New to Chariot? Start Here
A great place to start to learn about Chariot's core features to get you acclimated to the platform.
13 articles
Home Page Overview: Quick InsightsThis brief guide navigates you through the homepage's key features for a productive day.
Understanding & Accessing the Quick View SummaryEffortlessly access job details with Chariot's Quick View Summary—saving time and streamlining tasks for all users
Navigating Chariot: A Good Place to StartQuickly navigate Chariot's features for efficient job management.
Dispatching in Chariot: A Quick GuideEfficiently manage crew assignments and schedules in Chariot. Learn the flexible dispatching process for a seamless workflow.
Dashboard Charts Overview: Insights for Business GrowthUnlock the power of Chariot's dashboard charts for informed decision-making. Learn to leverage key metrics for a successful strategy.
Accessing and Using the Quick View SummarySave time and effort by instantly accessing essential job details without navigating through multiple pages.
Navigating Crew Job Summary and Inventory Pages
Understanding the Messages TabUnlock the power of the Messages Tab to streamline communication. Learn how to navigate and make the most of your message history.
Uploading and Tracking Documents for a JobSimplify document management in your moving business with Chariot. Learn how to upload, track, and generate custom documents effortlessly.
Understanding Colors & Where to Find ThemEach stage of a job or lead is represented by a specific color for easy tracking and efficient workflow management
Using the Timeline FeatureLearn how to use the timeline feature to track detailed changes made to leads and jobs, including user-specific activities.
Using the Job Notes Feature in ChariotLearn how to use Chariot’s timestamped Job Notes to keep a reliable, chronological record of all customer interactions.
Uncover Your Work Trail: History & Recently Viewed FeatureLost track of tasks? Discover how Chariot's history feature helps you revisit recently viewed jobs effortlessly.