The tech app

The tech app is how your techs know where to go and what to do. Each tech has their own login and sees only their own jobs. When they close out a job, the office sees it the same minute.

Getting the app

Techs can use DispatchMind three ways:

• iPhone: download DispatchMind from the App Store.
• Android: the Android app is on the way. Until then, use the phone's browser.
• Any browser: works on any phone, tablet or computer. Nothing to install.

On an iPhone using the browser, add DispatchMind to the home screen so it opens like an app and stays signed in.

Each tech needs a tech app login. The owner or an admin adds it from Techs. Tech app logins are $15 a month each. See Adding your team.

What techs see

When a tech opens the app, they see their jobs for the day in order. For each job:

• Customer name and address
• Time of the appointment
• Notes from the office
• A checklist for that job type
• Photos already on the job

They don't see other techs' jobs or the rest of your company's work. On the Pro plan and up, you set exactly what each tech can see and do, from look-only up to closing out jobs.

Working a job

1. Open the job from the list.
2. Check the address, the time and the office's notes before you head out.
3. On site, work through the checklist and tick each item.
4. Add notes as you go.

Adding photos

Photos protect the tech and the company. Before and after shots settle most questions later.

1. Open the job.
2. Add photos of the work.
3. They attach to the job and show up for the office right away.

Closing out from the driveway

The tech doesn't have to come back to the office or call it in.

1. Finish the checklist.
2. Add the last notes and photos.
3. Close out the job.

The office sees the job closed out the same minute. From there, the office can turn it into an invoice in one tap. See Estimates and invoices.

No signal

A basement or a dead zone doesn't stop the app. The jobs that were last loaded stay on the phone, so addresses and notes still open without signal.

Good habit: have techs open the app before they leave in the morning so the day's jobs are loaded.

Common questions

A tech can't see a job. Check that the job is assigned to that tech on the dispatch board. Techs only see their own jobs.

A tech can't sign in. Ask the owner or an admin for help first, or write to support@dispatchmind.ai. Once signed in, anyone can change their password from the account menu at the top right.

Can techs sign in with Face ID? Yes. See Sign-in and security.