In Chariot, optimizing your workflow is key, and one powerful feature is the ability to customize checkboxes based on the type of location. This ensures that your team captures essential details effortlessly during the job intake process.
Customizing Checkboxes for Specific Locations
Let's delve into how you can tailor checkboxes to different location types. Imagine you're dealing with a one-bedroom apartment. As you select this specific type, a set of checkboxes tailored to apartments, such as "outside stairs," "long carry," and "service elevator," automatically appears.
This customization is not limited to apartments; it extends to houses, commercial spaces, or any location type your team encounters. For a house, you might want checkboxes for a "garage," "basement," or "storage shed." On the other hand, commercial spaces might require checkboxes for a "loading dock" or "electrical work."
Simplifying Information Collection
The beauty of this customization lies in its practicality. By configuring checkboxes based on location types, you empower your moving salespeople to effortlessly collect vital information. This information then seamlessly flows to job summaries for dispatchers, operations, and the crew, eliminating manual input and reducing the risk of oversight.
Best Practices for Configuration
While customization is a powerful tool, it's essential to use it judiciously. Only configure checkboxes that align with your team's specific needs. Blank checkboxes might mislead others into thinking the details are irrelevant when, in fact, they're simply unused by your team.
How to Implement Custom Changes
To customize your checkboxes, reach out to Chariot Support with the specific changes you need. Our dedicated support team will work with you to implement the customizations seamlessly, ensuring your Chariot experience is tailored to your unique requirements.
Conclusion
To recap, Chariot's ability to tailor checkboxes by location type revolutionizes the efficiency of information intake. Take advantage of this feature to enhance accuracy and streamline your workflow. If you have any questions or need further assistance, feel free to reach out. We're here to support your seamless Chariot experience.
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