Customers Page
We have tools to manage your repeat customers
4 articles
- Understanding Chariot's Customer Page 📋Chariot’s Customer Page centralizes jobs, invoices, and payments under one profile, simplifying CRM and repeat customer management.
- Creating Repeat Jobs for Existing Residential 'Customers'Easily create repeat jobs for existing residential customers in Chariot by reusing saved info, streamlining workflows, and saving time.
- Matching a Lead or Job with an Existing CustomerEffortlessly match leads or jobs to existing customers in Chariot to centralize records, improve CRM accuracy, and streamline operations.
- How to View Customer Invoices, Payments, and BalancesEasily access all invoices, payments, and balances for a customer in Chariot to track financial details and streamline account management.