Are you new to Chariot and wondering about leads, jobs, and stages? In this comprehensive guide, we'll delve into the intricacies of Chariot's lead and job stages, exploring their significance, functionalities, and how they can benefit your moving company.
What are Stages in Chariot?
In Chariot, stages refer to the various phases in the life cycle of a move. Whether it's a new sales opportunity or a completed booking, these stages help you organize tasks, prevent errors, and streamline reporting.
Why Use Job Stages?
The introduction of job stages serves three key purposes:
Organizational Efficiency: Chariot assists moving companies in staying organized by categorizing moves based on their focus, be it operations or sales.
Error Prevention: Stages come with predefined rules, ensuring that specific actions are taken only when a job is in a particular stage, minimizing user errors.
Effective Reporting: Job stages facilitate metrics and reporting, allowing moving companies to track the efficiency of their sales funnel and other vital statistics.
Two Categories of Stages: Leads and Jobs
Chariot classifies stages into two broad categories: leads and jobs. Leads represent sales opportunities, while jobs are moves that have been booked and are in the planning phase.
Understanding Lead Stages:
Leads stages are more intricate, divided into two sections: Leads Page and Archive.
Leads Page: Actively managed stages that demand attention, from form submission to estimate sent.
Archive: Inactive stages where irrelevant leads are stored, differentiating between lost opportunities and leads turned down.
Understanding Job Stages:
Job stages are simpler, encompassing Booked, Completed Open, and Archive.
Booked: Upcoming jobs awaiting dispatch.
Completed Open: Jobs finished by the crew but requiring final administrative tasks.
Archive: Completed and closed jobs or canceled jobs, ensuring no loss of information.
Deciphering the Stars (Asterisks)
Ever wondered about the stars in Chariot, particularly "Ready to Book" and "Booked"? These indicate changes from the initial estimate. For example, if a customer modifies details after signing, the job shifts to "Ready to Book," prompting attention to potential changes.
Conclusion:
Now equipped with a deeper understanding of Chariot's leads, jobs, and stages, you can enhance your company's organization, task management, and overall efficiency. Should you have any feedback or queries, Chariot welcomes your input as they continually strive to make stages a valuable tool for your moving operations.