Our page is setup with a header across the top allowing you to switch between a classic view and a widget view, found below that are tiles with different information contained within them.

The classic home page view is our legacy chariot view. It contains information that gives you an overview of how your company is doing without having to view raw data heavy reports.

Track essential stats like estimated revenue, jobs in progress, trucks on the road, and even a mover count.

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

Conveniently located across the top for easy access.

View customers who have signed estimates and are ready to be scheduled.
Quickly identify and accommodate 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.
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.
Break it down by month for a more detailed view.

The widgets screen allows you to view selectable information. To view fewer or more tiles click the ＋Widget button in the top right. A window will pop up allowing you to view the widgets available, and a brief description of each.

View a quick breakdown of your company's leads, pending estimates, and booked moves.

Take a look at how many you have by day, week, and month.

Compare your sales team side by side for any date range.

See historical/realized revenue by selected a date range in the past, or see potential revenue (based on estimate values) by selecting a date range in the future.

View sales attributed to an individual in both job count and revenue.

Select a date range from the drop down to leads by source for that time frame.

Compare side by side what sources are bringing you the most revenue.

Use this quick view to get an idea of how your companies doing.
View the total number of jobs for the current day, week, and month

Also see the estimate of revenue tied to those jobs.

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