Book a Job Without Sending an Estimate

If you find yourself wondering how to book a job without sending an estimate in Chariot, you're in the right place. This common query often arises when dealing with hourly moves, small deliveries, or routine commercial tasks. In this guide, we'll walk you through the simple steps to efficiently book a job without the need for a formal estimate.

In Chariot, screens are designed to assist you, allowing flexibility in the information you collect. For scenarios like hourly moves or routine commercial deliveries, you can choose to gather as much or as little information as necessary. For instance, you may opt not to take a detailed inventory for certain moves.

In the Estimate section, focus on setting up vital details such as the work date, the number of trucks required, and the necessary movers. While creating a formal estimate is an option, it's not mandatory for every job.

Here's the key: if you decide not to send a formal estimate, simply bypass the estimate creation step. Instead, proceed to the "Actions" menu and select "Update Stage to Ready to Book."

By manually updating the job status to "Ready to Book," you signal to Chariot that the customer is ready to proceed without the need for a signed estimate.

Now that the job is marked as "Ready to Book," you have the flexibility to book it directly from the lead. Click on the "Book" button and follow the prompts to seamlessly secure the job.

As demonstrated in another Chariot tutorial, you can also view the job on the schedule and proceed to book it from there. The system is designed to accommodate various workflows, giving you the freedom to choose the method that suits your preferences.

In conclusion, booking a job without sending an estimate in Chariot is straightforward. Take advantage of the platform's flexibility by updating the job status manually and proceeding to book it on the schedule. Whether it's an hourly move or a routine commercial delivery, Chariot makes the process hassle-free.