In this step-by-step guide, we'll walk you through the process of booking a job in Chariot after a customer has signed their estimate. This is a crucial step in streamlining your operations and ensuring that your team is well-coordinated.
Method 1: Quick Booking
Identify Available Day: Open the quick view and navigate to Actions > Book.
Select Details: Choose the date and fill in the necessary details to book the job.
Confirmation: Confirm the booking, and the job is now scheduled on the selected date.
Method 2: View on Schedule
Check Calendar: Go to Actions and select "View on schedule."
Navigate to Booking Section: Click on Leads in the top left to see available leads for the day.
Filter Ready to Book: Select "Ready to book" to narrow down your options.
Drag your Lead to the appropriate track on the calendar, then click on "Book."
Choose Crews: Find the appropriate crews for the job and proceed to book.
Confirming the Booking
Select Crews: Choose the crews or schedule trucks for the job.
Booking Confirmation: Decide whether to send a booking confirmation email or text to the customer.
Finalize Booking: Hit "Send" to notify the customer, and the job is officially booked.
Additional Tips:
The process remains consistent regardless of job complexity.
Chariot automatically updates capacity after booking.
For any questions or feedback, reach out to the Chariot team.
By following these steps, you'll master the art of booking jobs efficiently in Chariot, ensuring a smooth workflow and satisfied customers. If you encounter any challenges or have feedback, don't hesitate to contact our support team. Happy scheduling!