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Estimates and Charges

How to create, customize, and automate estimates

10 articles
Creating an Estimate in ChariotA guide on building estimates for your moving jobs and the Chariot features designed to streamline your sales process.
Custom Estimate Formats and Estimate TemplatesLearn more about estimate formats in Chariot and the distinction between formats and estimate templates
Using Estimate Templates to Speed Up Drafting EstimatesEffortlessly create estimates with customized templates for quick estimate delivery to your customers.
Crew Size and Hours Calculator: OverviewEasily estimate moving hours with our Crew Size and Hours Calculator. Customize factors, ensure accuracy and streamline your estimates.
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
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