Take the tour

A 60-second walkthrough of DispatchHQ

You are the dispatcher at Comfort Mechanical Services. A homeowner just called about a no-cool central AC unit in 92-degree weather. Walk through how that call becomes a tech on site, a diagnosis, a parts reservation, and an invoice — without losing the audit trail.

Click any step to start the tour from there. A green banner stays at the top of every page so you always know what to look at and how to advance.

1
Viewing asCSR·/customers
CSR takes the call: creates the customer record, opens a service call, marks urgency. The intake is the entry point for every downstream job.
Open call intake
2
Viewing asDispatcher·/dispatch
Dispatch board shows today's scheduled jobs vs. tech availability. Drag the new service call onto the right tech's window and account for travel time.
Assign on the dispatch board
3
Viewing asTechnician·/jobs?as=technician
Tech opens their queue on the truck. On site: log the diagnosis, capture labor time, mark parts used. The compressor capacitor isn't on the truck — job moves to "waiting on parts".
See the tech's queue
4
Viewing asParts manager·/admin/trucks
Parts manager sees the blocked job, reserves the capacitor against the closest stocked truck, and schedules the next-day follow-up. Aging blocked jobs surface in the daily dispatch alert.
Reserve the part
5
Viewing asEstimator·/estimates
On the second visit the tech also flags a failing condenser fan motor. Estimator writes a $6,200 estimate for the motor replacement — over the $5k owner threshold, so it routes for approval.
Open estimates
6
Viewing asOwner·/estimates
Owner reviews the over-threshold estimate: scope, parts cost, customer relationship. Approves; customer-visible status updates; tech can schedule the install.
Approve as the owner
7
Viewing asFinance·/invoices
Job closes; invoice draft auto-generates from labor + parts. Finance reviews, finalizes, and exports the ledger to QuickBooks.
Open invoice drafts
8
Viewing asAdmin·/audit
Every state change above — call created, dispatch assignment, diagnosis, parts reservation, estimate approval, invoice — emitted an audit event. The trail is read-only and exportable.
See the audit trail

What you will learn

You just saw a call become a dispatched job, a tech's on-site diagnosis, a parts shortage handled, an over-threshold estimate approved, and an invoice drafted — all with a continuous audit trail. That is the DispatchHQ workflow end-to-end; every other screen hangs off this spine.

Tip: every state change in this app emits an audit event — open /audit to see the trail.