Skip to main content

Estimates and Charges

How to create, customize, and automate estimates

3 authors19 articles

Articles

Creating an Estimate in ChariotA guide on building estimates for your moving jobs and the Chariot features designed to streamline your sales process.
Hourly Rate Sync: Complete GuideSync crew's work times & hourly rates effortlessly in Chariot: streamline workflow & ensure accurate billing on the go
How to Create and Use Saved Estimate TemplatesSave pre-built estimates for your most common job types so your team can load them in seconds instead of building from scratch each time.
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
How to use Hourly Minimums in ChariotSet up hourly minimums on jobs to ensure you bill correctly.
How to use Ranges on your EstimatesHow to set ranges for charges, calculate and adjust total ranges, and automatically generate Estimates with ranges
Crew Size and Hours Calculator: OverviewEasily estimate moving hours with our Crew Size and Hours Calculator. Customize factors, ensure accuracy and streamline your estimates.
Resending an Estimate After a Job Is BookedNeed to send a new or updated estimate after booking? Here's how to do it without disrupting the job.
Troubleshooting Estimate Signing IssuesIf your customer is having trouble opening or signing their estimate, this guide walks through the most common causes and how to fix them.
Automating Arrival Windows on EstimatesConfigure default and time-based arrival window rules so Chariot automatically sets the arrival window on every estimate based on the job's start time.
Adding the Estimator's Signature to EstimatesSave your signature to your Chariot account and have it display on Estimates alongside the customer's signature.
Adding Required Checkboxes to EstimatesAdd statements customers must check off before signing their Estimate—useful for state consumer guides, terms acknowledgments, and other compliance requirements.
Using Estimate Templates to Speed Up Drafting EstimatesEffortlessly create estimates with customized templates for quick estimate delivery to your customers.
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

Collections

Charges3 articlesLearn to customize charges, set rates, and leverage advanced functionalities for seamless estimate job management in Chariot