New App: Modernize and Simplify Field Service Experiences with Dispatch

Dispatch is a software platform that helps the home services industry meet the rising demands of the modern customer. With powerful insights that link the people, process, and data together, you can delight your customers, empower contractors, and promote a positive brand image for your enterprise. What’s more, the platform enables your dispatchers, field workers, and customers to communicate directly with each other, while adding accountability and tracking that you can see from the office. With Dispatch, you can finally say goodbye to the phone tree and provide a modern service experience at every step, from your dispatcher's desk to your customer's home.

Now that Dispatch integrates with Zapier, you can choose from 750+ apps to automate office management tasks and facilitate communication with your team and customers. With Dispatch + Zapier, you’ll have the tools you need to keep all the moving parts of your field service business running smoothly.

How Dispatch Works with Zapier

Triggers

• New Event: Triggers when an update is made to Dispatch.

Search

• Find Invoice or Estimate: Finds an existing invoice or estimate.
• Find Job: Finds an existing job.
• Find Job Offer: Finds an existing job offer.
• Find Technician or Dispatcher: Finds an existing technician or dispatcher.
• Find Product or Service: Finds an existing product or service.
• Find Customer: Finds an existing customer.
• Find Organization: Finds an existing organization. If you only dispatch jobs to a single organization you will not need to use this search as the organization will default.
• Find Appointment: Finds an existing appointment.

Actions

• Update Organization Offer Status: Updates the offer status for an organization, e.g. accepted.
• Create or Update Organization: Creates or updates an organization.*
• Organization Offer Reminder: Sends an organization an offer reminder.
• Create or Update Product or Service: Creates or updates products and services.
• Create or Update Job: Creates or updates a job.
• Create or Update Appointment: Creates or updates an appointment.
• Create or Update User: Creates or updates a user (technician or dispatcher).
• Create or Update Customer: Creates or updates a customer.
• Create or Update Job Offer: Creates or updates a job offer.*
• Create Note: Creates a new note.
• Create or Update Invoice or Estimate: Creates or updates a new invoice or estimate. This action will also auto-create product/service catalog items on the fly if they do not exist already.

*These Actions require elevated privileges i.e. authentication using the "Client ID". If you require access to this API, please reach out to support@dispatch.me.

Automation Inspiration

Get started with these sample Zaps:

Add Customers to Dispatch from Other Apps

Organize Your Business Operations in Dispatch

How To Automate Dispatch with Zapier

1. Sign up for a Dispatch account, and make sure you have a Zapier account

2. Try some pre-made Dispatch integrations and learn more about how Dispatch works with Zapier

3. Check out our Dispatch help documentation for details on connecting your account and setting up your first Zap

4. Or login and build a custom workflow with Dispatch and Zapier

New to Zapier? It's a tool that helps anyone connect apps and automate workflows - without any complicated code. Sign up for free to use Dispatch with Zapier.