Leads, Jobs, & Booking
Manage leads, jobs, and bookings efficiently with comprehensive features including dashboards, inventory, estimates, charges, and booking/reservation tools
39 articles
Creating and Managing TasksHow to use Chariot tasks to stay on top of your work!
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
Overview of Leads & Jobs
Learn about leads, jobs, and stages. Plus, master manual lead entry & direct web form dispatch to customers
Understanding Leads, Jobs, and Stages in ChariotExplore Chariot's lead and job stages for seamless organization, task tracking, and error prevention in your moving company
Scheduling a SurveyEffortlessly schedule surveys in Chariot! Follow these steps to assign, customize, and notify customers about upcoming surveys.
Manually Adding an Address to ChariotEasily add a missing address manually when it doesn’t appear in the dropdown search by following these steps.
Clearing Out Old Leads in ChariotClear old leads by filtering by date, updating status individually or in bulk, and moving them to archives for a focused sales dashboard.
What Are the Differences Between Lead/Job Pages and Customer Pages?Understand the key differences: Lead/Job Pages track individual jobs, while Customer Pages consolidate jobs and financial info by customer.
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.
Using the Timeline FeatureLearn how to use the timeline feature to track detailed changes made to leads and jobs, including user-specific activities.
Dashboards and Views
Navigate Chariot's Leads & Jobs Dashboard with ease! Learn tagging tips, explore insightful charts, and drive business growth efficiently.
Leads and Jobs Dashboard: A Comprehensive GuideUnlock the power of Chariot's Leads and Jobs Dashboards to streamline your sales and operations. Learn to navigate key features and.
Syncing Job Schedule with Apple CalendarLearn how to seamlessly integrate your Chariot job schedule with Apple Calendar for real-time updates and easy management
Crew: Hourly Rate Sync & Work TimesSync crew's work times & hourly rates effortlessly in Chariot: streamline workflow & ensure accurate billing on the go
How to Utilize Leads and Jobs Dashboard Views in ChariotCustomize Chariot's leads and dashboard views by creating, filtering, and saving personalized views.
Saved Dashboard Views: Some Ideas to Get You Started
Tagging on Leads and Jobs DashboardEffortlessly organize leads and jobs with tags for streamlined follow-ups and task management. Boost productivity with this handy feature!
Inventory
Easily manage inventory in Chariot! Learn efficient methods for taking inventory and deleting items from your job inventory hassle-free.
Deleting Items from Job InventoryEffortlessly manage your inventory in Chariot: Delete items with a few clicks. Here's a quick guide to removing items.
Taking Inventory in ChariotEffortlessly manage inventory with Chariot's streamlined interface, enhanced visibility, and customizable options for optimal organization.
How to Request and Collect Customer Photos for a Smooth MoveEasily collect photos from customers for better move preparation using Chariot’s Request Photos feature via text or email.
Estimates
Master estimate management in Chariot! From customer responses to crew size calculation, templates, valuation, and syncing crews & rates effortlessly
What Happens When a Customer Signs or Declines Their EstimateWe will walk you through what occurs when a customer signs/declines their estimate within Chariot from the customer & mover perspective
Crew Size and Hours Calculator: OverviewEasily estimate moving hours with our Crew Size and Hours Calculator. Customize factors, ensure accuracy and streamline your estimates.
Using Estimate Templates to Speed Up Drafting EstimatesEffortlessly create estimates with customized templates for quick estimate delivery to your customers.
How to Show Valuation Options on EstimateExplore Chariot's valuation feature for estimates. Educate customers on valuation options and streamline the process for movers.
How to Check Estimate StatusKnow when your customer's estimate has been delivered and viewed in Chariot
Charges
Learn to customize charges, set rates, and leverage advanced functionalities for seamless estimate job management in Chariot
Charges & Synced Charges: An OverviewLearn to customize charges, set rates, and leverage advanced functionalities for seamless estimate job management in Chariot.
Using "Sync Crews and Hourly Rate"
Hourly Rate Sync - Feature Guide
Bill of Lading and Results
Efficiently close jobs in Chariot with or without a bill of lading! Streamline processes for seamless job completion and client satisfaction
Closing Out a Job without a Bill of LadingLearn how to complete and close a job in Chariot without a digital bill of lading, ensuring accurate tracking and efficient reporting.
Closing Out a Job with a Bill of LadingEffortlessly finalize jobs using Chariot's Bill of Lading feature. Learn how to log work times, charges, and payments seamlessly.
Closing Out a Job without a Bill of LadingLearn how to complete and close a job in Chariot without a digital bill of lading, ensuring accurate tracking and efficient reporting.
How to Use Crew NotesCrew Notes allows crews to log move day details instantly visible to office staff for seamless communication.
Using the Time Tracking Feature from an Office User PerspectiveLearn how to efficiently track your crew's activities using the time tracking feature in the Chariot Crew app.
How to Send an Invoice in ChariotLearn to send invoices in Chariot: add job details, set charges, preview, and send via text or email for easy payments.
Booking and Reserving
Maximize efficiency with Chariot's booking & reserving features! From step-by-step guides to lead management, streamline job handling effortlessly
Book a Job: A Step-by-Step GuideLearn the seamless process of booking a job in Chariot after a customer signs their estimate.
Book a Job Without Sending an EstimateLearn how to effortlessly book jobs without sending estimates in Chariot—perfect for hourly moves or routine commercial deliveries.
Reserving a Lead vs. Booking a JobLearn the ins and outs of reserving jobs in Chariot – a crucial step for managing capacity and ensuring a seamless customer experience.
Managing Reserved Leads: Un-reserving/Booking & Auto-BookingLearn to effortlessly handle reserved leads on your dashboard - un-reserve or book them when the moment's right.
Postponing a JobLearn how to efficiently postpone jobs in Chariot to manage schedules without complications. Keep bookings organized effortlessly!
Modify Booked Jobs and Send New EstimatesEffortlessly adapt to job changes on Chariot by learning to modify details and send new estimates for a seamless customer experience.
Rescheduling a JobEasily reschedule jobs in Chariot with this step-by-step guide. Keep your calendar events organized and clients informed.