Videos

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Dispatchers

Inbox: Feature Overview

Inbox is a premium feature that provides an alternate channel of communication, in the form of digital messaging, between your office staff and customers, as well as your office staff and field staff. Watch this overview video to get a feel for how it works!

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1
Minutes
Minute
13
Seconds
Dispatchers
Notifications
Techs in the Field
Customer Experience

Inbox Notifications: Dispatchers, Customers, and Technicians

This video demonstrates the notifications that the dispatcher, customer, and technician will see when they receive a new inbox message.

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0
Minutes
Minute
36
Seconds
Techs in the Field
Notifications

Inbox: Push Settings for Techs in the Field

If your technician has push notifications enabled for the Dispatch Field app, they will receive your message similar to how a text message is delivered, even if the Field app is closed. If they would prefer to not have push notifications turned on, your technicians can find your messages in the "Messages" section at the bottom right of the app next to "Settings". If no messages are showing, you can pull up on the screen to refresh. Technician's responses will be visible to any Dispatcher via our Work web application.

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1
Minutes
Minute
33
Seconds
Dispatchers
Techs in the Field

Inbox: Dispatcher and Techs in the Field

With our Inbox feature, you also have the ability to communicate directly with you Technicians in the field!

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0
Minutes
Minute
44
Seconds
Dispatchers
Notifications
Customer Experience

Inbox: Dispatcher and Customer Messaging

This video covers messaging between the Dispatcher in the office and the customer.

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1
Minutes
Minute
34
Seconds
Dispatchers
Customer Experience
Techs in the Field

Inbox Messaging: Brief Intro

Inbox messages and how to view these from the Desktop Application, Work.

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1
Minutes
Minute
52
Seconds
Scheduling
Desktop App Only
Settings

Technician Matching

Tech matching allows you to easily match jobs which require specific skills with the right technician. (For example, junior vs. senior, plumbing vs hvac, different types of equipment, brands or certification levels)

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0
Minutes
Minute
58
Seconds
Desktop App Only
Dispatchers

Work Reports: Your Customers

Access Reports in the desktop application, Work. Select 'Reports' from the menu on the left. This video walks you through metrics in the Customer Report Dashboard as well as customizing your view.

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2
Minutes
Minute
25
Seconds
Desktop App Only
Work
Dispatchers

Work Reports: Reviews and Technicians

Click on 'Reports' from the left-side menu in the desktop application, Work to access reporting dashboards. This video walks you through how to access reports, filtering options, and how to download your reports.

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2
Minutes
Minute
11
Seconds
Desktop App Only
Dispatchers

Work Reports: Your Jobs

Access reporting in the desktop application, by clicking on 'Reports' as shown in the left-side menu. This video walks you through information available in the report labeled 'Your Jobs' and filtering capabilities.

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1
Minutes
Minute
3
Seconds
Mobile
Techs in the Field

Dispatch Field: Schedule Views

Brief demo of how to view your schedule in our mobile app for technicians, Dispatch Field.

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4
Minutes
Minute
19
Seconds
Scheduling
Dispatchers

Calendar Events

Calendar Events give you the ability to add events to the calendar that are not linked to a particular Job. This feature enables you to create placeholder events in your team's calendar for non-service activities, whether those are personal time off, non-billable tasks like supply runs, or any other occasion that you wish to indicate an event in the schedule.

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1
Minutes
Minute
53
Seconds
Settings
Desktop App Only
Dispatchers

Company Presets: Customer Labels

To create customer labels: Click on 'Settings', then 'Company' in the Desktop Application. Next, click on 'Presets'. Click 'Add Label' underneath customer presets and enter your new customer label! This video shows how to do this and how to add a label to a specific customer from the customer list.

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1
Minutes
Minute
34
Seconds
Notifications
Dispatchers

Customer Info and History

Customer information such as contact methods and notification settings can be modified by accessing the customer contact card. This video walks you through how to access that information from the job details page. Please note: This can also be done from the Customer section in the Desktop Application, check out the linked resource below!

