A technician checking the day's calls on a phone

Service companies

Take the call, dispatch it by the hour, see it done

ControlBoard® runs the day of a service company. The call comes in, the dispatcher takes it as a ticket, a short job with the customer, the address and a time window, and drags it onto a technician’s hour on the daily dispatch board. The tech gets it on the phone with directions, punches in at the door, adds photos and notes, and has the customer sign the completion form. The hours go to payroll and the job’s cost is known the same week. The same board schedules your installation crews, trucks and machines, so one system runs service and projects.

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Sound familiar?

Calls on sticky notes, and the dispatcher is the only one who knows who is where.

A tech finishes early and nobody has the next call ready.

The customer signed a paper form that reaches the office next week.

Hours typed twice, and nobody knows what each call cost.

A day on ControlBoard

The day, from the yard to the pay week

7:00 AM

The day by the hour

Daily dispatch shows each tech’s lane by the hour. Unassigned calls wait in the tray with their address; drag one onto a lane at the time it should start, and the day goes to every phone in one send.

Daily dispatch: each technician's lane by the hour, with the day's calls as bars

9:40 AM

A call comes in

Take it as a ticket without leaving the page: the customer, the address, the job type and the window. Drop it on the nearest free tech, who sees it on the phone at once with directions.

Jobs and resources on a map: where people and equipment are now

1:15 PM

Done, signed, filed

The tech punches in at the door, adds photos and notes, and has the customer sign the completion form from the link on the phone. It is filed on the job as a signed PDF.

ControlBoard Field: my schedule for today with directions and Punch In

Friday

Hours to payroll, cost per call

The office approves each tech’s week and hands payroll one file. With Complete, each ticket carries its own hours and cost, so you know what the call cost before you bill it from your accounting system.

Payroll export: approved hours in the file your payroll provider reads

Service companies on ControlBoard®

Facts
A ticket is	A short job with a customer, an address, a job type and a time window
Dispatch	One day by the hour; drag a ticket onto a tech’s lane; one send to every phone
Field	ControlBoard Field for iPhone and Android; works offline
Price	Published, per person, from $4 a month
Who it is for	Mechanical and HVAC service, electrical service, plumbing, telecom, environmental and equipment service companies

The parts you will use

Dispatch and the field: The schedule to every phone by text, email or app, replies on the job's thread, trips and moves.
Scheduling: Labor, crews, equipment, subcontractors and material on one board, against each job's needs.
Time and payroll: Punch or type hours, the foreman's crew sheet, the office week, approve and lock, the payroll file.
Forms and daily logs: Your own forms and permits, the hazard library, and a daily log for every job-day.
Job cost: Budget, cost to date, committed, scheduled, cost to complete and projected final, by cost code.

“Everyday User”

Providing lots of information to my guys in the field, address, job number, start time, contacts, and being able to transfer to their mobile device almost instantly. I also enjoy the texting feature if I need to send an important message.

★★★★

Alex C, Project ManagerConstruction, 51-200 employees
Capterra review, 03/04/2022

Works with

QuickBooks OnlineCustomers, jobs, employees and vendors come in from QuickBooks Online; approved hours go back as time activities. AcumaticaProjects, customers and employees come in from Acumatica, so the schedule starts from the jobs your books already hold. KnowifyJobs come in from Knowify, matched to the jobs you already have, so the schedule follows the work you sold. Any payroll serviceApproved weeks go to any payroll service as a plain file, with a record of what was sent and when. SamsaraEngine hours, odometer, position and fuel come in from Samsara for the machines you already have. Verizon ConnectTruck and vehicle locations come in from Verizon Connect (Fleetmatics) and show on the map beside the schedule. SalesforceAccounts and opportunities come in from Salesforce as customers and jobs, so sold work reaches the schedule. Google CalendarThe schedule goes to Google Calendar as events and stays in step as the board changes. Microsoft OutlookThe schedule goes to Outlook calendars through Microsoft 365 and stays in step as the board changes.

Common questions

Can ControlBoard create and dispatch service tickets?

Yes. A call becomes a ticket on the daily dispatch board without leaving the page: a short job with the customer, the address, the job type and the time window. Drag it onto a technician’s lane at the hour it should start, and one send puts it on their phone with directions.

What does the technician see on the phone?

Today’s calls in order, each with the address and directions, who else is on it and the office’s notes. The tech punches in and out, adds photos and notes, fills the completion form with the customer’s signature from its link, and messages the office. Without a signal, the work waits on the phone and sends later.

Does ControlBoard invoice the customer?

No. ControlBoard dispatches the call, collects the hours, the photos and the signed form, and knows what the call cost. Invoicing, estimates and parts stay in the accounting system you already use, which keeps the ledger.

We do installations and service. Do we need two systems?

No. The same board schedules project crews, trucks and machines for weeks ahead and dispatches service calls by the hour, and the hours from both go to one payroll file.

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