In Chariot, the ability to customize work date activities adds a powerful layer of flexibility to your job scheduling process. When creating a job and estimate, you can configure work dates and assign specific activities to each day, creating a detailed calendar of events for multi-day moves and specifying crew sizes, start times, and hours for each day.
Additionally, managing multi-day jobs becomes straightforward with Chariot's Work Dates section, which allows you to handle all days of a project within a single job record, preventing redundancy and improving efficiency.
How to View Work Date Activities:
Access Activities Dropdown:
When configuring your job, explore the activities optional dropdown.
Default activities will be visible, but customization is the key.
Customizing Activity Lists:
Clicking the dropdown reveals default activities, but you have the freedom to customize this list (see below how to do this).
Tailor the activities to match the unique requirements of each day.
Differentiate Tasks Easily:
Utilize customization to differentiate tasks for various days of a move.
For instance, designate the first day for packing and the second day for loading and moving.
Add Days to Your Job:
Navigate to the Work Dates section in the Estimate tab of Chariot.
Click the "+Add Day" button to seamlessly include additional dates for the same job and customize their activities.
Benefits of Work Date Activities Customization:
Improved Organization:
Clearly define and assign specific tasks to each day, enhancing overall organization.
Efficient Job Scheduling:
Tailor crew sizes, start times, and hours for different days, optimizing the scheduling process.
Enhanced Visibility:
Activities will be prominently displayed on the job schedule dispatcher, providing a clear overview of the tasks for each event.
Customizing your Activities:
When to Use Separate Jobs
While the Work Dates section allows seamless management of multi-day work within one record, consider creating separate jobs in cases such as:
Distinct Estimates: If each day requires its own unique estimation.
Independent Job Requirements: When each day's work needs distinct identifiers or administrative handling.
If you want to customize your experience, we've got you covered. All you need to do is let Chariot Support know so they can work their magic. They'll help make any edits you need to ensure you get the most out of our service.
Conclusion:
Customizing work date activities in Chariot empowers you to streamline your job scheduling process, making it more efficient and organized. Take advantage of this feature to tailor your calendar events to the unique needs of each day, ultimately ensuring smoother multi-day moves. Stay in control of your job schedule by embracing the flexibility offered through work date activities customization.