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Estimates and Charges

How to create, customize, and automate estimates

11 articles
Creating an Estimate in ChariotA guide on building estimates for your moving jobs and the Chariot features designed to streamline your sales process.
Setting up and using Estimate Formats and TemplatesPre-build Estimates with charges and display details exactly how you want, and loaded with a couple clicks
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
How to use Hourly Minimums in ChariotSet up hourly minimums on jobs to ensure you bill correctly.