Day View: Managing Your Daily Operations
In this detailed guide, we explore Chariot’s Day View, your command center for daily operations. Learn how to set up tracks, rearrange jobs, and optimize your crew’s efficiency. Discover key stats and dynamic adjustments, ensuring you’re always on top of your moving game.
Navigating Tracks and Capacity
Define your tracks: Crews, trucks, resources.
Dynamically adjust tracks based on daily needs.
Track leads, jobs, trucks, and movers effortlessly.
Notes and Communication
Utilize daily notes for important information.
Add track-level notes for granular details.
Lock tracks to signal no further scheduling.
Dispatching Like a Pro
Dive into the dispatching process.
Drag and drop movers, assign them to jobs.
Ensure a seamless workflow for your team.
Time Management Made Easy
Set time off directly from the schedule.
Mark unavailable movers with a single click.
Keep your schedule accurate and up-to-date.
Explore the Day View as your flexible canvas, where jobs and movers seamlessly align. If you have questions or feature requests, reach out—our support team is here to assist.
Week View: Your Weekly Scheduling Snapshot
Chariot’s Week View offers a clear, organized perspective on your weekly operations. It’s designed to help you manage availability by track, simplify scheduling decisions, and ensure seamless planning for the days ahead.
Visualizing Weekly Availability
Group jobs by track for a comprehensive weekly overview.
Easily spot open slots, conflicts, or overbooking risks.
Assess the balance of workload across crews, trucks, and resources.
Enhancing Efficiency
Gain insights into resource availability for the entire week.
Plan ahead to minimize downtime and maximize productivity.
Keep your operations running smoothly with a structured weekly view.
Week View bridges the gap between the detailed Day View and the strategic Month View. Use it to maintain clarity and control over your weekly scheduling, ensuring efficiency and preparedness at every step.
Month View: The Heat Map of Your Capacity
In this guide, unravel the insights offered by Chariot's Month View. Understand the visual cues, interpret icons, and make informed decisions based on your business's sales and capacity heat map.
Interpreting Icons
Suitcase: Number of jobs booked.
Tag: Sales opportunities/leads.
Truck: Trucks required versus available.
Person: Movers needed versus available.
Color Codes
Green: Plenty of capacity.
0-33% Used: truck or mover capacity
White: Filling up capacity.
34%-66% Used: truck or mover capacity
Yellow: Approaching capacity.
67-100% Used: truck or mover capacity
Red: Overbooking risk—take action
>100% Used: truck OR mover capacity
Navigating Deeper
Hover over any day for daily notes.
Click to explore specific leads and the detailed schedule.
Enhance communication between operations and sales teams.
Chariot's Month View is your strategic overview, allowing you to plan effectively and mitigate overbooking risks. For any queries, our support team is ready to assist. Unlock the full potential of Chariot's scheduling and elevate your moving business to new heights.