In this article, we'll explore the Quick View Summary feature in Chariot, a tool designed to provide users with a comprehensive overview of job details without the need to navigate through multiple pages. Whether you're a salesperson, operations and dispatch personnel, or a crew member, the Quick View Summary is a powerful tool that enhances efficiency and simplifies your workflow.
What is the Quick View Summary?
The Quick View Summary is a condensed, easily accessible snapshot of essential job information. It eliminates the need for users to click through various sections of the application to gather basic details about a job. This feature is available from multiple locations within Chariot, including the homepage, dashboards, schedule, and crew schedule. If you see the eye below, the quick view summary is available.
An example of the "Quick View" icon
Accessing Quick View from Different Sections
Homepage: When on the homepage, clicking on a job reveals the Quick View, displaying crucial details such as internal notes, customer information, requested services, origin and location details, travel information, inventory, photos, and estimates.
Dashboards: In dashboards like "Leads - Form Submitted " simply click on the eyeball icon next to a job to access the Quick View Summary. This feature ensures users can stay focused on specific job categories without the need for unnecessary navigation.
Schedule: While reviewing the schedule, clicking on a job and selecting "Details" opens the Quick View Summary, allowing for quick assessment of job details without leaving the schedule interface.
Crew Schedule: Crew members also benefit from the Quick View Summary when accessing job information. By clicking on an assigned job, they can view relevant details conveniently.
Key Features of Quick View Summary
Comprehensive Information: The Quick View Summary displays a comprehensive set of information, including intake details, customer information, services requested, origin and location, calculated travel, inventory, photos, and estimates.
Actionable Tasks: Users can perform various actions directly from the Quick View, such as texting customers (if the number is available), updating job stages, requesting online intake, reserving or booking a job onto the calendar, and cloning a job.
Efficient Navigation: The Quick View Summary is strategically placed in multiple areas of Chariot to ensure users can access it effortlessly, reducing the need for extensive clicking and navigation.
Enhancing Your Workflow
Chariot's Quick View Summary is designed to streamline your workflow, ensuring that essential job details are readily available from various sections of the application. By consolidating information and actions into a single, accessible view, Chariot aims to save users time and enhance their overall experience.
Seeking Your Feedback
Chariot values user feedback. If you have questions about the Quick View or suggestions for improvement, the team encourages you to reach out at any time. Your input is essential in refining and optimizing the Quick View Summary to better meet your needs.
In conclusion, leverage the power of Chariot's Quick View Summary to navigate through job details seamlessly, making your experience with the platform more efficient and user-friendly.