Getting Oriented with Chariot
Understanding how the features in Chariot work - simplified down to each topic
8 articles
New to Chariot? Start Here
A great place to start to learn about Chariot's core features to get you acclimated to the platform.
Navigating Chariot: A Good Place to StartQuickly navigate Chariot's features for efficient job management.
Home Page Overview: Quick InsightsThis brief guide navigates you through the homepage's key features for a productive day.
Manually Adding a Lead to ChariotAdd leads manually in Chariot's user-friendly interface, ensuring no missed opportunities. Learn how in this article
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.
Dispatching in Chariot: A Quick GuideLearn how to assign movers and trucks to jobs and handle various types of move day dispatch scenarios.
Understanding & Accessing the Quick View SummaryEffortlessly access job details with Chariot's Quick View Summary—saving time and streamlining tasks for all users
Accessing and Using the Quick View SummarySave time and effort by instantly accessing essential job details without navigating through multiple pages.
Uncover Your Work Trail: History & Recently Viewed FeatureLost track of tasks? Discover how Chariot's history feature helps you revisit recently viewed jobs effortlessly.