Let's dive into the process of completing a job in Chariot without a Bill of Lading. Follow these steps to ensure accurate tracking and efficient reporting.
Closing the Job
Check Job Status: Start by checking the job status. If it's booked, we need to move it to "completed open" for tracking purposes.
Update Job Status: Manually advance the job stage (if needed) to "Completed - Open" to indicate that there's still something to address, such as logging results or handling an open claim.
Log Results: Head to the job details page and focus on the "Results" section. Here, log work times, charges, and payments for accurate reporting.
Logging Results
Add Workday: Update work times by adding a Workday. Adjust start and end times to reflect the actual duration of the job.
Note: Multi-Day Jobs: For multi-day jobs with different charges, use the "Add Result" feature to track separate bills on the same job.
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Enter Charges: Replicate crew charges, considering factors like truck and mover quantities. Add any additional charges, such as surcharges or packing materials.
Write Notes: Include job notes for future reference, like customer feedback or details about the job.
Log Payments: Ensure accurate payment records by logging payments. Specify the payment date, method, and any relevant notes.
Closing Out
Once everything is logged and settled, hit "Close Out Job" The job status will change to "Completed - Closed," and it moves to the archive for easy retrieval.
Future Features
Embedded Credit Card Processing: Soon, enjoy the convenience of billing or charging credit cards directly through Chariot, with all transactions seamlessly recorded.
Integrated Reporting: Expect integrated reporting solutions, transforming your closed-out data into informative reports.
Conclusion
Closing out a job without a Bill of Lading in Chariot is a breeze. If you have any questions or need assistance, our support team is ready to help. Stay tuned for more videos, including a deep dive into the digital Bill of Lading and its connection to the results page. Happy moving!