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Home Page Overview: Quick Insights

This brief guide navigates you through the homepage's key features for a productive day.

Updated over a year ago

At a Glance:

  • Track essential stats like estimated revenue, jobs in progress, trucks on the road, and more.

  • Edit and customize daily notes to keep everyone in the loop.

Left Section: New Leads

  • Instantly view submissions from your web form.

  • Click on a lead to access details and connect with customers promptly.

Right Section: Ready to Book Jobs

  • Identify customers who've signed estimates and are ready for scheduling.

  • Take immediate action to accommodate urgent moving needs.

Your Action Items:

  1. Review top-of-screen data for quick insights.

  2. Engage with new leads promptly on the left.

  3. Schedule ready-to-book jobs swiftly on the right.

Got Questions or Suggestions? We're here for you! Reach out anytime with your feedback or inquiries. Let's make your Chariot experience even better.

Questions or suggestions? Contact us anytime!

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