ACADEMY
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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.
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.
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.
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.
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!
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.
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)
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.
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.
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!
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!
