The Chariot home page gives you a quick overview of how your business is doing at a glance. A header across the top lets you switch between the Classic view and the Widgets view. Below that, tiles display different information based on the view you're in.

The classic home page view is Chariot's legacy layout. It contains at-a-glance information about how your company is doing without having to dig into full reports.

Track essential stats like estimated revenue, jobs in progress, trucks on the road, and mover count. Edit and customize daily notes to keep everyone in the loop. Located across the top for easy access.

Instantly view new inbound leads from web forms, API, and AI Voice. Click on any lead to view or edit details, connect with customers, send estimates, and more.

View customers who have signed estimates and are ready to be scheduled. Quickly identify urgent moving needs by checking their move dates. You can book directly from this tile.

View a list of your lead sources. Use the visual breakdown to quickly see where your leads are coming from and compare current trends against historical performance.

Gain a clear picture of your year-to-date monthly revenue. See how much revenue came from each charge category.

Quickly gauge the accuracy of your estimates. View the difference between estimated and actual revenue by month.

Evaluate your sales efficiency by measuring the conversion rate of jobs to leads. Break it down by month to track changes in sales interest over time.

View a year-over-year comparison of revenue, broken down by month for a more detailed view.

The Widgets view lets you customize your home screen so it shows the information most relevant to you. Different users can build different views — a Sales Rep might prioritize their weekly sales performance, while an Owner might focus on overall monthly revenue.

To add, remove, or reorder widgets, click the +Widget button in the top right. A window will pop up showing all available widgets with a brief description of each. Your configuration is saved per user, so everyone on your team can set up their own layout.

View a quick breakdown of your company's leads, pending estimates, and booked moves — by day, week, and month.

Compare your sales team side by side for any date range. See historical or realized revenue by selecting a date range in the past, or potential revenue (based on estimate values) by selecting a future date range. View sales by individual in both job count and revenue.

Select a date range to see leads by source for that time frame. Compare which sources are bringing in the most revenue.

Get a quick view of how your company is doing. See total jobs for the current day, week, and month, along with the estimated revenue tied to those jobs.

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