically populating quantities based on job information.
Synced Charges
Synced Charges
Synced Charges: Explore the efficiency of synced charges in Chariot. These charges automatically adjust based on job details, whether it's the duration of workdays, the volume of items, total distance, or specific inventory items. This automation streamlines the estimating process, saving you time and effort.
Inventory Sync Charges: Discover the latest feature – inventory sync charges. Link specific charges to inventory items, automating the process further. Easily import charges from your inventory, ensuring accurate estimates based on the items involved in the move.
Building Estimates and Templates
In Chariot, constructing estimates is a breeze using the diverse set of charges. Save time by creating templates for common scenarios, allowing you to quickly generate estimates for similar jobs. This efficient approach enhances customer service and streamlines your workflow.
Conclusion
Mastering the use of charges in Chariot is pivotal for running a successful moving company. Whether you're a seasoned user or just starting, understanding these fundamental elements ensures accurate and efficient job management.
If you have any questions about charges, our support team is ready to assist you in maximizing the potential of Chariot for your business.