Customers Page
Overview of how to use Customers related features
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.