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.