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Getting Oriented with Chariot

Understanding how the features in Chariot work - simplified down to each topic

87 articles
Creating and Managing TasksHow to use Chariot tasks to stay on top of your work!
New to Chariot? Start Here

A great place to start to learn about Chariot's core features to get you acclimated to the platform.

Home Page Overview: Quick InsightsThis brief guide navigates you through the homepage's key features for a productive day.
Understanding & Accessing the Quick View SummaryEffortlessly access job details with Chariot's Quick View Summary—saving time and streamlining tasks for all users
Navigating Chariot: A Good Place to StartQuickly navigate Chariot's features for efficient job management.
Dispatching in Chariot: A Quick GuideEfficiently manage crew assignments and schedules in Chariot. Learn the flexible dispatching process for a seamless workflow.
Dashboard Charts Overview: Insights for Business GrowthUnlock the power of Chariot's dashboard charts for informed decision-making. Learn to leverage key metrics for a successful strategy.
Accessing and Using the Quick View SummarySave time and effort by instantly accessing essential job details without navigating through multiple pages.
Navigating Crew Job Summary and Inventory Pages
Understanding the Messages TabUnlock the power of the Messages Tab to streamline communication. Learn how to navigate and make the most of your message history.
Uploading and Tracking Documents for a JobSimplify document management in your moving business with Chariot. Learn how to upload, track, and generate custom documents effortlessly.
Understanding Colors & Where to Find ThemEach stage of a job or lead is represented by a specific color for easy tracking and efficient workflow management
Using the Timeline FeatureLearn how to use the timeline feature to track detailed changes made to leads and jobs, including user-specific activities.
Using the Job Notes Feature in ChariotLearn how to use Chariot’s timestamped Job Notes to keep a reliable, chronological record of all customer interactions.
Uncover Your Work Trail: History & Recently Viewed FeatureLost track of tasks? Discover how Chariot's history feature helps you revisit recently viewed jobs effortlessly.
Leads, Jobs, & Booking

Manage leads, jobs, and bookings efficiently with comprehensive features including dashboards, inventory, estimates, charges, and booking/reservation tools

Overview of Leads & JobsLearn about leads, jobs, and stages. Plus, master manual lead entry & direct web form dispatch to customers6 articles
Dashboards and ViewsNavigate Chariot's Leads & Jobs Dashboard with ease! Learn tagging tips, explore insightful charts, and drive business growth efficiently.6 articles
InventoryEasily manage inventory in Chariot! Learn efficient methods for taking inventory and deleting items from your job inventory hassle-free.3 articles
EstimatesMaster estimate management in Chariot! From customer responses to crew size calculation, templates, valuation, and syncing crews & rates effortlessly4 articles
ChargesLearn to customize charges, set rates, and leverage advanced functionalities for seamless estimate job management in Chariot3 articles
Bill of Lading and ResultsEfficiently close jobs in Chariot with or without a bill of lading! Streamline processes for seamless job completion and client satisfaction6 articles
Booking and ReservingMaximize efficiency with Chariot's booking & reserving features! From step-by-step guides to lead management, streamline job handling effortlessly7 articles
Customers Page

Overview of how to use Customers related features

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.
Job Schedule and Office Calendar

Effortlessly manage schedules in Chariot! Master month/day views, dispatching, survey scheduling, crew texts, default notices, and move day adjustments.

Job Schedule Overview: Mastering Day, Week, and Month Views.Unlock the full potential of Chariot’s scheduling with insights into the Day, Week, and Month Views.
Managing Dispatch Changes on Move Day in ChariotLearn how to handle dispatch changes seamlessly on move day. Assign crews and jobs effortlessly for a smooth scheduling experience.
Hiding/Unhiding Jobs on the Job ScheduleLearn how to pre-assign movers to jobs in Chariot without alerting them until you're ready. Efficient scheduling made simple!
Locking a Day on the Job ScheduleEfficiently manage crew schedules in Chariot by locking days. Prevent conflicts and maintain order with this essential feature.
Understanding the Office CalendarMaximize productivity with our office calendar tutorial. Learn to navigate by resource, add individuals, and manage events effortlessly.
How to Delete Tracks from the Job ScheduleLearn how to clean up your job schedule in Chariot by deleting tracks, providing better visibility into your daily tasks.
How to Add Custom Tracks to Your Day View in ChariotEasily manage your job schedule by adding custom tracks for specific days in Chariot. Follow our guide to streamline your operations!
Sending Texts to Crew Members via Job ScheduleText crew members, send digital bills of lading, and streamline communication in Chariot. Learn how to use this new feature with our guide.
Quick Overview: How to use mover roles in ChariotHow using mover roles in Chariot can help you track availability, calculate mover pay, and give your movers only the access they need
Assigning movers and seeing availability by their rolesHow to see capacity by role, assign movers and change their roles on the schedule
Payments

Streamline payments in Chariot! From collecting to refunds, explore the payments dashboard, deposits, QR codes, ACH payments for seamless transactions.

How to Collect PaymentsLearn to collect payments in Chariot—whether from the office or in the field. Enhance your efficiency with simple, secure payment options.
How to Issue a RefundLearn how to effortlessly process refunds through Chariot, ensuring a smooth experience for you and your customers.
Payments Dashboard: OverviewExplore Chariot's dedicated Payments Dashboard for in-depth insights, manage transactions, and refunds, and tackle issues effortlessly.
Deposits Overview: Simplifying Payments with Integrated Deposit FlowStreamline payments with our integrated deposit flow—efficiently manage estimates, payments, and bookings in one seamless process.
Simplify Payments with QR Code OptionChariot's QR Code Payments streamline the payment process, allowing customers to pay quickly and conveniently.
Navigating Your Payments Dashboard: The BasicsAccess payment data instantly via your dashboard, offering a comprehensive view of activities & tools for efficient business.
ACH Payments in ChariotHow to start using ACH payments, and the details of how it works
Managing Deposits: A Guide for the Office TeamEnsure smooth transitions from estimate to booking by verifying deposit payments. Learn how to manage deposits on the office side of Chariot
How to Void a Manually Logged PaymentsLearn how to easily void manually logged payments in Chariot, ensuring accurate records and calculations.
How to Accept a Deposit Manually in ChariotLearn how to manually accept deposits in Chariot by sending a payment link or charging the customer's credit card directly.
Chariot's Updated Card Fee Model - What to KnowHow to pass through card fees and options for your setup