Dashboard
Click Calendar View above to load the calendar.
Expand Map

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

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

Clients

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 sequences each technician's stops. Optimal uses the shortest-drive-time algorithm. For the other strategies, the board shows a passive warning when Optimal would save more than the set number of minutes for a technician — set that threshold per strategy below. Scheduling preferences (First/Last stop, time windows) always take priority.
Warn if Optimal saves over
min
Warn if Optimal saves over
min
Warn if Optimal saves over
min
Applied when you click Reroute on the dispatch board, or whenever a day is auto-routed. The per-strategy thresholds drive the passive "Optimal saves ~Xm" indicator on the board.
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.
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 Display

Choose what information appears on job blocks for each layout mode. Settings save per-mode and apply immediately. Switch the mode tabs to preview each layout.

Standard
Compact
Expanded

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 the Finance board for every user.

Finance board columns

These control the column headers on the Finance department 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. The new order takes effect immediately after saving.

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.