Dispatch Online Brochure
8
Welcome Kit Ge!ng the most out of Dispatch
description
Getting started with Dispatch
Transcript of Dispatch Online Brochure
start.dispatch.me/ahs
Deliver Excep"onal Customer Experiences
Welcome KitGe!ng the most out
of Dispatch
Create and schedule jobs easily
Work
Customers
Billing
Se"ngs
Help
Jobs
Schedule
Morey Cadamson
Eduardo Maclinson
Fenster McCullins
Ann Droid
9:30am 10:00am
Micheal Wa#s(555) 645-3322AC Repair
Elro ZenneMOBILE: (555) 992-3162
Hanning Cunningham(770) 118-0224
Roofis FaiglinMOBILE: (847) 962-6145555 Willow Ave
Haron RuschMOBILE: (555) 342-6905170 Centre Ave
Leaky Valve (555) 348-6019277 Brookline Ave
Kim DotcomRoof Repair(555) 258-1219
Andrew OlbertLiaking Pipes(555) 821-4509
Tiffany Mey(405) 812-33844429 Sheridan
Nicky ChefsteinOven Repair(555) 389-1034
William Bels329 Grove st(555) 302-8834
10:30am 11:00am 11:30am 12:00pm 12:30pm 1:00pm 1:30pm
Accept Job
Wednesday January 8, 2016
12:00pm - 4:00pm
Broken HVAC System110 Myrtle Street, Unit 4Boston, MA
Our HVAC system is broken and we don’t know what’s wrong. My husband has tried to fix it himself and I think he made it worse. Please send a technician out to fix it.
Ready for billing
Your Jobs
SUN
5MON
6TUE
7WED
8THUR
9FRI
10SAT
11
Today, Wednesday January 8, 2016
Tuesday January 7, 2016
9:00am - 12:00pm
12:00pm - 4:00pm
Home Window Replacement
Backyard Deck Repair
872 Willow RoadJacksonville, FL
8792 Harvard StreetStockton, CA
12:00pm - 4:00pm
Broken HVAC System110 Myrtle Street, Unit 4Boston, MA
Ready for billing
Ready for billing
Wai!ng on parts
Dispatch is a web-based and mobile portal that helps you manage all of your work. Whether you’re receiving jobs from American Home Shield or managing your own commercial and retail work, Dispatch helps you manage every aspect, from scheduling, to communica!ng, to ge"ng paid.
Keep your office, techs and customers in syncWhen a job is scheduled, customers get a text message with the appointment details. Before the appointment, the tech taps the “On My Way” bu"on to update the customer with his ETA in real #me, automa#cally keeping everyone in sync.
TECHNICIAN VIEW
Job Status
8:00 AM - 12:00 PMWednesday, January 8th
Morey Cadamson
On My Way!
110 Revere StreetUnit #3Boston, MA 02114
Our HVAC system is broken and we don’t
Broken HVAC system
Job ID: 99-9999
Hi Jason, your technician is on the way! You can use the link below to track their arrival: disp.me/1234567
CUSTOMER VIEW
Morey Cadamson
ETA: 15 mins
Call Text
On the way
Appointment confirmed
Rate your experience
110 Revere Street, Unit #3
Boston, MA 02114
Try it yourself! Go to: tracker.dispatch.me/demo
Instant Feedback. Great Customer Experiences.As soon as the appointment is complete, your customers receive a 5-star ra!ng to evaluate their service experience. Ra!ng responses instantly sync back to your Dispatch app to help you prevent small issues from becoming big problems, and to help you ensure that every customer experience is a great one.
AHS providers using Dispatch during the pilot experienced a 105% increase in NPS scores
++
++
++
+
T H A N K Jason,
from Smith HVAC
Y O U
Rate your experience
Tell us why
Professionalism
Timeliness
Cleaniness
Awesomeness
Addi!onal comments
Don’t be shy! Let us know your thoughts…
Submit
How was your experience?
We’d love to hear what you thought
Rate your experience
It was almost perfect !
Customers Company
Search by name, loca!on or phone #
Jason Thompson 610-348-3510
108 Myrtle StreetBoston, MA 02114
Johnny Johnson 617-398-0094
Edgar Wang 617-930-08341984 Commonwealth AveBoston, MA 02112
Jus!n Pierce 617-555-8371
76 East 5th StreetBoston, MA 02127
Alex Willenberg 980-343-6754
One Beacon StreetBoston, MA 02124
•••
Unit #3Boston, MA 02114
Our HVAC system is broken and we don’t know what’s wrong. My husband has tried to fix it himself and I think he made it worse.
Broken HVAC System
CUSTOMER INFO
Jason Thompson
Mobile
Home
+1 (555) 348-3510
+1 (555) 980-2486
NOTES
Dec 1st, 2015 10:00am EST
Customer requests technician Jason.
PHOTOS
Job Status
Keep track of your customers and work history. Forever.Dispatch keeps track of your work, notes, and pictures for every job and every customer. All your customer data is secure and syncs in real !me so you can focus on your work, not tracking down that post-it note with the customer’s newest phone number.
Add payment History
50%
Total Due
Paid
Invoiced
(50%) $270.50
$491.00
$270.50
Type
= 50%
Amount
Date
$270.50
January 8th, 2016
$ % Full
Send receipt to customer
Quickbook SyncMobile PaymentsEs!mates & Invoices
Manage your en!re business end to endManage your work, communicate with your customers, and manage all of your
data in one place. Dispatch keeps all of your customer info, work history, invoices, es!mates, and payments organized and easily accessible in one easy-to-use
portal, whether you are in the office or on the road.
