Booking and Reserving
Maximize efficiency with Chariot's booking & reserving features! From step-by-step guides to lead management, streamline job handling effortlessly
7 articles
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.