Dispatch technicians, keep clients updated, and answer calls smart
Assign jobs across your team, notify clients automatically, run video consultations, and build your call routing visually.
Dispatch Board & multi-tech job assignment
The Dispatch Board gives you a live view of every technician's schedule for the day, so you can assign or reassign a job to whoever's available with a drag. Each job carries client info, service details, and location, so a tech has everything they need without a separate phone call.
A map view sits alongside the schedule and shows every tech's jobs plotted geographically, with a route-optimize action that reorders a tech's stops for the day to cut down on drive time between jobs.
Dispatch is built for field-service businesses with multiple techs on the road — if you run a single-location, single-provider business, your existing Booking Page and calendar cover the same ground without needing the Dispatch Board.
- Drag-and-drop job assignment across technicians
- Each job shows client info, service, and location in one card
- Map view + one-click route optimization to cut drive time
- Built for multi-technician field-service teams
Job costing, purchase orders & change orders
Job Costing tracks the real cost of a job — labor, materials, and purchase orders — against what you're billing for it, so you can see actual margin per job instead of guessing from the invoice total. Purchase Orders let you record materials ordered for a specific job, so those costs roll straight into that job's cost total.
Change Orders handle scope changes after a job's already underway — log the added work and cost, get it approved, and it flows into both the job's cost tracking and the client's final invoice, so you're not stuck manually reconciling a mid-job scope change afterward.
- Job Costing rolls up labor, materials, and purchase orders per job
- Purchase Orders tie material costs directly to the job they're for
- Change Orders capture approved scope changes and flow into the final invoice
Progress billing & the technician app
Progress Billing lets you invoice a job in stages — a deposit, a milestone payment, a final payment — instead of one lump sum at the end, which is useful for larger multi-day or multi-visit jobs. Each stage generates its own invoice tied back to the same job.
The Technician App is a mobile-friendly PWA your field techs can install on their phone home screen (no app-store download needed) to see their assigned jobs, update job status, and log job costs from the field.
- Progress Billing splits a job into deposit / milestone / final invoices
- Each billing stage generates its own invoice tied to the job
- Technician App installs as a PWA — no app store required
- Techs can update job status and log costs directly from the field
En-route status & client notifications
Technicians can update a job's status — en route, in progress, complete — right from the Dispatch Board, and MsgHealth can automatically text the client when their technician is on the way. This cuts down on "are you almost here?" calls and gives clients a clear sense of timing.
- Techs update job status (en route / in progress / complete) in real time
- Optional automatic "your tech is on the way" SMS to the client
- Reduces manual timing check-in calls
Video Calls
Video Calls let you run a video consultation directly with a client, right from their conversation thread — no separate app or download needed on their end. Useful for remote consultations, quotes, or check-ins before or instead of an in-person visit.
- Video consultations run directly in-browser, no client download needed
- Launches from the client's existing conversation thread
- Good fit for remote consultations, quotes, or follow-ups
Call Workflow (visual IVR builder)
Call Workflow is a visual, drag-and-drop builder for your phone system's call flow — build out menus, routing rules, and voicemail options without touching code. Combine it with Voice AI (see Agency, Voice & Growth Tools) to have your AI voice agent handle a branch of the flow, like after-hours calls or FAQ questions, while routing anything else to a live line.
- Drag-and-drop builder for call menus and routing, no code required
- Can hand off specific branches (e.g. after-hours) to Voice AI
- Routes anything else to a live line as configured
Ready to run your team from one board?
Dispatch Board and Video Calls are included on Pro plans and above.
Start your free trialField service & calls questions
Do I need the Dispatch Board if I only have one technician?
Not necessarily — Dispatch Board is built for coordinating multiple technicians on the road. A single-provider business can typically manage everything through the regular Booking Page and calendar.
Can clients get a text when my technician is on the way?
Yes — when a tech marks a job as en route from the Dispatch Board, MsgHealth can automatically send the client a heads-up text.
Does the client need to install anything for a video call?
No — Video Calls run directly in the browser from the client's conversation thread, no app or download required on their end.
Do I need to write code to set up a phone menu?
No — Call Workflow is a visual drag-and-drop builder for your call menus, routing, and voicemail options.
Can Voice AI handle part of my call flow while a human handles the rest?
Yes — you can route specific branches of your Call Workflow (like after-hours calls) to Voice AI, while everything else routes to a live line.
Can I see whether a job is actually profitable?
Yes — Job Costing tracks labor, materials, and purchase order costs against a job and shows your real margin, not just the invoice total.
How do I handle a scope change mid-job?
Create a Change Order — it logs the added work and cost, and once approved it flows into both the job's cost tracking and the client's final invoice.
Can I bill a job in stages instead of all at once?
Yes — Progress Billing lets you split a job into a deposit, milestone payments, and a final payment, each generating its own invoice tied to the same job.
Do technicians need to download an app?
No — the Technician App is a PWA they can install straight from the browser to their phone's home screen, no app store required, to see jobs, update status, and log costs in the field.
Can I optimize a technician's route for the day?
Yes — the Dispatch Board's map view includes a route-optimize action that reorders a tech's stops to cut down on drive time between jobs.
Still having trouble?
Reach out with an in-depth description of your issue and our team will get back to you within a few hours on business days.