Chariot, often termed a moving CRM, organizes your moving business. Review sales, booked jobs, and historical data easily. Dive into the job details page for insights, intake details, inventory, estimates, job results, and more. The main navigation is found on the left side of the screen and is collapsible using the two arrows icon.
Navigation Menu Breakdown
Click the title of each option for a more detailed explanation of how the feature works!
Search: Quickly search and view jobs. ⊕ Add Lead: Add a new lead to your chariot system. 🏠 Home Page: Get daily updates, new leads, and business information. 🏷️ Leads Dashboard: Manage sales opportunities at a glance or in-depth with the quick view feature. 💼 Jobs Dashboard: Track booked jobs actively in progress. ⊟ Job Schedules: Stay organized with weekly or monthly views. 🧑🧒 Customers: View customers in the system. 🏢 Storage: View customers you have in storage. 🗓️ Office Calendar: Create and view events for your office staff, including scheduled surveys. 🧑🧒🧒 Resources: Manage movers, trucks, and operational details. 🤖 AI Voice Calls: View all calls handled by AI, link to their leads, call recordings, etc.. 💬 Texts: Facilitate two-way texting with customers. 📊 Reports: Gain business insights in one place. ♾️ Archive: Search and organize previous jobs efficiently. ♙ Users: View, create, and manage your office users. 💵 Payments Dash: Open and manage your payments run through Chariot. ✓ Task Dashboard: Create and manage tasks, sort by owner completion, and more. ⚙ Settings: Customize user setup, notifications, business settings, and more. |
|
Use the main menu to navigate Chariot, allowing you to boost productivity and keep your moving business organized. For more details, explore each screen's unique functionalities.