Dispatch and field work

The call becomes a job assigned to someone who accepted it — not a note you find on the dash at nine at night.

7 days, 20 answered calls, no card

The task it takes over

The call does not wait until you are free. It comes in while you are under a sink, in a crawl space or behind the wheel. And the question right after is the same one every time: who goes, when, and does that person know about it yet?

This add-on turns a qualified request into an assigned job. It weighs the service area, the skill or the equipment the work needs, who is genuinely free, and the priority you set between an emergency, a contract visit and a project. Then it offers the job to a technician and waits for an answer: a proposed assignment is not a confirmed job.

When the day shifts — a backed-up drain that jumps the queue, a technician held up two more hours on a site — it reschedules what can move, escalates what cannot wait, and keeps the completion report: work done, parts installed, next step.

Step by step

  1. Receive

    The request arrives documented

    Address and postal code, fixture or line involved, water running or not, building access, who authorizes the charges: your base asks all of it during the call. Dispatch therefore starts from answers, not from a callback you owe someone by suppertime.

  2. Assign

    Service area, skill, availability

    It matches the request against real capacity: who covers that area, who holds the licence or carries the right tool, who is open in the window asked for. Between two requests of equal weight, it is the priority rule you configured that decides, not a hunch.

  3. Accept

    Nothing is promised before acceptance

    The technician receives the job offer and accepts or declines it. Until someone accepts, the request sits in a visible queue and the caller has a requested window, not a confirmed visit. That distinction is what prevents an angry callback the next morning.

  4. Report back

    The completion report closes the loop

    Work performed, parts, time on site, next step: the report attaches to the same request. A warranty return reads differently from a new job, and the history of that address shows it on the following call.

An add-on, not a base capability

The Trades and maintenance base answers, qualifies and sends you the request with a clear next step. It assigns nobody. Dispatch is added on purpose, over the jobs of one crew, within that crew's operating capacity.

If you take the Contracts and recurring service add-on, it already covers dispatch for work performed under those contracts: the same job is not counted twice. Dispatch keeps its place alongside it, for one-off work outside any contract.

What this changes for your business

Service calls — plumbing, electrical, HVAC

Water running, no heat in deep cold, a system fully down: the request is flagged urgent and looks for the on-call technician in the rotation. A smell of gas follows the preset's safety instruction instead, and does not become a job to assign.

Crews with a dispatcher

Customer account, site, declared skill, authorized shutdown window, technician acceptance: these are the criteria your dispatcher already applies. The final call stays with that person when two emergencies land at once.

Grounds maintenance and seasonal service

Routes by area, the trigger threshold you configured, gate access and time-of-day restrictions. The last confirmed pass stays on file, which answers the customer calling in to ask whether their property was serviced.

What it receives

  • The qualified request: address, problem described, access, who authorizes charges
  • Your service areas, your declared skills and the on-call rotation
  • Each technician's availability and the usual duration of the work
  • The priority rules you set between emergency, contract visit and project

What it produces

  • A job proposed to the right technician, with the reason it went there
  • A dated acceptance or refusal, and a visible queue until someone accepts
  • A reschedule when the day changes, an escalation when rescheduling is short
  • A completion report on the request: work done, parts, next step

The technician accepts or declines, and nobody is sent to a customer without that acceptance. Until it is given, the caller does not hear that a truck is on the way.

What is metered, and what comes from elsewhere

The add-on carries its own monthly allowance, separate from the calls in the base.

  • One hundred coordinated jobs per month, reset at each period
  • One scope: a single crew and its operating capacity
  • A job already covered by the contracts add-on is not metered again here
  • Calls stay metered on the base, separately from this add-on

Any third-party fees — message transport from an outside carrier, the subscription to a field-service tool you already run — are separate and billed by that provider.

With field-service software

The status shown is technical qualification, not a sales claim. With no qualified software, the job lives in Zenvox and nothing is blocked.

  • JobberTo qualifyCustomer, request and quote objects are documented on the vendor side. Writing an assignment and reading back its acceptance still have to be proven on a live account.Jobber
  • Housecall ProTo qualifyEligibility for the advanced interface and write coverage on its endpoints must be confirmed with the vendor before promising a written assignment.Housecall Pro
  • ServiceTitanTo qualifyCommercial access and exact write and event coverage are unsettled. A calendar alone does not tell you field availability.ServiceTitan

Questions about this add-on

Can a technician be sent to a customer without having accepted the job?

No. The job is offered to the technician, who accepts or declines it. Until someone accepts, the request sits in a visible queue and the caller has a requested window, not a confirmed visit.

How does it pick who goes?

On your real capacity: who covers that area, who holds the licence or carries the right tool, who is open in the window asked for. Between two requests of equal weight, the priority rule you configured decides, not a hunch.

What about a smell of gas — is that assigned to someone?

No. A smell of gas follows the preset's safety instruction and does not become a job to assign. Emergencies that stay jobs — water running, no heat in deep cold, a system fully down — look for the on-call technician in the rotation.

If I already take the maintenance contracts add-on, is dispatch counted twice?

No. The Contracts and recurring service add-on already covers dispatch for work performed under those contracts, and the same job is not counted twice. Dispatch keeps its place alongside it, for one-off work outside any contract.

What is metered when I add dispatch?

One hundred coordinated jobs per month, reset at each period, over one crew and its operating capacity. Calls stay metered on the base, separately from this add-on.

Where to next

Go back to your trade, or look at the add-on that covers maintenance contracts.

Dispatch and field work

The call becomes a job assigned to someone who accepted it — not a note you find on the dash at nine at night.

Start your free trial7 days, 20 answered calls, no card