Overview of Leads & Jobs
Learn about leads, jobs, and stages. Plus, master manual lead entry & direct web form dispatch to customers
7 articles
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.