Installation services software
DispatchMind runs a installation services company from one place: calls and leads in, jobs on the schedule, the work on your team’s phones, then the invoice. Pick Installation services when you sign up and it’s set up for your trade from the first screen. You can change any of it later.
An installation company runs on volume. TV mounts, furniture assembly, smart doorbells and retail delivery installs stack up fast, and each one needs a time slot, the right tech and proof it was done right. DispatchMind fills the calendar, sends techs out in order, and keeps photos of every finished install.
A typical installation services job in DispatchMind
- An order comes in for a TV mount and soundbar, and it lands on the board as a TV mounting job.
- The office checks the calendar, picks a slot and assigns a tech who has the right brackets.
- The tech taps on my way, finishes the mount, and runs through the checklist for the job type.
- He adds photos of the finished wall and the hidden cables so there's proof the job was done right.
- He closes it out, the invoice is created, and the customer pays by card through your own Stripe account.
What installation services owners tell us slows them down
High volume, tight slots
Install companies run lots of short jobs per tech per day. The calendar shows day, week and month views and the dispatch board shows techs side by side, so you can pack the day without double booking.
Proving the install was right
A customer says the TV is crooked or the fixture is loose. Required photos and a checklist per job type mean you have a record of how it looked when the tech left.
Different work, different pay
Furniture assembly and appliance installs don't pay the same. Commissions and tech pay are worked out from each job, so payroll matches what each tech actually did.
Set up for installation services from day one
Your job types
- TV mounting
- Appliance install
- Furniture assembly
- Light fixture install
- Ceiling fan install
- Shelving and storage
- Smart device install
- Retail delivery install
The details you keep on each job
- What is being installed
- How many
- Item supplied by
- Order or reference #
A checklist for the work
Install visit: Item checked for damage before starting · Installed level and secure · Tested · Packaging taken or left as asked · Before and after photos · Customer signed off
A starter price list
Your common items are already in your price book. You set every price; nothing is filled in for you.
- Service call
- TV mount
- Appliance install
- Assembly (per item)
- Fixture install
- Haul-away of old item
Crews
- Put more than one worker on a job. The lead closes it out; the crew sees it in their app.
- Crew pay splits a job equally, or by a percent you set per person.
Nellie knows the trade
Nellie is the assistant built into DispatchMind. On a installation services account she knows how your customers talk and what to ask:
- What is being installed, and how many?
- Do they already have the item?
- Any old item to take away?
- Best time window and the address?
What she treats as urgent: A water line leaking after an appliance hookup: shut the valve; A gas appliance hookup: book a licensed pro if the company doesn’t do gas.
What she never does: Never quote a price the company hasn’t set in its price book; Never promise what the tech will find before the visit.
Everything else
- Jobs move through four plain steps: Submitted, In progress, Pending, Done pending approval. Your trade’s own steps are color tags you can sort by.
- Estimates and invoices from your price book.
- A tech app for your team, with what each person may see set by you.
- Reports and commissions worked out from your own jobs.
- Bring your customers and jobs over from the system you use now.
Installation services software: common questions
Can I set a different checklist for each kind of install?
Yes. Create custom job types like TV mounting or smart device install, each with its own checklist and job fields.
Can I handle retail delivery installs with a pickup point?
Jobs can hold pickup and drop-off addresses, so the tech knows where to grab the item and where to install it.
Can two techs work the same install?
Put a crew on one job and split the crew pay. That works for heavy appliances or large furniture builds.
Can customers book install times online?
Share your online booking page or connect your website forms. Requests turn into jobs on your board for the office to confirm.
Can I try DispatchMind for my installation company before paying?
Yes. You get a 14-day free trial with every feature turned on, Nellie included, and no card needed. After that it's month to month, so you can walk away anytime.
Related trades
Try DispatchMind free for 14 days
Set up for installation services. No card, month to month.