Introduction
Closing out a job in Chariot involves recording actual job details on the results page. This guide focuses on using the Bill of Lading feature for a hassle-free experience.
Understanding Result
Results in Chariot are where actual job details are logged, in contrast to estimates. While 'Estimates' project future work details, results capture real-time data, such as work times, charges, and payments.
An example of what the 'Results' page looks like
Adding Results
For a job without existing data, simply hit "Add Result." This opens sections for work times, crew members, and events, streamlining the process of manually closing out a job.
An example of the 'Add Result' button
Bill of Lading Advantage
In scenarios where a Bill of Lading is utilized, much of the manual input becomes unnecessary. The Bill of Lading automates the flow of work times, charges, and payment information into Chariot.
Reviewing Bill of Lading Jobs
Explore jobs with existing Bill of Lading by navigating to the results tab. The Bill of Lading contains essential details like work times, charges, and payment collections.
Adjusting Details
Chariot allows flexibility in modifying Bill of Lading information. Easily adjust work times, add or remove crew members, and view collected charges. Additional payments can also be logged directly within the system.
Handling Photos and Documents
Access photos taken during the move and essential documents related to the Bill of Lading. Chariot ensures a comprehensive overview of the job's progress and documentation.
Job Completion and Archiving
Verify all details, mark the job as completed, and hit "Close Out Job" This action moves the job into Chariot's archives, reducing immediate attention demands.
Close Out Job button
Conclusion
Master the art of closing out jobs in Chariot effortlessly, leveraging the power of Bill of Lading for efficient, accurate, and streamlined results. For any inquiries, reach out to us anytime.