ONE CONNECTED PLATFORM

Run every job from first call to final payment.

DispatchBud gives your office and field team one calm, connected place to manage customers, work, money, and the follow-up that wins the next job.

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DB
TODAYThe day at a glance
Jobs today12Revenue$8,420Open estimates7
AC repair & diagnostic8:00 AM · Anderson Residence
In progress
Furnace maintenance10:30 AM · Cedar Street Dental
Confirmed
Paid today$5,704
ONE SOURCE OF TRUTH

Six tools that work like one.

A customer request should become a quote, a scheduled visit, an invoice, and a follow-up—not six disconnected records. DispatchBud keeps the context moving with the job.

CUSTOMER CRM

Every customer detail, ready when the phone rings.

Give the office and the field one complete record for every customer and property. See contact details, service history, notes, files, estimates, invoices, and conversations without hunting through separate tools.

  • Property and equipment history
  • Notes, photos, files, and communication
  • Fast search across every customer
MR
Maria Rodriguez 1432 Pine Street
Active customer
PROPERTY EQUIPMENTTrane XV20i Heat PumpInstalled Jun 2023 · Warranty through 2033
TODAYAnnual maintenance completedPhotos and service notes added by James
SCHEDULING & DISPATCH

Build a schedule your whole team can trust.

Turn approved work into scheduled jobs, match the right technician to each visit, and keep everyone clear on where to go and what comes next.

  • Drag-and-drop scheduling
  • Crew assignments and job status
  • Google Calendar sync and route context
Wednesday, August 56 techs available
Diagnostic & repairAnderson ResidenceIn progress
Water heater installHarrison PropertyOn the way
System estimateMaria RodriguezConfirmed
ESTIMATES

Professional quotes that are easy to say yes to.

Build polished estimates from your service catalog, send them from the same workspace, and move approved work into production without entering it twice.

  • Reusable services and line items
  • Online approval and deposits
  • Estimate-to-job conversion
ESTIMATE #1048High-efficiency system replacement
Equipment & installation$8,450.00
Smart thermostat$420.00
Total$8,870.00
INVOICING & PAYMENTS

Close the loop from completed to paid.

Create the invoice from the job record, share a secure payment link, and keep payment status visible to the people who need it.

  • Card and bank payment links
  • Recurring billing for service plans
  • Clear invoice and payment history
PAYMENT RECEIVED$1,284.00

Invoice #2084 · Visa ending in 4242

Balance due$0.00
AUTOMATION & MARKETING

Follow up every time, without another sticky note.

Use automated reminders, review requests, and targeted customer campaigns to create a polished experience long after the truck leaves.

  • Appointment reminders
  • Post-job review requests
  • Customer segments and campaigns

WHENJob is completed

THENSend review request

RESULTCustomer shares feedback

REPORTING

Know what is happening before the month ends.

Track the jobs, revenue, estimates, payments, and team activity that move the business—without rebuilding the story in a spreadsheet.

  • Revenue and job summaries
  • Estimate pipeline visibility
  • Team and location reporting
REVENUE THIS MONTH$84,260+18.4%
Collected Scheduled
CONNECTED BY DESIGN

Enter it once. Keep it moving.

The job record carries the customer, property, scope, schedule, invoice, payment, and follow-up forward. Your team spends less time reconciling tools and more time serving customers.

Try the complete workflow
Customer
Estimate
Job
Payment
Review

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