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3
Minutes
Minute
22
Seconds
Mobile
Dispatchers

Manager Mobile App: Schedule Views

Mobile app for people in the role or Dispatcher or Both. This video shows how to login, view all jobs for the day and how to filter your view.

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0
Minutes
Minute
17
Seconds
Mobile
Techs in the Field

Intro: Dispatch Field App for Techs

Techs use the Dispatch Field App to view their schedule and add notes to jobs from the field.

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4
Minutes
Minute
59
Seconds
Mobile
Techs in the Field

Dispatch Field: View Schedule and Update Jobs

Technicians providing service in the field can view their schedule and add notes or photos to a job directly from the mobile app. This video shows exactly how that is done!

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0
Minutes
Minute
40
Seconds
Scheduling
Customer Experience
Retail Work

Customer Booking Page

Generate your own leads with our free customer booking page. Link it to your website, social media pages, and even your email signature so customers can easily send you appointment requests. These appointment requests will automatically be visible in Dispatch, giving your customers a digital way to request service from you, and minimizing your manual entry of their info.. it's a win-win!

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0
Minutes
Minute
22
Seconds
Notifications
Customer Experience

Customer Notifications: 'Can't Contact Customer' Button

Having issues reaching your customer? Press the "Cant Contact Customer" button which will pause the job and let the customer know.

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1
Minutes
Minute
8
Seconds
Notifications
Customer Experience

Customer Notifications: When you 'Pause' a Job

Unable to complete a job? No problem. Watch this video to learn how to put your jobs on Pause.

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1
Minutes
Minute
3
Seconds
Notifications
Customer Experience

Customer Notifications: When you 'Complete' a Job

Make sure to let your customers know when your job is finished so that they can review your service on our survey page. Customer feedback is essential to any business.

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0
Minutes
Minute
46
Seconds
Notifications
Customer Experience

Customer Notifications: When Tech Pushes 'On My Way' Button

Let the customer know when you're on the way using our mobile app. This way customers know who will be showing up to their doorstep and when!

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0
Minutes
Minute
47
Seconds
Notifications
Work
Customer Experience

Customer Notifications: When you Schedule an Appointment

Learn how and when to notify your customer of a scheduled or rescheduled appointment.

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0
Minutes
Minute
28
Seconds
Notifications
Customer Experience

Customer Notifications: When you Accept a New Offer

Watch this video to see how we keep customers in the loop when you accept a new lead or service request.

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0
Minutes
Minute
36
Seconds
Notifications
Work
Desktop App Only
Dispatchers

Customer Notification Settings

Discover how customer notifications can been enabled or disabled for individual customers.

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1
Minutes
Minute
31
Seconds
Work
Notifications

Customer Notifications: Sending Notifications to Multiple Contacts

Notify multiple people about updates on a job just by adding new contacts to the job.

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0
Minutes
Minute
56
Seconds
Scheduling
Work

Recurring Appointments

Do you offer maintenance contracts or offer recurring services to customers on a regular basis? If so, see how you can manage these recurring appointments by watching this video.

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1
Minutes
Minute
21
Seconds
Work

Manually Creating New Jobs in Dispatch

Two ways to create a new retail job in Dispatch, here's how!

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0
Minutes
Minute
53
Seconds
Scheduling
Notifications

Rescheduling

Things change, rescheduling an appointment is easy on Dispatch. Send a reminder of the appointment to your customer by clicking Notify.

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0
Minutes
Minute
58
Seconds
Scheduling
Work
Users

Assigning a Technician

After an appointment is scheduled, you will need to assign it to a Technician. Watch this video to see how!

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1
Minutes
Minute
15
Seconds
Scheduling
Work

Scheduling

There are multiple ways to schedule your appointment on Dispatch, learn how here!

