In Chariot, estimate templates are a game-changer, streamlining the process of creating estimates and expediting delivery to customers. Instead of manually selecting charges from your list or tariff, leverage these pre-built templates for efficiency.
Creating Templates in Chariot
Select Items and Configure Options: Add specific items to a move, configure options, and customize as needed.
Save as Template: Click on the three dots, select "Save as Template," and give it a name.
Reusable Efficiency: Once saved, the template is ready for use on other jobs, reducing manual effort significantly.
Example Templates
Hourly, No Packing:
Automatically loads a synced charge for a truck, three movers, and a truck fee.
Two clicks to load, perfect for repetitive estimates with the same configuration.
Interstate Base:
Features volume-based charges, a fuel fee, and includes free released value coverage.
Loaded with just a couple of clicks, saving time on manual data entry.
Customization and Flexibility
While templates speed up your workflow, they're not set in stone. Tweak quantities, add or adjust items effortlessly, tailoring each estimate to specific needs.
Get Started with Templates
Save time, work more efficiently, and enhance your role as a salesperson and estimator. Chariot's estimate templates are designed to simplify your process, but we welcome your feedback and improvement ideas. Reach out to us for any suggestions you may have!
Enhance your estimating process with Chariot's templates - saving time, delivering accuracy.