Introduction
In Chariot, managing resources efficiently is crucial for seamless operations. One commonly queried feature is the use of start and end dates for teams and trucks on the Resources tab. In this article, we'll delve into the significance of these dates and how they contribute to optimizing your workflow.
Understanding Start and End Dates
The start date signifies the commencement of a crew member or truck's service at your moving company.
For example, if Avon Barksdale's start date is set as 4/21/22, he will be displayed as available for dispatch and contribute to your mover capacity from that date onward.
However, the end date plays a pivotal role in controlling availability. Suppose Avon decides to leave the company. In such cases, setting his end date, say to November 3rd, ensures that he won't be available for dispatch beyond that date. This not only reflects real-time availability but also ensures accurate calculations of mover capacity.
Seasonal Adjustments
The flexibility of start and end dates extends beyond employee departures. Seasonal workers, for instance, can have their start date set for the beginning of June and end date for the end of August. This ensures they are visible and available only during the specified period, streamlining scheduling during peak seasons.
How to Adjust Start and End Dates
Navigate to the Resources tab.
Locate the crew member or truck of interest (e.g., Avon Barksdale).
Access the edit tab to view and modify start and end dates.
Update the dates according to changes in availability or employment status.
Click save.
Save the changes, and the system will automatically reflect the adjusted availability on the calendar and calculate mover capacity accordingly.
Conclusion
Understanding and utilizing start and end dates in Chariot's resources tab is key to maintaining an accurate and efficient schedule for movers and trucks. Whether it's accommodating seasonal workers or updating availability due to employment changes, these features empower you to tailor your resource management to the specific needs of your moving company. Should you have any further questions or need assistance in navigating this feature, feel free to reach out to our support team. We're here to help ensure your Chariot experience is as smooth as possible.