Service Dispatch

Dispatch, serve, and invoice from one board.

A drag-and-drop dispatch board, technician scheduling, on-the-way SMS, on-site invoicing, maintenance plans, and AR tracking — for HVAC, plumbing, electrical, and mechanical service teams. An optional add-on for the field-service side of your business.

Drag-and-drop dispatch board by tech and day
On-the-way / arrived / complete customer SMS
On-site estimates and invoices
Maintenance / service agreement plans
AR aging and technician utilization
Customer portal for appointments + invoices
01

A board your dispatcher lives in

Calls land on a drag-and-drop board organized by technician and day. Reassign a job by dragging it, see who's free, and keep the whole schedule visible — the same view powers technician utilization on the executive dashboard.

02

Keep customers in the loop

Automated SMS fires on the way, on arrival, and at completion, so customers aren't guessing. Texts thread back into the app, and the customer portal lets them see upcoming appointments and invoices without a phone call.

03

Quote and bill on site

Technicians build estimates from a price book and turn approved work into an invoice before they leave the driveway. Parts, labor, and tax are handled on the spot — no end-of-day paperwork pile, and revenue shows up immediately.

04

Recurring revenue + collections

Maintenance and service-agreement plans generate scheduled visits automatically, and AR aging makes overdue invoices impossible to ignore. The service line's revenue and AR feed the same executive dashboard as your construction work.

What's included

  • Drag-and-drop dispatch board
  • Technician scheduling + skills
  • On-the-way / arrived / complete SMS
  • Price book + on-site estimates
  • On-site invoicing with parts & labor
  • Maintenance / service agreement plans
  • Recurring visit generation
  • AR aging buckets
  • Technician utilization tracking
  • Customer portal (appointments + invoices)
  • Equipment & fleet linkage
  • Optional add-on, priced separately

FAQ — Service Dispatch

Who is service dispatch for?+

Contractors with a field-service side — HVAC, plumbing, electrical, and mechanical service teams running scheduled and demand work, maintenance agreements, and on-site invoicing.

Does it send appointment texts?+

Yes. On-the-way, arrived, and complete SMS fire automatically, replies thread back into the app, and a customer portal shows upcoming appointments and invoices.

Can techs invoice in the field?+

They can build an estimate from the price book, get approval, and turn it into an invoice on site with parts, labor, and tax — so billing happens before they leave.

Is service dispatch included or an add-on?+

It's an optional add-on for businesses that run field service, so contractors who only do project work don't pay for it. It shares the same platform, customers, and executive dashboard as the construction side.

Put Service Dispatch to work on your next job

14-day free trial · no credit card · cancel anytime · unlimited foremen, QAQC, safety & subs always free.

Start free trial →