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About DispatchMind

Clara AI Deep Dive with Clara AI

DispatchMind is job management software for service businesses: HVAC, plumbing, electrical, garage door, locksmith, cleaning, lawn care, pest control, moving, towing and more than 80 other trades. Pick your trade when you sign up and it comes set up with your job types, job fields, checklists and a starter price list. Run the whole day from one place. You get a jobs board, a dispatch board, a calendar and a job page that holds the money, notes, photos and history. Techs get their own app and see only their own jobs, and you decide what each one can see and do. Estimates and invoices come from your price book, and payments run through your own Stripe account. Collections keeps every open balance in one list, oldest first. Nellie, the AI dispatcher, works inside your jobs. Ask her a question in plain English, tell her what to change, or let her answer the phone and book jobs when you can't. The built-in phone gives you a business number, calls and texts in the app, voicemail drops, a dialer that calls up to 5 people at once, and call masking for techs. Reports, commissions and tech pay are worked out from your own jobs. Automations handle follow-ups, and color tags show what each job needs next. Recurring plans and routes cover route-based work, and crews and pickup/drop-off addresses cover moving and towing. It works in any browser and on the iPhone app, keeps working without signal, and comes in 18 languages. Plans are month to month, with a 14-day free trial and no card needed.

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Screenshots & Videos

Today: the whole day at a glance
Jobs board with next step, tags and techs
Calendar by tech

Pricing

Platforms Supported

  • Browser Based (Cloud)
  • Mobile App (iOS)

Organization Types Supported

  • Medium Business
  • Small Business

API Support

  • Available

Modes of Support

  • Business Hours, Online

DispatchMind Features

Field Service Management Features

Reporting

Sends instant status reports about the task with customer feedback

Job Scheduling

Helps in allocating jobs to the right person at the right time

Digital Signature

A facility to capture digital signature in a secure format

Inventory Management

Helps in recording inventory to optimize and fulfill the requirement.

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Offline Reporting

Helps you to save the data offline and synchronize as soon the device connects to the internet

Analytics (Workforce)

Helps you track and analyse the performance of the workforce

Route Optimization

Determines the cost efficient route to perform the order

Real-time Job Tracking

Allows you to view your workforce in real time and improve strategy

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Attendance Management

Helps to manage employee attendance or workforce presence in the workplace to reduce employee downtime

Claims Management

Helps to organize and keeping track of insurance claims and as such claims made by patients.

Document Management

Ability to store and manage various information and documents in electronic format.

Invoice Management Features

Payment Tracking & Reconciliation

Invoice Creation & Processing

Integration with Accounting Systems

Tax & Compliance Management

Automated Invoice Capture (OCR)

Approval Workflow Automation

Reporting & Analytics

Vendor Management

Helps to manage necessary data concerning vendors and allows easy access

Cleaning Services Features

Communication & Notifications

Recurring Service & Contract Management

Inventory & Equipment Management

Invoicing & Payment Processing

Staff & Workforce Management

Online Booking & Service Requests

Customer & Client Management (CRM)

Job Scheduling & Dispatch Management

Reporting & Analytics Dashboard

Work Order Management

Helps in managing and organizing work order in a paperless form to streamline workflow

Appointment Scheduling Features

Payment Processing

Helps to manage automated transactions across various online channels

Online Scheduling

Helps in automating and monitoring the scheduling tasks virtually automatically

Calendar Management

Helps viewing deadlines, upcoming events, handle or add new appointments, etc

Appointment Scheduling

Helps in scheduling and managing all necessary appointments

Multi-Location Scheduling

Helps in managing schedules and confirm reservations/booking from multiple locations

Resource Scheduling

Helps in setting strategies to allocate resources to projects or tasks to complete it correctly and also manage its start/end dates

Reservations

Helps in making as well as canceling reservations online and also assist in rescheduling them (if necessary)

Meeting Room Booking

Helps managing meeting room schedules and offers a simple interface to book the appropriate booking room

Group Scheduling

Helps in scheduling group meetings with multiple numbers of attendees

Employee Scheduling

Helps in creating, processing and automating the employee schedule

Class Scheduling

Helps tutors or educational institutes at large to schedule academic and or vocational training classes

Automated Scheduling

Helps to automate the scheduling processes to reduce paperwork, provide a comprehensive solution and ensure timely updates

Employee Scheduling Features

Reminders

Sends important reminders through email to attendees

Employee Timeclock

Seamlessly record time in/out of the shifts and export timesheets to payroll platform.

