A day in the lifeMeet NellieTourMindCard
All features

Everything in DispatchMind

Every plan starts with a 14-day free trial with all of it switched on. No card needed.

Run the day

One place to see and move every job, from the first call to the last visit.

Jobs18 submitted
Submitted 18In progress 44Pending 14
Henry YoungEstimate
4101 · not scheduled · Sam Patel
Chase the estimate
Emily HayesAwaiting Scheduling
4102 · not scheduled
Schedule it
James CarterAwaiting Scheduling
4104 · Fri 9:00 AM · Marcus Reed
Confirm the time
Tag changedLock change · Ready to invoice
TodayWhat’s on for today, who’s out, and what needs you next, the moment you open the app.
Jobs boardEvery open job in one list. One click opens a job. Sort, filter, search, and save the views you use most.
Dispatch boardYour techs side by side, so you can see who’s free and move work to the right person.
CalendarDay, week and month views, so you spot open time and double bookings at a glance.
Job pageEverything about one job: customer, address, notes, photos, tags, money and history.
Search everythingFind any job, customer, phone number or work order from one search box.
Back and forwardButtons on every page take you to where you just were and back again. Or slide on your trackpad or phone. Anything half-typed stays put.

Your techs in the field

Your techs get their own app. You decide what each one can see and do.

Furnace repair done3 photos added · 9:58 AM
Tech appTechs see only their own jobs, add notes and photos, and close out the job from their phone.
Access levelsGive each tech the access you choose, from look-only to closing out jobs.
Office logins and rolesOwner, admin, office and look-only logins for the rest of your team.
Tech scorecardHow each tech is doing: jobs done and money brought in.

Estimates, invoices and getting paid

Quote it, bill it, and keep track of every dollar still owed.

Estimate #2093● Approved
CustomerGrace Hughes
New water heater, 50 gal$1,450.00
Install and haul away$380.00
Permit$95.00
Total$1,925.00
EstimateTurn into invoicePrint
Invoice #2093 readyGrace Hughes · $1,925.00
EstimatesBuild an estimate from your price book in a minute and print it for the customer.
InvoicesTurn the job into an invoice, add or change lines, and print or send it.
Price bookYour services and parts with prices, grouped your way, ready for any estimate.
CollectionsEvery open balance in one list, oldest first, so nothing gets forgotten.

Know your numbers

See what’s working and what each job really made.

Revenue this weekThis week
Booked
$28,940
Jobs done
61
Avg. ticket
$474
MonTueWedThuFriSatSun
ReportsJobs, revenue and balances by day, week, month, tech and job type.
Commissions and tech settlementWork out what each tech is owed from their jobs, parts and payments.
ExpensesLog what you spend so the profit on each job is real.
Stuck jobsJobs that haven’t moved in 60 days, caught before they turn into lost money.

Customers and equipment

A full file on every customer and everything you’ve worked on.

Customer pageEvery job, note, photo, estimate, invoice and payment for one customer.
EquipmentWhat’s installed at each address: brand, model and dates.
InventoryWhat parts you have on hand and what needs ordering.
CompaniesThe partner companies, contractors and accounts you work with, in one list.

Automations and tags

Let DispatchMind handle the follow-up, so your office doesn’t have to remember.

WhenA job is marked done
ThenTag it “Ready to invoice”
After 3 daysRemind the office if it’s still unpaid
Every weekIt shows up in collections, oldest first
Color tagsTag each job with what it needs next. The colors and order are yours.
AutomationsReminders and follow-ups that run on their own when a job changes or time passes.
CustomizeYour own job types, tags, checklist and fields, so it fits the way you work.

Nellie, your AI dispatcher

Nellie works right inside your jobs. From $149 a month on top of any plan.

AI DispatcherYour jobs, money, techs and schedule
✕
What needs me today?Who owes the most?Stuck jobs
Which jobs are waiting on parts?
3 jobs are tagged Parts ordered:
  • Water heaterSusan Webb · 1046
  • Mini-split installPaul Bennett · 1051
  • Panel upgradeBrian Cole · 1058
Parts came in for Susan. Book her Friday at 10 and give it to Devon.
Job 1046 is booked Friday 10:00 AM with Devon Price, tagged Appointment Scheduled.
Undo
Ask or tell it what to doAsk
Ask in plain EnglishType a question about your jobs, customers or money and get a straight answer from your own data.
It makes the changeStatus, tags, notes, appointments, techs and new jobs. It checks with you first before money, cancellations or big changes.
Talk to itTap the mic and say it. Handy when you’re driving or on the phone.
Right where you areTap AI Dispatcher at the top of any page and it opens right under the button.
From $149 a monthNellie is an add-on on top of any plan, and she is on in the 14-day free trial.

Phone and dialer

A business phone built in: numbers, calls, texts and a dialer.

DialerPick a list of jobs and call 1 to 5 of them at once. The first person who answers is on your line; the rest get a call back.
DispatchMind PhoneA business number of your own, or move yours in. Calls and texts from inside the app, voicemail drops, recordings on the job, and Nellie answering when you can’t.

Works everywhere

Office, truck or couch. Same jobs, same numbers.

iPhone appDispatchMind is on the App Store. Android is on the way.
Any browserWorks on a Mac, a PC, a tablet or a phone. Nothing to install.
Keeps working without signalYour last-loaded jobs stay on your device, so a dead zone doesn’t stop you.
Day and night modeBig, clear text on a light screen by day, and a dark one for late nights.
Always the newest versionWhen something new is out, a card in the middle of the screen tells you. One tap and you’re back where you were.

Your data stays yours

Your company’s information is kept apart from every other company’s.

Kept separateEvery company has its own space. No one outside your team sees your jobs or customers.
You control accessAdd and remove logins any time, and choose what each person can do.
No ads, never soldWe don’t sell your information and we don’t show ads.

See it with your own jobs.

Start the free trial and set it up your way, or look around the demo first.