In this guide, we'll walk you through understanding the significance of colors within Chariot, particularly in relation to job and lead stages.
Colors and Their Meanings
In Chariot, colors serve as visual indicators of the stage of a job or lead. Each stage is represented by a specific color, making it easier for users to quickly grasp the status of their tasks. Here's a breakdown of the key colors and their associated stages:
Form Submitted: Dark Red
Intake in Progress: Light Blue
Intake Complete: Yellow
Estimate Sent: Light Orange
Ready to Book: Light Red
Completed - Open: Light Green
Completed - Closed: Dark Green
Book Jobs: Dark Blue
On Hold / Postpones Jobs: Purple
Colors on the Job Schedule
These colors aren't just confined to the job details; they also appear on the job schedule, providing a consistent visual cue across the platform. When you encounter a specific color, you can cross-check it with the corresponding stage of the job to gain insights into its progress.
Why Colors Matter
Understanding the significance of colors in Chariot is crucial for efficient workflow management. By quickly identifying the stage of each job or lead based on color, users can prioritize tasks, track progress, and coordinate efforts effectively.
Need Further Assistance?
If you have any questions regarding the coloring system in Chariot or any other topic, don't hesitate to reach out to our support team. We're here to help you make the most out of your Chariot experience.
Remember, colors in Chariot aren't just about aesthetics; they're powerful tools for streamlining your workflow and staying organized.