Invoice #55007 is par!ally paid
Date Issued January 8, 2016
Work Begins January 8, 2016
Payment Terms 30 Days
Es!mate # 50174
PO # FR25024
Job ID 71589
Job Broken HVAC System
Descrip!on Quan!ty Rate Tax Total
5 x 5 fan
Top of the line filter
New fan installa!on 1.0 $500.00 $10.00 $510.00
Filter replacement and installa!on 1.0 $75.00 $5.00 $80.00
Es!mate For Jason Thompson
110 Revere Street, Unit 3
Boston, MA 02114
555-512-1234
Smith HVAC Co.
600 Beacon Street
555-514-1432
From
Es!mate #55007 has been marked won
Date Issued January 8, 2016
Work Begins January 8, 2016
Payment Terms 30 Days
Es!mate # 50174
PO # FR25024
Job ID 71589
Job Broken HVAC System
Descrip!on
Notes
Signature
Quan!ty Rate Tax Total
5 x 5 fan
Top of the line filter
New fan installa!on 1.0 $500.00 $10.00 $510.00
Filter replacement and installa!on 1.0 $75.00 $5.00 $80.00
Es!mate For Jason Thompson
110 Revere Street, Unit 3
Boston, MA 02114
555-512-1234
Smith HVAC Co.
600 Beacon Street
555-514-1432
From
Subtotal
Due
$590.00
Discount -10% ($59.00)
Tax
Paid
$10.00
$270.50
Total $541.00
$270.50
50% deposit due up front to begin work. 8-bit disrupt Schlitz quinoa, gluten-free cronut banh mi taxidermy organic hoodie ethical heirloom before they sold out
YOLO. Selfies forage Schlitz, dreamcatcher ar!san.
By signing this document, the customer agrees to the services and condi!ons outlined in this document.
Jason Thompson
Click to Sign
Invoice #55007 is par!ally paid
Date Issued January 8, 2016
Work Begins January 8, 2016
Payment Terms 30 Days
Es!mate # 50174
PO # FR25024
Job ID 71589
Job Broken HVAC System
Descrip!on
Notes
Signature
Quan!ty Rate Tax Total
5 x 5 fan
Top of the line filter
New fan installa!on 1.0 $500.00 $10.00 $510.00
Filter replacement and installa!on 1.0 $75.00 $5.00 $80.00
Es!mate For Jason Thompson
110 Revere Street, Unit 3
Boston, MA 02114
555-512-1234
Smith HVAC Co.
600 Beacon Street
555-514-1432
From
Subtotal
Due
$590.00
Discount -10% ($59.00)
Tax
Paid
$10.00
$270.50
Total $541.00
$270.50
50% deposit due up front to begin work. 8-bit disrupt Schlitz quinoa, gluten-free cronut banh mi taxidermy organic hoodie ethical heirloom before they sold out
YOLO. Selfies forage Schlitz, dreamcatcher ar!san.
By signing this document, the customer agrees to the services and condi!ons outlined in this document.
Jason Thompson
Click to Sign
Your jobs sync automa!cally with the American Home Shield portalWhen work is sent to you by American Home Shield, the details automa!cally appear in the Dispatch mobile app and desktop website. As soon as you accept, start, and complete a job using Dispatch, the job status stays in sync automa!cally in the American Home Shield portal.
+
Mike’s ViewSORT BYNewest First
GROUP BYStatus
FILTER BYConstruc!on Reset
SortGroupFilter Start Date End Date1 1 1 -
Need to Order Parts JAN 12Basement Finishing Construction
$21,480Open
$10,400Paid
Construc!on Boston, MADavid Chapman2545 Charles StreetJan 15 / 1:00pm-3:00pm +1
HomeServe
Washer Repair$0
Open$1,150
PaidJan 15 / 1:00pm-3:00pmElectrical Hingham, MAJeff Lebowski
170 Milk StreetCCHS
Back Patio Construction$1,450
Es!mated ValueConstruc!on Weymouth, MAChuck Rogers15123 Radical Drive
WebsiteJan 15 / 1:00pm-3:00pm
Stairwell Wall Repair$1,250
Open$680
PaidConstruc!on Boston, MADavid Chapman
2545 Charles StreetJan 15 / 1:00pm-3:00pm +1HomeServe
Patio Furniture Refinishing$620
Es!mated ValueConstruc!on Weymouth, MAChuck Rogers15123 Radical Drive
WebsiteJan 15 / 1:00pm-3:00pm
Built in Gril l Installation$1,200
Es!mated ValueMasonry Weymouth, MAChuck Rogers15123 Radical Drive
Website
10All Jobs
2 Scheduled
1Complete
3New Offers
1In Progress
1Paused
1Canceled
1Unscheduled
Your Jobs
SUN
5MON
6TUE
7WED
8THUR
9FRI
10SAT
11
Today, Wednesday January 8, 2016
Tuesday January 7, 2016
9:00am - 12:00pm
12:00pm - 4:00pm
12:00pm - 4:00pm
Home Window Replacement
Washer Repair
Backyard Deck Repair
872 Willow RoadJacksonville, FL
8792 Harvard StreetStockton, CA
12:00pm - 4:00pm
Broken HVAC System110 Myrtle Street, Unit 4Boston, MA
Ready for billing
Ready for billing
Wai!ng on parts
Ready to Get Started?
Helpful Links
Contact your AHS Contractor Rela!ons Rep or send an email to [email protected]
Training Site: h"p://start.dispatch.me/ahsDownload Mobile App: h"p://get.dispatch.meDesktop Login: h"p://manage.dispatch.meHelp Center: h"p://help.dispatch.me
All the support you need, whenever you need itOur Customer Success team is here to help you maximize your business. We are dedicated to making sure you get the most out of Dispatch from the moment you join the pla!orm.
617-580-0607
help.dispatch.me
