Dashboard
Click Calendar View above to load the calendar.
Colour by

Enter a job address and click Check Availability to see which techs have room.

ThresholdiA move is only suggested when it cuts that stop's drive time by at least this much. Higher values surface fewer, bigger-impact moves; lower values surface more, smaller ones.

Pick a date range and click Analyze to scan for route improvements.

Forms

Metrics

Sales

This department is coming soon. We're building it out — stay tuned.

Select a report

Team Activity

Employees

Employees appear on the dispatch board. Working hours and starting location are used for routing and availability calculations.

Dispatch

Configure scheduling logic and dispatch board display. Each technician's starting location is managed in the Employees section above.

Scheduling logic
Color-code Schedule buttons by how much drive time the new job adds to the day. Green is low impact, yellow moderate, red high.
Green — adds less than
min
Yellow — adds less than
min
Red — adds more than the yellow threshold
Applied to Schedule buttons in availability check results.
Route Strategy
How the dispatch board puts each technician's stops in order. A day keeps the strategy it was routed with: changing this setting never re-orders a route already on the board. It applies to days routed from now on, and to a day when you press Reroute for it. Scheduling preferences (First/Last Stop, Morning/Afternoon, set times) always come first, and confirmed routes whose customers were texted are never moved.
Warn if the fastest route saves over The board flags a technician only when the fastest route (the least driving, including the drive home) beats their route by more than this many minutes. Farthest First and Closest First also never drive more than this over the fastest route.
Shortest Day
min
Nearest Next
min
Farthest First
min
Closest First
min
Area by Area
min
min
Shortest Day first finds the order with the least driving. If another order ends at a stop nearer the shop and drives no more than this many extra minutes, it uses that one. 0 turns it off. It only chooses the order — it never changes the drive time per leg or the daily padding on the Drive Time card.
A Morning customer arriving at or after this time, or an Afternoon customer arriving before it, is flagged on the dispatch board and blocks Auto-Confirm for that day. It does not re-order any route. Applied when a day is routed for the first time, and when you click Reroute for a day on the dispatch board. Edits to a day that is already routed keep that day's strategy.
Drive Time
Google's drive estimates read closer to open roads than to a loaded work truck, so technicians arrive later than the board promised and the whole day drifts. Add a few minutes to every drive leg to bring estimated arrival times in line with reality.
min
Added to each drive leg — including the drive home — every time a day is routed or re-routed, and included in the drive times shown on the board. 0 turns it off. Existing routes keep their current arrival times until something re-routes that day; if the day is already confirmed, you'll be asked before any customer is re-notified.
min
A technician running seven stops drives eight legs, so the figure above is spent eight times over. This is the most padding any one technician's day may carry: once a day would exceed it, every leg of that day is shortened equally so the day's total stays within the cap. Quiet days never reach it, so they keep the full per-drive figure. 0 means no cap.
Default window
The arrival window communicated to customers when routes are confirmed.
hours
Per-preference overrides
Each scheduling preference can have its own window duration. When enabled, overrides the default.
Full-day jobs
A full-day booking takes the technician's whole day, so its customer is never given a two-hour arrival window. Choose what they are told instead.
Multi-day jobs
A multi-day job is one appointment to the customer and one stop per day on the board. Choose how many confirmations they receive.
Return time indicator
Color-code each technician's estimated return time on the Gantt chart relative to their configured working-hours end time.
On time
Returns by the working-hours end time.
Late
Returns up to the threshold after the end time.
min
after end
Very late
Returns more than the yellow threshold after the end time.
Neutral
Technician has no working hours configured.
Each technician's working hours end time is configured in the Employees section above.
Dispatch board for everyone

What the Dispatch Board opens to for anyone who hasn't picked their own. Each person can still change any of these from View on the board, and their choice is kept.

Board view
Switch everyone once

Everyone, including people who chose differently before, opens to this on their next load. Anyone who switches back afterwards keeps their choice.

Never switched.
Gantt layout
Timeline zoom
Fit shows the whole working day. Higher zooms scroll sideways.

Integrations

Connect third-party services for SMS, e-signatures, maps, routing, and more.

Staff Feedback

Feedback submissions from staff. Review, respond, and resolve suggestions, bug reports, and process improvement ideas.

Status Groups

Status groups define the stages a ticket moves through. Add custom groups, rename existing ones, and drag to reorder. Built-in groups cannot be deleted. The filter tabs and status dropdowns update automatically.

Client Tags

Tags that apply to universal customer profiles. Use these to flag VIP clients, mark difficult customers, or categorize account types.

Service Tags

Tags that apply to service tickets. Use these to flag urgency, warranty status, scheduling constraints, and follow-up needs.

Service Configuration

Manage the lists that power service tickets — colors, scope of work, problems, causes, installation types, and materials.

Documents

Create reusable document templates for service agreements, work orders, and invoices. Send them for e-signature directly from any ticket.

Finance & Bookkeeping

Configure the bookkeeper's payment queue. Choose which columns appear on your own Finance board — each person picks their own.

Finance board columns

These control the column headers on your own Finance board. The status, amount due, customer, completion date, tech, and location are shown by default.

Users

Manage who can access the app. Admins have full access. Dispatchers can manage tickets and scheduling. Technicians see only their own schedule.

Permissions

Control what each role can access and do. Changes take effect immediately for all users of that role.

Security

Configure login lockout and two-factor authentication for all user accounts.

Data

Import history and data reset options.

Import History

A log of all CSV/Excel imports run in this app.

Reset to Sample Data

Restores all sample employees, jobs, and tickets. All changes will be erased.

Tab Order

Drag to reorder the main navigation tabs. Changes save automatically.

Branding

Customize the logo, app name, and brand colors. Changes apply immediately for all users.

Keyboard Shortcuts

Configure keyboard shortcuts for the ticket panel. Shortcuts are saved per user. Click a key field and press any key to reassign.

How It Works

A plain-English reference for how this app's logic operates. This page updates automatically when settings change.

Communications

Email & SMS templates and the rules that decide which events send what to whom. Requires SendGrid (email) and Twilio or Hatch (SMS) in Settings → Integrations.