Are you looking to streamline document management for your moving business? Look no further! In this guide, we'll walk you through utilizing the Documents tab in Chariot to upload, track, and even generate custom documents for your jobs.
Uploading Documents
The Documents tab in Chariot serves as a centralized hub for all job-related documents. Whether it's a proposal file, an Excel model for estimating, or any other pertinent document, uploading is a breeze. Simply click "Upload," select the file from your computer, and voila! It's securely stored within Chariot for easy access.
Automated Document Generation
Chariot doesn't stop at manual uploads; it also automates document generation. When estimates or Bills of Lading are digitally signed, Chariot automatically saves a copy for your records. Plus, stay tuned for a future video tutorial on setting up documents from settings and exporting job data onto those files. This feature allows you to automate the process of filling out paperwork, saving you time and effort.
Simplify Your Workflow
We understand the importance of efficiency in your moving business. That's why the Documents tab is designed to make your life easier. Most users utilize it for uploading, tracking signed documents, and maintaining an organized record of job-related paperwork.
Need Assistance?
Have questions or need further assistance? Don't hesitate to reach out to our support team. We're here to ensure your Chariot experience is seamless and productive.
Streamline your moving business today with Chariot's Documents tab. Say goodbye to document chaos and hello to organized efficiency!