In this article, we'll guide you through the process of filling out a Bill of Lading (BOL) in Chariot, ensuring a smooth transition from pre-move agreements to end-of-move documentation. If you're new to Chariot, this step-by-step guide will help you navigate the platform efficiently.
Accessing the Bill of Lading
To begin, log in to Chariot and navigate to your job schedule. Click on the details of your job and then open the crew page. This page serves as the central hub for your job, allowing you to add photos, review job details, and, most importantly, create or access the Bill of Lading.
Initiating a New Bill of Lading
If you're starting a new move, you can initiate a digital Bill of Lading by clicking on "Open Digital Bill of Lading." Chariot tailors the Bill of Lading based on your business needs and local regulations. For simplicity, you can choose a default type to get started.
Understanding the Digital Bill of Lading
The digital Bill of Lading in Chariot is akin to a paper contract split into two pages, focusing on pre-move agreements and end-of-move agreements.
Pre-Move Agreements
Navigate to the pre-move agreements section where you'll have your customer acknowledge terms and conditions, declare the value of items, and provide specific authorizations if needed. Customize this section according to your business preferences.
End-of-Move Agreements
As the move concludes, the end-of-move agreements section includes a delivery acknowledgment to ensure the customer acknowledges the successful delivery. Additionally, record work times for administrative purposes.
Adding Work Times
Under the end-of-move agreements, click on "Add Work Time" to record the hours worked. This information is crucial for both internal records and customer transparency. Confirm the hours worked, and the system will automatically display the relevant details based on the dispatched calendar.
Finalizing the Bill of Lading
After completing the necessary sections, be sure to save and review the Bill of Lading. Confirm customer signatures and essential details to document the entire move successfully.
Conclusion
Mastering the process of filling out a Bill of Lading in Chariot is key to ensuring a well-documented and organized move. By following these steps, you'll navigate the platform with ease, providing transparency for both your team and customers throughout the moving process.