Videos

Take your learning to the next level by advancing your knowledge through our database of video training content.

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Watch the Video
2
Minutes
Minute
19
Seconds

Winning an Estimate, Generating an Invoice, and Taking Payment

Please note: Invoices can be created even when there isn't an estimate create beforehand. Dispatchers using the web app can also create and send invoices.

Retail Work
Customer Experience
Mobile
Watch the Video
1
Minutes
Minute
59
Seconds

Creating an Estimate

You can create an Estimate for a customer on any job that you wish to provide "estimated" pricing and capture signatures prior to creating an Invoice. Please note: This can also be done by a Dispatcher from the web application.

Techs in the Field
Retail Work
Dispatchers
Watch the Video
2
Minutes
Minute
13
Seconds

Billing Document Contracts

While optional, attaching contract language to billing documents may be a great way for your organization to include state-required legal language or general customer agreements for all signed documents.

Retail Work
Settings
Watch the Video
1
Minutes
Minute
45
Seconds

Billing Items

Many companies choose to establish a list of standard billing line items for their team to use across jobs. Mobile app users can search this list in the field and they can add new items as they create Estimates and Invoices.

Retail Work
Settings
Watch the Video
3
Minutes
Minute
47
Seconds

Customer Billing: Settings and Tax Rates

Before creating any Estimates or Invoices we suggest visiting the settings page to choose your payments options and sequential numbering. If you charge taxes, you'll certainly want to setup tax rates as applicable to your company.

Settings
Retail Work
Watch the Video
3
Minutes
Minute
51
Seconds

Manager Mobile App: Key Features

If you're in the role of Dispatcher or Both (provides service in the field and manages scheduling) this video is for you. This video shows how to use key features of the Manager mobile app on a day to day basis to make life easier.

Mobile
Dispatchers
Both
Watch the Video
1
Minutes
Minute
16
Seconds

Premium Feature: Profile Builder (Boost)

Boost your online ratings with a prompt shown to customers after they leave a positive rating.

Premium Features
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1
Minutes
Minute
22
Seconds

Add-ons: Premium Features, Gateways and Job Sources

Additional Dispatch offerings which you can access through the Add-ons section.

Premium Features
Retail Work
Job Sources
Watch the Video
0
Minutes
Minute
5
Seconds

Mobile Apps: How to Refresh

Sometimes when you haven't opened the app in a bit, you need to refresh the view- just like a web browser! Swipe your finger to "pull down" the screen and refresh.

Mobile
Techs in the Field
Notifications
Watch the Video
1
Minutes
Minute
23
Seconds

Dispatch Field: Setup your Profile

Technicians should follow these steps when they login to the mobile app, Dispatch Field, for the first time.

Mobile
Techs in the Field
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0
Minutes
Minute
17
Seconds

Mobile App: How to Check Version Number

It's important to keep your mobile app up-to-date to ensure the best possible experience. This video shows how to check which version you are using.

Mobile
Settings
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2
Minutes
Minute
58
Seconds

Premium Feature: Branded Emails

This feature allows you to push your company branding to customers by displaying brand colors to emails for jobs you've manually added to Dispatch. You are also able to add custom text to your emails.

Settings
Desktop App Only
Dispatchers
Customer Experience
Premium Features
Watch the Video
4
Minutes
Minute
55
Seconds

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!

Dispatchers
Watch the Video
1
Minutes
Minute
13
Seconds

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.

Dispatchers
Notifications
Techs in the Field
Customer Experience
Watch the Video
0
Minutes
Minute
36
Seconds

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, push notifications can be disabled.

Techs in the Field
Notifications
Watch the Video
1
Minutes
Minute
33
Seconds

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!

Dispatchers
Techs in the Field
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0
Minutes
Minute
44
Seconds

Inbox: Dispatcher and Customer Messaging

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

Dispatchers
Notifications
Customer Experience
Watch the Video
1
Minutes
Minute
34
Seconds

Inbox Messaging: Brief Intro

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

Dispatchers
Customer Experience
Techs in the Field
Watch the Video
1
Minutes
Minute
52
Seconds

Technician Skills and 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)

Scheduling
Desktop App Only
Settings
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0
Minutes
Minute
58
Seconds

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.

Desktop App Only
Dispatchers
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2
Minutes
Minute
25
Seconds

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.

Desktop App Only
Work
Dispatchers
Watch the Video
2
Minutes
Minute
11
Seconds

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.

Desktop App Only
Dispatchers
Watch the Video
1
Minutes
Minute
3
Seconds

Dispatch Field: Schedule Views

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

Mobile
Techs in the Field
Watch the Video
4
Minutes
Minute
19
Seconds

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.