Shift Swapping

Allow employees to exchange shifts with other qualified employees conveniently.

Staff Notification

Alerts the employee via email, text, and push notifications upon any new events or changes.

Workforce Forecasting

Automatically predict future workforce needs based on historical data and proactively plan for shortcomings. It illustrates the staffing plan for a specific time period to effectively address both understaffing and overstaffing concerns.

Employee Portal

User panel for employees to view, manage their information and requests

Real-time Reporting

Allows users to check campaign real-time status as it happens

Drag and drop Builder

Has a pick-and-drop visual interface for easier designing

Automated Scheduling

Helps to automate the scheduling processes to reduce paperwork, provide a comprehensive solution and ensure timely updates

Compliance Tracking

Helps in tracking and monitoring and auditing all the regulatory compliance requirements

Predefined Templates

It holds a bundle of built-in templates that can be used in the projects

Route Planning Features

Mobile App

Helps your team to stay top on the business everywhere

Geofencing Alerts

Provides delivery alerts using geofencing technology whenever predefined location boundaries are crossed, providing notifications for route deviations, delays, or late arrivals.

Proof of Delivery

Enables Proof of Delivery (POD) with features like e-signatures, photos, and barcode scanning for efficient verification.

Route Cost Calculation

Effortlessly calculate route costs, factoring in fuel expenses, tolls, and mileage estimates for precise planning.

Driver Scheduling

Enables you to assign drivers, manage workloads efficiently, and streamline dispatching.

Dynamic Re-Routing

Effortlessly adjust routes to accommodate traffic, weather disruptions, or unexpected changes with ease.

GPS Tracking

Enables real-time GPS tracking, providing live updates on vehicle location and status.

Route Optimization

Determines the cost efficient route to perform the order

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.
DispatchMind Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

MONTHLY YEARLY

Screenshots of Vendor Pricing Page

Pricing screenshot

Learn more about  DispatchMind Pricing

DispatchMind Alternatives

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DispatchMind FAQs

What kind of businesses is DispatchMind for?

Service companies with techs in the field: HVAC, plumbing, electrical, garage door, locksmith, cleaning, lawn care, pest control, moving, towing and more than 80 other trades. Pick your trade at sign-up and it comes set up with your job types, job fields, checklists and a starter price list.

Is there a free trial?

Yes. 14 days, every feature on, including Nellie the AI dispatcher. No card needed. After that, plans are month to month.

What does Nellie, the AI dispatcher, do?

Nellie works inside your jobs. Ask her a question in plain English, tell her what to change, or let her answer the phone and book jobs when you can't. She checks with you before money or big changes. Nellie is an add-on from $149 a month.

Do my techs get an app?

Yes. Techs get an iPhone app and can also use any browser. They see only their own jobs, tap On my way, add notes and photos, and close out jobs. You decide what each tech can see and do.

Can I bring my data from the system I use now?

Yes. You can import your customers and jobs from your current system, and the Business plan includes a free data move-in.

How do customers pay?

Estimates and invoices come from your price book, customers can approve and sign online, and card payments run through your own Stripe account. Collections keeps every open balance in one list, oldest first.

What is DispatchMind used for?

DispatchMind is Field Service Management Software. DispatchMind offers the following functionalities:

  • Reporting
  • Job Scheduling
  • Digital Signature
  • Inventory Management
  • Billing and Invoicing

Learn more about DispatchMind features.

What are the top alternatives for DispatchMind?

Does DispatchMind provide API?

Yes, DispatchMind provides API.

DispatchMind Contact

Vendor Details

Not available

Contact Details

Not available

https://dispatchmind.ai

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SaaSworthy may receive compensation from some vendors featured on this page. This does not influence our editorial evaluation or ratings. [email protected]

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