Getting started with DispatchMind

DispatchMind keeps your jobs, your techs and your money in one place. Most companies are booking real jobs the same day they sign up. Here is the order that works best: make the account, add your people, then book a job.

1. Sign up

1. Go to https://app.dispatchmind.ai/?start=signup.
2. Enter your company name, your email and a password.
3. Pick your line of work.

You get 14 days with everything switched on. No card is needed to start.

2. Pick your line of work

Your line of work sets up your job types, words and tags so you are not starting from a blank screen. You can pick:

• Home services: HVAC, plumbing, electrical, locksmith, appliance repair, or another home service trade.
• Logistics and delivery: delivery, moving, towing, courier and freight.

Nothing is locked in. You can rename, add or remove any job type or tag later.

3. Add your office

The person who signs up is the owner. Next, add the people who work in the office with you.

1. Open Team from the menu.
2. Add each person with their email.
3. Pick a role for each one: owner, admin, office or view only.

Your plan sets how many office logins you get. Starter includes 2, Team 5, Pro 10 and Business 20. You can add more for $29 a month each. See Adding your team for what each role can do.

4. Add your techs

Each tech gets their own login to the tech app. They see only their own jobs.

1. Open Techs from the menu.
2. Add each tech with their name and contact details.
3. Send them their login.

Tech app logins are $15 a month each. Techs can use the iPhone app from the App Store or any phone browser. Android is on the way.

5. Book your first job

1. Click New job at the top of the menu on the left. On a phone, open the menu first.
2. Enter the customer, the address and the job type.
3. Add a color tag so everyone can see what the job needs next.
4. Pick a date and time, and assign a tech.
5. Save.

The job shows up on the dispatch board, the calendar and in that tech's app right away. When the work is done, the tech closes it out from their phone and you can turn the job into an invoice.

6. Look around

Getting around works like your phone:

• One click opens a job. Click any job in a list and it opens right away.
• Back and forward. The buttons at the top left take you to the page you were just on, and forward again. Each one names the page it goes to. Anything you were typing is still there when you come back.
• Slide to go back. On a trackpad, slide two fingers right to go back and left to go forward. In the iPhone app, slide in from the left edge.
• More than one company? Switch between them from your account menu at the top right.
• New version out? A card in the middle of the screen tells you. Tap Reload now and you land back on the page you were on.

A few screens worth opening on day one:

• Today: what's on today, who's out, and what needs you next.
• Jobs: every open job in one list. Sort, filter and save the views you use most.
• Dispatch: your techs side by side.
• Calendar: day, week and month views.

If you want to see a full company first, try the live demo at https://app.dispatchmind.ai/demo.

Next steps

• Coming from another system? Read Moving your data in.
• Ready to pick a plan? Read Plans and billing.
• Questions? Email support@dispatchmind.ai.