Understanding Chariot's Valuation Feature
In this comprehensive guide, we'll delve into Chariot's valuation feature, providing insights into its setup, benefits, and how it enhances the estimation process for movers and customers alike.
Overview of the Valuation Feature
Mover's Perspective
The valuation feature on Chariot is designed to simplify the estimation process for movers. When setting up an estimate or job in Chariot, the dashboard displays the valuation feature. It enables movers to input key details related to valuation.
Customer's Perspective
On the estimate, customers gain clarity on valuation options. Activating this feature allows movers to include a customizable explanation of valuation, the assumed declared value of goods, and various valuation options for the customer to consider.
Enabling the Feature
To turn on the valuation feature, please contact Chariot Support.
Goal of Showing Valuation
Educate Customers: Provide a customizable explanation of valuation, declared value, and options available to customers.
Select Valuation Options: Set up valuation options in your Chariot account, which will be displayed selectively on the estimate.
Understanding the Valuation Section
Valuation Amount: Input the declared value of the customer's goods, often assumed at the estimate stage.
Valuation Options: Display a set of options based on your Chariot account settings.
Selected Valuation: Highlight the currently applied valuation amount, helping customers understand their chosen coverage.
Practical Implementation
Template Customization: Customize estimate templates to always display the valuation table or selectively show it based on your business needs.
Updating Valuation: Easily update the valuation amount before sending estimates.
Chariot's valuation feature empowers movers to educate customers on valuation, making the estimation process transparent and efficient. Whether you consistently show valuation or only on specific estimates, Chariot provides flexibility to adapt the feature to your unique business requirements.