Dispatch

The number it owns

Completed work not invoiced

$20

HVAC, plumbing and electrical shops

9 skills 5 routines

Buy Dispatch, $20

Install by pasting: the kit is in your download.

Last updated

Connects to

  • Google Sheets
  • QuickBooks
  • Gmail
  • Slack
  • browser

What it never does

  • Decide why a callback happened
  • Report an unbilled total without its blocker
  • Read margin by person rather than by job type

In the box

  • /onboardThe setup interview, and the reason a shop is running by Thursday.
  • /job-syncThe ingest. Everything else is a view over what this skill decided, so its identity rules are the ones worth reading twice.
  • /unbilled-sweepThe end of day sweep, where the classification is the product.
  • /billing-reconcileThe skill for when sources disagree.
  • /callback-traceThe quality number, and the one skill here that protects your best technician from it.
  • /estimate-followupThe difference between a 30 and a 45 percent close rate is that somebody restated the finding and then, eventually, stopped.
  • /margin-readWhere the money went, by job type and never by person.
  • /date-watchThe narrowest skill here and the one most likely to save a buyer more than the price.
  • /explainWhere that number came from, with the records handed over rather than the figure defended.

Routines

RoutineWhen
Morning job board and huddle listEvery weekday at 06:15
End of day unbilled sweepEvery weekday at 17:30
Estimate follow-up draftsEvery weekday at 09:15
Weekly callback and margin readTuesdays at 09:00
Window and date guardDaily at 05:45, including weekends and public holidays

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