Chariot, often termed a moving CRM, streamlines your moving business. Organize sales, booked jobs, and historical data effortlessly. Dive into the job details page for comprehensive insights, covering intake details, inventory, estimates, job results, and more.
Key Screens
Home Page: Get daily updates, new leads, and business information.
Leads Page: Manage sales opportunities at a glance or in-depth with the quick view feature.
Jobs Dashboards: Track booked jobs actively in progress.
Job Schedules: Stay organized with weekly or monthly views.
Resources Screens: Manage movers, trucks, and operational details.
Teams Screens: Facilitate two-way texting with customers.
Reports Screen: Gain business insights in one place.
Archive: Search and organize previous jobs efficiently.
Settings: Customize user setup, notifications, and business settings.
Effortlessly navigate Chariot to boost productivity and keep your moving business organized. For more details, explore each screen's unique functionalities.