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