Leads, Jobs, and Archive Dashboards
How to organize active leads, upcoming jobs, and jobs that no longer need your attention
11 articles
Leads and Jobs Dashboard: A Comprehensive GuideUnlock the power of Chariot's Leads and Jobs Dashboards to streamline your sales and operations. Learn to navigate key features and.
Syncing Job Schedule with Apple CalendarLearn how to seamlessly integrate your Chariot job schedule with Apple Calendar for real-time updates and easy management
How to Utilize Leads and Jobs Dashboard Views in ChariotCustomize Chariot's leads and dashboard views by creating, filtering, and saving personalized views.
Saved Dashboard Views: Some Ideas to Get You Started
Tagging on Leads and Jobs DashboardEffortlessly organize leads and jobs with tags for streamlined follow-ups and task management. Boost productivity with this handy feature!
Clearing Out Old Leads in ChariotClear old leads by filtering by date, updating status individually or in bulk, and moving them to archives for a focused sales dashboard.
Booking and Reserving
Maximize efficiency with Chariot's booking & reserving features! From step-by-step guides to lead management, streamline job handling effortlessly
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.