OPERATIONS OVERVIEW
Dashboard
Appliance Help & Repair LLC
OPERATIONS · TUESDAY, SEP 15
Dispatch Board
Assign, move and resize appointments. Changes save automatically.
Technician colors & availability
Colors identify technicians throughout Dispatch.
CRM
Customers & Accounts
Accounts, people, properties and appliance history.
SERVICE OPERATIONS
Jobs
Search, combine filters and sort all authorized work.
COMPANY COMMUNICATIONS
Inbox
Calls and SMS matched to customers and Jobs.
TECHNICIAN SETTLEMENTS
Technician Pay
DONE Jobs, commission, tips, reimbursements, cash collected and dispute holds.
OPERATIONS
Tasks
Calls, parts, warranty checks, balances and return visits.
TECHNICIAN PWA
Technician Mobile
Only work assigned to the signed-in technician.
WORKFLOW ENGINE
Automations
Trigger → conditions → actions → delay.
Rules
ACCESS CONTROL
Team & Permissions
Invite staff, assign roles and limit sensitive actions.
COMPANY
Settings
Company-managed lists, price templates, phone numbers and providers.
Price Book
Reusable Estimate and Invoice itemsLead Sources
Company Phone Numbers
Appliance Types
Appointment Time
Global setting for all new appointmentsSquare · Not configured
Stripe · Not configured
Google Places · Not configured