Help center

How can we help?

Short, plain guides to every part of DispatchMind. Can't find it? Email support@dispatchmind.ai.

Getting started

Getting started with DispatchMind

Sign up, pick your line of work, add your office and techs, and book your first job in DispatchMind.

Bring your jobs over from another app

Import your job history and customers into DispatchMind from a CSV export of Jobber, Housecall Pro, ServiceTitan or any spreadsheet.

Moving your data in

Bring your jobs and customers into DispatchMind from your old system. Email support and we move it in for you, free on the Business plan.

Plans and billing

Compare DispatchMind plans, add office and tech logins, switch to yearly billing, and see what happens when a trial ends or you cancel.

Status and support

Check the DispatchMind status page when something isn't working, and what to include when you email support so we can help fast.

Running the day

Jobs, tags and search

Create a job, use color tags to show what each job needs next, follow its status, and find any job fast with search.

Dispatch board and calendar

Use the dispatch board and the day, week and month calendar to see who's free, assign jobs and move work around.

Automations and reminders

Set rules that run when a job changes or when time passes, so follow-ups happen on their own and stuck jobs get flagged.

Money

Estimates and invoices

Set up your price book, build an estimate in a minute, turn it into an invoice in one tap, and print or send it.

Getting paid

Take card payments online, work the collections list oldest first, and set reminders so no open balance gets forgotten.

Reports and commissions

See revenue and jobs by day, week, month, tech and job type, and work out what each tech is owed with commissions and tech settlement.

Your team

Adding your team

Add office logins with the right role, give each tech their own app login, and set what each tech can see and do.

The tech app

What your techs see in the DispatchMind tech app, how they close out jobs from the driveway, add photos, and keep working without signal.

Connections

AI Dispatcher: AI built in

Type or say what you need and the AI Dispatcher looks it up and makes the change in your jobs. It's on in the free trial, then an add-on from $149 a month, or free on your own Claude API key.

Phone and dialer

DispatchMind Phone is a business phone built into DispatchMind: your numbers, calls and texts on the job, a dialer that rings up to 5 customers at once, voicemail drops, and Nellie answering when you can't.

API and webhooks

Make and revoke DispatchMind API keys, and set up webhooks that send job and payment events to your own systems.

Security and data

Sign-in and security

Turn on Face ID, Touch ID or fingerprint sign-in, add a two-step code, require it for owners and admins, and what to do if you lose your phone.

Activity log

See who added, changed or removed what in your DispatchMind account, filter by date, person, type and record, and download it as a CSV.

Is something down?

The status page shows whether the apps, sign-in and background work are running right now.