Introduction
Are you ready to streamline your survey scheduling process in Chariot? In this guide, we'll walk you through the simple steps to schedule a survey from the job page. Whether you're assigning it to a specific team member or yourself, Chariot makes the process seamless.
Step 1: Accessing the Survey Scheduler To initiate the survey scheduling process, navigate to the job page and click on "Actions." Select "Schedule Survey" from the dropdown menu. This action will open the Office Calendar displaying the entire internal schedule for your company.
Step 2: Assigning a Survey and Setting Date/Time Assign the survey to the relevant team member by selecting their name. You also have the flexibility to check your personal calendar and choose a suitable date and time. For instance, schedule a new survey for tomorrow at noon.
Step 3: Adding Details Customize your survey by adding specific details. Fill in the customer's name (e.g., Bruce Wayne) and select the survey type, such as an on-site survey. Get creative by adding a description, like a playful note about Batman, and rest assured, all relevant job information and location details are automatically pulled in.
Step 4: Sending Confirmation to Customer (optional) Once your survey details are in place, you can send a confirmation to the customer. Preview the message to ensure accuracy and professionalism. This message serves as a notification to the customer about the upcoming survey.
Step 5: Review and Access Surveys Check the Events tab to confirm that you've successfully scheduled the survey. Here, you can view a list of scheduled surveys, or navigate to the general calendar for a comprehensive overview.
Conclusion
Congratulations! You've mastered the art of scheduling surveys in Chariot. By following these straightforward steps, you can efficiently manage and organize your survey schedule while keeping your customers informed and engaged.
Additional Tips:
Experiment with different descriptions to add a personal touch to your survey notifications.
Regularly check the Events tab for an organized view of all scheduled surveys.
Use the full general calendar for a broader perspective on your company's survey schedule.
Note: The Office Calendar is separate from the Job Schedule — this ensures internal office events (like surveys) stay separate from day-of-move dispatching. When a survey is scheduled, it appears on the Office Calendar, not the Job Schedule.
Tip: Internal email notifications for surveys now include an attached calendar file (.ics), making it easy to add the survey directly to your personal calendar app (e.g., Google Calendar or Outlook).