At Chariot, we understand the importance of efficiency in your operations. That's why we've introduced the Hourly Rate Sync feature, designed to simplify inputting estimates and ensure accurate billing for your services. In this guide, we'll walk you through how to leverage this feature effectively.
Using it on the Estimates Tab
Toggling On Hourly Rate Sync
To begin, navigate to your dashboard and locate the toggle labeled "Sync Crews and Hourly Rate." Click to activate this feature, allowing you to synchronize hourly rates with specific truck or crew sizes. You can choose to use this on a job-by-job basis.
Understanding the Displayed Values
Once enabled, you'll notice a new hourly rate charge displayed in your charges section. This charge will be accompanied by a description based on the crew size inputted earlier. Additionally, you'll see the quantity synced with the total number of hours and the corresponding rate set for the specific crew and truck size.
Entering Work Times
Entering work times and crew sizes becomes a breeze with the Hourly Rate Sync feature. Once you enter it in the Work Date section, ti'll automatically update the crew size below in the charges.
Crew Experience
For your crews, entering work times becomes a breeze with the Hourly Rate Sync feature. They have two options:
Manually set the hourly rate.
Import directly from the estimate.
To ensure smooth synchronization, ensure that the "Set Hourly Rate" option is enabled. Crews should input the corresponding movers and number of trucks accurately as per the estimate. Once the work times are entered, the system will automatically calculate the total charges
To learn more about how this feature works in action for your crew, check out this article!
Reviewing and Finalizing
After submission, crews can review the updated total hours for the job. If needed, charges can be deleted to provide a clear overview of the total charges incurred. Rest assured, the calculations will be accurate based on the information provided.
Assistance and Support
Should you require any assistance in setting up or using the Hourly Rate Sync feature, don't hesitate to refer to our documentation or reach out to Chariot Support. We're here to ensure that you make the most of this time-saving tool.
In conclusion, by utilizing the Hourly Rate Sync feature, you can streamline your estimation process, enhance accuracy in billing, and ultimately optimize your business operations.