Scheduling
Dispatchers
Watch the Video
1
Minutes
Minute
53
Seconds

Company Presets: Customer Labels

Add labels to your customers in Dispatch for easy info sharing and organization. (VIP, membership types, home with pets, leaves reviews.. whatever you want!)

Settings
Desktop App Only
Dispatchers
Watch the Video
1
Minutes
Minute
34
Seconds

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!

Notifications
Dispatchers
Watch the Video
3
Minutes
Minute
22
Seconds

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.

Mobile
Dispatchers
Watch the Video
0
Minutes
Minute
17
Seconds

Intro: Dispatch Field App for Techs

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

Mobile
Techs in the Field
Watch the Video
4
Minutes
Minute
59
Seconds

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!

Mobile
Techs in the Field
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0
Minutes
Minute
40
Seconds

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!

Scheduling
Customer Experience
Retail Work
Watch the Video
0
Minutes
Minute
22
Seconds

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.

Notifications
Customer Experience
Watch the Video
1
Minutes
Minute
8
Seconds

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.

Notifications
Customer Experience
Watch the Video
1
Minutes
Minute
3
Seconds

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.

Notifications
Customer Experience
Watch the Video
0
Minutes
Minute
46
Seconds

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!

Notifications
Customer Experience
Watch the Video
0
Minutes
Minute
47
Seconds

Customer Notifications: When you Schedule an Appointment

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

Notifications
Work
Customer Experience
Watch the Video
0
Minutes
Minute
28
Seconds

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.

Notifications
Customer Experience
Watch the Video
0
Minutes
Minute
36
Seconds

Customer Notification Settings

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

Notifications
Work
Desktop App Only
Dispatchers
Watch the Video
1
Minutes
Minute
31
Seconds

Customer Notifications: Sending Notifications to Multiple Contacts

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

Work
Notifications
Watch the Video
0
Minutes
Minute
56
Seconds

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.

Scheduling
Work
Watch the Video
1
Minutes
Minute
21
Seconds

Manually Creating New Jobs in Dispatch

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

Work
Retail Work
Dispatchers
Watch the Video
0
Minutes
Minute
53
Seconds

Rescheduling

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

Scheduling
Notifications
Watch the Video
2
Minutes
Minute
23
Seconds

Assigning a Technician

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

Scheduling
Work
Users
Watch the Video
1
Minutes
Minute
15
Seconds

Scheduling

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

Scheduling
Work
Watch the Video
1
Minutes
Minute
10
Seconds

"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.

Work
Watch the Video
0
Minutes
Minute
54
Seconds

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.

Privacy
Watch the Video
0
Minutes
Minute
44
Seconds

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.

Notifications
Watch the Video
0
Minutes
Minute
41
Seconds

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.

Notifications
Watch the Video
0
Minutes
Minute
21
Seconds

How to Accept a New Offer

How to accept (or acknowledge) a new offer

Work
Notifications
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0
Minutes
Minute
41
Seconds

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?

Notifications
Work
Watch the Video
0
Minutes
Minute
35
Seconds

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.

Work
Settings
Desktop App Only
Dispatchers
Watch the Video
0
Minutes
Minute
58
Seconds

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.

Settings
Work
Desktop App Only
Dispatchers
Watch the Video
0
Minutes
Minute
46
Seconds

Company Presets: Service Types

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

Settings
Work
Desktop App Only
Dispatchers
Watch the Video
1
Minutes
Minute
14
Seconds

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!

Settings
Work
Dispatchers
Watch the Video
0
Minutes
Minute
57
Seconds

Using Groups

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

Users
Settings
Work
Watch the Video
2
Minutes
Minute
48
Seconds

Adding your Team

Add your team to get started!

Users
Settings
Work
Watch the Video
0
Minutes
Minute
52
Seconds

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.

Settings
Users
Watch the Video
0
Minutes
Minute
36
Seconds

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

Brief introduction to our desktop app!

Work
Desktop App Only
Dispatchers
Watch the Video
0
Minutes
Minute
27
Seconds

Downloading the Mobile Apps

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

Mobile
Watch the Video
0
Minutes
Minute
31
Seconds

Adding Your Mobile Number for Logging In

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

Settings
Users
Work
Notifications
Watch the Video
0
Minutes
Minute
58
Seconds

Logging In On Desktop

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

Work
Dispatchers
Desktop App Only
Watch the Video
0
Minutes
Minute
29
Seconds

Mobile App: Dispatch Manager

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

Mobile
Dispatchers
Watch the Video
0
Minutes
Minute
25
Seconds

Work, Field, Manager Overview

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

No Tags
Watch the Video
1
Minutes
Minute
35
Seconds

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.

Users
Mobile
Work
Settings

Frequently asked questions

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