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1
Minutes
Minute
10
Seconds
Work

"Appointment" vs. "Job" - What's the difference?

A job is the overall project or service request and an appointment each individual visit to the customer's home that is required to complete that service request or project.

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0
Minutes
Minute
54
Seconds
Privacy

Enterprise Visibility - What the brands you work with can see

Brands/Enterprises you work with can only see Dispatch updates provided by you for jobs sent to you by the Brand/Enterprise.

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0
Minutes
Minute
44
Seconds
Notifications

Declining New Offers

Have you received a request for service that's outside of your service area? or maybe you don't have availability? You are able to decline a new job offer or lead and let the enterprise know why you are declining.

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0
Minutes
Minute
41
Seconds
Notifications

What happens when I accept a new offer?

When you accept a new offer or lead, the Enterprise that sent you the work is updated. The customer also receives a notification letting them know that you will be reaching out soon to schedule.

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0
Minutes
Minute
21
Seconds
Work
Notifications

How to Accept a New Offer

How to accept (or acknowledge) a new offer

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0
Minutes
Minute
41
Seconds
Notifications
Work

How Do You Know When You Have a New Offer?

How do you know when you have a new offer or lead? Who will recieve notification emails?

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0
Minutes
Minute
35
Seconds
Work
Settings
Desktop App Only
Dispatchers

Company Presets: Job Sources

Input all of your job sources so you can keep better track of where most of your work is sourced from.

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0
Minutes
Minute
58
Seconds
Settings
Work
Desktop App Only
Dispatchers

Company Presets: Job Labels

Keep your work organized by attaching labels to your jobs for better sorting and to see important information at a glance.

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0
Minutes
Minute
46
Seconds
Settings
Work
Desktop App Only
Dispatchers

Company Presets: Service Types

Add all of the service types that your business offers to keep better track of the work you're doing.

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1
Minutes
Minute
14
Seconds
Settings
Work
Dispatchers

Company Settings

Add all of your company information from your contact info to your logo. This is important as it will be visible to your customers!

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0
Minutes
Minute
57
Seconds
Users
Settings
Work

Using Groups

Create groups to categorize your team by service type or service area.

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2
Minutes
Minute
48
Seconds
Users
Settings
Work

Adding your Team

Add your team to get started!

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0
Minutes
Minute
52
Seconds
Settings
Users

User Roles in Dispatch

Dispatcher, Technician, or Both? Learn about the 3 user roles available in Dispatch so you know how to best set up and assign your team members.

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0
Minutes
Minute
36
Seconds
Work
Desktop App Only
Dispatchers

Quick Intro to Work.dispatch.me (desktop app)

Brief introduction to our desktop app!

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0
Minutes
Minute
27
Seconds
Mobile

Downloading the Mobile Apps

Installing one or both of the Mobile Apps is available directly from both the Android and Apple app stores.

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0
Minutes
Minute
31
Seconds
Settings
Users
Work
Notifications

Adding Your Mobile Number for Logging In

Login with your mobile number instead of having to remember another email and password combination.

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0
Minutes
Minute
58
Seconds
Work
Dispatchers
Desktop App Only

Logging In On Desktop

Accessing your account is simple. Login with email & password or mobile phone number.

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0
Minutes
Minute
29
Seconds
Mobile
Dispatchers

Mobile App: Dispatch Manager

As a Dispatcher, the Manager app gives you visibility across all jobs and appointments.

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0
Minutes
Minute
25
Seconds
No Tags

Work, Field, Manager Overview

Using the Field Mobile app is critical for your Technicians who are servicing customers.

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1
Minutes
Minute
35
Seconds
Users
Mobile
Work
Settings

User Roles & What Tools Your Team Will Use

Dispatch has three role options for users on Dispatchers. Watch this video to learn what roles make the most sense for you and your team, as well as what tools each user should use.

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Frequently asked questions

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